SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.16M
3
+$6.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.62M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.48M

Top Sells

1
+$31.4M
2
+$12.3M
3
+$11.5M
4
UNH icon
UnitedHealth
UNH
+$9.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.31M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$54K ﹤0.01%
4,200
1227
$54K ﹤0.01%
1,742
1228
$54K ﹤0.01%
476
-7
1229
$54K ﹤0.01%
648
-125
1230
$54K ﹤0.01%
3,281
1231
$54K ﹤0.01%
357
+10
1232
$54K ﹤0.01%
5,000
+300
1233
$53K ﹤0.01%
1,770
+88
1234
$53K ﹤0.01%
2,671
+1,736
1235
$53K ﹤0.01%
1,107
+77
1236
$53K ﹤0.01%
375
-1,152
1237
$53K ﹤0.01%
437
-145
1238
$53K ﹤0.01%
1,904
-1,983
1239
$53K ﹤0.01%
698
+63
1240
$52K ﹤0.01%
845
+1
1241
$52K ﹤0.01%
1,934
1242
$52K ﹤0.01%
+6,529
1243
$52K ﹤0.01%
+14,974
1244
$52K ﹤0.01%
+4,500
1245
$51K ﹤0.01%
3,305
-1,750
1246
$51K ﹤0.01%
707
1247
$51K ﹤0.01%
1,049
-15,925
1248
$51K ﹤0.01%
1,592
1249
$51K ﹤0.01%
5,711
+2,609
1250
$51K ﹤0.01%
1,168
+649
48 49
50
51 52