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
1251
$51K ﹤0.01%
7,400
+765
1252
$51K ﹤0.01%
15,605
+9,542
1253
$50K ﹤0.01%
2,160
-996
1254
$50K ﹤0.01%
1,533
+90
1255
$50K ﹤0.01%
913
-67
1256
$50K ﹤0.01%
12,712
+10,509
1257
$50K ﹤0.01%
9,963
-52,476
1258
$50K ﹤0.01%
422
-1
1259
$50K ﹤0.01%
6,750
+800
1260
$50K ﹤0.01%
2,494
+148
1261
$50K ﹤0.01%
1,850
-54
1262
$50K ﹤0.01%
+1,149
1263
$50K ﹤0.01%
+1,350
1264
$50K ﹤0.01%
1,415
+310
1265
$49K ﹤0.01%
849
-84
1266
$49K ﹤0.01%
750
-1,081
1267
$49K ﹤0.01%
805
1268
$49K ﹤0.01%
1,629
+70
1269
$49K ﹤0.01%
3,236
+736
1270
$49K ﹤0.01%
4,267
-288
1271
$49K ﹤0.01%
513
-61
1272
$49K ﹤0.01%
333
1273
$49K ﹤0.01%
1,068
+52
1274
$49K ﹤0.01%
1,995
1275
$48K ﹤0.01%
6,050
+1,750
49 50
51
52 53