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
1276
$48K ﹤0.01%
4,300
-768
1277
$48K ﹤0.01%
720
-400
1278
$48K ﹤0.01%
1,279
1279
$48K ﹤0.01%
1,929
1280
$48K ﹤0.01%
1,100
+5
1281
$47K ﹤0.01%
2,600
+250
1282
$47K ﹤0.01%
1,926
-339
1283
$47K ﹤0.01%
6,839
-2
1284
$47K ﹤0.01%
1,500
-600
1285
$47K ﹤0.01%
849
+199
1286
$47K ﹤0.01%
10,250
-3,500
1287
$47K ﹤0.01%
1,404
-535
1288
$47K ﹤0.01%
1,425
-800
1289
$47K ﹤0.01%
1,484
-320
1290
$47K ﹤0.01%
9,600
1291
$46K ﹤0.01%
3,000
1292
$46K ﹤0.01%
1,500
1293
$46K ﹤0.01%
+4,750
1294
$46K ﹤0.01%
1,294
1295
$46K ﹤0.01%
951
-475
1296
$46K ﹤0.01%
1,500
-116
1297
$46K ﹤0.01%
291
+38
1298
$46K ﹤0.01%
500
-700
1299
$46K ﹤0.01%
3,422
1300
$45K ﹤0.01%
2,354
+31
50 51
52
53 54