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
1301
$45K ﹤0.01%
2,088
+548
1302
$45K ﹤0.01%
3,250
1303
$45K ﹤0.01%
2,360
-648
1304
$45K ﹤0.01%
2,091
-438
1305
$45K ﹤0.01%
1,175
+100
1306
$45K ﹤0.01%
965
1307
$45K ﹤0.01%
883
+338
1308
$44K ﹤0.01%
1,000
1309
$44K ﹤0.01%
4,666
+1,489
1310
$44K ﹤0.01%
1,500
1311
$44K ﹤0.01%
486
-35
1312
$44K ﹤0.01%
134
+13
1313
$44K ﹤0.01%
1,773
-311
1314
$44K ﹤0.01%
10,446
+309
1315
$44K ﹤0.01%
503
+1
1316
$44K ﹤0.01%
6,473
-215
1317
$44K ﹤0.01%
579
-734
1318
$44K ﹤0.01%
2,400
-1,400
1319
$43K ﹤0.01%
9,520
+2,520
1320
$43K ﹤0.01%
1,455
-375
1321
$43K ﹤0.01%
472
1322
$43K ﹤0.01%
1,008
1323
$43K ﹤0.01%
3,000
-2,000
1324
$43K ﹤0.01%
1,872
-298
1325
$42K ﹤0.01%
1,924
+290
51 52
53
54 55