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
1326
$42K ﹤0.01%
557
-325
1327
$42K ﹤0.01%
3,552
+500
1328
$42K ﹤0.01%
700
1329
$42K ﹤0.01%
1,200
-300
1330
$42K ﹤0.01%
871
-141
1331
$42K ﹤0.01%
4,955
+2,194
1332
$41K ﹤0.01%
1,260
1333
$41K ﹤0.01%
1,500
-90
1334
$41K ﹤0.01%
273
+64
1335
$41K ﹤0.01%
2,839
1336
$41K ﹤0.01%
1,500
1337
$41K ﹤0.01%
3,090
+240
1338
$41K ﹤0.01%
808
-26
1339
$41K ﹤0.01%
8,870
+341
1340
$41K ﹤0.01%
504
1341
$41K ﹤0.01%
3,000
1342
$41K ﹤0.01%
2,761
+759
1343
$41K ﹤0.01%
5,304
+1,439
1344
$41K ﹤0.01%
5,367
-2,238
1345
$41K ﹤0.01%
850
-1
1346
$41K ﹤0.01%
1,417
1347
$41K ﹤0.01%
2,062
+437
1348
$41K ﹤0.01%
4,755
+575
1349
$40K ﹤0.01%
11,350
1350
$40K ﹤0.01%
505
+1
52 53
54
55 56