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
1351
$40K ﹤0.01%
1,625
+75
1352
$40K ﹤0.01%
218
1353
$40K ﹤0.01%
201
-204
1354
$40K ﹤0.01%
4,947
+2,580
1355
$40K ﹤0.01%
532
-2,050
1356
$40K ﹤0.01%
4,358
+171
1357
$39K ﹤0.01%
+840
1358
$39K ﹤0.01%
1,198
1359
$39K ﹤0.01%
664
1360
$39K ﹤0.01%
1,259
1361
$39K ﹤0.01%
1,569
1362
$39K ﹤0.01%
1,233
-43
1363
$39K ﹤0.01%
1,250
-551
1364
$39K ﹤0.01%
108
-41
1365
$39K ﹤0.01%
2,250
+650
1366
$39K ﹤0.01%
800
1367
$39K ﹤0.01%
+1,000
1368
$39K ﹤0.01%
3,000
1369
$38K ﹤0.01%
484
+458
1370
$38K ﹤0.01%
377
1371
$38K ﹤0.01%
1,986
+586
1372
$38K ﹤0.01%
1,350
1373
$38K ﹤0.01%
1,309
-38
1374
$38K ﹤0.01%
2,100
-300
1375
$38K ﹤0.01%
1,200
-133
53 54
55
56 57