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
1376
$37K ﹤0.01%
1,702
+915
1377
$37K ﹤0.01%
1,735
+1,532
1378
$37K ﹤0.01%
13,721
-3,500
1379
$37K ﹤0.01%
882
+194
1380
$37K ﹤0.01%
1,400
1381
$37K ﹤0.01%
200
1382
$37K ﹤0.01%
5,044
1383
$36K ﹤0.01%
825
-439
1384
$36K ﹤0.01%
686
-79
1385
$36K ﹤0.01%
1,725
1386
$36K ﹤0.01%
350
-44
1387
$36K ﹤0.01%
1,450
-2,650
1388
$36K ﹤0.01%
675
+1
1389
$36K ﹤0.01%
958
+215
1390
$36K ﹤0.01%
694
+157
1391
$35K ﹤0.01%
91
-13
1392
$35K ﹤0.01%
848
+7
1393
$35K ﹤0.01%
3,164
+400
1394
$35K ﹤0.01%
375
+65
1395
$35K ﹤0.01%
2,600
-1,000
1396
$35K ﹤0.01%
5,073
1397
$35K ﹤0.01%
402
+110
1398
$35K ﹤0.01%
2,850
+250
1399
$35K ﹤0.01%
496
1400
$35K ﹤0.01%
842
+500
54 55
56
57 58