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
1401
$35K ﹤0.01%
4,182
-1,104
1402
$35K ﹤0.01%
263
-13
1403
$34K ﹤0.01%
100
1404
$34K ﹤0.01%
1,118
+310
1405
$34K ﹤0.01%
1,125
-165
1406
$34K ﹤0.01%
3,200
-3,400
1407
$34K ﹤0.01%
1,408
-2,430
1408
$34K ﹤0.01%
621
-284
1409
$34K ﹤0.01%
2,800
1410
$34K ﹤0.01%
1,500
1411
$34K ﹤0.01%
5,000
1412
$33K ﹤0.01%
2,099
-889
1413
$33K ﹤0.01%
1,078
-6,013
1414
$33K ﹤0.01%
3,415
1415
$33K ﹤0.01%
249
-9
1416
$33K ﹤0.01%
900
-400
1417
$33K ﹤0.01%
581
+84
1418
$33K ﹤0.01%
+1,500
1419
$33K ﹤0.01%
1,300
1420
$33K ﹤0.01%
400
1421
$33K ﹤0.01%
449
+329
1422
$33K ﹤0.01%
1,311
-1,194
1423
$33K ﹤0.01%
30,555
-16,509
1424
$33K ﹤0.01%
750
1425
$33K ﹤0.01%
2,683
-4,371
55 56
57
58 59