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
1426
$32K ﹤0.01%
612
+500
1427
$32K ﹤0.01%
942
-156
1428
$32K ﹤0.01%
928
+197
1429
$32K ﹤0.01%
1,276
-141
1430
$32K ﹤0.01%
2,500
1431
$32K ﹤0.01%
1,867
1432
$32K ﹤0.01%
988
-1,409
1433
$32K ﹤0.01%
3,177
+14
1434
$32K ﹤0.01%
1,094
1435
$32K ﹤0.01%
521
+480
1436
$32K ﹤0.01%
+167
1437
$32K ﹤0.01%
+390
1438
$32K ﹤0.01%
1,638
1439
$32K ﹤0.01%
1,365
+144
1440
$32K ﹤0.01%
367
-646
1441
$32K ﹤0.01%
1,525
1442
$31K ﹤0.01%
+1,252
1443
$31K ﹤0.01%
820
1444
$31K ﹤0.01%
750
+100
1445
$31K ﹤0.01%
+1,100
1446
$31K ﹤0.01%
4,285
+24
1447
$31K ﹤0.01%
+613
1448
$31K ﹤0.01%
2,157
-3,859
1449
$31K ﹤0.01%
833
-284
1450
$31K ﹤0.01%
317
+100
56 57
58
59 60