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
1451
$31K ﹤0.01%
2,700
1452
$30K ﹤0.01%
250
-100
1453
$30K ﹤0.01%
4,030
-2,800
1454
$30K ﹤0.01%
325
-25
1455
$30K ﹤0.01%
650
1456
$30K ﹤0.01%
1,500
-152
1457
$30K ﹤0.01%
2,300
-1,450
1458
$30K ﹤0.01%
+2,748
1459
$30K ﹤0.01%
1,000
1460
$30K ﹤0.01%
1,750
+1,385
1461
$30K ﹤0.01%
1,339
1462
$29K ﹤0.01%
2,000
-200
1463
$29K ﹤0.01%
6,360
+5,760
1464
$29K ﹤0.01%
4,000
+3,500
1465
$29K ﹤0.01%
702
1466
$29K ﹤0.01%
3,297
-845
1467
$29K ﹤0.01%
450
1468
$29K ﹤0.01%
4,099
-1,226
1469
$29K ﹤0.01%
3,500
1470
$29K ﹤0.01%
3,000
1471
$29K ﹤0.01%
500
-1,000
1472
$29K ﹤0.01%
1,320
-340
1473
$29K ﹤0.01%
2,500
1474
$28K ﹤0.01%
781
1475
– –
0
57 58
59
60 61