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
126
$5.36M 0.2%
93,638
-32,055
127
$5.29M 0.19%
106,541
-3,905
128
$5.29M 0.19%
56,898
+3,336
129
$5.24M 0.19%
173,000
+30,413
130
$5.21M 0.19%
153,706
+38,478
131
$5.17M 0.19%
62,339
+17,342
132
$5.13M 0.19%
72,755
+3,311
133
$5.12M 0.19%
48,250
-485
134
$5.05M 0.18%
57,009
-312
135
$5.03M 0.18%
43,371
+3,897
136
$4.95M 0.18%
33,192
+10,307
137
$4.92M 0.18%
49,739
+4,428
138
$4.9M 0.18%
32,575
-2,576
139
$4.88M 0.18%
88,012
+44,867
140
$4.86M 0.18%
220,534
+49,995
141
$4.84M 0.18%
54,471
+2,070
142
$4.83M 0.18%
65,661
-37,955
143
$4.79M 0.18%
39,419
+254
144
$4.78M 0.17%
21,934
-1,181
145
$4.75M 0.17%
80,390
-39,031
146
$4.74M 0.17%
86,346
+3,146
147
$4.7M 0.17%
69,406
+19,452
148
$4.67M 0.17%
64,084
-6,782
149
$4.66M 0.17%
29,272
+2,225
150
$4.6M 0.17%
58,319
+3,941
4 5
6
7 8