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
1501
$26K ﹤0.01%
191
-63
1502
$26K ﹤0.01%
1,192
1503
$26K ﹤0.01%
183
+120
1504
$26K ﹤0.01%
2,105
-201
1505
$26K ﹤0.01%
1,000
1506
$26K ﹤0.01%
1,562
+358
1507
$26K ﹤0.01%
1,742
+51
1508
$26K ﹤0.01%
786
+34
1509
$26K ﹤0.01%
223
1510
$26K ﹤0.01%
500
1511
$26K ﹤0.01%
4,162
-409
1512
$26K ﹤0.01%
4,836
-1,606
1513
$26K ﹤0.01%
3,175
-14,591
1514
$26K ﹤0.01%
248
+192
1515
$26K ﹤0.01%
300
1516
$26K ﹤0.01%
258
+110
1517
$26K ﹤0.01%
203
+4
1518
$26K ﹤0.01%
5,000
1519
$26K ﹤0.01%
501
1520
$25K ﹤0.01%
960
+60
1521
$25K ﹤0.01%
186
+32
1522
$25K ﹤0.01%
1,000
1523
$25K ﹤0.01%
789
1524
$25K ﹤0.01%
688
1525
$25K ﹤0.01%
774
59 60
61
62 63