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
1551
$23K ﹤0.01%
625
-43
1552
$23K ﹤0.01%
315
-826
1553
$23K ﹤0.01%
968
1554
$23K ﹤0.01%
+501
1555
$23K ﹤0.01%
356
1556
$23K ﹤0.01%
500
1557
$23K ﹤0.01%
444
+305
1558
$23K ﹤0.01%
1,300
-280
1559
$23K ﹤0.01%
324
+73
1560
$23K ﹤0.01%
891
-266
1561
$23K ﹤0.01%
2,346
+126
1562
$23K ﹤0.01%
4,811
-1,135
1563
$23K ﹤0.01%
719
+359
1564
$23K ﹤0.01%
1,532
-38
1565
$23K ﹤0.01%
2,279
-265
1566
$23K ﹤0.01%
2,547
+1,855
1567
$23K ﹤0.01%
485
-163
1568
$23K ﹤0.01%
906
1569
$22K ﹤0.01%
361
-1,641
1570
$22K ﹤0.01%
3,000
-300
1571
$22K ﹤0.01%
426
1572
$22K ﹤0.01%
2,481
+331
1573
$22K ﹤0.01%
700
-2,650
1574
$22K ﹤0.01%
599
-1,471
1575
$22K ﹤0.01%
922
61 62
63
64 65