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
1576
$22K ﹤0.01%
2,474
-494
1577
$22K ﹤0.01%
415
-300
1578
$22K ﹤0.01%
910
1579
$22K ﹤0.01%
1,338
1580
$22K ﹤0.01%
3,539
+22
1581
$22K ﹤0.01%
469
+100
1582
$22K ﹤0.01%
1,336
+382
1583
$22K ﹤0.01%
1,600
1584
$22K ﹤0.01%
200
1585
$22K ﹤0.01%
515
1586
$22K ﹤0.01%
470
-680
1587
$21K ﹤0.01%
1,493
-109
1588
$21K ﹤0.01%
1,700
1589
$21K ﹤0.01%
1,200
1590
$21K ﹤0.01%
1,300
1591
$21K ﹤0.01%
815
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1592
$21K ﹤0.01%
620
1593
$21K ﹤0.01%
277
+100
1594
$21K ﹤0.01%
146
1595
$21K ﹤0.01%
2,750
-1,019
1596
$21K ﹤0.01%
422
+278
1597
$21K ﹤0.01%
1,662
+1,253
1598
$21K ﹤0.01%
+1,500
1599
$21K ﹤0.01%
2,350
-2,000
1600
$21K ﹤0.01%
1,118
+671
62 63
64
65 66