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
1601
$21K ﹤0.01%
200
1602
$21K ﹤0.01%
504
1603
$21K ﹤0.01%
2,300
1604
$21K ﹤0.01%
4,400
1605
$21K ﹤0.01%
221
+53
1606
$20K ﹤0.01%
203
+3
1607
$20K ﹤0.01%
959
-61
1608
$20K ﹤0.01%
2,525
-500
1609
$20K ﹤0.01%
800
+200
1610
$20K ﹤0.01%
1,302
+428
1611
$20K ﹤0.01%
1,088
1612
$20K ﹤0.01%
580
-8,576
1613
$20K ﹤0.01%
268
+60
1614
$20K ﹤0.01%
5,922
-900
1615
$20K ﹤0.01%
400
1616
$20K ﹤0.01%
9,032
+4,016
1617
$20K ﹤0.01%
1,760
-550
1618
$20K ﹤0.01%
217
-133
1619
$20K ﹤0.01%
+2,030
1620
$19K ﹤0.01%
320
1621
$19K ﹤0.01%
732
+392
1622
$19K ﹤0.01%
763
1623
$19K ﹤0.01%
301
+100
1624
$19K ﹤0.01%
349
1625
$19K ﹤0.01%
1,100
-1,562
63 64
65
66 67