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
1626
$19K ﹤0.01%
959
1627
$19K ﹤0.01%
1,645
1628
$19K ﹤0.01%
184
1629
$19K ﹤0.01%
500
1630
$19K ﹤0.01%
1,600
1631
$19K ﹤0.01%
1,166
-10
1632
$19K ﹤0.01%
172
1633
$19K ﹤0.01%
2,650
+600
1634
$19K ﹤0.01%
918
-1,571
1635
$19K ﹤0.01%
1,272
-14,343
1636
$19K ﹤0.01%
165
1637
$19K ﹤0.01%
297
+157
1638
$18K ﹤0.01%
738
1639
$18K ﹤0.01%
320
-170
1640
$18K ﹤0.01%
196
1641
$18K ﹤0.01%
266
-117
1642
$18K ﹤0.01%
1,893
1643
$18K ﹤0.01%
573
1644
$18K ﹤0.01%
407
-28
1645
$18K ﹤0.01%
900
1646
$18K ﹤0.01%
1,101
-1,112
1647
$18K ﹤0.01%
1,000
-200
1648
$18K ﹤0.01%
1,478
+5
1649
$18K ﹤0.01%
1,522
1650
$18K ﹤0.01%
731
+700
64 65
66
67 68