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
1651
$18K ﹤0.01%
520
1652
$18K ﹤0.01%
1,500
+700
1653
$18K ﹤0.01%
+1,200
1654
$18K ﹤0.01%
10,100
-2,300
1655
$18K ﹤0.01%
750
1656
$18K ﹤0.01%
6,517
+3
1657
$18K ﹤0.01%
526
-154
1658
$18K ﹤0.01%
7,600
1659
$17K ﹤0.01%
703
+1
1660
$17K ﹤0.01%
770
1661
$17K ﹤0.01%
1,393
1662
$17K ﹤0.01%
242
+50
1663
$17K ﹤0.01%
4,133
-1,298
1664
$17K ﹤0.01%
2,751
1665
$17K ﹤0.01%
+1,038
1666
$17K ﹤0.01%
410
1667
$17K ﹤0.01%
1,500
+500
1668
$17K ﹤0.01%
501
-58
1669
$17K ﹤0.01%
6,840
1670
$17K ﹤0.01%
4,134
-122
1671
$17K ﹤0.01%
1,005
1672
$17K ﹤0.01%
1,495
1673
$17K ﹤0.01%
1,477
+8
1674
$17K ﹤0.01%
196
+42
1675
$17K ﹤0.01%
642
-159
65 66
67
68 69