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
1676
$17K ﹤0.01%
1,815
1677
$17K ﹤0.01%
2,610
1678
$17K ﹤0.01%
3,848
-500
1679
$17K ﹤0.01%
4,090
+3,955
1680
$16K ﹤0.01%
930
1681
$16K ﹤0.01%
3,830
1682
$16K ﹤0.01%
1,250
1683
$16K ﹤0.01%
+300
1684
$16K ﹤0.01%
+2,020
1685
$16K ﹤0.01%
2,269
+955
1686
$16K ﹤0.01%
1,400
+900
1687
$16K ﹤0.01%
328
-200
1688
$16K ﹤0.01%
756
1689
$16K ﹤0.01%
697
+6
1690
$16K ﹤0.01%
1,017
-2
1691
$16K ﹤0.01%
1,052
-306
1692
$16K ﹤0.01%
668
-185
1693
$16K ﹤0.01%
359
-164
1694
$16K ﹤0.01%
700
-1,455
1695
$16K ﹤0.01%
251
+27
1696
$16K ﹤0.01%
162
+100
1697
$16K ﹤0.01%
345
1698
$16K ﹤0.01%
195
1699
$16K ﹤0.01%
494
+364
1700
$16K ﹤0.01%
970
66 67
68
69 70