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
1701
$16K ﹤0.01%
1,125
+75
1702
$16K ﹤0.01%
1,038
-193
1703
$16K ﹤0.01%
+420
1704
$16K ﹤0.01%
10,500
+500
1705
$15K ﹤0.01%
+350
1706
$15K ﹤0.01%
200
+8
1707
$15K ﹤0.01%
259
+58
1708
$15K ﹤0.01%
855
-2,877
1709
$15K ﹤0.01%
1,350
1710
$15K ﹤0.01%
274
+2
1711
$15K ﹤0.01%
2,800
1712
$15K ﹤0.01%
334
-185
1713
$15K ﹤0.01%
2,524
1714
$15K ﹤0.01%
555
-351
1715
$15K ﹤0.01%
646
-925
1716
$15K ﹤0.01%
347
-164
1717
$15K ﹤0.01%
1,500
1718
$15K ﹤0.01%
277
-211
1719
$15K ﹤0.01%
656
-231
1720
$15K ﹤0.01%
400
1721
$15K ﹤0.01%
3,622
-11,316
1722
$15K ﹤0.01%
1,262
1723
$14K ﹤0.01%
1,070
-900
1724
$14K ﹤0.01%
1,077
-17
1725
$14K ﹤0.01%
300
67 68
69
70 71