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
1726
$14K ﹤0.01%
2,810
-553
1727
$14K ﹤0.01%
800
-200
1728
$14K ﹤0.01%
450
1729
$14K ﹤0.01%
5,000
+3,000
1730
$14K ﹤0.01%
1,300
-900
1731
$14K ﹤0.01%
10,810
1732
$14K ﹤0.01%
2,497
+800
1733
$14K ﹤0.01%
220
1734
$14K ﹤0.01%
84
-15
1735
$14K ﹤0.01%
+144
1736
$14K ﹤0.01%
320
-264
1737
$14K ﹤0.01%
250
+15
1738
$14K ﹤0.01%
+500
1739
$14K ﹤0.01%
513
1740
$14K ﹤0.01%
232
1741
$14K ﹤0.01%
314
1742
$14K ﹤0.01%
700
+500
1743
$14K ﹤0.01%
196
1744
$14K ﹤0.01%
3,920
1745
$14K ﹤0.01%
+300
1746
$14K ﹤0.01%
+846
1747
$14K ﹤0.01%
2,000
1748
$13K ﹤0.01%
342
1749
$13K ﹤0.01%
1,228
+1,103
1750
$13K ﹤0.01%
1,221
68 69
70
71 72