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
1751
$13K ﹤0.01%
357
1752
$13K ﹤0.01%
607
+2
1753
$13K ﹤0.01%
132
1754
$13K ﹤0.01%
151
-153
1755
$13K ﹤0.01%
132
1756
$13K ﹤0.01%
460
1757
$13K ﹤0.01%
67
1758
$13K ﹤0.01%
1,100
+700
1759
$13K ﹤0.01%
+294
1760
$13K ﹤0.01%
135
+35
1761
$13K ﹤0.01%
500
1762
$13K ﹤0.01%
500
1763
$13K ﹤0.01%
1,117
+27
1764
$13K ﹤0.01%
5,806
1765
$13K ﹤0.01%
1,030
1766
$13K ﹤0.01%
651
1767
$13K ﹤0.01%
200
1768
$13K ﹤0.01%
882
+3
1769
$13K ﹤0.01%
256
1770
$13K ﹤0.01%
237
1771
$13K ﹤0.01%
918
+142
1772
$13K ﹤0.01%
250
1773
$13K ﹤0.01%
+588
1774
$12K ﹤0.01%
1,353
+33
1775
$12K ﹤0.01%
1,693
69 70
71
72 73