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
1776
$12K ﹤0.01%
246
1777
$12K ﹤0.01%
310
1778
$12K ﹤0.01%
300
1779
$12K ﹤0.01%
1,250
1780
$12K ﹤0.01%
1,068
+224
1781
$12K ﹤0.01%
140
-150
1782
$12K ﹤0.01%
97
1783
$12K ﹤0.01%
350
-754
1784
$12K ﹤0.01%
907
+9
1785
$12K ﹤0.01%
1,000
1786
$12K ﹤0.01%
2,500
+300
1787
$12K ﹤0.01%
+500
1788
$12K ﹤0.01%
637
1789
$12K ﹤0.01%
1,147
1790
$12K ﹤0.01%
282
-17
1791
$12K ﹤0.01%
500
1792
$12K ﹤0.01%
1,194
-57
1793
$12K ﹤0.01%
+450
1794
$12K ﹤0.01%
1,111
-3,166
1795
$12K ﹤0.01%
822
-13,664
1796
$12K ﹤0.01%
252
1797
$12K ﹤0.01%
10,579
+2,290
1798
$12K ﹤0.01%
958
-20
1799
$12K ﹤0.01%
256
1800
$12K ﹤0.01%
1,000
70 71
72
73 74