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
1801
$12K ﹤0.01%
200
-200
1802
$12K ﹤0.01%
1,001
1803
$12K ﹤0.01%
1,525
-1,450
1804
$12K ﹤0.01%
865
1805
$12K ﹤0.01%
435
1806
$12K ﹤0.01%
3,000
1807
$11K ﹤0.01%
776
+650
1808
$11K ﹤0.01%
529
-368
1809
$11K ﹤0.01%
2,957
1810
$11K ﹤0.01%
400
-150
1811
$11K ﹤0.01%
291
+93
1812
$11K ﹤0.01%
2,270
1813
$11K ﹤0.01%
+66
1814
$11K ﹤0.01%
318
-1,652
1815
$11K ﹤0.01%
249
-9,251
1816
$11K ﹤0.01%
1,426
-484
1817
$11K ﹤0.01%
509
-334
1818
$11K ﹤0.01%
300
-400
1819
$11K ﹤0.01%
1,438
-3,859
1820
$11K ﹤0.01%
490
1821
$11K ﹤0.01%
245
+220
1822
$11K ﹤0.01%
1,500
-1
1823
$11K ﹤0.01%
85
-15
1824
$11K ﹤0.01%
192
1825
$11K ﹤0.01%
4,000
-935
71 72
73
74 75