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
1826
$11K ﹤0.01%
258
+118
1827
$11K ﹤0.01%
545
1828
$11K ﹤0.01%
659
-74,754
1829
$11K ﹤0.01%
+500
1830
$11K ﹤0.01%
239
+1
1831
$11K ﹤0.01%
125
-29
1832
$11K ﹤0.01%
570
-500
1833
$11K ﹤0.01%
554
1834
$11K ﹤0.01%
443
-564
1835
$11K ﹤0.01%
1,000
1836
$11K ﹤0.01%
1,286
1837
$11K ﹤0.01%
2,212
+18
1838
$11K ﹤0.01%
480
1839
$11K ﹤0.01%
+100
1840
$11K ﹤0.01%
2,300
-1,250
1841
$11K ﹤0.01%
+400
1842
$10K ﹤0.01%
1,000
1843
$10K ﹤0.01%
362
+19
1844
$10K ﹤0.01%
+400
1845
$10K ﹤0.01%
275
1846
$10K ﹤0.01%
1,136
1847
$10K ﹤0.01%
533
1848
$10K ﹤0.01%
300
1849
$10K ﹤0.01%
1,215
1850
$10K ﹤0.01%
542
-605
72 73
74
75 76