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
1851
$10K ﹤0.01%
225
+40
1852
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74
-41
1853
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1,000
1854
$10K ﹤0.01%
1,834
-7,592
1855
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205
1856
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654
1857
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+125
1858
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920
+700
1859
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394
1860
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1,145
1861
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200
1862
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165
-58
1863
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211
-1
1864
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298
-12
1865
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600
-200
1866
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619
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1867
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241
-2
1868
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340
1869
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369
-600
1870
$10K ﹤0.01%
1,000
1871
$10K ﹤0.01%
115
1872
$10K ﹤0.01%
270
-193
1873
$10K ﹤0.01%
300
-138
1874
$10K ﹤0.01%
446
1875
$10K ﹤0.01%
+350
73 74
75
76 77