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
1876
$10K ﹤0.01%
6,000
+3,000
1877
$10K ﹤0.01%
341
+160
1878
$10K ﹤0.01%
105
1879
– –
0
1880
$10K ﹤0.01%
+250
1881
$10K ﹤0.01%
+1,305
1882
$10K ﹤0.01%
+256
1883
$10K ﹤0.01%
460
+2
1884
$10K ﹤0.01%
+622
1885
$10K ﹤0.01%
1,664
-18,275
1886
$9K ﹤0.01%
228
-300
1887
$9K ﹤0.01%
600
1888
$9K ﹤0.01%
750
+250
1889
$9K ﹤0.01%
2,315
+4
1890
$9K ﹤0.01%
140
-100
1891
$9K ﹤0.01%
333
1892
$9K ﹤0.01%
100
+8
1893
$9K ﹤0.01%
2,192
1894
$9K ﹤0.01%
140
-267
1895
$9K ﹤0.01%
1,222
-457
1896
$9K ﹤0.01%
500
-110
1897
$9K ﹤0.01%
561
-72
1898
$9K ﹤0.01%
409
1899
$9K ﹤0.01%
262
1900
$9K ﹤0.01%
40
74 75
76
77 78