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
1901
$9K ﹤0.01%
350
1902
$9K ﹤0.01%
143
1903
$9K ﹤0.01%
1,904
-792
1904
$9K ﹤0.01%
63
1905
$9K ﹤0.01%
71
1906
$9K ﹤0.01%
150
1907
$9K ﹤0.01%
274
-132
1908
$9K ﹤0.01%
87
-5
1909
$9K ﹤0.01%
1,000
1910
$9K ﹤0.01%
308
1911
$9K ﹤0.01%
861
-260
1912
$9K ﹤0.01%
200
1913
$9K ﹤0.01%
1,108
+100
1914
$9K ﹤0.01%
546
-89
1915
$9K ﹤0.01%
250
-600
1916
$8K ﹤0.01%
1,055
1917
$8K ﹤0.01%
90
-38
1918
$8K ﹤0.01%
686
1919
$8K ﹤0.01%
1,020
1920
$8K ﹤0.01%
410
+166
1921
$8K ﹤0.01%
2,274
-1,328
1922
$8K ﹤0.01%
624
1923
$8K ﹤0.01%
123
1924
$8K ﹤0.01%
500
-100
1925
$8K ﹤0.01%
1,000
75 76
77
78 79