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
1951
$8K ﹤0.01%
328
1952
$8K ﹤0.01%
+2,000
1953
$7K ﹤0.01%
383
1954
$7K ﹤0.01%
1,000
1955
$7K ﹤0.01%
+307
1956
$7K ﹤0.01%
75
-25
1957
$7K ﹤0.01%
400
1958
$7K ﹤0.01%
669
1959
$7K ﹤0.01%
985
-6,810
1960
$7K ﹤0.01%
6
1961
$7K ﹤0.01%
771
1962
$7K ﹤0.01%
1,476
+7
1963
$7K ﹤0.01%
281
1964
$7K ﹤0.01%
201
+1
1965
$7K ﹤0.01%
301
-47
1966
$7K ﹤0.01%
358
-19
1967
$7K ﹤0.01%
250
1968
$7K ﹤0.01%
615
1969
$7K ﹤0.01%
830
1970
$7K ﹤0.01%
522
-400
1971
$7K ﹤0.01%
592
1972
$7K ﹤0.01%
1,122
1973
$7K ﹤0.01%
1,541
-1,628
1974
$7K ﹤0.01%
1,100
1975
$7K ﹤0.01%
+300
77 78
79
80 81