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
1976
$7K ﹤0.01%
725
1977
$7K ﹤0.01%
904
-239
1978
$7K ﹤0.01%
+134
1979
$7K ﹤0.01%
8
-19
1980
$7K ﹤0.01%
500
-42
1981
$7K ﹤0.01%
759
1982
$7K ﹤0.01%
115
+5
1983
$7K ﹤0.01%
200
1984
$7K ﹤0.01%
90
1985
$7K ﹤0.01%
603
-1,000
1986
$7K ﹤0.01%
2,010
+10
1987
$7K ﹤0.01%
400
1988
$7K ﹤0.01%
350
1989
$7K ﹤0.01%
400
1990
$7K ﹤0.01%
+1,600
1991
$7K ﹤0.01%
300
1992
$7K ﹤0.01%
+10
1993
$7K ﹤0.01%
+720
1994
$7K ﹤0.01%
335
+227
1995
$7K ﹤0.01%
+350
1996
$7K ﹤0.01%
201
1997
$7K ﹤0.01%
1,543
1998
$7K ﹤0.01%
+5
1999
$7K ﹤0.01%
680
2000
$7K ﹤0.01%
1,038
-257
78 79
80
81 82