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
2051
$6K ﹤0.01%
4,000
2052
$6K ﹤0.01%
600
2053
$6K ﹤0.01%
333
-800
2054
$6K ﹤0.01%
490
2055
$5K ﹤0.01%
38
2056
$5K ﹤0.01%
851
-2
2057
$5K ﹤0.01%
1,500
2058
$5K ﹤0.01%
1,164
2059
$5K ﹤0.01%
145
-100
2060
$5K ﹤0.01%
101
2061
$5K ﹤0.01%
159
2062
$5K ﹤0.01%
1,470
2063
$5K ﹤0.01%
250
-725
2064
$5K ﹤0.01%
309
2065
$5K ﹤0.01%
583
-45
2066
$5K ﹤0.01%
200
2067
$5K ﹤0.01%
961
+465
2068
$5K ﹤0.01%
170
2069
$5K ﹤0.01%
370
-3,340
2070
$5K ﹤0.01%
900
-650
2071
$5K ﹤0.01%
+194
2072
$5K ﹤0.01%
100
2073
$5K ﹤0.01%
101
-71
2074
$5K ﹤0.01%
305
2075
$5K ﹤0.01%
400
81 82
83
84 85