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
2076
$5K ﹤0.01%
161
2077
$5K ﹤0.01%
370
2078
$5K ﹤0.01%
308
2079
$5K ﹤0.01%
143
2080
$5K ﹤0.01%
1,001
2081
$5K ﹤0.01%
2,600
2082
$5K ﹤0.01%
479
2083
$5K ﹤0.01%
+712
2084
$5K ﹤0.01%
66
-35
2085
$5K ﹤0.01%
260
-6
2086
$5K ﹤0.01%
2
2087
$5K ﹤0.01%
662
-100
2088
$5K ﹤0.01%
700
-1,500
2089
$5K ﹤0.01%
180
-160
2090
$5K ﹤0.01%
161
-1,642
2091
$5K ﹤0.01%
270
-1
2092
$5K ﹤0.01%
592
2093
$5K ﹤0.01%
1,143
+1,113
2094
$5K ﹤0.01%
100
2095
$5K ﹤0.01%
665
-1,425
2096
$5K ﹤0.01%
+20
2097
$5K ﹤0.01%
200
2098
$5K ﹤0.01%
273
+6
2099
$5K ﹤0.01%
300
2100
$5K ﹤0.01%
313
+183
82 83
84
85 86