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
2101
$5K ﹤0.01%
+370
2102
$5K ﹤0.01%
169
-147
2103
$5K ﹤0.01%
1,174
-51
2104
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618
+22
2105
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100
2106
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150
-150
2107
$5K ﹤0.01%
300
2108
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1,173
-246
2109
$5K ﹤0.01%
48
2110
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120
2111
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85
2112
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315
-24
2113
$5K ﹤0.01%
56
2114
$5K ﹤0.01%
1,671
+900
2115
$4K ﹤0.01%
400
-500
2116
$4K ﹤0.01%
1,000
2117
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42
2118
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600
2119
$4K ﹤0.01%
250
2120
$4K ﹤0.01%
525
2121
$4K ﹤0.01%
461
2122
$4K ﹤0.01%
1,580
2123
$4K ﹤0.01%
57
2124
$4K ﹤0.01%
613
-711
2125
$4K ﹤0.01%
1,000
83 84
85
86 87