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
2126
$4K ﹤0.01%
125
2127
$4K ﹤0.01%
649
+227
2128
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150
2129
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64
2130
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2131
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220
2132
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436
-1,373
2133
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863
2134
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46
2135
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100
2136
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50
2137
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52
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455
2139
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262
+80
2140
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482
+226
2141
$4K ﹤0.01%
12,275
+6,000
2142
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170
+75
2143
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450
2144
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340
+240
2145
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604
2146
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175
2147
$4K ﹤0.01%
111
2148
$4K ﹤0.01%
300
+100
2149
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235
2150
$4K ﹤0.01%
200
84 85
86
87 88