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
2201
$3K ﹤0.01%
774
-5,327
2202
$3K ﹤0.01%
148
2203
$3K ﹤0.01%
+75
2204
$3K ﹤0.01%
529
2205
$3K ﹤0.01%
81
2206
$3K ﹤0.01%
256
2207
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339
-36
2208
$3K ﹤0.01%
+1,000
2209
$3K ﹤0.01%
99
2210
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50
2211
$3K ﹤0.01%
92
-929
2212
$3K ﹤0.01%
+100
2213
$3K ﹤0.01%
1,023
2214
$3K ﹤0.01%
161
-217
2215
$3K ﹤0.01%
174
-900
2216
$3K ﹤0.01%
200
2217
$3K ﹤0.01%
100
-100
2218
$3K ﹤0.01%
1,000
2219
$3K ﹤0.01%
44
2220
$3K ﹤0.01%
166
-8
2221
$3K ﹤0.01%
165
2222
$3K ﹤0.01%
800
2223
$3K ﹤0.01%
200
-1,300
2224
$3K ﹤0.01%
265
2225
$3K ﹤0.01%
393
87 88
89
90 91