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
2226
$3K ﹤0.01%
76
+1
2227
$3K ﹤0.01%
300
2228
$3K ﹤0.01%
1,259
+696
2229
$3K ﹤0.01%
197
-600
2230
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+80
2231
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1,000
2232
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1,000
2233
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182
-99
2234
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150
2235
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300
2236
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200
-120
2237
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81
-55
2238
$3K ﹤0.01%
517
2239
$3K ﹤0.01%
+150
2240
$3K ﹤0.01%
500
2241
$3K ﹤0.01%
108
2242
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101
2243
$3K ﹤0.01%
110
-817
2244
$3K ﹤0.01%
154
+69
2245
$3K ﹤0.01%
100
2246
$3K ﹤0.01%
120
2247
$3K ﹤0.01%
+175
2248
$3K ﹤0.01%
500
-500
2249
$3K ﹤0.01%
217
2250
$3K ﹤0.01%
41
+11
88 89
90
91 92