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
2251
$3K ﹤0.01%
1,358
+558
2252
$3K ﹤0.01%
38
-300
2253
$3K ﹤0.01%
10,836
+5,333
2254
$2K ﹤0.01%
78
2255
$2K ﹤0.01%
1,000
2256
$2K ﹤0.01%
3
2257
$2K ﹤0.01%
123
2258
$2K ﹤0.01%
100
2259
$2K ﹤0.01%
270
2260
$2K ﹤0.01%
65
2261
$2K ﹤0.01%
26
2262
$2K ﹤0.01%
670
2263
$2K ﹤0.01%
+165
2264
$2K ﹤0.01%
49
2265
$2K ﹤0.01%
57
-575
2266
$2K ﹤0.01%
20
-10
2267
$2K ﹤0.01%
338
-75
2268
$2K ﹤0.01%
119
-1,126
2269
$2K ﹤0.01%
156
2270
$2K ﹤0.01%
500
2271
$2K ﹤0.01%
144
-746
2272
$2K ﹤0.01%
113
-31
2273
$2K ﹤0.01%
150
2274
$2K ﹤0.01%
400
2275
$2K ﹤0.01%
500
-97
89 90
91
92 93