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
2301
$2K ﹤0.01%
150
2302
$2K ﹤0.01%
790
-46,635
2303
$2K ﹤0.01%
+180
2304
$2K ﹤0.01%
77
-43
2305
$2K ﹤0.01%
200
2306
$2K ﹤0.01%
20
2307
$2K ﹤0.01%
200
-3,601
2308
$2K ﹤0.01%
155
+6
2309
$2K ﹤0.01%
375
2310
$2K ﹤0.01%
15
2311
$2K ﹤0.01%
1,106
-2,032
2312
$2K ﹤0.01%
77
2313
$2K ﹤0.01%
69
2314
$2K ﹤0.01%
1
2315
$2K ﹤0.01%
51
2316
$2K ﹤0.01%
325
2317
$2K ﹤0.01%
600
2318
$2K ﹤0.01%
550
2319
$2K ﹤0.01%
56
-2,122
2320
$2K ﹤0.01%
15
-160
2321
$2K ﹤0.01%
390
2322
$2K ﹤0.01%
108
2323
$2K ﹤0.01%
235
2324
$2K ﹤0.01%
174
2325
$2K ﹤0.01%
200
91 92
93
94 95