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
2326
$2K ﹤0.01%
201
2327
$2K ﹤0.01%
216
-1
2328
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291
+150
2329
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60
2330
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122
-618
2331
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2332
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+827
2333
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73
2334
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373
2335
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8
2336
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2337
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2338
$2K ﹤0.01%
419
+15
2339
$2K ﹤0.01%
1,769
2340
$2K ﹤0.01%
4
2341
$2K ﹤0.01%
484
-87
2342
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2343
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2,898
2344
$2K ﹤0.01%
300
2345
$2K ﹤0.01%
4,000
2346
$2K ﹤0.01%
5,312
-842
2347
$2K ﹤0.01%
155
2348
$1K ﹤0.01%
34
-20
2349
$1K ﹤0.01%
51
2350
$1K ﹤0.01%
100
92 93
94
95 96