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
2401
$1K ﹤0.01%
100
2402
$1K ﹤0.01%
51
-137
2403
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10
2404
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117
2405
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86
-2
2406
$1K ﹤0.01%
250
2407
$1K ﹤0.01%
+72
2408
$1K ﹤0.01%
435
2409
$1K ﹤0.01%
1,025
2410
$1K ﹤0.01%
700
2411
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95
-50
2412
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90
2413
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300
-1,007
2414
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400
2415
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101
2416
$1K ﹤0.01%
33
2417
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33
2418
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500
-700
2419
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115
2420
$1K ﹤0.01%
+200
2421
$1K ﹤0.01%
50
2422
$1K ﹤0.01%
106
+86
2423
$1K ﹤0.01%
75
-1
2424
$1K ﹤0.01%
20
2425
$1K ﹤0.01%
45
95 96
97
98 99