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%
4
2402
$1K ﹤0.01%
13
-375
2403
$1K ﹤0.01%
+57
2404
$1K ﹤0.01%
560
2405
$1K ﹤0.01%
100
2406
$1K ﹤0.01%
51
-137
2407
$1K ﹤0.01%
10
2408
$1K ﹤0.01%
117
2409
$1K ﹤0.01%
86
-2
2410
$1K ﹤0.01%
250
2411
$1K ﹤0.01%
+72
2412
$1K ﹤0.01%
73
-56
2413
$1K ﹤0.01%
+61
2414
$1K ﹤0.01%
87
-236
2415
$1K ﹤0.01%
435
2416
$1K ﹤0.01%
1,025
2417
$1K ﹤0.01%
700
2418
$1K ﹤0.01%
95
-50
2419
$1K ﹤0.01%
90
2420
$1K ﹤0.01%
300
-1,007
2421
$1K ﹤0.01%
400
2422
$1K ﹤0.01%
101
2423
$1K ﹤0.01%
+200
2424
$1K ﹤0.01%
75
-1
2425
$1K ﹤0.01%
20
95 96
97
98 99