NIA
NBZ Investment Advisors Portfolio holdings
AUM
$175M
1 Year Est. Return
–
AUM
$175M
AUM Growth
+$1.7M
(+0.98%)
Holding
59
Top Buys
| 1 | +$1.3M | |
| 2 | +$1.28M | |
| 3 | +$312K | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$300K |
| 5 |
Innovator Defined Wealth Shield ETF
BALT
|
+$300K |
Top Sells
| 1 | +$12.1M | |
| 2 | +$1.68M | |
| 3 | +$1.6M | |
| 4 |
American Express
AXP
|
+$746K |
| 5 |
Apple
AAPL
|
+$504K |
Sector Composition
| 1 | Technology | 3.69% |
| 2 | Financials | 2.54% |
| 3 | Communication Services | 1.04% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Industrials | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBXJ
51
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$25M
| $21.4K | 0.01% |
808
|
|
||
52
Invesco Large Cap Value ETF
PWV
$1.21B
| $20.8K | 0.01% |
335
|
|
||
53
Alphabet (Google) Class A
GOOGL
$3.23T
| $19.7K | 0.01% |
112
-83
|
|
||
54
GE Aerospace
GE
$327B
| – | – |
-2,039
|
|
||
55
iShares Russell 2000 ETF
IWM
$71.5B
| – | – |
-122
|
|
||
56
Procter & Gamble
PG
$354B
| – | – |
-2,647
|
|
||
57
AT&T
T
$183B
| – | – |
-7,932
|
|
||
58
Veritone
VERI
$468M
| – | – |
-37,107
|
|
||
59
SPDR S&P Biotech ETF
XBI
$6.48B
| – | – |
0
|
|