SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$7.94M
3
+$5.91M
4
KO icon
Coca-Cola
KO
+$4.28M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.08M

Top Sells

1
+$5.79M
2
+$5.36M
3
+$5.34M
4
CSCO icon
Cisco
CSCO
+$4.9M
5
NVDA icon
NVIDIA
NVDA
+$4M

Sector Composition

1 Technology 34.75%
2 Healthcare 9.57%
3 Financials 9.34%
4 Industrials 8.72%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$424K 0.04%
8,452
-174
277
$421K 0.04%
13,408
+642
278
$418K 0.04%
10,016
+500
279
$415K 0.04%
6,607
-586
280
$414K 0.04%
2,908
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281
$413K 0.04%
3,470
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282
$413K 0.04%
3,825
-138
283
$409K 0.04%
27,848
+12
284
$409K 0.04%
3,749
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285
$407K 0.04%
7,118
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286
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4,427
-62
287
$403K 0.04%
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+17
288
$403K 0.04%
5,250
289
$398K 0.03%
+3,200
290
$393K 0.03%
2,713
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291
$385K 0.03%
3,512
292
$385K 0.03%
+38,547
293
$384K 0.03%
3,943
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294
$383K 0.03%
7,681
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295
$382K 0.03%
662
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296
$382K 0.03%
9,598
+1,917
297
$381K 0.03%
+3,681
298
$377K 0.03%
714
299
$371K 0.03%
11,219
-10
300
$369K 0.03%
2,735
+279
10 11
12
13 14