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
326
$312K 0.03%
2,300
327
$307K 0.03%
1,531
-233
328
$306K 0.03%
18,231
+5
329
$301K 0.03%
9,099
+901
330
$301K 0.03%
950
-743
331
$300K 0.03%
2,344
332
$292K 0.03%
6,000
333
$288K 0.03%
+12,315
334
$286K 0.03%
4,237
+106
335
$283K 0.02%
3,163
336
$281K 0.02%
4,305
-8
337
$280K 0.02%
2,130
338
$278K 0.02%
4,222
339
$278K 0.02%
15,404
+82
340
$277K 0.02%
1,870
+7
341
$273K 0.02%
1,300
342
$272K 0.02%
2,700
+473
343
$272K 0.02%
2,685
344
$270K 0.02%
8,073
+3
345
$268K 0.02%
9,150
346
$267K 0.02%
+4,986
347
$266K 0.02%
+1,850
348
$262K 0.02%
7,150
349
$262K 0.02%
2,534
350
$261K 0.02%
+5,250
12 13
14
15 16