SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
+17.81%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$712M
AUM Growth
+$155M
(+28%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
474
New
66
Increased
158
Reduced
123
Closed
24
Top Buys
| 1 |
Goldman Sachs
GS
|
$7.9M |
| 2 |
Amazon
AMZN
|
$7.52M |
| 3 |
Qualcomm
QCOM
|
$4.71M |
| 4 |
Genuine Parts
GPC
|
$4.34M |
| 5 |
Parker-Hannifin
PH
|
$4.27M |
Top Sells
| 1 |
Las Vegas Sands
LVS
|
$4.3M |
| 2 |
KLA
KLAC
|
$3.36M |
| 3 |
Intel
INTC
|
$3.13M |
| 4 |
RTX Corp
RTX
|
$2.91M |
| 5 |
Citizens Financial Group
CFG
|
$2.91M |
Sector Composition
| 1 | Technology | 30.16% |
| 2 | Financials | 13% |
| 3 | Consumer Discretionary | 9.37% |
| 4 | Healthcare | 8.59% |
| 5 | Communication Services | 8.04% |
