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
351
$258K 0.02%
2,238
+268
352
$257K 0.02%
7,024
+2
353
$256K 0.02%
5,000
354
$252K 0.02%
5,168
-208
355
$251K 0.02%
2,149
+17
356
$248K 0.02%
1,383
357
$246K 0.02%
8,610
358
$245K 0.02%
12,127
+11
359
$244K 0.02%
1,400
360
$243K 0.02%
2,050
361
$243K 0.02%
1,600
362
$241K 0.02%
+3,760
363
$241K 0.02%
4,924
364
$238K 0.02%
+6,810
365
$229K 0.02%
+692
366
$227K 0.02%
1,479
367
$227K 0.02%
19,995
+384
368
$227K 0.02%
+1,685
369
$226K 0.02%
825
370
$226K 0.02%
2,916
371
$225K 0.02%
+3,300
372
$225K 0.02%
66,272
373
$225K 0.02%
796
374
$223K 0.02%
1,115
375
$222K 0.02%
4,876
-368
13 14
15
16 17