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
376
$221K 0.02%
70
377
$220K 0.02%
2,016
+200
378
$220K 0.02%
13,300
379
$219K 0.02%
24,439
-7,542
380
$218K 0.02%
+3,515
381
$218K 0.02%
1,801
-28
382
$217K 0.02%
+3,800
383
$215K 0.02%
3,997
384
$213K 0.02%
740
385
$211K 0.02%
16,000
-500
386
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1,497
-5,073
387
$210K 0.02%
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388
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+1,147
389
$209K 0.02%
14,453
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390
$208K 0.02%
18,465
391
$208K 0.02%
+9,000
392
$206K 0.02%
9,400
+400
393
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394
$206K 0.02%
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395
$205K 0.02%
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396
$204K 0.02%
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397
$203K 0.02%
3,659
398
$203K 0.02%
540
399
$202K 0.02%
+4,465
400
$201K 0.02%
10,866
-550
14 15
16
17 18