SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
-3.32%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$821M
AUM Growth
-$46.5M
(-5.4%)
Cap. Flow
-$5.9M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
29.05%
Holding
514
New
25
Increased
167
Reduced
156
Closed
26
Top Buys
| 1 |
APA Corp
APA
|
$7.52M |
| 2 |
American Financial Group
AFG
|
$5.45M |
| 3 |
Kroger
KR
|
$5.08M |
| 4 |
Honeywell
HON
|
$2.85M |
| 5 |
Dow Inc
DOW
|
$2.62M |
Top Sells
| 1 |
Apple
AAPL
|
$7.62M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$5.32M |
| 3 |
NVIDIA
NVDA
|
$3.45M |
| 4 |
Coca-Cola
KO
|
$2.92M |
| 5 |
Procter & Gamble
PG
|
$2.79M |
Sector Composition
| 1 | Technology | 29.35% |
| 2 | Healthcare | 10.71% |
| 3 | Financials | 10.29% |
| 4 | Consumer Discretionary | 8.74% |
| 5 | Industrials | 8.44% |
