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
401
$200K 0.02%
+6,210
402
$199K 0.02%
13,420
+5
403
$193K 0.02%
18,000
404
$191K 0.02%
51,176
405
$184K 0.02%
33,495
406
$183K 0.02%
37,500
407
$179K 0.02%
14,000
408
$179K 0.02%
19,417
409
$177K 0.02%
19,476
410
$170K 0.01%
25,000
411
$163K 0.01%
13,178
412
$161K 0.01%
11,757
-37
413
$161K 0.01%
+10,188
414
$160K 0.01%
18,447
-279
415
$157K 0.01%
29,260
+2,010
416
$154K 0.01%
11,784
417
$149K 0.01%
29,736
418
$147K 0.01%
12,000
419
$145K 0.01%
11,348
-3,762
420
$138K 0.01%
13,790
-367
421
$136K 0.01%
11,000
422
$133K 0.01%
14,800
+1,600
423
$133K 0.01%
11,141
424
$131K 0.01%
12,000
425
$130K 0.01%
16,000
-8,000
15 16
17
18 19