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
426
$122K 0.01%
10,410
427
$118K 0.01%
23,000
428
$116K 0.01%
16,257
+59
429
$114K 0.01%
22,362
-1,000
430
$110K 0.01%
19,545
431
$110K 0.01%
10,918
+30
432
$109K 0.01%
10,205
433
$106K 0.01%
14,051
434
$104K 0.01%
12,561
-501
435
$96.7K 0.01%
13,000
436
$91.4K 0.01%
11,973
437
$67.2K 0.01%
13,629
-876
438
$63.6K 0.01%
10,000
439
$62.8K 0.01%
13,467
-4,985
440
$62K 0.01%
10,000
441
$54.5K ﹤0.01%
10,000
442
$52.1K ﹤0.01%
13,000
443
$43.1K ﹤0.01%
10,511
444
$42.7K ﹤0.01%
10,000
445
$41.6K ﹤0.01%
667
+167
446
$38.7K ﹤0.01%
+15,074
447
$35.2K ﹤0.01%
20,003
448
$34K ﹤0.01%
15,000
449
$17.8K ﹤0.01%
16,963
450
– –
-2,574
16 17
18
19 20