SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$1.09B
AUM Growth
-$59.5M
(-5.2%)
Holding
480
Top Buys
| 1 | +$10.4M | |
| 2 | +$6.93M | |
| 3 | +$4.42M | |
| 4 |
Johnson & Johnson
JNJ
|
+$4.36M |
| 5 |
Commault Systems
CVLT
|
+$1.88M |
Top Sells
| 1 | +$5.81M | |
| 2 | +$3.84M | |
| 3 | +$3.79M | |
| 4 |
Merck
MRK
|
+$3.1M |
| 5 |
Carlisle Companies
CSL
|
+$1.98M |
Sector Composition
| 1 | Technology | 33.84% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 9.04% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Vodafone
VOD
$28.8B
| – | – |
-10,790
|
|
||
477
Vertiv
VRT
$68.5B
| – | – |
-2,625
|
|
||
478
Vanguard Extended Market ETF
VXF
$24.6B
| – | – |
-1,147
|
|
||
479
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
| – | – |
-985
|
|
||
480
Zimmer Biomet
ZBH
$18.8B
| – | – |
-3,850
|
|