SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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 +$8.18M
2 +$7.45M
3 +$5.6M
4
KO icon
Coca-Cola
KO
+$4.07M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.02M

Top Sells

1 +$5.79M
2 +$5.41M
3 +$4.78M
4
CSCO icon
Cisco
CSCO
+$4.48M
5
NVDA icon
NVIDIA
NVDA
+$3.89M

Sector Composition

1 Technology 34.75%
2 Healthcare 9.57%
3 Financials 9.37%
4 Industrials 8.72%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-4,068
477
-2,200