SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$1.15B
AUM Growth
+$8.08M
(+0.71%)
Holding
480
Top Buys
| 1 | +$11.2M | |
| 2 | +$7.79M | |
| 3 | +$3.65M | |
| 4 |
Caterpillar
CAT
|
+$3.36M |
| 5 |
Comfort Systems
FIX
|
+$1.97M |
Top Sells
| 1 | +$6.09M | |
| 2 | +$4.56M | |
| 3 | +$4.36M | |
| 4 |
Coca-Cola
KO
|
+$3.67M |
| 5 |
Johnson & Johnson
JNJ
|
+$3.65M |
Sector Composition
| 1 | Technology | 36.79% |
| 2 | Financials | 9.62% |
| 3 | Industrials | 8.47% |
| 4 | Healthcare | 8.4% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Veeco
VECO
$1.75B
| – | – |
-9,099
|
|
||
477
Warner Bros
WBD
$59.1B
| – | – |
-12,561
|
|
||
|
ZTR
478
Virtus Total Return Fund
ZTR
$364M
| – | – |
-10,000
|
|
||
|
AMTM
479
Amentum Holdings
AMTM
$6.87B
| – | – |
-6,210
|
|