SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
This Quarter Return
+6.38%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$1.08B
(-14%)
Cap. Flow
-$71.1M
Cap. Flow
% of AUM
-6.6%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
519
New
20
Increased
73
Reduced
267
Closed
70
Top Buys
| 1 |
NVIDIA
NVDA
|
$67M |
| 2 |
Prologis
PLD
|
$7.16M |
| 3 |
Travelers Companies
TRV
|
$3.39M |
| 4 |
Salesforce
CRM
|
$2.78M |
| 5 |
Merck
MRK
|
$2.08M |
Top Sells
| 1 |
Apple
AAPL
|
$47.7M |
| 2 |
American Express
AXP
|
$6.43M |
| 3 |
CME Group
CME
|
$6.34M |
| 4 |
Cisco
CSCO
|
$6.03M |
| 5 |
Procter & Gamble
PG
|
$4.43M |
Sector Composition
| 1 | Technology | 36.15% |
| 2 | Healthcare | 9.18% |
| 3 | Industrials | 8.75% |
| 4 | Financials | 8.24% |
| 5 | Consumer Discretionary | 7.58% |
