SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
+10.54%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$129M
(+13%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
33.6%
Holding
586
New
45
Increased
218
Reduced
151
Closed
50
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$17.5M |
| 2 |
Penske Automotive Group
PAG
|
$6.12M |
| 3 |
Apple
AAPL
|
$4.61M |
| 4 |
IBM
IBM
|
$4.44M |
| 5 |
Procter & Gamble
PG
|
$3.94M |
Top Sells
| 1 |
Amazon
AMZN
|
$20.6M |
| 2 |
Polaris
PII
|
$5.04M |
| 3 |
Home Depot
HD
|
$4.22M |
| 4 |
Walmart
WMT
|
$3.55M |
| 5 |
Visa
V
|
$2.79M |
Sector Composition
| 1 | Technology | 34.58% |
| 2 | Financials | 10.86% |
| 3 | Consumer Discretionary | 10.34% |
| 4 | Healthcare | 8.71% |
| 5 | Communication Services | 7.43% |
