SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
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
+$8.33M
2
+$7.94M
3
+$5.91M
4
KO icon
Coca-Cola
KO
+$4.28M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.08M

Top Sells

1
+$5.79M
2
+$5.36M
3
+$5.34M
4
CSCO icon
Cisco
CSCO
+$4.9M
5
NVDA icon
NVIDIA
NVDA
+$4M

Sector Composition

1 Technology 34.75%
2 Healthcare 9.57%
3 Financials 9.34%
4 Industrials 8.72%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.09M 0.53%
46,010
+667
52
$6.05M 0.53%
44,949
+535
53
$5.91M 0.52%
+12,030
54
$5.78M 0.51%
54,584
-2,100
55
$5.54M 0.48%
40,622
-225
56
$5.53M 0.48%
35,464
+786
57
$5.22M 0.46%
42,970
-291
58
$5M 0.44%
33,941
-424
59
$4.83M 0.42%
90,675
-92,119
60
$4.67M 0.41%
109,540
61
$4.52M 0.4%
15,946
-54
62
$4.51M 0.39%
5,087
-203
63
$4.33M 0.38%
18,488
-184
64
$4.27M 0.37%
83,677
+776
65
$4.21M 0.37%
14,964
-3,675
66
$4.15M 0.36%
20,060
-698
67
$3.87M 0.34%
47,905
-275
68
$3.83M 0.34%
39,904
-780
69
$3.74M 0.33%
8,117
-714
70
$3.64M 0.32%
6,906
+122
71
$3.52M 0.31%
11,571
-55
72
$3.52M 0.31%
15,912
+1,017
73
$3.38M 0.3%
6,528
-340
74
$3.31M 0.29%
19,262
75
$3.2M 0.28%
6,488
-476
1 2
3
4 5