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
101
$2.2M 0.19%
8,654
+6,754
102
$2.18M 0.19%
5,360
+33
103
$2.18M 0.19%
8,044
+67
104
$2.17M 0.19%
29,479
+390
105
$2.15M 0.19%
74,454
+87
106
$2.14M 0.19%
10,787
+371
107
$2.04M 0.18%
86,069
-601
108
$2.02M 0.18%
8,965
+675
109
$2.01M 0.18%
11,830
-31,493
110
$2.01M 0.18%
8,634
+358
111
$2M 0.17%
31,504
+632
112
$1.98M 0.17%
39,323
+4,293
113
$1.95M 0.17%
274,230
+600
114
$1.93M 0.17%
7,883
+104
115
$1.89M 0.17%
52,150
+316
116
$1.88M 0.16%
8,955
+166
117
$1.88M 0.16%
56,553
+3,597
118
$1.86M 0.16%
23,797
-1,225
119
$1.83M 0.16%
5,476
+41
120
$1.82M 0.16%
44,798
-773
121
$1.75M 0.15%
+14,109
122
$1.73M 0.15%
45,398
+1,066
123
$1.72M 0.15%
59,100
-328
124
$1.7M 0.15%
403
125
$1.69M 0.15%
21,041
3 4
5
6 7