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
126
$1.68M 0.15%
8,928
-491
127
$1.66M 0.15%
103,516
+329
128
$1.58M 0.14%
8,720
-301
129
$1.56M 0.14%
4,295
-60
130
$1.53M 0.13%
16,946
-9,700
131
$1.51M 0.13%
2,985
+172
132
$1.48M 0.13%
6,385
-60
133
$1.47M 0.13%
12,506
-9
134
$1.45M 0.13%
12,181
-73
135
$1.45M 0.13%
63,220
-560
136
$1.43M 0.12%
50,628
+3,084
137
$1.41M 0.12%
64,153
-5,353
138
$1.41M 0.12%
3,529
+6
139
$1.39M 0.12%
6,688
+17
140
$1.39M 0.12%
1,563
-11
141
$1.38M 0.12%
6,797
+617
142
$1.37M 0.12%
11,916
+43
143
$1.37M 0.12%
45,104
-555
144
$1.36M 0.12%
40,924
-887
145
$1.34M 0.12%
5,073
-100
146
$1.33M 0.12%
5,898
-64
147
$1.31M 0.11%
6,858
+3,599
148
$1.3M 0.11%
8,208
-90
149
$1.3M 0.11%
6,969
-93
150
$1.29M 0.11%
55,038
-31,913
4 5
6
7 8