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
176
$939K 0.08%
3,240
-1,818
177
$913K 0.08%
5,125
+1,000
178
$911K 0.08%
2,183
-136
179
$904K 0.08%
2,354
-36
180
$887K 0.08%
20,000
-120
181
$876K 0.08%
19,701
+268
182
$868K 0.08%
6,429
183
$855K 0.07%
37,800
184
$854K 0.07%
14,400
185
$851K 0.07%
10,430
186
$835K 0.07%
5,453
-40
187
$833K 0.07%
1,853
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188
$829K 0.07%
7,981
+3
189
$826K 0.07%
94,756
+5,040
190
$821K 0.07%
7,344
191
$816K 0.07%
3,693
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192
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3,947
193
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13,045
194
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6,272
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195
$811K 0.07%
23,105
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196
$801K 0.07%
7,687
-1,387
197
$782K 0.07%
12,000
-300
198
$774K 0.07%
4,185
-100
199
$764K 0.07%
13,906
+725
200
$764K 0.07%
4,268
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