Sheaff Brock Investment Advisors LLC Portfolio Activity
| AAPLApple | Reduced | Technology | $230.85($208.42-$253.28) | -3.18% | 115.45M | 10.53% | |
| NVDANvidia | Reduced | Technology | $128.95($104.77-$153.13) | -0.54% | 73.04M | 6.68% | |
| LLYEli Lilly & Co | Reduced | Healthcare | $830.32($725.01-$935.63) | -3.38% | 25.73M | 2.34% | |
| MSFTMicrosoft | Reduced | General | $412.64($376.91-$448.38) | -0.33% | 23.76M | 2.15% | |
| AMZNAmazon | Added | Consumer Cyclical | $215.95($189.38-$242.52) | +2.26% | 20.47M | 1.88% | |
| IPDPDividend Performers ETF | Reduced | General | $19.37($18.39-$20.36) | -0.66% | 19.25M | 1.75% | |
| IBMInternational Business Machines | Reduced | Technology | $240.53($214.61-$266.45) | -0.51% | 16.50M | 1.46% | |
| QQQInvesco QQQ Trust | Added | General | $503.62($466.43-$540.81) | +3.98% | 15.85M | 1.44% | |
| METAMeta Platforms | Reduced | Communication Services | $657.41($573.92-$740.91) | -1.04% | 15.17M | 1.38% | |
| ORCLOracle | Added | Technology | $164.84($137.70-$191.99) | +1.90% | 15.39M | 1.38% |
Measured Performance
Sheaff Brock Investment Advisors LLC activity FAQ
What is Sheaff Brock Investment Advisors LLC’s portfolio gain since Mar 2016?
What is Sheaff Brock Investment Advisors LLC’s Sharpe Ratio?
What is Sheaff Brock Investment Advisors LLC’s portfolio value?
What is Sheaff Brock Investment Advisors LLC’s average return since the fund’s last 13F filing?
What was Sheaff Brock Investment Advisors LLC’s average return in the last 12 months?
What was Sheaff Brock Investment Advisors LLC’s average return in the last 3 years?
When was the most recent 13F form submitted by Sheaff Brock Investment Advisors LLC?
Who are the best performing hedge funds?
TipRanks & Hedge Funds: TipRanks measures the performance of David S. Gilreath and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.