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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$782K 0.09%
+10,474
227
$780K 0.09%
+30,367
228
$777K 0.09%
+18,574
229
$775K 0.09%
+14,449
230
$771K 0.09%
+4,771
231
$767K 0.09%
+54,558
232
$763K 0.09%
+143,050
233
$759K 0.09%
+18,452
234
$747K 0.08%
+19,581
235
$747K 0.08%
+19,145
236
$743K 0.08%
+12,877
237
$740K 0.08%
+105,407
238
$736K 0.08%
+24,359
239
$735K 0.08%
+60,240
240
$725K 0.08%
+5,782
241
$723K 0.08%
+877,520
242
$719K 0.08%
+31,114
243
$719K 0.08%
+8,931
244
$713K 0.08%
+11,088
245
$713K 0.08%
+15,582
246
$711K 0.08%
+33,829
247
$709K 0.08%
+3,750
248
$709K 0.08%
+8,248
249
$691K 0.08%
+62,519
250
$690K 0.08%
+9,042
8 9
10
11 12