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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$678K 0.09%
10,919
+191
227
$677K 0.09%
13,816
-1,342
228
$665K 0.09%
12,387
+1,385
229
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230
$658K 0.09%
9,477
-1,116
231
$648K 0.09%
4,000
232
$644K 0.08%
14,678
-899
233
$636K 0.08%
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234
$634K 0.08%
6,316
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235
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10,005
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236
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40,357
-1,982
237
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13,585
238
$608K 0.08%
4,170
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239
$607K 0.08%
4,749
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240
$599K 0.08%
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241
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242
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243
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244
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245
$586K 0.08%
78,050
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246
$586K 0.08%
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247
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2,684
-119
248
$576K 0.08%
4,150
249
$574K 0.08%
7,664
+1,500
250
$573K 0.08%
40,000
-14,000
8 9
10
11 12