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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$587K 0.07%
6,775
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227
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36,578
+2,016
228
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233
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234
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235
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239
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243
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12,000
250
$480K 0.06%
5,661
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8 9
10
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