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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$613K 0.06%
15,538
+128
227
$612K 0.06%
+3,673
228
$609K 0.06%
37,800
229
$608K 0.06%
11,460
-1,000
230
$607K 0.06%
15,988
+29
231
$599K 0.06%
34,213
+4,128
232
$595K 0.05%
874
+40
233
$580K 0.05%
19,409
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234
$577K 0.05%
9,472
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235
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15,868
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236
$566K 0.05%
25,884
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237
$563K 0.05%
10,000
238
$561K 0.05%
2,197
239
$556K 0.05%
13,998
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240
$550K 0.05%
9,571
241
$549K 0.05%
3,832
242
$548K 0.05%
78,738
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243
$546K 0.05%
15,863
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244
$546K 0.05%
1,191
245
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25,920
246
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3,919
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247
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20,000
248
$527K 0.05%
6,910
249
$523K 0.05%
2,289
250
$518K 0.05%
4,002
-88
8 9
10
11 12