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
251
$690K 0.08%
+19,428
252
$689K 0.08%
+3,821
253
$688K 0.08%
+135,100
254
$687K 0.08%
+98,000
255
– –
0
256
$678K 0.08%
+41,027
257
$676K 0.08%
+6,652
258
$676K 0.08%
+37,736
259
$670K 0.08%
+74,770
260
$670K 0.08%
+7,916
261
$662K 0.08%
+9,811
262
$659K 0.07%
+27,510
263
$656K 0.07%
+13,118
264
$647K 0.07%
+73,128
265
$645K 0.07%
+13,468
266
$645K 0.07%
+31,218
267
$644K 0.07%
+94,000
268
$643K 0.07%
+11,740
269
$642K 0.07%
+13,173
270
$642K 0.07%
+16,389
271
$642K 0.07%
+4,300
272
$639K 0.07%
+6,017
273
$634K 0.07%
+3,391
274
$628K 0.07%
+11,772
275
$621K 0.07%
+3,857
9 10
11
12 13