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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$616K 0.08%
+21,951
252
$610K 0.08%
2,021
253
$610K 0.08%
42,340
+5,385
254
$608K 0.08%
5,327
+1,207
255
$596K 0.08%
4,475
256
$595K 0.08%
11,941
+4,231
257
$595K 0.08%
2,898
-390
258
$593K 0.08%
5,699
+49
259
$593K 0.08%
+53,416
260
$593K 0.08%
164
-7
261
$586K 0.07%
22,982
-1,887
262
$584K 0.07%
21,599
+1,639
263
$582K 0.07%
5,618
+1,302
264
$571K 0.07%
10,195
-2,461
265
$570K 0.07%
6,788
-6,670
266
$568K 0.07%
+50,053
267
$567K 0.07%
11,385
+1,172
268
$562K 0.07%
3,119
+333
269
$559K 0.07%
101,594
270
$554K 0.07%
30,100
271
$553K 0.07%
7,769
-1,812
272
$538K 0.07%
35,133
273
$537K 0.07%
111,546
+115
274
$536K 0.07%
5,072
275
$532K 0.07%
4,793
+1,977
9 10
11
12 13