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
251
$477K 0.06%
2,880
-800
252
$477K 0.06%
4,700
-100
253
$477K 0.06%
11,732
254
$476K 0.06%
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255
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256
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2,475
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257
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258
$467K 0.06%
54,637
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259
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260
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261
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262
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2,570
263
$458K 0.06%
44,659
-1,000
264
$457K 0.06%
10,050
-300
265
$449K 0.05%
57,028
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266
$449K 0.05%
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3,065
269
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6,828
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270
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44,500
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271
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24,750
272
$428K 0.05%
8,875
273
$427K 0.05%
19,494
+1,705
274
$426K 0.05%
12,723
+1,127
275
$425K 0.05%
11,500
9 10
11
12 13