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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$452K 0.05%
3,460
-400
252
$452K 0.05%
1,680
+400
253
$451K 0.05%
3,335
-300
254
$450K 0.05%
8,995
+464
255
$449K 0.05%
7,062
-400
256
$448K 0.05%
7,034
+20
257
$444K 0.05%
13,386
+663
258
$441K 0.05%
2,171
+124
259
$441K 0.05%
44,500
260
$438K 0.05%
5,764
+365
261
$437K 0.05%
7,965
-199
262
$433K 0.05%
4,972
-3,100
263
$433K 0.05%
13,213
-431
264
$431K 0.05%
230
-53
265
$430K 0.05%
2,745
+1
266
$428K 0.05%
12,798
+676
267
$426K 0.05%
3,140
268
$426K 0.05%
7,616
-99
269
$424K 0.05%
1,197
-11
270
$423K 0.05%
18,763
271
$423K 0.05%
11,732
272
$421K 0.05%
15,856
+1
273
$421K 0.05%
6,883
+3
274
$419K 0.05%
9,848
+126
275
$418K 0.04%
3,843
+1
9 10
11
12 13