SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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
+$6.06M
2
+$5.26M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.6M
5
WMT icon
Walmart Inc
WMT
+$2.48M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
UPS icon
United Parcel Service
UPS
+$5M
5
AAPL icon
Apple
AAPL
+$4.94M

Sector Composition

1 Technology 20.76%
2 Financials 15.42%
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 0.06%
3,460
-400
252
$452K 0.06%
1,680
+400
253
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3,335
-300
254
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255
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7,062
-400
256
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14,068
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257
$444K 0.06%
13,386
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258
$441K 0.06%
2,171
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259
$441K 0.06%
44,500
260
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261
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262
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264
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230
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265
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2,745
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266
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271
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272
$421K 0.06%
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+1
273
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6,883
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274
$419K 0.06%
9,848
+126
275
$418K 0.06%
3,843
+1
9 10
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12 13