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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart Inc
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.35%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$470K 0.05%
15,263
+539
252
$466K 0.05%
34,700
-1,500
253
$465K 0.05%
4,016
-249
254
$459K 0.04%
18,010
+109
255
$457K 0.04%
2,234
-1,726
256
$454K 0.04%
27,591
-4,653
257
$450K 0.04%
40,159
-4,500
258
$445K 0.04%
44,500
259
$444K 0.04%
29,427
+6
260
$437K 0.04%
9,807
+750
261
$437K 0.04%
7,347
+2
262
$436K 0.04%
24,649
-5,500
263
$432K 0.04%
26,409
+297
264
$431K 0.04%
+17,350
265
$429K 0.04%
2,175
266
$429K 0.04%
7,124
-494
267
$427K 0.04%
4,600
-100
268
$426K 0.04%
5,543
+1
269
$425K 0.04%
3,846
+1
270
$421K 0.04%
7,968
+2
271
$412K 0.04%
6,558
+150
272
$412K 0.04%
9,270
+522
273
$410K 0.04%
3,676
-484
274
$408K 0.04%
1,087
-25
275
$393K 0.04%
4,692
-187
9 10
11
12 13