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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$516K 0.05%
66,127
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252
$511K 0.05%
6,525
+1
253
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-400
254
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255
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256
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4,180
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257
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7,850
258
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5,250
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259
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4,383
260
$492K 0.05%
3,955
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261
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25,600
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262
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263
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264
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265
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10,777
266
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267
$475K 0.04%
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+1,300
270
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271
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11,275
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272
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38,000
273
$442K 0.04%
6,159
274
$441K 0.04%
+600
275
$441K 0.04%
5,014
-174
9 10
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12 13