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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$621K 0.07%
+120,542
277
$620K 0.07%
+26,141
278
$609K 0.07%
+12,007
279
$604K 0.07%
+9,160
280
$600K 0.07%
+14,635
281
$595K 0.07%
+1,813
282
$594K 0.07%
+4,713
283
$593K 0.07%
+34,227
284
$591K 0.07%
+15,207
285
$590K 0.07%
+29,618
286
$589K 0.07%
+5,650
287
$582K 0.07%
+23,607
288
$579K 0.07%
+21,071
289
$578K 0.07%
+12,616
290
$576K 0.07%
+7,577
291
$573K 0.06%
+17,536
292
$570K 0.06%
+18,910
293
$569K 0.06%
+24,585
294
$567K 0.06%
+42,234
295
$566K 0.06%
+9,650
296
$565K 0.06%
+13,200
297
$560K 0.06%
+31,000
298
$558K 0.06%
+9,573
299
$557K 0.06%
+19,000
300
$557K 0.06%
+6,376
10 11
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