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
276
$416K 0.04%
5,541
+1
277
$413K 0.04%
3,322
+5
278
$406K 0.04%
14,720
-196
279
$405K 0.04%
23,205
+1,717
280
$400K 0.04%
28,916
+6
281
$400K 0.04%
19,047
+1,176
282
$399K 0.04%
21,920
+2,208
283
$397K 0.04%
21,240
+1,200
284
$393K 0.04%
3,350
+900
285
$391K 0.04%
5,705
286
$390K 0.04%
7,317
+4
287
$389K 0.04%
24,712
288
$380K 0.04%
2,175
-300
289
$378K 0.04%
13,418
+1,217
290
$377K 0.04%
24,000
-750
291
$376K 0.04%
4,020
-856
292
$375K 0.04%
7,139
-700
293
$373K 0.04%
10,905
+16
294
$373K 0.04%
3,373
-100
295
$370K 0.04%
20,928
296
$368K 0.04%
23,307
297
$368K 0.04%
9,464
298
$365K 0.04%
5,028
+1,000
299
$365K 0.04%
3,343
-24
300
$365K 0.04%
29,900
10 11
12
13 14