SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
+2.12%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$760M
AUM Growth
-$9.43M
(-1.2%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-2.61%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
678
New
80
Increased
195
Reduced
221
Closed
72
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$5.52M |
| 2 |
Oneok
OKE
|
+$5.44M |
| 3 |
Texas Instruments
TXN
|
+$4.9M |
| 4 |
Sysco
SYY
|
+$4.59M |
| 5 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$2.43M |
Top Sells
| 1 |
PACCAR
PCAR
|
+$5.33M |
| 2 |
IBM
IBM
|
+$5.07M |
| 3 |
General Motors
GM
|
+$4.75M |
| 4 |
Apple
AAPL
|
+$4.24M |
| 5 |
Verizon
VZ
|
+$4.05M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 13.91% |
| 3 | Healthcare | 10.49% |
| 4 | Industrials | 9.48% |
| 5 | Energy | 8.89% |
