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
$790M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.61M
3
+$6.17M
4
WBA
Walgreens Boots Alliance
WBA
+$2.94M
5
CAT icon
Caterpillar
CAT
+$2.09M

Top Sells

1
+$6.06M
2
+$5.88M
3
+$5.53M
4
WLL
Whiting Petroleum Corporation
WLL
+$5.46M
5
WHR icon
Whirlpool
WHR
+$5.07M

Sector Composition

1 Technology 20.3%
2 Financials 16.37%
3 Healthcare 10.53%
4 Consumer Discretionary 10.37%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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312
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