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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$391K 0.05%
3,569
302
$390K 0.05%
5,705
303
$389K 0.05%
10,889
-265
304
$388K 0.05%
12,122
+1,055
305
$383K 0.05%
14,916
+4
306
$379K 0.05%
12,201
+1,597
307
$377K 0.05%
+5,845
308
$376K 0.05%
3,367
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309
$373K 0.05%
19,712
+2,496
310
$372K 0.05%
24,712
+174
311
$369K 0.04%
17,871
+1,528
312
$368K 0.04%
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313
$367K 0.04%
28,910
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314
$366K 0.04%
20,040
+2,565
315
$365K 0.04%
20,928
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316
$358K 0.04%
7,153
317
$357K 0.04%
29,900
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+4
319
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3,473
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320
$345K 0.04%
10,871
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321
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5,600
322
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11,320
-1,460
323
$340K 0.04%
7,809
+1,036
324
$335K 0.04%
4,462
325
$332K 0.04%
1,280
-694
11 12
13
14 15