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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart Inc
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.35%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$347K 0.03%
1,507
-271
302
$344K 0.03%
3,140
303
$343K 0.03%
10,556
-152
304
$343K 0.03%
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-3,544
305
$343K 0.03%
3,717
+20
306
$342K 0.03%
2,407
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307
$342K 0.03%
6,169
+553
308
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6,615
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309
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2,818
-295
310
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3,373
311
$339K 0.03%
3,659
312
$338K 0.03%
1,641
-3,100
313
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1,431
314
$334K 0.03%
6,240
+101
315
$330K 0.03%
6,880
316
$328K 0.03%
6,000
-400
317
$328K 0.03%
7,160
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318
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8,120
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319
$322K 0.03%
4,225
-5,799
320
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38,183
-19,095
321
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42,693
-2,200
322
$315K 0.03%
4,962
-649
323
$314K 0.03%
66,272
324
$313K 0.03%
+9,890
325
$310K 0.03%
10,821
-150
11 12
13
14 15