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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$378K 0.03%
3,435
-40
302
$373K 0.03%
1,826
-88
303
$372K 0.03%
2,781
304
$370K 0.03%
5,800
305
$368K 0.03%
5,527
306
$364K 0.03%
6,435
307
$364K 0.03%
5,975
308
$363K 0.03%
10,389
+855
309
$360K 0.03%
35,740
+4,320
310
$359K 0.03%
778
311
$354K 0.03%
7,080
312
$354K 0.03%
4,787
+150
313
$352K 0.03%
1,558
-50
314
$350K 0.03%
10,731
+26
315
$338K 0.03%
3,960
316
$336K 0.03%
2,505
-81
317
$334K 0.03%
3,674
+20
318
$331K 0.03%
3,985
-14
319
$330K 0.03%
53,900
-11,232
320
$330K 0.03%
6,602
+477
321
$329K 0.03%
43,986
-9,430
322
$322K 0.03%
5,810
-100
323
$320K 0.03%
8,863
324
$319K 0.03%
4,464
325
$319K 0.03%
+12,200
11 12
13
14 15