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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$476K 0.05%
+53,416
327
$474K 0.05%
+6,755
328
$472K 0.05%
+9,276
329
$462K 0.05%
+7,646
330
$457K 0.05%
+13,946
331
$453K 0.05%
+10,551
332
$453K 0.05%
+835
333
$451K 0.05%
+94,771
334
$449K 0.05%
+13,489
335
$448K 0.05%
+22,599
336
$446K 0.05%
+3,050
337
$444K 0.05%
+1,900
338
$439K 0.05%
+6,043
339
$437K 0.05%
+12,290
340
$436K 0.05%
+2,900
341
$427K 0.05%
+30,155
342
$425K 0.05%
+3,995
343
$421K 0.05%
+43,900
344
$420K 0.05%
+30,000
345
$415K 0.05%
+2,584
346
$414K 0.05%
+11,427
347
$414K 0.05%
+12,763
348
$405K 0.05%
+1,595
349
$404K 0.05%
+5,014
350
$403K 0.05%
+122,551
12 13
14
15 16