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
326
$325K 0.04%
4,342
-12,200
327
$319K 0.04%
4,032
+22
328
$317K 0.04%
9,843
329
$315K 0.04%
7,313
+5
330
$315K 0.04%
1,795
+525
331
$315K 0.04%
5,609
-232
332
$313K 0.04%
20,650
+2,675
333
$310K 0.04%
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+1,625
334
$307K 0.04%
9,023
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335
$301K 0.04%
6,877
+847
336
$301K 0.04%
66,272
337
$300K 0.04%
1,960
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338
$297K 0.04%
2,070
-500
339
$296K 0.04%
+15,040
340
$296K 0.04%
10,107
341
$295K 0.04%
4,028
342
$294K 0.04%
8,003
343
$293K 0.04%
3,556
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344
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24,350
345
$291K 0.04%
4,018
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346
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23,200
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347
$284K 0.03%
3,188
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348
$283K 0.03%
2,209
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349
$283K 0.03%
7,470
+725
350
$283K 0.03%
4,120
-190
12 13
14
15 16