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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$302K 0.03%
2,020
-17,543
327
$300K 0.03%
2,698
+198
328
$300K 0.03%
24,350
329
$298K 0.03%
8,003
330
$293K 0.03%
57,122
-90
331
$291K 0.03%
4,018
332
$289K 0.03%
2,215
+6
333
$287K 0.03%
62,680
334
$284K 0.03%
37,052
335
$284K 0.03%
3,662
-800
336
$283K 0.03%
17,823
+2,044
337
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6,879
+2
338
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20,143
339
$282K 0.03%
1,500
340
$282K 0.03%
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-98
341
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+2,800
342
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343
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3,195
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344
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26,201
+1,000
345
$275K 0.03%
4,342
346
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11,917
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347
$271K 0.03%
3,474
-336
348
$269K 0.03%
4,185
349
$269K 0.03%
2,080
-39
350
$266K 0.03%
5,643
+4
12 13
14
15 16