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
351
$399K 0.05%
+9,344
352
$398K 0.05%
+4,941
353
$398K 0.05%
+17,262
354
$395K 0.04%
+4,140
355
$395K 0.04%
+4,250
356
$389K 0.04%
+12,982
357
$385K 0.04%
+35,133
358
$385K 0.04%
+17,200
359
$383K 0.04%
+24,855
360
$379K 0.04%
+3,509
361
$377K 0.04%
+20,400
362
$374K 0.04%
+1,895
363
$374K 0.04%
+8,901
364
$374K 0.04%
+6,999
365
$370K 0.04%
+10,652
366
$370K 0.04%
+2,696
367
$368K 0.04%
+23,472
368
$363K 0.04%
+12,261
369
$362K 0.04%
+2,030
370
$361K 0.04%
+21,507
371
$361K 0.04%
+45,872
372
$360K 0.04%
+2,840
373
$358K 0.04%
+124,750
374
$354K 0.04%
+22,728
375
$352K 0.04%
+3,635
13 14
15
16 17