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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$303K 0.04%
4,048
-3,504
352
$302K 0.04%
8,559
-700
353
$301K 0.04%
8,082
-2,430
354
$300K 0.04%
7,710
-51
355
$299K 0.04%
3,756
356
$299K 0.04%
3,100
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357
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-1,720
358
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5,479
-828
359
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3,502
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360
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2,677
361
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9,551
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362
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3,181
-1,595
363
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364
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365
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371
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50,000
-4,291
372
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11,460
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373
$280K 0.04%
5,860
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374
$280K 0.04%
+4,675
375
$280K 0.04%
6,816
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13 14
15
16 17