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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$351K 0.04%
4,419
+1,919
352
$351K 0.04%
5,613
+427
353
$350K 0.04%
9,160
-22,849
354
$347K 0.04%
46,000
+4,750
355
$347K 0.04%
3,027
+350
356
$346K 0.04%
7,410
-290
357
$345K 0.04%
40,651
+164
358
$345K 0.04%
+9,110
359
$345K 0.04%
7,235
+1,652
360
$344K 0.04%
5,889
-150
361
$342K 0.04%
4,795
-16,723
362
$342K 0.04%
3,150
-1,200
363
$339K 0.04%
9,752
+1,234
364
$339K 0.04%
10,808
+3,558
365
$339K 0.04%
10,010
+10
366
$338K 0.04%
2,760
+500
367
$337K 0.04%
+3,324
368
$336K 0.04%
5,802
+271
369
$336K 0.04%
10,845
+1,454
370
$335K 0.04%
+3,777
371
$335K 0.04%
5,534
+301
372
$335K 0.04%
239
+29
373
$334K 0.04%
2,095
+380
374
$333K 0.04%
2,026
+139
375
$330K 0.04%
2,200
-1,500
13 14
15
16 17