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
351
$264K 0.03%
2,325
352
$263K 0.03%
51,176
353
$261K 0.03%
809
-2,899
354
$261K 0.03%
7,096
-61
355
$260K 0.03%
4,451
+29
356
$259K 0.03%
8,990
-2,330
357
$259K 0.03%
4,336
+250
358
$257K 0.03%
14,154
-116
359
$256K 0.03%
2,222
-1,347
360
$253K 0.03%
7,038
361
$253K 0.03%
9,330
362
$251K 0.03%
+1,650
363
$249K 0.03%
+2,150
364
$248K 0.03%
19,815
365
$245K 0.03%
5,000
366
$244K 0.03%
15,040
367
$243K 0.03%
10,707
+600
368
– –
0
369
$242K 0.03%
2,040
+50
370
$242K 0.03%
6,233
371
$241K 0.03%
5,625
-212
372
$239K 0.03%
1,377
-99
373
$239K 0.03%
+2,359
374
$239K 0.03%
3,098
-458
375
$237K 0.03%
1,550
-144
13 14
15
16 17