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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$267K 0.03%
+1,520
352
$267K 0.03%
7,507
-1
353
$266K 0.03%
24,226
+300
354
$264K 0.03%
2,359
355
$263K 0.03%
2,995
-6,200
356
$262K 0.03%
5,300
357
$261K 0.03%
4,659
+205
358
$257K 0.03%
6,227
-224
359
$255K 0.02%
2,640
-100
360
$253K 0.02%
20,738
+191
361
$252K 0.02%
31,913
+9,681
362
$252K 0.02%
+5,000
363
$251K 0.02%
+2,509
364
$251K 0.02%
29,895
+3,275
365
$251K 0.02%
9,164
366
$240K 0.02%
4,000
367
$239K 0.02%
13,500
368
$239K 0.02%
47,122
-10,000
369
$239K 0.02%
+4,370
370
$239K 0.02%
1,900
+100
371
$238K 0.02%
3,878
-640
372
$237K 0.02%
10,025
+2
373
$234K 0.02%
5,211
+50
374
$233K 0.02%
+8,950
375
$232K 0.02%
+1,550
13 14
15
16 17