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
$905M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.25M
3
+$5.09M
4
MMM icon
3M
MMM
+$4.66M
5
WMT icon
Walmart
WMT
+$3.6M

Top Sells

1
+$5.94M
2
+$5.24M
3
+$4.87M
4
CAT icon
Caterpillar
CAT
+$4.33M
5
GS icon
Goldman Sachs
GS
+$4M

Sector Composition

1 Technology 30.73%
2 Financials 11.75%
3 Consumer Discretionary 11.55%
4 Healthcare 9.14%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$269K 0.02%
+7,143
352
$267K 0.02%
15,352
353
$267K 0.02%
13,000
+650
354
$265K 0.02%
4,548
355
$265K 0.02%
+2,225
356
$264K 0.02%
+6,387
357
$263K 0.02%
3,156
-610
358
$262K 0.02%
5,425
359
$262K 0.02%
3,625
-1,845
360
$261K 0.02%
+1,308
361
$259K 0.02%
20,129
-25
362
$258K 0.02%
3,572
-400
363
$257K 0.02%
1,694
364
$257K 0.02%
4,266
+220
365
$255K 0.02%
+7,692
366
$254K 0.02%
4,497
-176
367
$251K 0.02%
18,526
368
$250K 0.02%
6,300
369
$249K 0.02%
3,975
370
$248K 0.02%
+3,546
371
$247K 0.02%
+5,100
372
$243K 0.02%
+5,500
373
$243K 0.02%
6,406
-1,616
374
$242K 0.02%
3,627
-1,200
375
$241K 0.02%
+11,375
13 14
15
16 17