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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$283K 0.03%
7,730
+298
352
$280K 0.03%
60,125
-3,000
353
$279K 0.03%
2,074
+342
354
$278K 0.03%
5,050
355
$278K 0.03%
34,359
+10
356
$277K 0.03%
3,646
357
$276K 0.03%
14,419
-1,021
358
$275K 0.03%
4,593
+34
359
$275K 0.03%
+2,754
360
$274K 0.03%
410
361
$274K 0.03%
5,415
-1,120
362
$274K 0.03%
1,301
-15
363
$272K 0.03%
951
364
$272K 0.03%
4,860
365
$272K 0.03%
2,949
+57
366
$269K 0.02%
2,661
-27
367
$269K 0.02%
2,698
368
$267K 0.02%
+2,600
369
$267K 0.02%
23,500
+3,000
370
$267K 0.02%
8,235
+11
371
$266K 0.02%
42,065
+20
372
$265K 0.02%
3,625
373
$262K 0.02%
+24,590
374
$261K 0.02%
735
+1
375
$260K 0.02%
+7,600
13 14
15
16 17