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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$280K 0.04%
3,959
+178
377
$280K 0.04%
2,490
-200
378
– –
0
379
$279K 0.04%
+8,087
380
$278K 0.04%
3,533
-517
381
$277K 0.04%
17,474
382
$275K 0.04%
1,650
383
$274K 0.04%
2,992
-164
384
$271K 0.04%
2,260
385
$270K 0.04%
7,848
+3,830
386
$270K 0.04%
+4,200
387
$267K 0.04%
+156,000
388
$267K 0.04%
9,954
+500
389
$265K 0.04%
19,250
390
$264K 0.04%
13,500
391
$264K 0.04%
16,417
392
$263K 0.04%
101,947
393
$263K 0.04%
5,773
394
$263K 0.04%
210
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395
$262K 0.04%
2,990
-140
396
$262K 0.04%
4,600
397
$261K 0.03%
18,314
+2
398
$261K 0.03%
6,290
399
$260K 0.03%
1,715
+15
400
$259K 0.03%
2,390
14 15
16
17 18