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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$327K 0.04%
32,451
+2,668
377
$325K 0.04%
30,000
+5,000
378
$325K 0.04%
3,503
+1
379
$324K 0.04%
34,121
380
$324K 0.04%
6,912
+5
381
$323K 0.04%
+5,773
382
$322K 0.04%
5,553
+700
383
$322K 0.04%
36,192
384
$321K 0.04%
5,468
+793
385
$320K 0.04%
6,312
+1,615
386
$317K 0.04%
+5,825
387
$316K 0.04%
21,318
+1,270
388
$315K 0.04%
2,605
+265
389
$314K 0.04%
10,801
+535
390
$314K 0.04%
2,436
+681
391
$312K 0.04%
6,352
-6,548
392
$311K 0.04%
7,515
-20,000
393
$310K 0.04%
6,558
394
$307K 0.04%
2,980
+590
395
$307K 0.04%
+8,705
396
$306K 0.04%
18,800
-7,950
397
$305K 0.04%
+2,261
398
$302K 0.04%
5,838
+1,126
399
$301K 0.04%
56,765
+24,790
400
$301K 0.04%
22,564
+1,526
14 15
16
17 18