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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$311K 0.04%
16,269
+46
377
$310K 0.04%
1,600
-50
378
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5,649
+1
379
$307K 0.04%
6,401
+739
380
$304K 0.04%
56,208
-3,568
381
$303K 0.04%
5,614
-275
382
$302K 0.04%
20,500
383
$302K 0.04%
6,473
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384
$295K 0.04%
8,097
385
$293K 0.04%
6,010
386
$291K 0.04%
3,969
387
$291K 0.04%
22,650
+1,400
388
$289K 0.04%
5,535
+1
389
$289K 0.04%
6,558
390
$287K 0.04%
2,625
-3,579
391
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15,959
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392
$287K 0.04%
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393
$287K 0.04%
4,991
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394
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3,569
-5,029
395
$285K 0.04%
20,226
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396
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397
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22,425
-19,121
398
$279K 0.04%
8,389
+294
399
$278K 0.04%
+7,216
400
$278K 0.04%
+14,600
14 15
16
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