SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
+13.1%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$745M
AUM Growth
+$110M
(+17%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
3.78%
Top 10 Holdings %
Top 10 Hldgs %
26.05%
Holding
524
New
54
Increased
172
Reduced
152
Closed
17
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$6.3M |
| 2 |
Regions Financial
RF
|
+$5.64M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$4.83M |
| 4 |
Apple
AAPL
|
+$3.5M |
| 5 |
IBM
IBM
|
+$2.82M |
Top Sells
| 1 |
McDonald's
MCD
|
+$7.17M |
| 2 |
UnitedHealth
UNH
|
+$1.99M |
| 3 |
Walmart
WMT
|
+$1.64M |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.33M |
| 5 |
Lamb Weston
LW
|
+$913K |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Financials | 16.28% |
| 3 | Healthcare | 9.81% |
| 4 | Industrials | 9.45% |
| 5 | Consumer Discretionary | 8.66% |
