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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$236K 0.03%
22,426
+4,000
377
$235K 0.03%
17,653
-439
378
$235K 0.03%
20,357
+171
379
$235K 0.03%
+5,561
380
$233K 0.03%
10,000
381
$232K 0.02%
17,650
-3,000
382
$232K 0.02%
5,970
-1,500
383
$231K 0.02%
5,617
-3,406
384
$230K 0.02%
16,833
385
$230K 0.02%
3,317
386
$229K 0.02%
3,700
+1
387
$227K 0.02%
+7,692
388
$227K 0.02%
8,664
+200
389
$227K 0.02%
2,587
-23
390
$226K 0.02%
7,508
391
$224K 0.02%
16,186
392
$223K 0.02%
4,430
+557
393
$221K 0.02%
5,161
-172
394
$219K 0.02%
37,500
395
$218K 0.02%
8,000
396
$217K 0.02%
4,329
397
$216K 0.02%
22,098
-5,099
398
$213K 0.02%
4,485
+365
399
$213K 0.02%
2,303
-108
400
$212K 0.02%
+7,050
14 15
16
17 18