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
$905M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.25M
3
+$5.09M
4
MMM icon
3M
MMM
+$4.66M
5
WMT icon
Walmart
WMT
+$3.6M

Top Sells

1
+$5.94M
2
+$5.24M
3
+$4.87M
4
CAT icon
Caterpillar
CAT
+$4.33M
5
GS icon
Goldman Sachs
GS
+$4M

Sector Composition

1 Technology 30.73%
2 Financials 11.75%
3 Consumer Discretionary 11.55%
4 Healthcare 9.14%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$240K 0.02%
2,706
+45
377
$239K 0.02%
+1,400
378
$238K 0.02%
10,500
379
$238K 0.02%
51,176
380
$238K 0.02%
4,852
-605
381
$237K 0.02%
+2,100
382
$237K 0.02%
11,522
383
$235K 0.02%
38,793
-2,400
384
$234K 0.02%
+1,000
385
$230K 0.02%
1,026
-75
386
$229K 0.02%
+2,617
387
$229K 0.02%
37,500
388
$227K 0.02%
12,000
+900
389
$225K 0.02%
3,727
-39
390
$225K 0.02%
5,380
391
$224K 0.02%
+2,300
392
$223K 0.02%
23,048
393
$223K 0.02%
14,533
394
$221K 0.02%
+4,173
395
$220K 0.02%
+5,100
396
$219K 0.02%
7,900
-850
397
$219K 0.02%
+24,000
398
$219K 0.02%
+7,282
399
$219K 0.02%
+1,425
400
$218K 0.02%
12,195
14 15
16
17 18