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
$1.15B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$6.12M
3
+$4.61M
4
IBM icon
IBM
IBM
+$4.44M
5
PG icon
Procter & Gamble
PG
+$3.94M

Top Sells

1
+$20.6M
2
+$5.04M
3
+$4.22M
4
WMT icon
Walmart
WMT
+$3.55M
5
V icon
Visa
V
+$2.79M

Sector Composition

1 Technology 34.58%
2 Financials 10.86%
3 Consumer Discretionary 10.34%
4 Healthcare 8.71%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$300K 0.02%
14,250
+2
377
$298K 0.02%
2,817
378
$297K 0.02%
3,661
+127
379
$297K 0.02%
8,022
+10
380
$296K 0.02%
13,500
+250
381
$294K 0.02%
617
382
$294K 0.02%
4,429
-2,466
383
$292K 0.02%
3,625
384
$291K 0.02%
1,129
385
$291K 0.02%
+940
386
$289K 0.02%
+10,000
387
$289K 0.02%
2,945
+48
388
$288K 0.02%
6,120
389
$287K 0.02%
4,000
390
$287K 0.02%
1,457
+91
391
$285K 0.02%
3,204
+22
392
$285K 0.02%
19,484
393
$285K 0.02%
4,226
394
$283K 0.02%
3,322
395
$283K 0.02%
967
396
$280K 0.02%
18,465
397
$278K 0.02%
304
-9
398
$277K 0.02%
8,515
399
$275K 0.02%
3,535
400
$275K 0.02%
2,851
14 15
16
17 18