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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$259K 0.02%
6,939
-8
377
$259K 0.02%
+3,159
378
$257K 0.02%
5,100
379
$248K 0.02%
5,000
380
$247K 0.02%
756
-19
381
$247K 0.02%
1,348
+133
382
$247K 0.02%
9,000
383
$246K 0.02%
+3,635
384
$244K 0.02%
524
385
$244K 0.02%
11,643
386
$241K 0.02%
1,062
387
$240K 0.02%
+1,550
388
$239K 0.02%
937
389
$238K 0.02%
+996
390
$237K 0.02%
12,080
391
$235K 0.02%
1,523
+100
392
$234K 0.02%
643
-40
393
$234K 0.02%
762
394
$227K 0.02%
+4,388
395
$225K 0.02%
18,575
+392
396
$225K 0.02%
+8,070
397
$224K 0.02%
4,780
-130
398
$224K 0.02%
3,316
399
$223K 0.02%
21,829
400
$222K 0.02%
1,129
14 15
16
17 18