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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$306K 0.03%
+16,444
402
$305K 0.03%
+2,142
403
$305K 0.03%
+4,484
404
$305K 0.03%
+3,300
405
$304K 0.03%
+3,948
406
$301K 0.03%
+22,785
407
$300K 0.03%
+34,121
408
$300K 0.03%
+6,955
409
$300K 0.03%
+3,605
410
$299K 0.03%
+4,382
411
$299K 0.03%
+11,894
412
$298K 0.03%
+4,973
413
$296K 0.03%
+8,914
414
$296K 0.03%
+5,890
415
$296K 0.03%
+30,409
416
$295K 0.03%
+6,700
417
$295K 0.03%
+4,566
418
$294K 0.03%
+19,189
419
$293K 0.03%
+20,150
420
$292K 0.03%
+13,682
421
$292K 0.03%
+6,809
422
$291K 0.03%
+7,255
423
$289K 0.03%
+4,407
424
$288K 0.03%
+2,921
425
$286K 0.03%
+3,400
15 16
17
18 19