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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$259K 0.03%
25,512
+12
402
$259K 0.03%
2,340
+430
403
$256K 0.03%
13,005
404
$256K 0.03%
4,433
-790
405
$256K 0.03%
4,853
+100
406
$256K 0.03%
+10,000
407
$255K 0.03%
1,875
+1
408
$251K 0.03%
5,000
409
$251K 0.03%
4,712
+1,055
410
$251K 0.03%
36,192
411
$250K 0.03%
6,300
+400
412
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6,558
413
$249K 0.03%
10,000
414
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13,000
+2,000
415
$247K 0.03%
7,144
-663
416
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12,030
-100
417
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6,290
418
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419
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1,158
420
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25,000
421
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2,468
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422
$239K 0.03%
7,059
-1,089
423
$238K 0.03%
3,364
-167
424
$238K 0.03%
+2,298
425
$238K 0.03%
17,031
15 16
17
18 19