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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$301K 0.04%
17,375
+3,655
402
$300K 0.04%
1,688
+530
403
$299K 0.04%
1,950
+300
404
$299K 0.04%
29,000
+4,000
405
$298K 0.04%
2,125
+400
406
$297K 0.04%
+5,128
407
$296K 0.04%
5,648
+1,117
408
$296K 0.04%
9,908
+2,508
409
$296K 0.04%
17,474
410
$295K 0.04%
3,460
-3,666
411
$294K 0.04%
56,201
+6,201
412
$291K 0.04%
16,223
+3,223
413
$290K 0.04%
+5,641
414
$290K 0.04%
5,923
+150
415
$289K 0.04%
14,979
-11,900
416
$288K 0.04%
19,510
+2,303
417
$287K 0.04%
+7,918
418
$287K 0.04%
7,412
+770
419
$284K 0.04%
15,300
-50,580
420
$282K 0.04%
+8,607
421
$280K 0.04%
11,555
+534
422
$280K 0.04%
+5,202
423
$279K 0.04%
+3,463
424
$279K 0.04%
+12,666
425
$278K 0.04%
2,749
+281
15 16
17
18 19