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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.98%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$278K 0.04%
+14,600
402
$277K 0.04%
9,504
-1,391
403
$275K 0.04%
11,809
+3
404
$275K 0.04%
+4,984
405
$273K 0.04%
+4,456
406
$273K 0.04%
+8,557
407
$272K 0.04%
22,657
-4,509
408
$272K 0.04%
6,911
-328
409
$271K 0.04%
18,190
+6,190
410
$270K 0.04%
3,196
+761
411
$269K 0.04%
3,236
+584
412
$269K 0.04%
12,045
-229
413
$268K 0.04%
+17,954
414
$268K 0.04%
4,908
-47
415
$267K 0.04%
5,480
+265
416
$267K 0.04%
5,825
-197
417
$265K 0.03%
93,483
+13
418
$265K 0.03%
12,082
+96
419
$265K 0.03%
+12,750
420
$265K 0.03%
1,638
421
$265K 0.03%
4,348
+267
422
$264K 0.03%
12,271
423
$261K 0.03%
+7,314
424
$259K 0.03%
2,040
-4,764
425
$259K 0.03%
+6,876
15 16
17
18 19