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
$761M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.7M
3
+$1.97M
4
NKE icon
Nike
NKE
+$1.96M
5
RTX icon
RTX Corp
RTX
+$1.68M

Top Sells

1
+$4.63M
2
+$2.84M
3
+$1.93M
4
XOM icon
Exxon Mobil
XOM
+$1.49M
5
UNH icon
UnitedHealth
UNH
+$1.48M

Sector Composition

1 Technology 19.68%
2 Financials 15.85%
3 Consumer Discretionary 11.02%
4 Healthcare 9.72%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$233K 0.02%
12,734
402
$229K 0.02%
5,638
+1
403
$229K 0.02%
3,820
404
$229K 0.02%
13,736
405
$229K 0.02%
5,635
-3,315
406
$228K 0.02%
2,416
+60
407
$226K 0.02%
+3,095
408
$226K 0.02%
+5,200
409
$225K 0.02%
6,257
-589
410
$225K 0.02%
+7,265
411
$224K 0.02%
7,508
412
$223K 0.02%
1,431
413
$222K 0.02%
2,180
-150
414
$221K 0.02%
6,373
415
$221K 0.02%
5,928
+509
416
$219K 0.02%
12,698
-1,295
417
$219K 0.02%
+5,646
418
$219K 0.02%
12,375
-6,000
419
$219K 0.02%
+22,200
420
$218K 0.02%
8,000
-407
421
$217K 0.02%
4,468
422
$216K 0.02%
1,830
423
$215K 0.02%
+2,500
424
$215K 0.02%
+8,822
425
$213K 0.02%
1,572
-200
15 16
17
18 19