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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$230K 0.03%
+1,990
402
$229K 0.03%
5,333
403
$229K 0.03%
+1,500
404
$228K 0.03%
+4,185
405
$228K 0.03%
4,526
406
$226K 0.03%
1,284
+1
407
$221K 0.03%
2,411
-123
408
$220K 0.03%
+8,464
409
$219K 0.03%
2,325
-50
410
$219K 0.03%
+6,500
411
$218K 0.03%
8,000
412
$216K 0.03%
16,186
413
$216K 0.03%
+3,095
414
$215K 0.03%
16,833
415
$214K 0.03%
4,329
-3,768
416
$213K 0.03%
10,000
417
$213K 0.03%
37,500
418
$213K 0.03%
+3,699
419
$212K 0.03%
13,000
-736
420
$206K 0.03%
7,508
421
$205K 0.02%
40,200
422
$204K 0.02%
4,000
423
$204K 0.02%
+2,435
424
$203K 0.02%
8,008
+230
425
$203K 0.02%
+5,016
15 16
17
18 19