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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$212K 0.02%
5,300
402
$211K 0.02%
+10,639
403
$210K 0.02%
21,192
+10,596
404
$210K 0.02%
14,500
405
$209K 0.02%
40,200
406
$209K 0.02%
1,298
407
$206K 0.02%
2,484
408
$204K 0.02%
+4,075
409
$204K 0.02%
+2,500
410
$204K 0.02%
13,000
411
$204K 0.02%
14,492
412
$203K 0.02%
+9,367
413
$201K 0.02%
17,099
+41
414
$201K 0.02%
+2,901
415
$201K 0.02%
+1,630
416
$200K 0.02%
4,526
417
$200K 0.02%
6,621
-69
418
$196K 0.02%
13,100
419
$191K 0.02%
2,045
420
$187K 0.02%
3,803
421
$181K 0.02%
22,399
422
$181K 0.02%
14,300
423
$180K 0.02%
36,192
424
$178K 0.02%
15,136
-7,370
425
$177K 0.02%
14,985
-1,695
15 16
17
18 19