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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$207K 0.02%
8,213
402
$206K 0.02%
+609
403
$206K 0.02%
+9,671
404
$205K 0.02%
13,100
405
$204K 0.02%
15,815
-4,000
406
$203K 0.02%
+4,920
407
$202K 0.02%
14,659
-2,979
408
$201K 0.02%
4,128
-1,499
409
$201K 0.02%
+3,299
410
$200K 0.02%
15,640
411
$195K 0.02%
22,399
412
$194K 0.02%
14,492
413
$190K 0.02%
13,000
414
$188K 0.02%
16,784
415
$188K 0.02%
14,300
416
$186K 0.02%
25,600
417
$185K 0.02%
11,639
418
$184K 0.02%
11,903
-319
419
$182K 0.02%
1,096
+70
420
$180K 0.02%
+12,850
421
$178K 0.02%
17,700
422
$174K 0.02%
19,487
+1
423
$170K 0.02%
+12,000
424
$167K 0.02%
15,000
425
$159K 0.02%
60,400
+15,000
15 16
17
18 19