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SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$6.06M
3
+$2.6M
4
VZ icon
Verizon
VZ
+$2.47M
5
HD icon
Home Depot
HD
+$2.18M

Top Sells

1
+$8.19M
2
+$5.46M
3
+$5.14M
4
AMZN icon
Amazon
AMZN
+$4.07M
5
CAT icon
Caterpillar
CAT
+$3.32M

Sector Composition

1 Technology 28.39%
2 Financials 13.42%
3 Healthcare 9.91%
4 Communication Services 8.82%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
+83
402
$9K ﹤0.01%
20,180
-645
403
$7K ﹤0.01%
+1,077
404
$5K ﹤0.01%
23,600
405
$3K ﹤0.01%
95
-18
406
– –
-2,207
407
– –
-4,268
408
– –
-2,509
409
– –
-2,176
410
– –
-4,526
411
– –
-8,078
412
– –
-12,234
413
– –
-10,200
414
– –
-15,992
415
– –
0
416
– –
-4,908
417
– –
-25,994
418
– –
-18,839
419
– –
-10,566
420
– –
-50,069
421
– –
-6,000
422
– –
-3,724
423
– –
-27,340
424
– –
-6,169
425
– –
-47,680
15 16
17
18 19