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
$905M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.25M
3
+$5.09M
4
MMM icon
3M
MMM
+$4.66M
5
WMT icon
Walmart
WMT
+$3.6M

Top Sells

1
+$5.94M
2
+$5.24M
3
+$4.87M
4
CAT icon
Caterpillar
CAT
+$4.33M
5
GS icon
Goldman Sachs
GS
+$4M

Sector Composition

1 Technology 30.73%
2 Financials 11.75%
3 Consumer Discretionary 11.55%
4 Healthcare 9.14%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$218K 0.02%
+13,600
402
$217K 0.02%
17,500
+7,500
403
$215K 0.02%
10,737
+200
404
$214K 0.02%
+525
405
$213K 0.02%
+9,003
406
$212K 0.02%
+294
407
$211K 0.02%
3,082
-4,441
408
$210K 0.02%
+2,267
409
$208K 0.02%
14,500
410
$208K 0.02%
1,167
-10
411
$208K 0.02%
1,224
-100
412
$204K 0.02%
+2,500
413
$203K 0.02%
14,000
414
$203K 0.02%
+10,500
415
$202K 0.02%
+6,464
416
$202K 0.02%
+4,000
417
$201K 0.02%
+1,828
418
$201K 0.02%
3,360
+177
419
$200K 0.02%
4,812
-4,025
420
$200K 0.02%
+531
421
$200K 0.02%
+10,672
422
$200K 0.02%
+7,000
423
$193K 0.02%
12,000
424
$189K 0.02%
19,051
-9,856
425
$188K 0.02%
11,639
15 16
17
18 19