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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$219K 0.02%
4,000
402
$219K 0.02%
19,028
+590
403
$217K 0.02%
529
404
$217K 0.02%
+6,825
405
$217K 0.02%
7,736
-1,614
406
$215K 0.02%
+2,719
407
$212K 0.02%
+5,236
408
$211K 0.02%
66,272
409
$211K 0.02%
+3,068
410
$210K 0.02%
40,400
+1,400
411
$208K 0.02%
26,201
+7
412
$207K 0.02%
25,158
+2,135
413
$206K 0.02%
+3,205
414
$206K 0.02%
13,502
+43
415
$205K 0.02%
3,238
+503
416
$204K 0.02%
+3,210
417
$204K 0.02%
1,263
-56
418
$203K 0.02%
6,464
419
$203K 0.02%
4,021
420
$203K 0.02%
4,460
421
$202K 0.02%
19,365
-349
422
$202K 0.02%
+1,710
423
$201K 0.02%
+3,083
424
$201K 0.02%
+940
425
$201K 0.02%
+1,058
15 16
17
18 19