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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$284K 0.03%
+5,540
427
$284K 0.03%
+14,836
428
$284K 0.03%
+5,856
429
$284K 0.03%
+4,500
430
$283K 0.03%
+6,238
431
$281K 0.03%
+55,400
432
$280K 0.03%
+5,700
433
$280K 0.03%
+7,791
434
$280K 0.03%
+5,900
435
$278K 0.03%
+4,668
436
$277K 0.03%
+4,100
437
$276K 0.03%
+2,452
438
$275K 0.03%
+5,231
439
$275K 0.03%
+7,897
440
$272K 0.03%
+7,500
441
$272K 0.03%
+8,581
442
$271K 0.03%
+8,456
443
$270K 0.03%
+4,788
444
$269K 0.03%
+18,386
445
$269K 0.03%
+8,099
446
$268K 0.03%
+4,000
447
$267K 0.03%
+3,175
448
$266K 0.03%
+3,693
449
$265K 0.03%
+7,660
450
$265K 0.03%
+2,000
16 17
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