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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$238K 0.03%
5,583
-134
427
$235K 0.03%
16,662
+99
428
$234K 0.03%
5,921
+87
429
$232K 0.03%
13,327
+514
430
$230K 0.03%
1,762
-400
431
$230K 0.03%
3,400
+200
432
$228K 0.03%
12,271
433
$228K 0.03%
37,500
434
$226K 0.03%
7,400
435
$224K 0.03%
10,708
436
$223K 0.03%
4,531
-115
437
$223K 0.03%
7,508
438
$223K 0.03%
4,916
439
$222K 0.03%
8,000
440
$221K 0.03%
10,700
441
$221K 0.03%
7,250
-800
442
$220K 0.03%
4,748
443
$219K 0.03%
1,816
444
$218K 0.03%
4,468
-200
445
$217K 0.03%
+1,650
446
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+1,725
447
$217K 0.03%
13,720
+547
448
$217K 0.03%
136,600
-1,000
449
$216K 0.03%
+4,590
450
$216K 0.03%
12,428
-3,900
16 17
18
19 20