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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$278K 0.04%
19,710
+4,877
427
$277K 0.04%
+26,200
428
$276K 0.03%
+3,336
429
$276K 0.03%
+8,118
430
$276K 0.03%
2,690
+200
431
$275K 0.03%
3,836
+303
432
$275K 0.03%
17,513
+6,610
433
$275K 0.03%
+7,205
434
$274K 0.03%
17,816
-498
435
$274K 0.03%
8,868
-1,620
436
$272K 0.03%
101,956
+9
437
$272K 0.03%
740
-280
438
$271K 0.03%
4,785
-16,798
439
$271K 0.03%
4,600
440
$270K 0.03%
+3,969
441
$270K 0.03%
+5,791
442
$269K 0.03%
14,030
+2,000
443
$267K 0.03%
+53,600
444
$266K 0.03%
39,248
+8,573
445
$262K 0.03%
8,407
-1,144
446
$261K 0.03%
16,417
447
$261K 0.03%
21,250
+2,000
448
$260K 0.03%
+14,375
449
$258K 0.03%
3,890
-700
450
$258K 0.03%
+5,525
16 17
18
19 20