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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$259K 0.03%
4,923
-1,000
427
$259K 0.03%
11,910
+1,350
428
$258K 0.03%
8,506
+58
429
$258K 0.03%
16,110
-1,089
430
$256K 0.03%
17,058
+123
431
$256K 0.03%
5,656
+200
432
$253K 0.03%
4,600
433
$252K 0.03%
3,232
-324
434
$252K 0.03%
24,203
-466
435
$251K 0.03%
1,897
+1
436
$250K 0.03%
7,637
-41
437
$250K 0.03%
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438
$248K 0.03%
+3,949
439
$248K 0.03%
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440
$247K 0.03%
5,000
441
$247K 0.03%
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443
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444
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445
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14,504
-2,970
446
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1,525
447
$244K 0.03%
36,192
448
$243K 0.03%
+24,293
449
$243K 0.03%
5,511
450
$242K 0.03%
+5,630
16 17
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