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
$790M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.61M
3
+$6.17M
4
WBA
Walgreens Boots Alliance
WBA
+$2.94M
5
CAT icon
Caterpillar
CAT
+$2.09M

Top Sells

1
+$6.06M
2
+$5.88M
3
+$5.53M
4
WLL
Whiting Petroleum Corporation
WLL
+$5.46M
5
WHR icon
Whirlpool
WHR
+$5.07M

Sector Composition

1 Technology 20.3%
2 Financials 16.37%
3 Healthcare 10.53%
4 Consumer Discretionary 10.37%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$206K 0.02%
16,833
+5,497
427
$206K 0.02%
+1,298
428
$206K 0.02%
+15,600
429
$206K 0.02%
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-15
430
$205K 0.02%
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431
$205K 0.02%
16,186
-5,643
432
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4,000
433
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434
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+8,460
435
$203K 0.02%
22,399
436
$203K 0.02%
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437
$203K 0.02%
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438
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439
$203K 0.02%
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-7,736
440
$202K 0.02%
20,500
441
$201K 0.02%
14,500
442
$201K 0.02%
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443
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444
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1,779
445
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446
$199K 0.02%
40,200
447
$193K 0.02%
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448
$191K 0.02%
13,100
449
$189K 0.02%
14,492
450
$186K 0.02%
11,639
16 17
18
19 20