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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$202K 0.02%
+2,484
427
$202K 0.02%
+5,300
428
$202K 0.02%
14,500
429
$202K 0.02%
+14,000
430
$201K 0.02%
+1,298
431
$200K 0.02%
+2,513
432
$200K 0.02%
+2,045
433
$198K 0.02%
17,058
+2,409
434
$195K 0.02%
37,052
435
$194K 0.02%
14,492
436
$193K 0.02%
13,100
437
$192K 0.02%
16,680
+60
438
$191K 0.02%
3,803
439
$187K 0.02%
18,426
440
$185K 0.02%
36,192
441
$181K 0.02%
+11,571
442
$179K 0.02%
22,399
443
$177K 0.02%
25,600
444
$177K 0.02%
+61,743
445
$175K 0.02%
14,300
446
$171K 0.02%
13,500
447
$167K 0.02%
11,639
448
$167K 0.02%
12,971
+1,205
449
$161K 0.02%
19,486
450
$159K 0.02%
+17,700
16 17
18
19 20