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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$174K 0.02%
11,639
427
$173K 0.02%
25,600
428
$171K 0.02%
13,500
429
$168K 0.02%
17,700
430
$165K 0.02%
18,027
+5,187
431
$163K 0.02%
19,486
432
$162K 0.02%
18,220
-40
433
$160K 0.02%
20,100
+2,030
434
$154K 0.02%
14,344
435
$152K 0.02%
13,077
+106
436
$149K 0.02%
10,167
437
$148K 0.02%
20,500
438
$148K 0.02%
+13,784
439
$148K 0.02%
10,360
440
$147K 0.02%
10,000
-50,000
441
$146K 0.02%
156
+56
442
$141K 0.02%
12,000
443
$130K 0.01%
15,000
444
$128K 0.01%
7,900
+76
445
$125K 0.01%
10,887
446
$119K 0.01%
12,625
447
$112K 0.01%
17,482
+4,897
448
$112K 0.01%
12,160
+589
449
$111K 0.01%
13,651
450
$108K 0.01%
25,414
16 17
18
19 20