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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$154K 0.02%
10,360
-976
427
$153K 0.01%
11,619
-3,149
428
$152K 0.01%
12,000
429
$149K 0.01%
20,500
430
$148K 0.01%
11,289
+206
431
$148K 0.01%
35,992
-200
432
$146K 0.01%
10,396
+36
433
$143K 0.01%
+10,200
434
$130K 0.01%
+12,000
435
$127K 0.01%
11,528
436
$127K 0.01%
13,000
437
$121K 0.01%
13,220
-5,000
438
$118K 0.01%
12,625
439
$112K 0.01%
27,340
440
$110K 0.01%
13,651
441
$105K 0.01%
15,200
-5,000
442
$104K 0.01%
10,105
443
$97K 0.01%
26,044
+883
444
$94K 0.01%
2,207
-1,596
445
$89K 0.01%
10,600
-600
446
$84K 0.01%
14,850
+582
447
$84K 0.01%
15,720
448
$81K 0.01%
+10,500
449
$79K 0.01%
12,040
-4,000
450
$78K 0.01%
19,725
+6
16 17
18
19 20