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
$1.15B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$6.12M
3
+$4.61M
4
IBM icon
IBM
IBM
+$4.44M
5
PG icon
Procter & Gamble
PG
+$3.94M

Top Sells

1
+$20.6M
2
+$5.04M
3
+$4.22M
4
WMT icon
Walmart
WMT
+$3.55M
5
V icon
Visa
V
+$2.79M

Sector Composition

1 Technology 34.58%
2 Financials 10.86%
3 Consumer Discretionary 10.34%
4 Healthcare 8.71%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$246K 0.02%
8,099
-972
427
$244K 0.02%
1,294
+40
428
$244K 0.02%
1,375
429
$243K 0.02%
+1,178
430
$241K 0.02%
4,890
-86
431
$240K 0.02%
881
+1
432
$240K 0.02%
37,500
433
$240K 0.02%
1,550
+142
434
$239K 0.02%
10,745
+275
435
$238K 0.02%
13,385
+100
436
$237K 0.02%
1,297
-403
437
$236K 0.02%
3,255
-483
438
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6,700
-450
439
$235K 0.02%
11,654
+15
440
$234K 0.02%
14,533
441
$233K 0.02%
21,837
-132
442
$233K 0.02%
5,141
-159
443
$232K 0.02%
+12,683
444
$232K 0.02%
6,464
445
$231K 0.02%
+366
446
$231K 0.02%
+2,309
447
$230K 0.02%
5,300
-100
448
$230K 0.02%
+2,214
449
$229K 0.02%
1,043
450
$228K 0.02%
5,494
-500
16 17
18
19 20