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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$199K 0.02%
12,705
427
$198K 0.02%
20,000
428
$198K 0.02%
18,465
429
$197K 0.02%
34,380
430
$197K 0.02%
13,410
431
$197K 0.02%
+10,150
432
$195K 0.02%
18,526
433
$194K 0.02%
15,526
434
$186K 0.02%
21,750
435
$186K 0.02%
23,257
+932
436
$184K 0.02%
24,000
437
$184K 0.02%
18,616
438
$183K 0.02%
28,314
+40
439
$182K 0.02%
51,176
440
$181K 0.02%
11,460
+1,000
441
$179K 0.02%
13,500
+2,200
442
$175K 0.02%
+10,527
443
$170K 0.02%
37,500
444
$170K 0.02%
19,067
+48
445
$169K 0.02%
14,184
446
$168K 0.02%
14,533
447
$165K 0.02%
12,610
+10
448
$159K 0.01%
15,649
+100
449
$157K 0.01%
19,480
450
$154K 0.01%
14,000
16 17
18
19 20