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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$262K 0.03%
+5,342
452
$261K 0.03%
+7,110
453
$260K 0.03%
+4,897
454
$259K 0.03%
+13,860
455
$258K 0.03%
+2,677
456
$256K 0.03%
+1,751
457
$254K 0.03%
+2,300
458
$253K 0.03%
+13,500
459
$253K 0.03%
+3,610
460
$253K 0.03%
+9,773
461
$252K 0.03%
+9,763
462
$248K 0.03%
+108,693
463
$246K 0.03%
+19,250
464
$245K 0.03%
+17,780
465
$245K 0.03%
+5,800
466
$243K 0.03%
+5,000
467
$241K 0.03%
+1,900
468
$239K 0.03%
+10,000
469
$238K 0.03%
+5,673
470
$237K 0.03%
+13,701
471
$233K 0.03%
+17,474
472
$232K 0.03%
+13,936
473
– –
0
474
$230K 0.03%
+8,600
475
$229K 0.03%
+4,600
17 18
19
20 21