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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$216K 0.03%
3,260
-450
452
$215K 0.03%
1,547
453
$215K 0.03%
+10,223
454
$215K 0.03%
2,223
-1,209
455
$214K 0.03%
19,100
456
$214K 0.03%
14,500
457
$214K 0.03%
+7,307
458
$214K 0.03%
1,755
-546
459
$214K 0.03%
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460
$214K 0.03%
16,198
-4,288
461
$210K 0.03%
8,732
-650
462
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3,495
-124
463
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1,650
-510
464
$206K 0.03%
11,950
-2,500
465
$204K 0.03%
31,975
-33,071
466
$204K 0.03%
4,415
-1,385
467
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4,000
468
$202K 0.03%
+2,740
469
$202K 0.03%
2,074
-6,747
470
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2,500
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471
$201K 0.03%
7,000
472
$200K 0.03%
8,097
473
$200K 0.03%
3,681
474
$200K 0.03%
1,628
-187
475
$199K 0.03%
1,783
-13
17 18
19
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