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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$257K 0.03%
+3,300
452
$257K 0.03%
11,466
-4,104
453
$256K 0.03%
18,496
-1,600
454
$255K 0.03%
20,500
455
$254K 0.03%
1,805
-834
456
$253K 0.03%
7,508
457
$253K 0.03%
5,200
-1,100
458
$252K 0.03%
2,716
-465
459
$252K 0.03%
+6,965
460
$251K 0.03%
+7,276
461
$251K 0.03%
24,669
+9,719
462
$249K 0.03%
8,402
-7,100
463
$245K 0.03%
12,500
+1,800
464
$245K 0.03%
6,019
-797
465
$244K 0.03%
16,812
+150
466
$244K 0.03%
5,991
-587
467
$242K 0.03%
+16,035
468
$242K 0.03%
5,000
469
$241K 0.03%
+7,997
470
$239K 0.03%
13,005
471
$236K 0.03%
+2,500
472
$234K 0.03%
+3,116
473
$233K 0.03%
11,511
+1,288
474
$231K 0.03%
13,090
+1,140
475
$230K 0.03%
12,271
17 18
19
20 21