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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$155K 0.02%
18,260
452
$153K 0.02%
14,344
453
$148K 0.02%
18,070
-215
454
$147K 0.02%
+10,360
455
$143K 0.02%
10,167
456
$136K 0.02%
+10,900
457
$135K 0.02%
20,500
458
$134K 0.02%
12,000
459
$131K 0.02%
+10,887
460
$129K 0.02%
22,000
+5,000
461
$122K 0.01%
7,824
+77
462
$121K 0.01%
15,000
463
$120K 0.01%
20,960
464
$118K 0.01%
25,414
465
$116K 0.01%
12,625
466
$116K 0.01%
187
+12
467
$116K 0.01%
+10,596
468
$112K 0.01%
10,840
469
$111K 0.01%
+16,040
470
$110K 0.01%
12,585
-2,000
471
$108K 0.01%
+100
472
$107K 0.01%
13,651
473
$106K 0.01%
10,500
474
$99K 0.01%
10,105
475
$97K 0.01%
11,302
17 18
19
20 21