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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$106K 0.01%
21,152
+192
452
$102K 0.01%
10,150
-750
453
$101K 0.01%
16,040
454
$99K 0.01%
10,105
455
$98K 0.01%
12,222
+6,349
456
$94K 0.01%
11,302
457
$78K 0.01%
27,340
458
– –
0
459
$77K 0.01%
15,720
460
$77K 0.01%
17,632
+2
461
$74K 0.01%
11,600
462
$73K 0.01%
3,237
+1
463
$72K 0.01%
22,000
464
$68K 0.01%
+12,353
465
$65K 0.01%
167
-20
466
$59K 0.01%
196
467
$57K 0.01%
1,655
-56
468
$52K 0.01%
42,732
469
$48K 0.01%
11,750
+1,550
470
$45K ﹤0.01%
11,780
-200
471
$39K ﹤0.01%
16,400
472
$38K ﹤0.01%
20,825
473
$37K ﹤0.01%
12,234
474
$27K ﹤0.01%
42,000
475
$26K ﹤0.01%
10,566
17 18
19
20 21