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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$70K 0.01%
42,732
452
$66K 0.01%
1,333
+200
453
$65K 0.01%
+21,667
454
$63K 0.01%
18,027
455
$61K 0.01%
1,864
-58
456
$59K 0.01%
10,875
-725
457
$57K 0.01%
3,483
458
$49K ﹤0.01%
12,234
459
$41K ﹤0.01%
11,780
460
$36K ﹤0.01%
138
-19
461
$33K ﹤0.01%
+1,400
462
$28K ﹤0.01%
56
+43
463
$26K ﹤0.01%
10,566
464
$25K ﹤0.01%
+2,500
465
$25K ﹤0.01%
23,600
466
$19K ﹤0.01%
113
-52
467
$18K ﹤0.01%
20,825
468
$17K ﹤0.01%
39,825
469
– –
-31,267
470
– –
-19,519
471
– –
-15,040
472
– –
-17,140
473
– –
-2,150
474
– –
-10,167
475
– –
-14,344
17 18
19
20 21