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
$1.15B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$6.12M
3
+$4.61M
4
IBM icon
IBM
IBM
+$4.44M
5
PG icon
Procter & Gamble
PG
+$3.94M

Top Sells

1
+$20.6M
2
+$5.04M
3
+$4.22M
4
WMT icon
Walmart
WMT
+$3.55M
5
V icon
Visa
V
+$2.79M

Sector Composition

1 Technology 34.58%
2 Financials 10.86%
3 Consumer Discretionary 10.34%
4 Healthcare 8.71%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$227K 0.02%
2,107
+1
452
$226K 0.02%
+742
453
$224K 0.02%
3,316
-311
454
$221K 0.01%
23,245
+55
455
$219K 0.01%
15,592
456
$219K 0.01%
+5,326
457
$219K 0.01%
1,282
-171
458
$219K 0.01%
+7,680
459
$219K 0.01%
51,176
460
$219K 0.01%
1,187
-404
461
$218K 0.01%
1,430
-100
462
$217K 0.01%
+492
463
$216K 0.01%
+9,743
464
$214K 0.01%
12,495
+420
465
$214K 0.01%
34,334
-1,239
466
$213K 0.01%
+3,150
467
$212K 0.01%
+3,422
468
$211K 0.01%
+1,720
469
$211K 0.01%
14,000
470
$211K 0.01%
1,543
-4,898
471
$209K 0.01%
2,500
472
$207K 0.01%
2,900
-500
473
$207K 0.01%
7,000
474
$206K 0.01%
33,493
-5,300
475
$205K 0.01%
4,715
+14
17 18
19
20 21