SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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
+$17.4M
2
+$5.97M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$4.11M
5
DOW icon
Dow Inc
DOW
+$3.65M

Top Sells

1
+$21.1M
2
+$5.39M
3
+$3.87M
4
WMT icon
Walmart Inc
WMT
+$3.51M
5
V icon
Visa
V
+$2.76M

Sector Composition

1 Technology 34.58%
2 Financials 10.91%
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 0.02%
23,245
+55
455
$219K 0.02%
15,592
456
$219K 0.02%
+5,326
457
$219K 0.02%
1,282
-171
458
$219K 0.02%
+7,680
459
$219K 0.02%
51,176
460
$219K 0.02%
1,187
-404
461
$218K 0.02%
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-100
462
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463
$216K 0.02%
+9,743
464
$214K 0.02%
12,495
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465
$214K 0.02%
34,334
-1,239
466
$213K 0.02%
+3,150
467
$212K 0.02%
+3,422
468
$211K 0.02%
+1,720
469
$211K 0.02%
14,000
470
$211K 0.02%
1,543
-4,898
471
$209K 0.02%
2,500
472
$207K 0.02%
5,800
-1,000
473
$207K 0.02%
7,000
474
$206K 0.02%
33,493
-5,300
475
$205K 0.02%
4,715
+14
17 18
19
20 21