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
$901M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.55M
3
+$9.34M
4
PEP icon
PepsiCo
PEP
+$5.64M
5
AMGN icon
Amgen
AMGN
+$3.28M

Top Sells

1
+$8.22M
2
+$7.4M
3
+$4.71M
4
WSM icon
Williams-Sonoma
WSM
+$4.58M
5
STX icon
Seagate
STX
+$3.83M

Sector Composition

1 Technology 25.81%
2 Healthcare 11.24%
3 Financials 11.1%
4 Industrials 8.77%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$104K 0.01%
13,380
452
$100K 0.01%
25,384
-18,160
453
$99.7K 0.01%
+58
454
$96.4K 0.01%
19,545
455
$93.5K 0.01%
16,250
456
$93.2K 0.01%
13,704
-249
457
$92.9K 0.01%
10,459
458
$89.8K 0.01%
11,500
459
$86.9K 0.01%
13,529
+1,260
460
$86.5K 0.01%
6,360
+52
461
$86K 0.01%
13,031
-7,014
462
$80.8K 0.01%
42,732
463
$79.7K 0.01%
10,625
464
$74.8K 0.01%
25,362
465
$71.3K 0.01%
10,243
466
$68.4K 0.01%
13,500
467
$68.3K 0.01%
25,000
+2,200
468
$65K 0.01%
26,000
469
$63.7K 0.01%
10,263
470
$58.7K 0.01%
10,000
471
$58K 0.01%
12,033
472
$56.5K 0.01%
10,000
473
$54.3K 0.01%
20,170
474
$53.3K 0.01%
5,206
475
$46.2K ﹤0.01%
16,506
-1,500
17 18
19
20 21