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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$151K 0.01%
31,623
452
$132K 0.01%
11,000
453
$130K 0.01%
10,000
454
$129K 0.01%
67,700
+3,300
455
$127K 0.01%
10,744
456
$124K 0.01%
12,000
457
$124K 0.01%
11,141
458
$120K 0.01%
15,592
459
$119K 0.01%
10,836
+20
460
$119K 0.01%
13,628
-140
461
$115K 0.01%
2,857
462
$113K 0.01%
10,459
463
$111K 0.01%
22,555
-190
464
$109K 0.01%
6,447
+3
465
$106K 0.01%
13,380
466
$105K 0.01%
26,000
467
$103K 0.01%
19,545
468
$99.1K 0.01%
11,729
-1,800
469
$96.7K 0.01%
25,384
470
$93.6K 0.01%
25,362
471
$91.7K 0.01%
16,500
-16,528
472
$87.9K 0.01%
11,500
473
$87.8K 0.01%
6,534
+174
474
$87.4K 0.01%
16,250
475
$85K 0.01%
42,732
17 18
19
20 21