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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 0.85%
80,423
+4,196
27
$6.37M 0.84%
95,270
-693
28
$6.16M 0.81%
196,685
-6,325
29
$6.04M 0.79%
193,922
-1,442
30
$5.84M 0.77%
45,134
-1,757
31
$5.63M 0.74%
218,643
+959
32
$5.57M 0.73%
75,734
+2,100
33
$5.44M 0.72%
+104,261
34
$5.42M 0.71%
51,956
-129
35
$5.31M 0.7%
182,018
+7,039
36
$5.29M 0.7%
105,031
+91,189
37
$5.12M 0.67%
66,984
38
$5.12M 0.67%
114,636
-90,607
39
$5.12M 0.67%
39,405
-815
40
$5.1M 0.67%
55,949
+969
41
$4.89M 0.64%
198,982
+4,292
42
$4.51M 0.59%
82,528
+1,093
43
$4.41M 0.58%
63,986
-2,794
44
$4.33M 0.57%
386,616
+47,992
45
$4.29M 0.57%
29,191
-34,442
46
$3.8M 0.5%
108,079
47
$3.68M 0.48%
251,340
+10
48
$3.66M 0.48%
27,685
-2,088
49
$3.65M 0.48%
15,086
-9,764
50
$3.57M 0.47%
14
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2
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