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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.75%
437,478
+398,854
27
$6.15M 0.75%
49,961
-140
28
$6.15M 0.75%
128,894
+1,700
29
$6.03M 0.73%
310,530
-2,618
30
$5.87M 0.71%
247,711
+6,062
31
$5.78M 0.7%
42,876
+20,897
32
$5.68M 0.69%
174,669
+340
33
$5.47M 0.67%
53,901
+47,596
34
$5.43M 0.66%
154,436
-857
35
$5.36M 0.65%
194,237
-3,559
36
$5.33M 0.65%
202,510
-1,752
37
$5.25M 0.64%
22,298
-283
38
$5.11M 0.62%
57,769
-1,961
39
$5.02M 0.61%
88,504
+722
40
$4.89M 0.6%
85,224
-2,063
41
$4.8M 0.58%
35,456
+2,677
42
$4.72M 0.57%
57,608
-334
43
$4.69M 0.57%
42,912
+2,043
44
$4.63M 0.56%
29,662
+159
45
$4.33M 0.53%
121,480
-17,510
46
$4.25M 0.52%
108,079
47
$4.18M 0.51%
49,599
+2,276
48
$4.09M 0.5%
90,895
+10,415
49
$4.03M 0.49%
68,480
-1,660
50
$3.92M 0.48%
13
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