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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 0.69%
54,487
-6,105
27
$6.2M 0.67%
+50,953
28
$5.8M 0.62%
43,301
-12,397
29
$5.72M 0.62%
43,414
+538
30
$5.7M 0.61%
21,533
-765
31
$5.58M 0.6%
192,237
-2,000
32
$5.28M 0.57%
149,435
-25,234
33
$5.27M 0.57%
143,049
+71,925
34
$5.16M 0.55%
49,929
-48,032
35
$5.15M 0.55%
57,558
-50
36
$5.11M 0.55%
20,942
+10,149
37
$5.1M 0.55%
203,974
+1,464
38
$5.05M 0.54%
64,359
+6,590
39
$4.98M 0.54%
28,716
-946
40
$4.98M 0.54%
89,266
+762
41
$4.79M 0.51%
35,138
-318
42
$4.37M 0.47%
118,830
-2,650
43
$4.14M 0.44%
13
44
$4.08M 0.44%
108,079
45
$4.04M 0.43%
20,785
-995
46
$3.97M 0.43%
83,926
-1,298
47
$3.87M 0.42%
13,222
+2,676
48
$3.81M 0.41%
372,961
-13,708
49
$3.72M 0.4%
17,457
-1,996
50
$3.66M 0.39%
43,595
-6,004
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