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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.6M 0.64%
70,429
+1,934
27
$6.5M 0.63%
22,105
+1,143
28
$6.48M 0.63%
21,690
-118
29
$6.46M 0.63%
31,467
+2,473
30
$6.38M 0.62%
89,273
+4
31
$6.24M 0.61%
153,733
-8,435
32
$5.9M 0.57%
56,036
-562
33
$5.76M 0.56%
49,229
-775
34
$5.74M 0.56%
162,955
-25,388
35
$5.68M 0.55%
47,122
-1,330
36
$5.63M 0.55%
43,948
+427
37
$5.46M 0.53%
50,069
+683
38
$5.45M 0.53%
92,449
-73,901
39
$5.45M 0.53%
36,901
+264
40
$5.36M 0.52%
28,517
-83
41
$5.22M 0.51%
131,835
+71,025
42
$5.11M 0.5%
549,873
-17,026
43
$5.03M 0.49%
206,523
+3,462
44
$4.7M 0.46%
61,949
+4,692
45
$4.63M 0.45%
45,713
+2,014
46
$4.58M 0.44%
68,320
+8,840
47
$4.46M 0.43%
757,600
-116,880
48
$4.44M 0.43%
15,585
+1,872
49
$4.42M 0.43%
13
50
$4.41M 0.43%
108,079
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