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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$228K 0.03%
+3,895
477
$226K 0.03%
+5,210
478
$225K 0.03%
+2,390
479
$225K 0.03%
+1,158
480
$225K 0.03%
+8,410
481
$222K 0.03%
+5,694
482
$221K 0.03%
+2,818
483
$220K 0.02%
+24,881
484
$219K 0.02%
+12,196
485
$216K 0.02%
+5,219
486
$216K 0.02%
+7,400
487
$216K 0.02%
+23,016
488
$216K 0.02%
+6,462
489
$215K 0.02%
+7,780
490
$215K 0.02%
+14,800
491
$214K 0.02%
+242
492
$213K 0.02%
+5,168
493
$213K 0.02%
+10,620
494
$212K 0.02%
+5,224
495
$212K 0.02%
+6,558
496
$211K 0.02%
+1,691
497
$210K 0.02%
+11,005
498
$210K 0.02%
+24,273
499
$210K 0.02%
+25,489
500
$210K 0.02%
+16,311
18 19
20
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