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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$196K 0.03%
14,833
-867
477
$194K 0.03%
3,248
+43
478
$191K 0.03%
10,300
479
$189K 0.03%
24,715
480
$189K 0.03%
23,700
-9,800
481
$187K 0.03%
17,826
+126
482
$183K 0.02%
17,207
+2,000
483
$182K 0.02%
18,151
-4,728
484
$177K 0.02%
23,899
-2,340
485
$176K 0.02%
12,900
486
$172K 0.02%
11,686
-318
487
$157K 0.02%
37,201
-549
488
$156K 0.02%
10,838
+25
489
$154K 0.02%
28,742
490
$154K 0.02%
13,500
491
$153K 0.02%
33,814
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492
$151K 0.02%
10,903
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493
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10
494
$147K 0.02%
+19,398
495
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11,930
496
$145K 0.02%
13,278
-1,200
497
$144K 0.02%
17,430
-5,586
498
$143K 0.02%
13,248
-4,145
499
$141K 0.02%
5,550
500
$141K 0.02%
11,141
-800
18 19
20
21 22