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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$229K 0.03%
8,657
-75
477
$229K 0.03%
5,177
+261
478
$228K 0.03%
4,693
+225
479
$228K 0.03%
23,000
+13,000
480
$227K 0.03%
+3,570
481
$227K 0.03%
37,500
482
$226K 0.03%
16,198
483
$225K 0.03%
+11,810
484
$224K 0.03%
8,097
485
$224K 0.03%
13,905
+578
486
$223K 0.03%
+1,736
487
$223K 0.03%
4,586
+1,338
488
$222K 0.03%
+2,890
489
$222K 0.03%
1,896
+80
490
$221K 0.03%
+4,852
491
$221K 0.03%
8,000
492
$220K 0.03%
16,094
-937
493
$219K 0.03%
+2,829
494
$218K 0.03%
12,428
495
$216K 0.03%
+4,564
496
$214K 0.03%
3,611
+351
497
$213K 0.03%
6,640
-2,200
498
$212K 0.03%
+5,520
499
$212K 0.03%
2,551
-439
500
$212K 0.03%
+3,705
18 19
20
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