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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$224K 0.03%
1,590
-672
477
$223K 0.03%
+6,125
478
$223K 0.03%
6,643
+243
479
$220K 0.03%
+4,115
480
$220K 0.03%
1,490
481
$220K 0.03%
13,736
482
$219K 0.03%
+14,149
483
$217K 0.03%
41,742
+13,000
484
$217K 0.03%
3,896
485
$217K 0.03%
+7,019
486
$217K 0.03%
2,342
-1,233
487
$217K 0.03%
+14,492
488
$216K 0.03%
+12,900
489
$215K 0.03%
+14,500
490
$214K 0.03%
+9,791
491
$214K 0.03%
2,490
492
$213K 0.03%
4,226
-271
493
$212K 0.03%
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+100
494
$212K 0.03%
16,221
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495
$211K 0.03%
1,486
-250
496
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497
$210K 0.03%
12,875
-1,500
498
$208K 0.03%
+2,130
499
$208K 0.03%
14,255
-623
500
$207K 0.03%
3,700
+200
18 19
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