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
$761M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.7M
3
+$1.97M
4
NKE icon
Nike
NKE
+$1.96M
5
RTX icon
RTX Corp
RTX
+$1.68M

Top Sells

1
+$4.63M
2
+$2.84M
3
+$1.93M
4
XOM icon
Exxon Mobil
XOM
+$1.49M
5
UNH icon
UnitedHealth
UNH
+$1.48M

Sector Composition

1 Technology 19.68%
2 Financials 15.85%
3 Consumer Discretionary 11.02%
4 Healthcare 9.72%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$142K 0.01%
8,489
477
$141K 0.01%
16,000
-10,000
478
$141K 0.01%
25,800
+200
479
$137K 0.01%
12,000
480
$136K 0.01%
11,336
481
$128K 0.01%
30,000
-61,000
482
$125K 0.01%
24,411
+2
483
$121K 0.01%
3,020
-347
484
$120K 0.01%
10,834
485
$117K 0.01%
26,300
486
$116K 0.01%
10,105
487
$116K 0.01%
13,651
488
$115K 0.01%
19,960
-1,000
489
$113K 0.01%
7,909
+158
490
$109K 0.01%
+10,000
491
$109K 0.01%
20,250
+1,550
492
$94K 0.01%
16,300
-200
493
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3,232
-125
494
$86K 0.01%
16,680
-3,670
495
$83K 0.01%
42,000
496
$80K 0.01%
11,600
497
$80K 0.01%
2,808
498
$77K 0.01%
11,050
499
$76K 0.01%
15,200
500
$70K 0.01%
16,100
18 19
20
21 22