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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92K 0.01%
27,340
477
$87K 0.01%
1,711
+333
478
$84K 0.01%
3,236
479
$78K 0.01%
17,630
+4
480
$75K 0.01%
15,720
481
$75K 0.01%
11,600
482
$75K 0.01%
5,873
483
$73K 0.01%
+196
484
$66K 0.01%
+10,500
485
$55K 0.01%
10,200
-300
486
$50K 0.01%
42,732
487
$49K 0.01%
20,825
488
$48K 0.01%
11,980
+780
489
$45K 0.01%
16,400
490
$44K 0.01%
2,628
491
$42K 0.01%
42,000
492
$37K ﹤0.01%
23,600
493
$34K ﹤0.01%
12,234
494
$29K ﹤0.01%
78,500
495
$26K ﹤0.01%
10,566
496
$21K ﹤0.01%
39,825
497
$17K ﹤0.01%
+63
498
$17K ﹤0.01%
+19,300
499
$15K ﹤0.01%
15,000
500
$10K ﹤0.01%
1,942
+17
17 18 19
20
21