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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart Inc
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.35%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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