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SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$6.06M
3
+$2.6M
4
VZ icon
Verizon
VZ
+$2.47M
5
HD icon
Home Depot
HD
+$2.18M

Top Sells

1
+$8.19M
2
+$5.46M
3
+$5.14M
4
AMZN icon
Amazon
AMZN
+$4.07M
5
CAT icon
Caterpillar
CAT
+$3.32M

Sector Composition

1 Technology 28.39%
2 Financials 13.42%
3 Healthcare 9.91%
4 Communication Services 8.82%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-12,986
477
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478
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-13,000
479
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-1,550
480
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-9,733
481
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0
482
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-8,213
483
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-11,780
484
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-56
485
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-12,656
486
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-35,992
487
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-6,615
488
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-5,211
489
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-14,850
490
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-10,556
491
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-4,600
492
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-4,128
493
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-10,025
494
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-12,417
495
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-7,800
496
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-9,164
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