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
$1.15B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$6.12M
3
+$4.61M
4
IBM icon
IBM
IBM
+$4.44M
5
PG icon
Procter & Gamble
PG
+$3.94M

Top Sells

1
+$20.6M
2
+$5.04M
3
+$4.22M
4
WMT icon
Walmart
WMT
+$3.55M
5
V icon
Visa
V
+$2.79M

Sector Composition

1 Technology 34.58%
2 Financials 10.86%
3 Consumer Discretionary 10.34%
4 Healthcare 8.71%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$204K 0.01%
+675
477
$204K 0.01%
+5,397
478
$204K 0.01%
+8,500
479
$203K 0.01%
10,688
-613
480
$202K 0.01%
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481
$202K 0.01%
12,705
482
$200K 0.01%
+4,227
483
$200K 0.01%
+7,421
484
$199K 0.01%
19,480
485
$196K 0.01%
37,767
486
$192K 0.01%
2,208
-188
487
$189K 0.01%
11,337
+300
488
$189K 0.01%
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489
$186K 0.01%
20,661
490
$183K 0.01%
11,498
491
$181K 0.01%
10,500
492
$177K 0.01%
20,765
+5,080
493
$174K 0.01%
11,141
494
$173K 0.01%
12,000
495
$173K 0.01%
11,000
496
$169K 0.01%
3,744
+3
497
$157K 0.01%
69,000
-6,400
498
$157K 0.01%
21,714
-5,000
499
$156K 0.01%
15,992
+200
500
$153K 0.01%
10,412
-500
18 19
20
21 22