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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$84.5K 0.01%
10,625
477
$81.5K 0.01%
+830
478
$80.3K 0.01%
12,429
-1,275
479
$75.1K 0.01%
11,031
-2,000
480
$74.2K 0.01%
10,243
481
$73.8K 0.01%
25,000
482
$72.8K 0.01%
12,033
483
$66K 0.01%
13,500
484
$62.7K 0.01%
+11,739
485
$58K 0.01%
10,000
486
$57.3K 0.01%
10,263
487
$51K ﹤0.01%
20,170
488
$47.5K ﹤0.01%
13,000
489
$44.6K ﹤0.01%
26,525
490
$42.6K ﹤0.01%
+11,452
491
$35.4K ﹤0.01%
47,200
+2,000
492
$34.6K ﹤0.01%
+15,000
493
$32.7K ﹤0.01%
11,445
494
$31.4K ﹤0.01%
11,506
-5,000
495
$28.4K ﹤0.01%
15,000
496
$24.1K ﹤0.01%
+50,000
497
$13K ﹤0.01%
+30,276
498
$5.17K ﹤0.01%
+36,000
499
$2.72K ﹤0.01%
634
500
– –
-4,620
17 18 19
20
21