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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$211K 0.03%
+3,018
502
$211K 0.03%
2,799
-601
503
$211K 0.03%
+1,921
504
$211K 0.03%
+1,739
505
$210K 0.03%
8,500
-5,000
506
$208K 0.03%
2,026
-966
507
$208K 0.03%
13,736
508
$206K 0.03%
1,431
-116
509
$206K 0.03%
+9,164
510
$206K 0.03%
+3,689
511
$205K 0.03%
+5,000
512
$204K 0.03%
+15,915
513
$204K 0.03%
3,681
514
$203K 0.03%
4,000
515
$202K 0.03%
+6,535
516
$200K 0.03%
1,628
517
$198K 0.03%
24,257
+10,500
518
$194K 0.02%
25,157
+442
519
$194K 0.02%
+11,179
520
$191K 0.02%
+10,380
521
$191K 0.02%
38,545
+1,344
522
$191K 0.02%
134,333
-2,267
523
$190K 0.02%
+10,584
524
$189K 0.02%
22,687
+4,536
525
$186K 0.02%
13,500
19 20
21
22 23