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
$769M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$5.28M
3 +$4.96M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
MAR icon
Marriott International
MAR
+$1.67M

Top Sells

1 +$18.3M
2 +$5.66M
3 +$5.4M
4
TGT icon
Target
TGT
+$3.43M
5
CVX icon
Chevron
CVX
+$2.14M

Sector Composition

1 Technology 16.27%
2 Financials 12.8%
3 Industrials 10.54%
4 Healthcare 9.89%
5 Energy 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$205K 0.03%
+1,681
502
$205K 0.03%
+6,450
503
$205K 0.03%
11,210
+31
504
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-116
505
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+5,446
506
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507
$203K 0.03%
1,500
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508
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4,000
509
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510
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511
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512
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9,284
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514
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2,500
515
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516
$195K 0.03%
41,500
517
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518
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519
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520
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523
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12,000
+1,300
525
$171K 0.02%
15,404
+200