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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1 +$9.29M
2 +$5.33M
3 +$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1 +$4.36M
2 +$3.76M
3 +$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-15,000