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
$749M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.44M
3
+$3.88M
4
SWK icon
Stanley Black & Decker
SWK
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.98M

Top Sells

1
+$6.43M
2
+$6.36M
3
+$5.88M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.35M
5
PACW
PacWest Bancorp
PACW
+$4.8M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 10.77%
3 Energy 10.74%
4 Communication Services 10.44%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$82K 0.01%
+10,217
527
$74K 0.01%
75,200
528
$67K 0.01%
80
529
$67K 0.01%
10,530
530
$65K 0.01%
11,555
531
$64K 0.01%
18,000
532
$62K 0.01%
2,027
-486
533
$59K 0.01%
42,000
534
$58K 0.01%
11,900
535
$55K 0.01%
30,499
536
$54K 0.01%
85
+19
537
$53K 0.01%
10,000
538
$43K 0.01%
3,175
539
$36K ﹤0.01%
2,008
540
$36K ﹤0.01%
18,000
541
$32K ﹤0.01%
13,333
542
$32K ﹤0.01%
+7,392
543
$32K ﹤0.01%
1,575
544
$31K ﹤0.01%
+2,270
545
$28K ﹤0.01%
10,534
546
$28K ﹤0.01%
20,000
547
$26K ﹤0.01%
74
548
$25K ﹤0.01%
+2,000
549
$23K ﹤0.01%
10,000
550
$21K ﹤0.01%
78,500
20 21
22
23 24