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
526
$182K 0.02%
17,826
527
$181K 0.02%
+10,724
528
$174K 0.02%
+11,516
529
$166K 0.02%
11,211
-475
530
$165K 0.02%
10,975
+137
531
$164K 0.02%
13,384
+484
532
$162K 0.02%
+12,000
533
$161K 0.02%
+10,609
534
$160K 0.02%
+11,494
535
$159K 0.02%
+15,204
536
$159K 0.02%
+1,090
537
$156K 0.02%
41,500
+1,000
538
$156K 0.02%
22,399
+8,764
539
$150K 0.02%
+10,201
540
$148K 0.02%
+10,507
541
$148K 0.02%
2,123
+155
542
$147K 0.02%
+10,700
543
$147K 0.02%
22,200
+5,900
544
$145K 0.02%
2,298
+140
545
$143K 0.02%
+11,604
546
$141K 0.02%
28,742
547
$139K 0.02%
11,400
548
$138K 0.02%
19,415
+17
549
$138K 0.02%
11,930
550
$138K 0.02%
10,300
20 21
22
23 24