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
526
$170K 0.02%
12,000
527
$168K 0.02%
13,384
528
$165K 0.02%
20,765
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529
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536
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539
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541
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$134K 0.02%
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550
$134K 0.02%
11,400