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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$180K 0.02%
7,232
-1,425
527
$179K 0.02%
+14,300
528
$177K 0.02%
27,624
+2
529
$176K 0.02%
13,384
530
$173K 0.02%
+13,082
531
$172K 0.02%
17,450
532
$171K 0.02%
8,894
533
$170K 0.02%
14,324
-1,444
534
$170K 0.02%
41,500
535
$169K 0.02%
+13,000
536
$168K 0.02%
+3,300
537
$167K 0.02%
+13,226
538
$164K 0.02%
165
+5
539
$162K 0.02%
+14,922
540
$160K 0.02%
+10,592
541
$159K 0.02%
+12,000
542
$159K 0.02%
10,229
+14
543
$159K 0.02%
6,373
+3,511
544
$159K 0.02%
10,559
-550
545
$158K 0.02%
11,930
546
$155K 0.02%
11,667
547
$151K 0.02%
18,298
-2,012
548
$150K 0.02%
+11,215
549
$143K 0.02%
+16,000
550
$143K 0.02%
22,687
-1,008
20 21
22
23 24