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SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$5.97M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$4.11M
5
DOW icon
Dow Inc
DOW
+$3.65M

Top Sells

1
+$21.1M
2
+$5.39M
3
+$3.87M
4
WMT icon
Walmart Inc
WMT
+$3.51M
5
V icon
Visa
V
+$2.76M

Sector Composition

1 Technology 34.58%
2 Financials 10.91%
3 Consumer Discretionary 10.34%
4 Healthcare 8.71%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$66K 0.01%
13,000
527
$52K ﹤0.01%
+2,293
528
$46K ﹤0.01%
+12,000
529
$44K ﹤0.01%
19
530
$41K ﹤0.01%
11,445
531
$32K ﹤0.01%
190
+33
532
$30K ﹤0.01%
12,000
533
$22K ﹤0.01%
17,200
+4,600
534
$21K ﹤0.01%
3,054
535
– –
-6,696
536
– –
-3,557
537
– –
-1,461
538
– –
-2,500
539
– –
-710
540
– –
-17,362
541
– –
-4,425
542
– –
-288
543
– –
-2,676
544
– –
-10,610
545
– –
-5,038
546
– –
-3,230
547
– –
-2,304
548
– –
-2,899
549
– –
-2,233
550
– –
-3,484
20 21
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