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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$155K 0.02%
+2,817
552
$154K 0.02%
+13,500
553
$152K 0.02%
+11,930
554
$151K 0.02%
+24,800
555
$149K 0.02%
+10,705
556
$148K 0.02%
+19,457
557
$148K 0.02%
+11,941
558
$148K 0.02%
+40,747
559
$141K 0.02%
+28,742
560
$139K 0.02%
+14,218
561
$139K 0.02%
+3,100
562
$138K 0.02%
+10,072
563
$138K 0.02%
+10,606
564
$128K 0.01%
+13,800
565
$126K 0.01%
+24,499
566
$126K 0.01%
+11,500
567
$124K 0.01%
+65,691
568
$123K 0.01%
+12,106
569
$120K 0.01%
+21,548
570
$119K 0.01%
+10,000
571
$118K 0.01%
+16,900
572
$113K 0.01%
+9,143
573
$113K 0.01%
+26,800
574
$113K 0.01%
+2,952
575
$112K 0.01%
+11,000
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