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
551
$141K 0.02%
13,501
-9,500
552
$138K 0.02%
15,204
-200
553
$137K 0.02%
2,298
554
$137K 0.02%
13,500
555
$137K 0.02%
10,441
556
$136K 0.02%
12,541
+2,501
557
$136K 0.02%
10,010
-301
558
$135K 0.02%
21,260
+2,260
559
$133K 0.02%
11,400
560
$127K 0.02%
15,301
561
$125K 0.02%
10,500
+500
562
$123K 0.02%
14,500
+2,500
563
$120K 0.02%
26,300
-500
564
$119K 0.02%
3,590
-996
565
$114K 0.02%
2,807
+594
566
$113K 0.01%
15,300
-1,500
567
$112K 0.01%
2,281
+1
568
$111K 0.01%
16,300
569
– –
0
570
$106K 0.01%
134,333
571
$99K 0.01%
14,255
+2,895
572
$97K 0.01%
1,033
+83
573
$95K 0.01%
3,171
+19
574
$89K 0.01%
+13,600
575
$83K 0.01%
18,700
21 22
23
24 25