We are live on ! Find out more
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
551
– –
-3,419
552
– –
-8,864
553
– –
-917
554
– –
-9,095
555
– –
-3,882
556
– –
-3,799
557
– –
0
558
– –
-5,844
559
– –
-12,730
560
– –
-2,045
561
– –
-9,190
562
– –
-3,288
563
– –
-3,017
564
– –
-5,000
565
– –
-6,737
566
– –
-16,812
567
– –
-3,645
568
– –
-7,500
569
– –
-2,317
570
– –
-1,072
571
– –
-805
572
– –
-3,848
573
– –
-12,000
574
– –
-2,933
575
– –
-1,649
20 21 22
23
24