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
576
$111K 0.01%
+2,239
577
$111K 0.01%
+3,018
578
$109K 0.01%
+88
579
$108K 0.01%
+2,733
580
$105K 0.01%
+14,200
581
$104K 0.01%
+22,772
582
$102K 0.01%
+139,590
583
$100K 0.01%
+10,103
584
$100K 0.01%
+12,747
585
$96K 0.01%
+15,570
586
$96K 0.01%
+1,481
587
$95K 0.01%
+42,500
588
$95K 0.01%
+10,300
589
$94K 0.01%
+563
590
$91K 0.01%
+15,864
591
$89K 0.01%
+11,650
592
$86K 0.01%
+2,214
593
– –
0
594
$81K 0.01%
+14,900
595
$80K 0.01%
+25,700
596
$77K 0.01%
+12,298
597
$76K 0.01%
+35,500
598
$75K 0.01%
+11,516
599
$73K 0.01%
+29,315
600
$71K 0.01%
+2,808
22 23
24
25 26