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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$89K 0.01%
+3
577
$88K 0.01%
+11,000
578
$87K 0.01%
18,700
+2,000
579
$87K 0.01%
3,889
580
$79K 0.01%
950
-833
581
$76K 0.01%
11
+1
582
$74K 0.01%
+10,333
583
$70K 0.01%
18,693
-15,121
584
$67K 0.01%
11,500
+1,500
585
$64K 0.01%
80
586
$62K 0.01%
18,000
587
$61K 0.01%
12,155
+600
588
$57K 0.01%
78,724
+3,524
589
$55K 0.01%
42,000
590
$54K 0.01%
30,500
+1
591
$53K 0.01%
+10,200
592
$48K 0.01%
10,192
+2,800
593
$45K 0.01%
+11,000
594
$42K 0.01%
2,329
+754
595
$40K 0.01%
+12,850
596
$38K ﹤0.01%
2,270
597
$36K ﹤0.01%
11,900
598
$29K ﹤0.01%
13,333
599
$25K ﹤0.01%
10,534
600
$25K ﹤0.01%
78,500
22 23
24
25 26