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
576
$83K 0.01%
11,500
-1,500
577
$80K 0.01%
+10,333
578
$80K 0.01%
2,259
579
$79K 0.01%
16
+1
580
$76K 0.01%
3,175
581
$75K 0.01%
80
-7
582
$74K 0.01%
2,808
583
$71K 0.01%
2,700
-9,950
584
$61K 0.01%
10,200
585
$61K 0.01%
42,000
586
$61K 0.01%
+25,600
587
$59K 0.01%
18,000
588
$58K 0.01%
12,737
-9,773
589
$57K 0.01%
+11,640
590
$46K 0.01%
10,000
-1,000
591
$45K 0.01%
11,555
592
$41K 0.01%
11,900
593
$37K ﹤0.01%
+4,143
594
$32K ﹤0.01%
+13,018
595
$30K ﹤0.01%
10,534
596
$29K ﹤0.01%
2,270
597
$29K ﹤0.01%
78,724
598
$28K ﹤0.01%
2,825
-33
599
$27K ﹤0.01%
1,773
-625
600
$26K ﹤0.01%
10,790
22 23
24
25 26