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
601
$68K 0.01%
+17,760
602
$66K 0.01%
+1,457
603
$66K 0.01%
+16,000
604
$66K 0.01%
+16,179
605
$66K 0.01%
+10,375
606
$65K 0.01%
+100,000
607
$63K 0.01%
+10,695
608
$63K 0.01%
+12,671
609
$62K 0.01%
+1,000
610
$61K 0.01%
+12,000
611
$57K 0.01%
+3,593
612
$57K 0.01%
+28,000
613
$57K 0.01%
+19,247
614
$54K 0.01%
+13,400
615
$51K 0.01%
+10,000
616
$49K 0.01%
+54
617
– –
0
618
$45K 0.01%
+3,589
619
$44K 0.01%
+10,200
620
$44K 0.01%
+7
621
$43K ﹤0.01%
+11,484
622
$41K ﹤0.01%
+39,000
623
$41K ﹤0.01%
+17,000
624
– –
0
625
$39K ﹤0.01%
+11,425
23 24
25
26 27