SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
+5.81%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$883M
AUM Growth
–
Cap. Flow
+$882M
Cap. Flow
% of AUM
99.88%
Top 10 Holdings %
Top 10 Hldgs %
22.3%
Holding
669
New
663
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$73.3M |
| 2 |
Exxon Mobil
XOM
|
$24.8M |
| 3 |
AT&T
T
|
$15.8M |
| 4 |
Verizon
VZ
|
$13M |
| 5 |
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% |
