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
626
$38K ﹤0.01%
+44,999
627
$36K ﹤0.01%
+25,008
628
$35K ﹤0.01%
+2,008
629
$34K ﹤0.01%
+15,200
630
$31K ﹤0.01%
+74
631
$29K ﹤0.01%
+49
632
$29K ﹤0.01%
+4,117
633
$27K ﹤0.01%
+12,000
634
$27K ﹤0.01%
+3,342
635
$27K ﹤0.01%
+18
636
$27K ﹤0.01%
+26,030
637
$26K ﹤0.01%
+2,500
638
$26K ﹤0.01%
+38,337
639
$25K ﹤0.01%
+145
640
$24K ﹤0.01%
+80
641
$24K ﹤0.01%
+1,205
642
$24K ﹤0.01%
+2
643
$24K ﹤0.01%
+12,870
644
$23K ﹤0.01%
+16,000
645
$23K ﹤0.01%
+10,000
646
$22K ﹤0.01%
+4,992
647
$21K ﹤0.01%
+13,333
648
$19K ﹤0.01%
+10,000
649
$19K ﹤0.01%
+78,500
650
$19K ﹤0.01%
+3,158
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