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
651
$18K ﹤0.01%
+36,700
652
$18K ﹤0.01%
+1,000
653
– –
0
654
$16K ﹤0.01%
+20,000
655
$16K ﹤0.01%
+20,000
656
$15K ﹤0.01%
+575
657
$14K ﹤0.01%
+37,600
658
$11K ﹤0.01%
+10,534
659
$11K ﹤0.01%
+16,000
660
$11K ﹤0.01%
+1,100
661
$10K ﹤0.01%
+24,100
662
$10K ﹤0.01%
+20,000
663
$8K ﹤0.01%
+173
664
$5K ﹤0.01%
+16,300
665
$5K ﹤0.01%
+23,900
666
$5K ﹤0.01%
+1,681
667
$3K ﹤0.01%
+200
668
$3K ﹤0.01%
+333
669
$3K ﹤0.01%
+19
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