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
51
$3.75M 0.42%
+62,515
52
$3.66M 0.41%
+27,723
53
$3.63M 0.41%
+85,597
54
$3.55M 0.4%
+44,677
55
$3.48M 0.39%
+69,057
56
$3.48M 0.39%
+17,045
57
$3.36M 0.38%
+17
58
$3.32M 0.38%
+40,835
59
$3.24M 0.37%
+41,749
60
$2.97M 0.34%
+108,079
61
$2.96M 0.34%
+113,915
62
$2.95M 0.33%
+80,852
63
$2.95M 0.33%
+15,926
64
$2.94M 0.33%
+29,425
65
$2.9M 0.33%
+40,585
66
$2.88M 0.33%
+34,128
67
$2.76M 0.31%
+72,720
68
$2.75M 0.31%
+61,306
69
$2.73M 0.31%
+375,017
70
$2.7M 0.31%
+25,661
71
$2.68M 0.3%
+75,911
72
$2.65M 0.3%
+83,800
73
$2.64M 0.3%
+32,783
74
$2.64M 0.3%
+100,124
75
$2.6M 0.3%
+32,573
1 2
3
4 5