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
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.47%
79,080
-689
52
$3.44M 0.45%
74,020
-4,500
53
$3.41M 0.45%
61,137
-3,862
54
$3.36M 0.44%
42,930
+13
55
$3.35M 0.44%
18,094
-1,332
56
$3.33M 0.44%
19,639
-200
57
$3.25M 0.43%
35,076
-17
58
$3.06M 0.4%
67,380
-11,260
59
$2.94M 0.39%
58,682
-415
60
$2.89M 0.38%
140,001
61
$2.71M 0.36%
32,950
-1,567
62
$2.67M 0.35%
21,310
63
$2.56M 0.34%
41,898
+473
64
$2.51M 0.33%
28,284
+72
65
$2.47M 0.33%
56,231
-4,767
66
$2.44M 0.32%
134,343
+113,706
67
$2.43M 0.32%
+119,173
68
$2.42M 0.32%
19,956
-499
69
$2.38M 0.31%
28,305
+12,663
70
$2.32M 0.3%
127,976
71
$2.31M 0.3%
16,360
+5,450
72
$2.28M 0.3%
19,742
-2,278
73
$2.21M 0.29%
26,464
-998
74
$2.21M 0.29%
39,961
-1,713
75
$2.2M 0.29%
30,873
-862
1 2
3
4 5