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
$745M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.64M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$3.5M
5
IBM icon
IBM
IBM
+$2.82M

Top Sells

1
+$7.17M
2
+$1.99M
3
+$1.64M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.33M
5
LW icon
Lamb Weston
LW
+$913K

Sector Composition

1 Technology 21.39%
2 Financials 16.28%
3 Healthcare 9.81%
4 Industrials 9.45%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.48%
19,453
+4
52
$3.77M 0.46%
29,016
+513
53
$3.67M 0.45%
91,014
+9,317
54
$3.66M 0.45%
20,060
+150
55
$3.58M 0.44%
21,780
-260
56
$3.56M 0.43%
792,240
+110,080
57
$3.44M 0.42%
123,924
58
$3.4M 0.41%
386,669
+217
59
$3.37M 0.41%
13,020
+1,462
60
$3.19M 0.39%
22,840
-1,273
61
$3.15M 0.38%
67,288
-313
62
$3.14M 0.38%
53,600
+620
63
$3.08M 0.37%
32,624
-713
64
$2.98M 0.36%
10,546
+297
65
$2.88M 0.35%
53,661
-773
66
$2.73M 0.33%
101,500
+1,500
67
$2.72M 0.33%
56,533
+17,698
68
$2.68M 0.33%
19,563
+1,956
69
$2.67M 0.32%
10,793
-8,034
70
$2.57M 0.31%
32,349
-3,409
71
$2.47M 0.3%
39,693
-608
72
$2.35M 0.29%
54,639
+32,316
73
$2.31M 0.28%
71,124
-50,307
74
$2.3M 0.28%
12,815
+1,252
75
$2.26M 0.27%
24,785
-183
1 2
3
4 5