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
$715M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.2M
3
+$3.11M
4
CVX icon
Chevron
CVX
+$2.68M
5
WMT icon
Walmart
WMT
+$2.65M

Top Sells

1
+$7.49M
2
+$6.03M
3
+$5.43M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 20.76%
2 Financials 15.34%
3 Industrials 9.54%
4 Healthcare 8.67%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.39%
88,949
-2,065
52
$3.61M 0.39%
878,880
+86,640
53
$3.46M 0.37%
34,000
-19,901
54
$3.42M 0.37%
67,207
-81
55
$3.4M 0.37%
12,776
-244
56
$3.19M 0.34%
58,880
-9,600
57
$3.09M 0.33%
22,154
-686
58
$3.04M 0.33%
53,311
-350
59
$3.03M 0.33%
32,779
+155
60
$2.95M 0.32%
26,649
-2,367
61
$2.78M 0.3%
16,400
-3,660
62
$2.78M 0.3%
51,400
-2,200
63
$2.76M 0.3%
30,421
+10,809
64
$2.67M 0.29%
38,167
-1,526
65
$2.59M 0.28%
34,020
-5,499
66
$2.57M 0.28%
32,147
-202
67
$2.43M 0.26%
19,721
-23,191
68
$2.41M 0.26%
24,763
-22
69
$2.36M 0.25%
12,633
-182
70
$2.27M 0.24%
10,940
-694
71
$2.26M 0.24%
19,072
-296
72
$2.12M 0.23%
67,422
-23,473
73
$2.05M 0.22%
71,162
+1,825
74
$1.99M 0.21%
10,769
+1
75
$1.95M 0.21%
13,008
+484
1 2
3
4 5