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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.06M 0.47%
48,658
+759
52
$4.5M 0.41%
108,079
53
$4.31M 0.4%
44,274
+186
54
$4.16M 0.38%
19,599
-615
55
$4.09M 0.38%
21,407
+587
56
$4.05M 0.37%
16,768
+559
57
$4.03M 0.37%
13,060
-50
58
$3.99M 0.37%
20,830
+115
59
$3.89M 0.36%
39,701
+3,711
60
$3.86M 0.35%
17,103
-16,598
61
$3.84M 0.35%
134,330
+2,585
62
$3.8M 0.35%
301,516
-3,625
63
$3.79M 0.35%
61,134
+1,560
64
$3.79M 0.35%
22,115
+684
65
$3.62M 0.33%
10,492
+30
66
$3.61M 0.33%
91,046
+3,059
67
$3.56M 0.33%
46,857
+1,519
68
$3.47M 0.32%
77,801
+451
69
$3.44M 0.32%
12,307
-605
70
$3.33M 0.31%
81,677
-1,128
71
$3.24M 0.3%
65,961
+321
72
$3.2M 0.29%
8,795
-442
73
$3.16M 0.29%
31,554
-38,351
74
$3.13M 0.29%
15,656
+8,050
75
$2.9M 0.27%
14,508
+111
1 2
3
4 5