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
76
$2.58M 0.29%
+52,100
77
$2.54M 0.29%
+112,096
78
$2.54M 0.29%
+54,176
79
$2.53M 0.29%
+30,935
80
$2.53M 0.29%
+16,981
81
$2.51M 0.28%
+341,551
82
$2.5M 0.28%
+64,300
83
$2.49M 0.28%
+23,882
84
$2.47M 0.28%
+16,077
85
$2.45M 0.28%
+76,503
86
$2.43M 0.28%
+38,869
87
$2.43M 0.28%
+20,565
88
$2.41M 0.27%
+52,065
89
$2.38M 0.27%
+138,000
90
$2.37M 0.27%
+246,830
91
$2.36M 0.27%
+35,800
92
$2.35M 0.27%
+32,289
93
$2.34M 0.27%
+88,982
94
$2.32M 0.26%
+19,687
95
$2.26M 0.26%
+29,327
96
$2.22M 0.25%
+21,965
97
$2.2M 0.25%
+86,027
98
$2.19M 0.25%
+43,895
99
$2.18M 0.25%
+190,890
100
$2.15M 0.24%
+127,245
2 3
4
5 6