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
76
$2.17M 0.29%
145,000
+10,610
77
$2.15M 0.28%
16,219
-582
78
$2.13M 0.28%
24,934
-207
79
$2.1M 0.28%
22,425
-349
80
$2.1M 0.28%
37,937
-559
81
$2.1M 0.28%
+23,907
82
$2.07M 0.27%
76,440
+2,560
83
$2.07M 0.27%
572,120
+227,200
84
$2.01M 0.26%
48,556
+9,314
85
$1.97M 0.26%
7,077
-226
86
$1.87M 0.25%
+16,800
87
$1.87M 0.25%
39,004
-7,608
88
$1.86M 0.24%
13,488
-2,413
89
$1.85M 0.24%
26,200
-3,985
90
$1.85M 0.24%
14,968
-398
91
$1.84M 0.24%
17,098
-259
92
$1.8M 0.24%
14,413
-438
93
$1.73M 0.23%
57,659
+1,010
94
$1.69M 0.22%
27,650
95
$1.69M 0.22%
21,041
96
$1.69M 0.22%
33,647
-35,498
97
$1.65M 0.22%
18,924
-371
98
$1.59M 0.21%
17,930
-2,350
99
$1.58M 0.21%
36,570
+67
100
$1.56M 0.21%
26,804
-5,921
2 3
4
5 6