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
76
$2.25M 0.27%
39,519
+2,206
77
$2.21M 0.27%
11,634
-37,772
78
$2.17M 0.26%
19,368
+8,679
79
$2.02M 0.25%
69,337
+1,376
80
$1.97M 0.24%
78,882
-1,500
81
$1.9M 0.23%
57,289
+15,003
82
$1.9M 0.23%
10,768
-3,813
83
$1.85M 0.23%
15,113
-388
84
$1.81M 0.22%
12,524
+1,550
85
$1.79M 0.22%
34,664
+1,752
86
$1.73M 0.21%
68,555
+9,521
87
$1.7M 0.21%
81,002
+6
88
$1.69M 0.21%
9,025
+4
89
$1.63M 0.2%
19,612
90
$1.61M 0.2%
13,515
+29
91
$1.6M 0.2%
32,118
-901
92
$1.6M 0.19%
104,041
-1,098
93
$1.58M 0.19%
15,200
-220
94
$1.53M 0.19%
31,042
95
$1.53M 0.19%
31,578
+1,356
96
$1.52M 0.19%
23,458
-3,444
97
$1.5M 0.18%
20,970
+452
98
$1.45M 0.18%
23,935
-42
99
$1.43M 0.17%
21,041
100
$1.4M 0.17%
14,829
-125
2 3
4
5 6