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
76
$1.94M 0.21%
14,795
-318
77
$1.93M 0.21%
47,152
-7,487
78
$1.91M 0.21%
68,565
+10
79
$1.91M 0.2%
34,482
-182
80
$1.9M 0.2%
57,291
+2
81
$1.8M 0.19%
9,028
+3
82
$1.73M 0.19%
32,003
-115
83
$1.65M 0.18%
15,056
-144
84
$1.6M 0.17%
37,802
+22,574
85
$1.56M 0.17%
9,213
+4,402
86
$1.55M 0.17%
21,041
87
$1.53M 0.16%
23,975
+40
88
$1.53M 0.16%
18,280
-156
89
$1.51M 0.16%
22,384
-1,074
90
$1.51M 0.16%
14,829
91
$1.49M 0.16%
31,571
-7
92
$1.49M 0.16%
13,028
-81
93
$1.49M 0.16%
105,703
+1,662
94
$1.42M 0.15%
+28,825
95
$1.42M 0.15%
8,280
-86
96
$1.42M 0.15%
21,212
+242
97
$1.41M 0.15%
9,509
-116
98
$1.33M 0.14%
25,453
-184
99
$1.33M 0.14%
25,195
+14,600
100
$1.32M 0.14%
15,020
+62
2 3
4
5 6