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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.18%
66,909
-4,453
77
$1.86M 0.18%
14,881
-376
78
$1.85M 0.18%
34,408
+2,821
79
$1.83M 0.18%
28,510
+182
80
$1.83M 0.18%
31,042
81
$1.78M 0.17%
14,321
82
$1.78M 0.17%
8,464
+70
83
$1.67M 0.16%
+300,000
84
$1.67M 0.16%
37,169
-127
85
$1.67M 0.16%
19,010
+370
86
$1.65M 0.16%
14,669
-15
87
$1.65M 0.16%
9,117
-48
88
$1.62M 0.16%
55,773
-1,022
89
$1.62M 0.16%
29,538
+565
90
$1.59M 0.15%
13,248
+1,093
91
$1.55M 0.15%
21,691
+134
92
$1.53M 0.15%
27,707
-556
93
$1.53M 0.15%
24,275
94
$1.49M 0.15%
+28,324
95
$1.45M 0.14%
13,373
+345
96
$1.42M 0.14%
9,742
+350
97
$1.41M 0.14%
7,121
+4,414
98
$1.41M 0.14%
24,982
+146
99
$1.39M 0.14%
5,098
-269
100
$1.39M 0.14%
21,041
2 3
4
5 6