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
101
$2.13M 0.24%
+19,002
102
$2.13M 0.24%
+21,830
103
$2.11M 0.24%
+31,722
104
$2.08M 0.24%
+35,027
105
$2.06M 0.23%
+38,235
106
$2.05M 0.23%
+33,973
107
$2.04M 0.23%
+127,500
108
$2.02M 0.23%
+26,375
109
$2.02M 0.23%
+98,901
110
$2M 0.23%
+64,884
111
$1.92M 0.22%
+28,845
112
$1.89M 0.21%
+43,680
113
$1.89M 0.21%
+53,000
114
$1.88M 0.21%
+39,946
115
$1.88M 0.21%
+27,640
116
$1.87M 0.21%
+110,921
117
$1.87M 0.21%
+32,353
118
$1.85M 0.21%
+20,465
119
$1.81M 0.2%
+110,745
120
$1.8M 0.2%
+58,068
121
$1.79M 0.2%
+16,818
122
$1.79M 0.2%
+42,621
123
$1.74M 0.2%
+106,607
124
$1.74M 0.2%
+34,861
125
$1.71M 0.19%
+22,225
3 4
5
6 7