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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.62M 0.2%
59,948
+2,115
102
$1.61M 0.2%
14,851
+920
103
$1.61M 0.2%
42,748
-2,386
104
$1.56M 0.2%
13,510
-2,209
105
$1.53M 0.19%
183,136
-62,821
106
$1.53M 0.19%
65,310
+4,100
107
$1.52M 0.19%
61,888
+1,000
108
$1.51M 0.19%
20,384
-2,357
109
$1.5M 0.19%
30,449
+131
110
$1.45M 0.18%
9,726
-697
111
$1.44M 0.18%
50,000
112
$1.41M 0.18%
58,068
-1,089
113
$1.4M 0.18%
9,693
+4,783
114
$1.37M 0.17%
25,404
-1,625
115
$1.34M 0.17%
146,613
+8,459
116
$1.34M 0.17%
25,757
+1,000
117
$1.34M 0.17%
26,323
+53
118
$1.32M 0.17%
23,525
-6,700
119
$1.31M 0.17%
79,523
-4,147
120
$1.29M 0.16%
40,287
-830
121
$1.28M 0.16%
17,330
+2,982
122
$1.28M 0.16%
24,031
-2,621
123
$1.28M 0.16%
+30,285
124
$1.27M 0.16%
15,465
-4,579
125
$1.23M 0.16%
59,183
+7,725
3 4
5
6 7