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
101
$1.37M 0.17%
18,436
-104
102
$1.36M 0.17%
13,109
+482
103
$1.35M 0.16%
14,958
-1,436
104
$1.33M 0.16%
19,983
-4,891
105
$1.32M 0.16%
8,366
+13
106
$1.3M 0.16%
10,917
-103
107
$1.28M 0.16%
25,637
-856
108
$1.26M 0.15%
9,625
109
$1.24M 0.15%
5,910
-43
110
$1.23M 0.15%
10,639
-434
111
$1.17M 0.14%
2,686
+1,047
112
$1.16M 0.14%
189,045
-43,853
113
$1.13M 0.14%
17,814
-4,836
114
$1.13M 0.14%
28,480
+2,102
115
$1.12M 0.14%
15,799
116
$1.12M 0.14%
5,349
-526
117
$1.12M 0.14%
24,065
+177
118
$1.11M 0.14%
64,868
+66
119
$1.11M 0.14%
17,393
+804
120
$1.1M 0.13%
14,100
121
$1.1M 0.13%
30,230
+9,114
122
$1.08M 0.13%
+60,000
123
$1.08M 0.13%
19,458
+39
124
$1.08M 0.13%
179,283
125
$1.07M 0.13%
9,748
-149
3 4
5
6 7