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
101
$1.32M 0.14%
11,171
+254
102
$1.31M 0.14%
31,042
103
$1.31M 0.14%
28,908
-99,986
104
$1.29M 0.14%
50,088
-28,794
105
$1.28M 0.14%
5,641
-269
106
$1.26M 0.14%
28,132
-348
107
$1.25M 0.13%
194,597
+5,552
108
$1.24M 0.13%
14,100
109
$1.22M 0.13%
9,055
-4,460
110
$1.2M 0.13%
15,799
111
$1.19M 0.13%
24,252
+187
112
$1.18M 0.13%
3,404
+2,729
113
$1.18M 0.13%
9,195
-2,090
114
$1.18M 0.13%
194,628
+15,345
115
$1.17M 0.13%
65,046
+178
116
$1.16M 0.12%
8,490
+620
117
$1.15M 0.12%
16,814
-579
118
$1.14M 0.12%
16,102
-1,712
119
$1.14M 0.12%
4,137
-422
120
$1.13M 0.12%
19,000
121
$1.13M 0.12%
19,031
+2,003
122
$1.13M 0.12%
14,071
-619
123
$1.11M 0.12%
26,988
+711
124
$1.1M 0.12%
7,868
-400
125
$1.1M 0.12%
16,567
-1,080
3 4
5
6 7