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
101
$1.38M 0.13%
39,912
+3,897
102
$1.37M 0.13%
7,663
-634
103
$1.36M 0.13%
200,778
+542
104
$1.34M 0.13%
15,799
105
$1.34M 0.13%
14,100
106
$1.31M 0.13%
11,530
+982
107
$1.3M 0.13%
14,302
-851
108
$1.27M 0.12%
98,920
-7,351
109
$1.23M 0.12%
19,000
110
$1.23M 0.12%
26,855
+7,750
111
$1.22M 0.12%
8,544
-917
112
$1.2M 0.12%
21,597
-4,601
113
$1.2M 0.12%
49,638
-258
114
$1.2M 0.12%
30,105
-367
115
$1.19M 0.12%
28,784
-3,041
116
$1.19M 0.12%
16,009
-916
117
$1.18M 0.11%
63,273
+2,661
118
$1.18M 0.11%
19,255
-10,774
119
$1.16M 0.11%
194,628
120
$1.15M 0.11%
7,374
-1,005
121
$1.15M 0.11%
13,863
+336
122
$1.14M 0.11%
7,545
-223
123
$1.14M 0.11%
3,863
+302
124
$1.13M 0.11%
17,399
-2,449
125
$1.13M 0.11%
+11,523
3 4
5
6 7