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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.17%
8,231
-58
102
$1.87M 0.17%
14,803
-701
103
$1.81M 0.17%
28,573
+827
104
$1.79M 0.16%
14,597
105
$1.77M 0.16%
6,959
+3
106
$1.77M 0.16%
12,585
-234
107
$1.76M 0.16%
15,188
-184
108
$1.74M 0.16%
40,249
-100
109
$1.71M 0.16%
65,900
-3,304
110
$1.65M 0.15%
46,903
-65
111
$1.62M 0.15%
4,965
-37
112
$1.61M 0.15%
21,041
113
$1.61M 0.15%
7,949
-40
114
$1.56M 0.14%
6,986
+122
115
$1.55M 0.14%
43,006
+135
116
$1.53M 0.14%
+9,063
117
$1.53M 0.14%
9,157
+27
118
$1.53M 0.14%
12,438
+1
119
$1.52M 0.14%
7,303
+38
120
$1.49M 0.14%
15,147
+31
121
$1.46M 0.13%
44,889
-44
122
$1.46M 0.13%
23,439
+10,058
123
$1.44M 0.13%
5,052
-100
124
$1.44M 0.13%
15,670
+2,140
125
$1.43M 0.13%
6,994
+644
3 4
5
6 7