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
$883M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$24.8M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$13M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.1%
2 Financials 13.2%
3 Consumer Discretionary 11.04%
4 Healthcare 9.49%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.19%
+44,522
127
$1.7M 0.19%
+37,856
128
$1.7M 0.19%
+362,517
129
$1.67M 0.19%
+46,612
130
$1.67M 0.19%
+195,403
131
$1.66M 0.19%
+33,107
132
$1.62M 0.18%
+23,345
133
$1.62M 0.18%
+70,000
134
$1.61M 0.18%
+16,511
135
$1.58M 0.18%
+5,066
136
$1.58M 0.18%
+22,596
137
$1.57M 0.18%
+19,587
138
$1.57M 0.18%
+21,020
139
$1.56M 0.18%
+14,897
140
$1.52M 0.17%
+218,518
141
$1.48M 0.17%
+27,650
142
$1.48M 0.17%
+23,771
143
$1.47M 0.17%
+33,558
144
$1.45M 0.16%
+21,336
145
$1.42M 0.16%
+43,313
146
$1.42M 0.16%
+15,049
147
$1.42M 0.16%
+123,026
148
$1.37M 0.16%
+60,011
149
$1.35M 0.15%
+165,247
150
$1.34M 0.15%
+7,824
4 5
6
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