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
126
$1.07M 0.13%
11,285
-481
127
$1.07M 0.13%
11,107
-166
128
$1.07M 0.13%
20,152
-90
129
$1.06M 0.13%
14,690
-631
130
$1.06M 0.13%
19,000
131
$1.05M 0.13%
21,193
-780
132
$1.04M 0.13%
17,028
+702
133
$1.03M 0.13%
8,268
-200
134
$1.03M 0.12%
+17,647
135
$1.02M 0.12%
13,352
-1,041
136
$1.02M 0.12%
33,680
-413
137
$1.02M 0.12%
4,559
+42
138
$1.02M 0.12%
+7,870
139
$1.01M 0.12%
20,000
-376
140
$1.01M 0.12%
8,252
-82
141
$1M 0.12%
56,160
+24,660
142
$1M 0.12%
32,741
+1,100
143
$1M 0.12%
3,708
+90
144
$999K 0.12%
27,335
+1
145
$991K 0.12%
6,333
-60
146
$982K 0.12%
20,403
+390
147
$978K 0.12%
26,277
+225
148
$977K 0.12%
3,665
-775
149
$961K 0.12%
14,378
-128
150
$947K 0.12%
42,734
-397
4 5
6
7 8