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
$901M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.55M
3
+$9.34M
4
PEP icon
PepsiCo
PEP
+$5.64M
5
AMGN icon
Amgen
AMGN
+$3.28M

Top Sells

1
+$8.22M
2
+$7.4M
3
+$4.71M
4
WSM icon
Williams-Sonoma
WSM
+$4.58M
5
STX icon
Seagate
STX
+$3.83M

Sector Composition

1 Technology 25.81%
2 Healthcare 11.24%
3 Financials 11.1%
4 Industrials 8.77%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.13%
6,350
+153
127
$1.32M 0.13%
15,799
128
$1.29M 0.13%
+38,155
129
$1.26M 0.12%
5,152
+1,950
130
$1.25M 0.12%
4,479
+51
131
$1.25M 0.12%
5,319
+138
132
$1.24M 0.12%
13,530
+3,830
133
$1.23M 0.12%
103,417
+3,031
134
$1.22M 0.12%
32,648
+88
135
$1.21M 0.12%
5,995
+2
136
$1.21M 0.12%
46,744
+887
137
$1.21M 0.12%
12,437
+20
138
$1.2M 0.12%
7,663
+190
139
$1.19M 0.12%
14,175
+256
140
$1.16M 0.11%
17,400
141
$1.16M 0.11%
7,948
+162
142
$1.16M 0.11%
5,064
143
$1.16M 0.11%
46,131
+980
144
$1.15M 0.11%
4,820
+2
145
$1.14M 0.11%
2,928
+5
146
$1.14M 0.11%
7,688
+141
147
$1.14M 0.11%
7,265
+283
148
$1.12M 0.11%
2,749
+103
149
$1.11M 0.11%
8,205
+24
150
$1.1M 0.11%
11,500
+265
4 5
6
7 8