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
151
$1.34M 0.15%
+39,371
152
$1.32M 0.15%
+17,209
153
$1.32M 0.15%
+21,041
154
$1.32M 0.15%
+15,768
155
$1.31M 0.15%
+33,912
156
$1.31M 0.15%
+6,041
157
$1.28M 0.15%
+70,163
158
$1.28M 0.14%
+5,785
159
$1.25M 0.14%
+87,370
160
$1.22M 0.14%
+40,947
161
$1.22M 0.14%
+13,686
162
$1.2M 0.14%
+26,757
163
$1.2M 0.14%
+36,448
164
$1.18M 0.13%
+9,290
165
$1.16M 0.13%
+6,107
166
$1.16M 0.13%
+57,513
167
$1.15M 0.13%
+51,310
168
$1.13M 0.13%
+142,095
169
$1.11M 0.13%
+139,700
170
$1.1M 0.12%
+12,488
171
$1.1M 0.12%
+5,816
172
$1.09M 0.12%
+29,749
173
$1.09M 0.12%
+29,921
174
$1.09M 0.12%
+72,763
175
$1.06M 0.12%
+6,100
5 6
7
8 9