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
176
$1.05M 0.12%
+8,249
177
$1.03M 0.12%
+49,171
178
$1.02M 0.12%
+47,998
179
$1.02M 0.12%
+81,793
180
$1.01M 0.11%
+24,757
181
$1M 0.11%
+40,500
182
$995K 0.11%
+35,242
183
$995K 0.11%
+26,534
184
$971K 0.11%
+3,169
185
$971K 0.11%
+8,606
186
$950K 0.11%
+32,814
187
$950K 0.11%
+6,063
188
$949K 0.11%
+9,352
189
$940K 0.11%
+28,488
190
$935K 0.11%
+23,363
191
$932K 0.11%
+9,456
192
$928K 0.11%
+26,172
193
$920K 0.1%
+10,531
194
$915K 0.1%
+24,202
195
$913K 0.1%
+13,093
196
$912K 0.1%
+19,770
197
$907K 0.1%
+52,210
198
$898K 0.1%
+35,200
199
$889K 0.1%
+146,298
200
$888K 0.1%
+20,628
6 7
8
9 10