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
$791M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.75M
3
+$5.54M
4
MCD icon
McDonald's
MCD
+$5.46M
5
PFE icon
Pfizer
PFE
+$4.31M

Top Sells

1
+$7.22M
2
+$5.62M
3
+$5.18M
4
UPS icon
United Parcel Service
UPS
+$4.62M
5
T icon
AT&T
T
+$3M

Sector Composition

1 Technology 16.51%
2 Financials 12.3%
3 Energy 10.58%
4 Industrials 10.46%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$920K 0.12%
+24,739
177
$920K 0.12%
14,028
-5,530
178
$915K 0.12%
+25,691
179
$915K 0.12%
+8,667
180
$912K 0.12%
+17,948
181
$901K 0.11%
+16,465
182
$900K 0.11%
+13,105
183
$899K 0.11%
8,616
-1,016
184
$895K 0.11%
+14,534
185
$895K 0.11%
14,137
-7,058
186
$894K 0.11%
23,282
+712
187
$880K 0.11%
14,264
-14,148
188
$877K 0.11%
30,368
+1,860
189
$877K 0.11%
42,204
-5,794
190
$869K 0.11%
+51,732
191
$869K 0.11%
10,058
-86
192
$866K 0.11%
143,050
193
$866K 0.11%
+12,527
194
$857K 0.11%
23,942
-665
195
$855K 0.11%
26,480
+300
196
$852K 0.11%
4,058
-2,225
197
$848K 0.11%
82,934
+5,021
198
$836K 0.11%
11,522
199
$823K 0.1%
+13,979
200
$823K 0.1%
10,933
+6,974
6 7
8
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