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
176
$790K 0.1%
4,338
+185
177
$788K 0.1%
4,538
-91
178
$787K 0.1%
105,170
+495
179
$786K 0.1%
15,492
-299
180
$783K 0.1%
54,858
181
$780K 0.09%
16,136
182
$776K 0.09%
38,795
-673
183
$772K 0.09%
4,835
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184
$771K 0.09%
12,324
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185
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4,756
-20
186
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3,143
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187
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4,715
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188
$752K 0.09%
8,779
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189
$748K 0.09%
9,981
+900
190
$746K 0.09%
4,670
-100
191
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192
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4,201
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7,474
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194
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36,277
195
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10,522
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196
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4,523
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197
$713K 0.09%
48,416
198
$698K 0.08%
8,072
199
$685K 0.08%
9,989
-500
200
$672K 0.08%
+12,937
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