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
$961M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.05M
3
+$5.75M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
TSLA icon
Tesla
TSLA
+$2.8M

Top Sells

1
+$11.6M
2
+$5.04M
3
+$3.84M
4
V icon
Visa
V
+$3.74M
5
APA icon
APA Corp
APA
+$2.71M

Sector Composition

1 Technology 31.01%
2 Financials 10.43%
3 Healthcare 9.84%
4 Industrials 8.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$953K 0.09%
51,355
+1,000
177
$938K 0.09%
51,316
+603
178
$936K 0.09%
25,035
+167
179
$934K 0.09%
9,537
+605
180
$928K 0.09%
5,414
181
$921K 0.08%
12,075
-3,087
182
$907K 0.08%
1,868
+5
183
$887K 0.08%
16,183
+244
184
$887K 0.08%
6,576
+198
185
$882K 0.08%
76,040
-7,686
186
$866K 0.08%
34,502
187
$864K 0.08%
22,333
+173
188
$863K 0.08%
7,800
189
$845K 0.08%
26,450
+5,350
190
$835K 0.08%
15,380
191
$833K 0.08%
39,558
192
$830K 0.08%
24,329
-800
193
$815K 0.08%
11,200
194
$809K 0.07%
13,145
195
$799K 0.07%
25,788
+8,250
196
$789K 0.07%
13,616
197
$779K 0.07%
42,513
+4,200
198
$771K 0.07%
30,890
199
$763K 0.07%
10,064
+148
200
$757K 0.07%
4,053
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