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
201
$664K 0.08%
7,525
+125
202
$659K 0.08%
7,800
203
$658K 0.08%
6,335
+23
204
$654K 0.08%
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+452
205
$648K 0.08%
35,662
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206
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7,687
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207
$640K 0.08%
24,323
+11
208
$636K 0.08%
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209
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-200
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12,263
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211
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20,209
+1,055
212
$628K 0.08%
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213
$628K 0.08%
55,856
214
$628K 0.08%
6,012
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215
$623K 0.08%
8,029
216
$621K 0.08%
+10,043
217
$619K 0.08%
2,326
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218
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0
219
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15,228
-17
220
$605K 0.07%
3,335
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221
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11,850
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222
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223
$596K 0.07%
5,650
224
$595K 0.07%
13,300
-700
225
$589K 0.07%
+7,195
7 8
9
10 11