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
$783M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.33M
3
+$3.15M
4
WMT icon
Walmart
WMT
+$2.81M
5
BBAR icon
BBVA Argentina
BBAR
+$1.67M

Top Sells

1
+$4.36M
2
+$3.76M
3
+$3.1M
4
HD icon
Home Depot
HD
+$2.94M
5
BA icon
Boeing
BA
+$1.94M

Sector Composition

1 Technology 24.71%
2 Financials 15.28%
3 Healthcare 8.79%
4 Industrials 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$659K 0.06%
8,141
+1,426
202
$653K 0.06%
3,113
+565
203
$653K 0.06%
12,846
-1,074
204
$651K 0.06%
4,736
+16
205
$651K 0.06%
34,362
+6,630
206
$644K 0.06%
12,000
207
$643K 0.06%
2,174
+108
208
$640K 0.06%
7,829
-131
209
$636K 0.06%
+24,424
210
$634K 0.06%
9,205
+6
211
$626K 0.06%
33,747
+7,215
212
$625K 0.06%
10,595
-500
213
$624K 0.06%
304
+92
214
$620K 0.06%
53,416
215
$617K 0.06%
10,550
-566
216
$615K 0.06%
31,813
-578
217
$604K 0.06%
2,836
+550
218
$598K 0.06%
2,850
219
$596K 0.06%
3,734
-150
220
$593K 0.06%
18,839
+3,785
221
$586K 0.06%
13,000
-425
222
$577K 0.06%
7,361
+72
223
$576K 0.06%
+7,340
224
$569K 0.06%
4,752
-297
225
$568K 0.06%
3,277
+25
7 8
9
10 11