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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$529K 0.07%
4,211
-1,396
252
$525K 0.07%
8,141
+3,150
253
$524K 0.07%
15,712
-6,666
254
$518K 0.07%
12,382
-295
255
$518K 0.07%
4,399
+16
256
$512K 0.07%
5,600
+33
257
$508K 0.07%
13,585
258
$507K 0.07%
7,272
+407
259
$500K 0.07%
62,344
+30,344
260
$497K 0.07%
56,768
261
$489K 0.06%
29,250
+1,076
262
$485K 0.06%
3,280
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263
$485K 0.06%
36,962
+6,046
264
$485K 0.06%
14,368
+1
265
$484K 0.06%
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+1,850
266
$483K 0.06%
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267
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269
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7,400
270
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271
$466K 0.06%
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272
$456K 0.06%
6,534
+3
273
$452K 0.06%
49,847
+1,100
274
$451K 0.06%
12,000
275
$450K 0.06%
3,509
9 10
11
12 13