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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$508K 0.07%
2,994
-5,900
252
$507K 0.07%
1,468
-322
253
$504K 0.07%
13,369
-999
254
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17,997
-7,677
255
$501K 0.07%
5,909
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256
$496K 0.06%
3,660
257
$492K 0.06%
5,377
-298
258
$491K 0.06%
53,173
+3,326
259
$489K 0.06%
12,494
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260
$485K 0.06%
7,400
261
$483K 0.06%
9,015
+1
262
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2,788
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263
$478K 0.06%
3,027
264
$477K 0.06%
56,768
265
$476K 0.06%
7,464
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266
$474K 0.06%
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267
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5,659
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268
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3,457
269
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10,874
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270
$454K 0.06%
78,500
+28,250
271
$452K 0.06%
41,276
-11,431
272
$451K 0.06%
7,121
-1,020
273
$449K 0.06%
6,874
-472
274
$446K 0.06%
9,714
+1,363
275
$446K 0.06%
19,773
+6,188
9 10
11
12 13