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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.58M
3
+$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1
+$8.24M
2
+$5.66M
3
+$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$496K 0.04%
3,539
+25
252
$494K 0.04%
8,652
-700
253
$494K 0.04%
8,935
+75
254
$493K 0.04%
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-728
255
$489K 0.04%
6,835
-250
256
$487K 0.04%
12,444
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257
$483K 0.04%
3,390
-87
258
$482K 0.04%
32,154
+4,522
259
$480K 0.04%
2,174
-655
260
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1,689
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261
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49,659
+3,965
262
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200
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263
$466K 0.04%
3,535
264
$460K 0.04%
49,167
+1,000
265
$457K 0.04%
18,807
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266
$449K 0.04%
20,604
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267
$448K 0.04%
1,853
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268
$448K 0.04%
4,434
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269
$445K 0.04%
9,214
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270
$445K 0.04%
5,329
271
$444K 0.04%
16,100
-1,400
272
$443K 0.03%
6,854
-2,012
273
$441K 0.03%
5,415
274
$438K 0.03%
12,027
+60
275
$436K 0.03%
706
9 10
11
12 13