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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$542K 0.04%
3,559
+20
252
$541K 0.04%
4,041
+19
253
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6,935
+100
254
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10,293
255
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13,016
+572
256
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31,050
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257
$528K 0.04%
11,522
258
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259
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20,120
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260
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261
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262
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263
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8,935
264
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265
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23,486
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266
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272
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21,024
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273
$477K 0.03%
18,921
+114
274
$471K 0.03%
16,000
-100
275
$464K 0.03%
1,952
9 10
11
12 13