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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$565K 0.04%
4,125
252
$559K 0.04%
11,192
253
$558K 0.04%
4,088
+152
254
$556K 0.04%
6,106
+415
255
$551K 0.04%
4,047
+50
256
$544K 0.04%
24,450
-3,500
257
$537K 0.04%
15,157
-161
258
$536K 0.04%
7,850
259
$535K 0.04%
7,410
260
$535K 0.04%
6,910
261
$527K 0.04%
68,262
+353
262
$521K 0.04%
22,284
-3,000
263
$506K 0.04%
11,545
-444
264
$503K 0.04%
1,607
+23
265
$502K 0.04%
14,250
+6,350
266
$496K 0.04%
9,944
+483
267
$492K 0.04%
1,117
+15
268
$489K 0.04%
27,743
-1,863
269
$488K 0.04%
+4,000
270
$486K 0.04%
11,415
-205
271
$486K 0.04%
3,196
+172
272
$486K 0.04%
3,781
+1
273
$483K 0.04%
+4,667
274
$475K 0.04%
2,201
+36
275
$474K 0.04%
8,545
+1,465
9 10
11
12 13