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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$631K 0.04%
7,344
-750
252
$629K 0.04%
4,537
+7
253
$624K 0.04%
3,185
+126
254
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1,714
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255
$605K 0.04%
2,459
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256
$604K 0.04%
4,090
+2
257
$604K 0.04%
25,100
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258
$602K 0.04%
4,687
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259
$600K 0.04%
4,125
260
$598K 0.04%
8,260
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261
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262
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7,215
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263
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1,691
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264
$566K 0.04%
5,040
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265
$561K 0.04%
20,000
266
$560K 0.04%
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267
$557K 0.04%
68,267
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$557K 0.04%
15,383
-4,341
269
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5,412
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270
$541K 0.03%
9,300
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271
$534K 0.03%
6,910
272
$532K 0.03%
14,115
-1,042
273
$531K 0.03%
20,964
-1,320
274
$531K 0.03%
4,000
275
$527K 0.03%
3,200
+4
9 10
11
12 13