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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$450K 0.06%
+4,398
277
$444K 0.06%
1,970
-714
278
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5,431
-1,449
279
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280
$435K 0.06%
71,000
-10,000
281
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7,346
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282
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283
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284
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285
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2,292
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286
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287
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288
$419K 0.06%
18,663
289
$417K 0.05%
+5,088
290
$416K 0.05%
29,156
291
$412K 0.05%
6,237
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292
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293
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294
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8,700
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295
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31,975
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296
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7,850
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297
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298
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28,497
299
$404K 0.05%
4,900
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300
$401K 0.05%
3,139
-230
10 11
12
13 14