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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.74%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$442K 0.06%
22,750
-2,000
277
$441K 0.06%
2,850
-500
278
$440K 0.06%
7,328
-1,057
279
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3,784
-212
280
$435K 0.06%
6,457
-815
281
$434K 0.06%
29,807
-998
282
$434K 0.06%
3,269
+130
283
$434K 0.06%
6,376
+1,476
284
$432K 0.06%
18,663
285
$431K 0.06%
6,392
+155
286
$428K 0.06%
6,048
287
$427K 0.06%
37,052
-3,400
288
$411K 0.05%
9,358
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289
$411K 0.05%
29,156
290
$405K 0.05%
7,700
-1,000
291
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292
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3,298
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293
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28,497
294
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5,437
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295
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13,100
+1,000
296
$399K 0.05%
2,440
-2,006
297
$398K 0.05%
+11,639
298
$389K 0.05%
2,631
299
$383K 0.05%
2,821
-365
300
$381K 0.05%
4,335
-365
10 11
12
13 14