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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.58M
3
+$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1
+$8.24M
2
+$5.66M
3
+$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$433K 0.03%
5,524
277
$432K 0.03%
1,952
-150
278
$431K 0.03%
1,531
+25
279
$426K 0.03%
2,055
-1,236
280
$425K 0.03%
3,205
-100
281
$421K 0.03%
286
282
$415K 0.03%
4,463
-5,412
283
$415K 0.03%
23,330
-1,000
284
$412K 0.03%
+27,570
285
$412K 0.03%
6,220
286
$411K 0.03%
16,035
-103
287
$409K 0.03%
3,659
288
$407K 0.03%
2,460
-150
289
$406K 0.03%
680
290
$398K 0.03%
4,268
291
$396K 0.03%
7,733
292
$396K 0.03%
6,200
-208
293
$396K 0.03%
11,522
294
$389K 0.03%
15,963
+951
295
$388K 0.03%
4,149
+477
296
$387K 0.03%
1,363
+10
297
$386K 0.03%
4,200
298
$383K 0.03%
2,706
-206
299
$382K 0.03%
24,272
-4,800
300
$382K 0.03%
2,580
10 11
12
13 14