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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$467K 0.03%
1,975
+23
277
$466K 0.03%
2,124
+711
278
$464K 0.03%
4,232
279
$463K 0.03%
3,645
+95
280
$462K 0.03%
49,167
281
$462K 0.03%
17,795
+1,778
282
$454K 0.03%
1,069
-12
283
$454K 0.03%
4,391
-43
284
$447K 0.03%
5,518
+103
285
$444K 0.03%
2,963
+56
286
$440K 0.03%
+3,419
287
$438K 0.03%
2,584
+73
288
$437K 0.03%
5,524
289
$434K 0.03%
11,866
-550
290
$434K 0.03%
16,275
+275
291
$430K 0.03%
6,161
-197
292
$427K 0.03%
2,880
+50
293
$426K 0.03%
10,014
+600
294
$426K 0.03%
1,813
-114
295
$425K 0.03%
2,060
296
$420K 0.03%
3,659
297
$419K 0.03%
7,100
+1,000
298
$417K 0.03%
729
299
$416K 0.03%
1,591
-151
300
$415K 0.03%
6,712
+325
10 11
12
13 14