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
276
$526K 0.03%
28,210
-5,674
277
$525K 0.03%
+9,034
278
$520K 0.03%
3,781
279
$516K 0.03%
28,108
+365
280
$515K 0.03%
2,019
+26
281
$511K 0.03%
1,966
-235
282
$503K 0.03%
6,950
-1,002
283
$499K 0.03%
10,619
-796
284
$499K 0.03%
1,193
+273
285
$497K 0.03%
+4,000
286
$493K 0.03%
11,362
-183
287
$491K 0.03%
9,491
288
$488K 0.03%
22,600
-1,850
289
$487K 0.03%
6,200
290
$487K 0.03%
59,338
+24,979
291
$467K 0.03%
3,857
292
$458K 0.03%
7,945
+95
293
$455K 0.03%
1,977
-19,482
294
$453K 0.03%
7,210
-200
295
$443K 0.03%
4,764
296
$433K 0.03%
5,277
-453
297
$428K 0.03%
18,584
+850
298
$425K 0.03%
+1,888
299
$421K 0.03%
2,486
-38
300
$418K 0.03%
5,718
10 11
12
13 14