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
301
$399K 0.05%
3,591
-117
302
$399K 0.05%
3,294
+3
303
$390K 0.05%
5,980
-36
304
$390K 0.05%
10,084
+3,173
305
$387K 0.05%
7,929
+104
306
$386K 0.05%
20,436
-65
307
$382K 0.05%
5,951
+10
308
$381K 0.05%
9,356
-400
309
$379K 0.05%
6,048
-8,383
310
$375K 0.05%
10,400
-7,600
311
$375K 0.05%
9,629
-93
312
$374K 0.05%
4,700
-300
313
$372K 0.05%
19,480
-1,192
314
$372K 0.05%
2,631
315
– –
0
316
$364K 0.05%
8,351
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317
$361K 0.05%
10,870
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318
$358K 0.05%
+7,957
319
$357K 0.05%
7,760
+102
320
$354K 0.05%
8,300
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321
$353K 0.05%
16,680
+200
322
$351K 0.05%
3,186
323
$350K 0.05%
36,192
324
$349K 0.05%
+4,367
325
$349K 0.05%
55,400
11 12
13
14 15