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 15.67%
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
301
$380K 0.05%
2,438
+327
302
$380K 0.05%
6,339
+359
303
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3,455
-943
304
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305
$375K 0.05%
22,886
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306
$374K 0.05%
27,211
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307
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308
$367K 0.05%
7,210
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309
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310
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311
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312
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313
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314
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2,040
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315
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316
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4,506
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317
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321
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2,800
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322
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323
$345K 0.04%
5,225
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324
$345K 0.04%
7,056
325
$345K 0.04%
3,969
11 12
13
14 15