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
301
$381K 0.03%
1,079
-2,969
302
$381K 0.03%
2,536
+201
303
$376K 0.03%
1,250
+141
304
$372K 0.03%
2,857
305
$372K 0.03%
30,042
+40
306
$371K 0.03%
2,000
+200
307
$369K 0.03%
6,026
-13
308
$369K 0.03%
15,556
+4,819
309
$366K 0.03%
5,108
310
$365K 0.03%
3,373
311
$362K 0.03%
7,500
-7,500
312
$360K 0.03%
21,471
-4,345
313
$359K 0.03%
1,628
-54
314
$358K 0.03%
24,000
315
$355K 0.03%
1,500
316
$352K 0.03%
8,975
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317
$352K 0.03%
8,645
318
$350K 0.03%
+6,720
319
$348K 0.03%
3,066
320
$346K 0.03%
6,819
-880
321
$345K 0.03%
3,752
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322
$343K 0.03%
14,500
323
$342K 0.03%
7,335
+24
324
$342K 0.03%
6,387
325
$340K 0.03%
10,300
-875
11 12
13
14 15