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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$414K 0.03%
3,205
302
$412K 0.03%
6,220
303
$412K 0.03%
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304
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305
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306
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307
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308
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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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315
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316
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729
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6,720
325
$360K 0.03%
5,044
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11 12
13
14 15