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
$1.12B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.6M
3
+$9.51M
4
ORCL icon
Oracle
ORCL
+$6.2M
5
MSFT icon
Microsoft
MSFT
+$3.62M

Top Sells

1
+$5.59M
2
+$4.55M
3
+$4.19M
4
IBM icon
IBM
IBM
+$4.11M
5
DOW icon
Dow Inc
DOW
+$3.38M

Sector Composition

1 Technology 33.37%
2 Financials 11.16%
3 Consumer Discretionary 9.46%
4 Healthcare 9.15%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$412K 0.03%
6,040
+515
302
$412K 0.03%
3,809
-170
303
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13,842
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307
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308
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675
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309
$398K 0.03%
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310
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311
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312
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28,159
-2,345
313
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28,359
-9,275
314
$382K 0.03%
321
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315
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316
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317
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320
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321
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$367K 0.03%
16,792
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323
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9,264
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324
$365K 0.03%
7,535
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325
$363K 0.03%
1,431
11 12
13
14 15