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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$385K 0.03%
6,075
302
$380K 0.03%
3,040
303
$375K 0.03%
9,314
-850
304
$374K 0.03%
920
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305
$372K 0.03%
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306
$371K 0.03%
6,900
+2
307
$369K 0.03%
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+93
308
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1,928
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309
$368K 0.03%
694
310
$365K 0.03%
2,040
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311
$365K 0.03%
28,672
+47
312
$364K 0.03%
778
313
$363K 0.03%
11,300
+25
314
$363K 0.03%
33,000
+9,500
315
$361K 0.03%
31,455
+5,968
316
$360K 0.03%
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317
$357K 0.03%
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318
$357K 0.03%
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319
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4,489
+25
320
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321
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3,410
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322
$351K 0.03%
1,281
-30
323
$347K 0.03%
37,250
+15,500
324
$337K 0.03%
3,682
-1,193
325
$332K 0.03%
1,374
11 12
13
14 15