SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
14.39%
This Quarter Return
-2.5%
1 Year Return
+14.39%
3 Year Return
+57.7%
5 Year Return
+176.28%
10 Year Return
–
AUM
$1.12B
AUM Growth
-$32M
(-2.8%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
568
New
32
Increased
229
Reduced
142
Closed
42
Top Buys
| 1 |
IPDP
Dividend Performers ETF
IPDP
|
+$15.7M |
| 2 |
Merck
MRK
|
+$10.6M |
| 3 |
IPPP
Preferred-Plus ETF
IPPP
|
+$9.51M |
| 4 |
Oracle
ORCL
|
+$6.2M |
| 5 |
Microsoft
MSFT
|
+$3.62M |
Top Sells
| 1 |
Apple
AAPL
|
+$5.59M |
| 2 |
Medtronic
MDT
|
+$4.55M |
| 3 |
3M
MMM
|
+$4.19M |
| 4 |
IBM
IBM
|
+$4.11M |
| 5 |
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% |
