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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$357K 0.02%
4,134
-40
327
$346K 0.02%
1,275
-99
328
$346K 0.02%
11,239
-4
329
$339K 0.02%
3,625
330
$335K 0.02%
+465
331
$335K 0.02%
2,661
332
$330K 0.02%
4,948
333
$330K 0.02%
2,984
+2
334
$329K 0.02%
627
+180
335
$315K 0.02%
719
-43
336
$314K 0.02%
12,354
337
$312K 0.02%
2,864
+2
338
$308K 0.02%
6,145
+125
339
$308K 0.02%
5,322
+507
340
$307K 0.02%
4,000
341
$306K 0.02%
17,080
342
$303K 0.02%
25,487
-5,968
343
$303K 0.02%
2,105
-13,313
344
$303K 0.02%
14,655
345
$297K 0.02%
2,180
+174
346
$296K 0.02%
12,705
347
$294K 0.02%
4,813
-514
348
$294K 0.02%
8,306
349
$292K 0.02%
2,604
350
$291K 0.02%
1,076
12 13
14
15 16