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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.74%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$301K 0.04%
16,910
-308
352
$301K 0.04%
19,200
-1,044
353
$301K 0.04%
4,312
+600
354
$297K 0.04%
1,945
+352
355
$292K 0.04%
7,695
+1,500
356
$292K 0.04%
6,558
357
$291K 0.04%
5,405
358
$291K 0.04%
7,943
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359
$289K 0.04%
2,826
+540
360
$288K 0.04%
23,050
+400
361
$287K 0.04%
2,625
362
$287K 0.04%
7,928
-1,765
363
$286K 0.04%
14,606
364
$284K 0.04%
18,654
365
$282K 0.04%
5,256
-100
366
$281K 0.04%
14,811
-4,396
367
$280K 0.04%
5,830
+3
368
$278K 0.04%
3,622
-167
369
$278K 0.04%
1,620
370
$275K 0.04%
15,959
371
$274K 0.04%
6,345
-81
372
$273K 0.04%
51,176
373
$271K 0.04%
5,637
+1
374
$266K 0.03%
19,423
+133
375
$265K 0.03%
+2,175
13 14
15
16 17