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
$635M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.59M
3
+$2.52M
4
CAH icon
Cardinal Health
CAH
+$1.73M
5
ORI icon
Old Republic International
ORI
+$1.67M

Top Sells

1
+$7.18M
2
+$5.26M
3
+$4.99M
4
IP icon
International Paper
IP
+$4.19M
5
AMZN icon
Amazon
AMZN
+$3.29M

Sector Composition

1 Technology 19.7%
2 Financials 16.27%
3 Healthcare 11.47%
4 Industrials 9.56%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$253K 0.04%
20,143
352
$249K 0.04%
8,591
-342
353
$244K 0.04%
6,773
-1,185
354
$244K 0.04%
2,375
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355
$242K 0.04%
26,201
+5,460
356
$242K 0.04%
37,052
357
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51,176
358
$239K 0.04%
+2,203
359
$237K 0.04%
8,003
360
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5,000
361
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+5,600
362
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3,164
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363
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+159
364
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6,030
-109,777
365
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1,431
366
$229K 0.04%
9,000
367
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368
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369
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370
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371
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372
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6,745
-1,300
373
$222K 0.03%
13,736
374
$222K 0.03%
5,902
-356
375
$222K 0.03%
5,407
+2
13 14
15
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