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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.58M
3
+$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1
+$8.24M
2
+$5.66M
3
+$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$301K 0.02%
1,700
352
$299K 0.02%
22,678
+32
353
$296K 0.02%
5,280
-500
354
$290K 0.02%
3,561
+15
355
$288K 0.02%
20,226
+1,700
356
$286K 0.02%
66,272
357
$284K 0.02%
3,909
-270
358
$284K 0.02%
4,354
-143
359
$280K 0.02%
3,306
+150
360
$278K 0.02%
1,738
+571
361
$278K 0.02%
907
+7
362
$278K 0.02%
1,216
+190
363
$274K 0.02%
4,548
364
$274K 0.02%
1,864
-368
365
$273K 0.02%
5,425
366
$270K 0.02%
13,000
367
$266K 0.02%
22,408
-1,230
368
$266K 0.02%
2,706
369
$263K 0.02%
19,514
-615
370
$263K 0.02%
13,643
+1,600
371
$263K 0.02%
2,100
372
$262K 0.02%
2,300
373
$261K 0.02%
38,793
374
$260K 0.02%
3,625
375
$260K 0.02%
519
-1
13 14
15
16 17