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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$316K 0.02%
+1,248
352
$313K 0.02%
20,248
353
$311K 0.02%
6,000
354
$311K 0.02%
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355
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356
$308K 0.02%
14,895
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357
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358
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4,383
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360
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967
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361
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828
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362
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+9,900
363
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364
$300K 0.02%
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365
$299K 0.02%
9,235
-9,550
366
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3,909
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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2,816
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9,030
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373
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374
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-35
375
$282K 0.02%
5,030
-250
13 14
15
16 17