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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$283K 0.02%
1,422
-145
352
$278K 0.02%
6,943
+1
353
$277K 0.02%
1,625
354
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355
$277K 0.02%
5,100
356
$276K 0.02%
3,735
357
$274K 0.02%
18,223
358
$273K 0.02%
+3,532
359
$273K 0.02%
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360
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361
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362
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2,352
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363
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-250
364
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34,359
365
$266K 0.02%
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-13
366
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367
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368
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8,070
369
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370
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11,110
-533
371
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5,000
372
$251K 0.02%
23,509
-20
373
$250K 0.02%
996
374
$250K 0.02%
5,774
+74
375
$245K 0.02%
2,468
-49
13 14
15
16 17