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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$288K 0.02%
3,407
-125
352
$286K 0.02%
18,226
+3
353
$285K 0.02%
2,516
+21
354
$285K 0.02%
3,891
-200
355
$285K 0.02%
6,000
356
$282K 0.02%
4,667
357
$279K 0.02%
1,790
-299
358
$277K 0.02%
9,938
-39,719
359
$275K 0.02%
6,944
+1
360
$274K 0.02%
5,100
361
$274K 0.02%
+2,834
362
$273K 0.02%
6,391
-449
363
$273K 0.02%
7,597
-2,180
364
$270K 0.02%
+8,666
365
$270K 0.02%
3,095
366
$269K 0.02%
996
367
$269K 0.02%
6,829
-1,575
368
$268K 0.02%
3,163
369
$267K 0.02%
3,104
-570
370
$265K 0.02%
2,922
371
$265K 0.02%
23,717
+208
372
$263K 0.02%
2,468
373
$263K 0.02%
2,685
374
$259K 0.02%
1,878
+197
375
$257K 0.02%
8,070
13 14
15
16 17