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
$1.08B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.39M
3
+$2.78M
4
MRK icon
Merck
MRK
+$2.08M
5
MSFT icon
Microsoft
MSFT
+$1.38M

Top Sells

1
+$126M
2
+$47.7M
3
+$6.43M
4
CME icon
CME Group
CME
+$6.34M
5
CSCO icon
Cisco
CSCO
+$6.03M

Sector Composition

1 Technology 36.15%
2 Healthcare 9.18%
3 Industrials 8.75%
4 Financials 8.24%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$241K 0.02%
3,350
-3,600
352
$241K 0.02%
1,600
-100
353
$240K 0.02%
1,400
354
$240K 0.02%
1,863
+8
355
$239K 0.02%
6,162
-38,033
356
$239K 0.02%
1,590
-200
357
$238K 0.02%
3,806
-5,494
358
$235K 0.02%
12,116
-1,507
359
$233K 0.02%
+8,052
360
$233K 0.02%
4,068
-6,781
361
$233K 0.02%
15,110
-28,437
362
$232K 0.02%
740
363
$232K 0.02%
5,376
364
$231K 0.02%
+2,130
365
$230K 0.02%
1,479
-11
366
$228K 0.02%
+13,300
367
$227K 0.02%
2,132
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368
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2,534
-300
369
$227K 0.02%
1,283
370
$226K 0.02%
+3,997
371
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+2,200
372
$224K 0.02%
2,227
+13
373
$223K 0.02%
4,924
-500
374
$221K 0.02%
8,294
-1,644
375
$220K 0.02%
3,201
-690
13 14
15
16 17