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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$281K 0.04%
7,807
+100
377
$281K 0.04%
3,789
+300
378
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5,000
379
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-936
380
$278K 0.04%
4,958
+2,660
381
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15,959
382
$277K 0.04%
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383
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385
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9,895
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386
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387
$272K 0.04%
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388
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19,207
-3,450
389
$268K 0.04%
17,184
+126
390
$267K 0.04%
1,525
391
$266K 0.03%
3,543
-2,581
392
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393
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11,460
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394
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5,356
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395
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396
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12,174
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397
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8,193
-3,422
398
$261K 0.03%
1,620
-18
399
$258K 0.03%
5,511
400
$257K 0.03%
8,562
+56
14 15
16
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