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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$264K 0.03%
9,100
+100
377
$263K 0.03%
8,619
+57
378
$263K 0.03%
+4,800
379
$263K 0.03%
2,366
380
$261K 0.03%
12,645
-4,035
381
$260K 0.03%
13,734
+3,734
382
$259K 0.03%
5,423
+500
383
$258K 0.03%
4,645
-356
384
$256K 0.03%
4,372
+22
385
$255K 0.03%
3,889
-7,334
386
$255K 0.03%
4,512
-999
387
$254K 0.03%
+4,683
388
$253K 0.03%
14,198
389
$252K 0.03%
7,143
+203
390
$251K 0.03%
6,423
-3,661
391
$250K 0.03%
3,079
-5,000
392
$250K 0.03%
2,951
-395
393
$249K 0.03%
10,375
-3,600
394
$249K 0.03%
6,450
395
$248K 0.03%
9,495
-400
396
$248K 0.03%
9,972
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397
$248K 0.03%
6,298
-1,792
398
$247K 0.03%
87,070
-1,413
399
$246K 0.03%
4,564
400
$246K 0.03%
+1,654
14 15
16
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