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
$635M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.59M
3
+$2.52M
4
CAH icon
Cardinal Health
CAH
+$1.73M
5
ORI icon
Old Republic International
ORI
+$1.67M

Top Sells

1
+$7.18M
2
+$5.26M
3
+$4.99M
4
IP icon
International Paper
IP
+$4.19M
5
AMZN icon
Amazon
AMZN
+$3.29M

Sector Composition

1 Technology 19.7%
2 Financials 16.27%
3 Healthcare 11.47%
4 Industrials 9.56%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$221K 0.03%
+8,273
377
$219K 0.03%
3,567
-2,594
378
$219K 0.03%
4,396
-13
379
$219K 0.03%
2,534
-173
380
$218K 0.03%
18,092
+21
381
$213K 0.03%
4,526
-38
382
$212K 0.03%
13,440
+594
383
$210K 0.03%
5,873
384
$208K 0.03%
5,333
385
$208K 0.03%
7,435
-402
386
$208K 0.03%
8,000
387
$207K 0.03%
6,233
-234
388
$205K 0.03%
3,054
-447
389
$204K 0.03%
4,086
390
$204K 0.03%
1,270
-80
391
$201K 0.03%
4,000
392
$201K 0.03%
7,508
393
$200K 0.03%
1,237
-399
394
$200K 0.03%
+1,283
395
$199K 0.03%
16,186
396
$196K 0.03%
+3,672
397
$192K 0.03%
37,500
398
$187K 0.03%
14,500
399
$186K 0.03%
40,200
400
$185K 0.03%
+10,000
14 15
16
17 18