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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.58M
3
+$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1
+$8.24M
2
+$5.66M
3
+$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$260K 0.02%
9,003
377
$260K 0.02%
10,500
378
$260K 0.02%
1,415
-1,149
379
$260K 0.02%
1,470
+25
380
$259K 0.02%
4,852
381
$259K 0.02%
+4,984
382
$258K 0.02%
796
-240
383
$255K 0.02%
4,000
384
$254K 0.02%
11,414
+39
385
$253K 0.02%
6,200
-100
386
$251K 0.02%
1,863
-362
387
$249K 0.02%
14,728
-1,738
388
$249K 0.02%
51,176
389
$249K 0.02%
6,300
-843
390
$248K 0.02%
3,322
-250
391
$245K 0.02%
23,748
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392
$244K 0.02%
1,799
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393
$243K 0.02%
37,500
394
$242K 0.02%
3,626
-1
395
$239K 0.02%
8,400
+500
396
$239K 0.02%
7,692
397
$238K 0.02%
10,000
-500
398
$238K 0.02%
1,579
-115
399
$238K 0.02%
+3,654
400
$236K 0.02%
+383
14 15
16
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