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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$281K 0.02%
+12,000
377
$280K 0.02%
19,514
378
$278K 0.02%
66,272
379
$277K 0.02%
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380
$275K 0.02%
+3,483
381
$275K 0.02%
10,500
382
$274K 0.02%
3,625
383
$273K 0.02%
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384
$272K 0.02%
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385
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386
$271K 0.02%
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-99
387
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3,550
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388
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389
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390
$264K 0.02%
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391
$264K 0.02%
1,029
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392
$263K 0.02%
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393
$263K 0.02%
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394
$262K 0.02%
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476
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396
$262K 0.02%
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6,200
398
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1,863
399
$259K 0.02%
+603
400
$258K 0.02%
+5,415
14 15
16
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