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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$297K 0.02%
980
+83
377
$295K 0.02%
1,196
-20
378
$294K 0.02%
+3,687
379
$293K 0.02%
3,915
+6
380
$292K 0.02%
4,411
+28
381
$291K 0.02%
2,604
-462
382
$290K 0.02%
1,376
-1,030
383
$289K 0.02%
+5,038
384
$289K 0.02%
17,000
+3,000
385
$288K 0.02%
9,071
+41
386
$287K 0.02%
796
387
$284K 0.02%
3,724
388
$284K 0.02%
967
389
$282K 0.02%
2,897
-9,399
390
$282K 0.02%
14,248
-647
391
$282K 0.02%
13,250
+250
392
$280K 0.02%
18,465
393
$277K 0.02%
19,484
-30
394
$277K 0.02%
4,548
395
$276K 0.02%
2,817
+1
396
$275K 0.02%
11,250
+750
397
$274K 0.02%
3,759
+5
398
$270K 0.02%
66,272
399
$269K 0.02%
5,030
400
$268K 0.02%
1,366
+109
14 15
16
17 18