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
$1.04B
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.97M
3
+$3.89M
4
NKE icon
Nike
NKE
+$3.72M
5
FTNT icon
Fortinet
FTNT
+$2.72M

Top Sells

1
+$5.02M
2
+$4.08M
3
+$3.04M
4
DHR icon
Danaher
DHR
+$1.56M
5
AMAT icon
Applied Materials
AMAT
+$1.2M

Sector Composition

1 Technology 34.02%
2 Healthcare 9.49%
3 Financials 9.37%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$249K 0.02%
1,489
+188
377
$249K 0.02%
5,000
378
$249K 0.02%
7,730
379
$248K 0.02%
1,625
-292
380
$247K 0.02%
8,070
381
$245K 0.02%
19,545
-222
382
$244K 0.02%
996
383
$243K 0.02%
753
-3
384
$242K 0.02%
+5,355
385
$240K 0.02%
+4,758
386
$238K 0.02%
1,650
+100
387
$237K 0.02%
28,473
-5,622
388
$236K 0.02%
529
389
$235K 0.02%
940
390
$234K 0.02%
18,575
391
$228K 0.02%
+3,163
392
$228K 0.02%
5,000
+2,143
393
$224K 0.02%
9,000
394
$223K 0.02%
13,534
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395
$222K 0.02%
+4,050
396
$220K 0.02%
4,000
397
$219K 0.02%
+1,490
398
$219K 0.02%
23,429
+172
399
$218K 0.02%
+6,562
400
$218K 0.02%
12,705
14 15
16
17 18