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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$243K 0.02%
2,495
-353
377
$241K 0.02%
+3,163
378
$240K 0.02%
+503
379
$240K 0.02%
1,490
380
$238K 0.02%
+8,610
381
$238K 0.02%
7,665
-65
382
$238K 0.02%
3,095
-110
383
$237K 0.02%
12,705
384
$237K 0.02%
+1,364
385
$236K 0.02%
24,000
386
$236K 0.02%
612
-17
387
$236K 0.02%
+4,815
388
$235K 0.02%
6,984
+259
389
$229K 0.02%
+4,400
390
$229K 0.02%
+4,186
391
$225K 0.02%
13,578
+34
392
$225K 0.02%
26,206
393
$223K 0.02%
+9,304
394
$222K 0.02%
7,695
-1,741
395
$222K 0.02%
17,500
-11,500
396
$221K 0.02%
+1,681
397
$221K 0.02%
+1,347
398
$216K 0.02%
+447
399
$214K 0.02%
+2,037
400
$214K 0.02%
35,750
-42,988
14 15
16
17 18