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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$256K 0.02%
612
377
$255K 0.02%
15,600
-35
378
$254K 0.02%
4,400
379
$253K 0.02%
4,111
+286
380
$252K 0.02%
5,000
381
$251K 0.02%
3,659
+240
382
$251K 0.02%
3,635
-100
383
$250K 0.02%
+7,122
384
$250K 0.02%
1,283
385
$249K 0.02%
2,352
386
$249K 0.02%
740
387
$248K 0.02%
13,623
+45
388
$248K 0.02%
8,610
389
$248K 0.02%
10,454
+1,150
390
$246K 0.02%
467
-36
391
$245K 0.02%
845
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392
$244K 0.02%
26,206
393
$243K 0.02%
+1,899
394
$241K 0.02%
4,816
-2,000
395
$241K 0.02%
5,424
-350
396
$241K 0.02%
11,110
397
$238K 0.02%
761
-4,068
398
$237K 0.01%
12,033
+1,673
399
$236K 0.01%
1,400
400
$235K 0.01%
2,041
+4
14 15
16
17 18