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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$256K 0.03%
7,143
+500
402
$256K 0.03%
16,024
-86
403
$255K 0.03%
88,483
-5,000
404
$252K 0.03%
+17,218
405
$252K 0.03%
+3,468
406
$252K 0.03%
4,911
+3
407
$250K 0.03%
6,502
408
$248K 0.03%
+2,366
409
$248K 0.03%
4,115
410
$247K 0.03%
978
+18
411
$246K 0.03%
48,012
+2,000
412
$246K 0.03%
5,000
413
$246K 0.03%
1,854
+62
414
$246K 0.03%
3,712
-600
415
$245K 0.03%
4,350
+124
416
$243K 0.03%
2,130
417
$243K 0.03%
5,405
-75
418
$243K 0.03%
14,198
-306
419
$242K 0.03%
4,564
420
$242K 0.03%
3,820
-106
421
$242K 0.03%
5,158
+210
422
$241K 0.03%
4,600
423
$236K 0.03%
1,593
+3
424
$236K 0.03%
6,940
-264
425
$236K 0.03%
13,975
-10,040
15 16
17
18 19