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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$246K 0.03%
4,807
-3,000
402
$245K 0.03%
3,738
-2,796
403
$244K 0.03%
4,600
404
$243K 0.03%
10,397
+15
405
$243K 0.03%
5,000
406
$242K 0.03%
6,402
-100
407
$242K 0.03%
54,000
-5,488
408
$240K 0.03%
5,300
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409
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11,565
-1,950
410
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5,333
+5
411
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412
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413
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7,936
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414
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415
$235K 0.03%
1,431
416
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4,000
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417
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418
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7,508
420
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8,407
421
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2,264
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422
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22,275
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423
$229K 0.03%
4,468
424
$229K 0.03%
9,835
+22
425
$229K 0.03%
2,040
-90
15 16
17
18 19