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
$743M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.92M
3
+$1.56M
4
UNP icon
Union Pacific
UNP
+$1.39M
5
CE icon
Celanese
CE
+$1.3M

Top Sells

1
+$6.87M
2
+$5.64M
3
+$5.53M
4
CAT icon
Caterpillar
CAT
+$1.44M
5
TROW icon
T. Rowe Price
TROW
+$1.4M

Sector Composition

1 Technology 19.56%
2 Financials 15.86%
3 Consumer Discretionary 11.01%
4 Healthcare 9.67%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K 0.02%
13,215
+1,650
402
$233K 0.02%
6,846
-2,999
403
$233K 0.02%
6,647
-496
404
$232K 0.02%
+2,293
405
$231K 0.02%
4,933
-1,635
406
$230K 0.02%
10,397
407
$230K 0.02%
3,820
408
$230K 0.02%
8,407
409
$229K 0.02%
1,253
-2,738
410
$229K 0.02%
6,600
+2,000
411
$228K 0.02%
1,431
412
$228K 0.02%
20,521
+1,589
413
$228K 0.02%
+8,000
414
$227K 0.02%
15,959
415
$225K 0.02%
4,607
-200
416
$222K 0.02%
2,610
-3,299
417
$222K 0.02%
4,245
-400
418
$221K 0.02%
+3,652
419
$221K 0.02%
1,288
-1,500
420
$220K 0.02%
+1,150
421
$220K 0.02%
+4,480
422
$218K 0.02%
+1,737
423
$217K 0.02%
26,000
424
$216K 0.02%
37,500
425
$216K 0.02%
8,696
+77
15 16
17
18 19