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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1 +$6.64M
2 +$6.58M
3 +$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1 +$8.24M
2 +$5.66M
3 +$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$233K 0.02%
+2,764
402
$230K 0.02%
6,464
403
$229K 0.02%
+9,000
404
$228K 0.02%
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405
$228K 0.02%
+2,233
406
$228K 0.02%
20,201
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407
$226K 0.02%
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408
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409
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410
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411
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412
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3,420
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413
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414
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415
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416
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417
$213K 0.02%
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418
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419
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420
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421
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422
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423
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424
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425
$208K 0.02%
+2,684