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%
4,173
405
$228K 0.02%
+2,233
406
$228K 0.02%
20,201
+1,150
407
$226K 0.02%
1,314
+6
408
$224K 0.02%
10,927
409
$223K 0.02%
+3,017
410
$221K 0.02%
14,533
411
$221K 0.02%
+7,062
412
$219K 0.02%
3,420
-555
413
$217K 0.02%
5,100
414
$217K 0.02%
12,705
-200
415
$216K 0.02%
+4,047
416
$215K 0.02%
+770
417
$213K 0.02%
17,500
418
$212K 0.02%
1,828
419
$211K 0.02%
1,000
420
$210K 0.02%
525
421
$209K 0.02%
14,000
422
$209K 0.02%
12,000
423
$209K 0.02%
2,152
-115
424
$208K 0.02%
+4,400
425
$208K 0.02%
+2,684
15 16
17
18 19