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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.02%
+832
402
$257K 0.02%
14,000
+2,000
403
$256K 0.02%
11,453
+39
404
$255K 0.02%
2,822
-3,328
405
$253K 0.02%
4,000
406
$251K 0.02%
+5,000
407
$251K 0.02%
7,062
408
$250K 0.02%
1,529
-50
409
$249K 0.02%
+1,257
410
$247K 0.02%
5,425
411
$246K 0.02%
710
-60
412
$243K 0.02%
1,375
-95
413
$239K 0.02%
3,322
414
$239K 0.02%
3,627
+1
415
$238K 0.02%
51,176
416
$238K 0.02%
18,908
-3,500
417
$235K 0.02%
2,233
418
$234K 0.02%
7,550
-850
419
$234K 0.02%
37,500
420
$234K 0.02%
+1,041
421
$233K 0.02%
3,017
422
$233K 0.02%
14,533
423
$232K 0.02%
8,454
-59
424
$232K 0.02%
7,692
425
$231K 0.02%
6,120
15 16
17
18 19