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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$267K 0.02%
4,000
402
$266K 0.02%
617
+14
403
$264K 0.02%
8,012
+950
404
$262K 0.02%
313
+14
405
$262K 0.02%
3,738
+162
406
$261K 0.02%
3,534
+275
407
$260K 0.02%
12,000
408
$260K 0.02%
7,150
-400
409
$260K 0.02%
1,863
410
$259K 0.02%
3,182
-25
411
$257K 0.02%
+2,851
412
$256K 0.02%
1,500
413
$254K 0.02%
3,625
414
$253K 0.02%
14,728
415
$252K 0.02%
4,226
-1,800
416
$251K 0.02%
5,000
417
$250K 0.02%
7,500
418
$249K 0.02%
6,120
419
$249K 0.02%
4,976
-26
420
$248K 0.02%
1,530
+1
421
$248K 0.02%
2,437
+242
422
$248K 0.02%
2,933
+325
423
$247K 0.02%
1,484
+245
424
$246K 0.02%
2,050
425
$246K 0.02%
+11,301
15 16
17
18 19