SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.94M
3
+$3.9M
4
CAT icon
Caterpillar
CAT
+$3.52M
5
FTNT icon
Fortinet
FTNT
+$2.45M

Top Sells

1
+$5.05M
2
+$3.85M
3
+$3.18M
4
DHR icon
Danaher
DHR
+$1.56M
5
ADSK icon
Autodesk
ADSK
+$1.19M

Sector Composition

1 Technology 34.02%
2 Healthcare 9.49%
3 Financials 9.4%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$217K 0.02%
6,679
-146
402
$217K 0.02%
+470
403
$217K 0.02%
21,829
404
$217K 0.02%
4,537
-243
405
$212K 0.02%
+950
406
$211K 0.02%
1,059
+1
407
$210K 0.02%
7,900
-2,250
408
$209K 0.02%
66,272
409
$209K 0.02%
3,210
410
$207K 0.02%
18,526
411
$206K 0.02%
3,316
412
$205K 0.02%
26,201
413
$205K 0.02%
5,038
-198
414
$204K 0.02%
3,068
415
$202K 0.02%
+1,381
416
$199K 0.02%
34,380
417
$197K 0.02%
12,080
418
$195K 0.02%
12,734
+1,005
419
$193K 0.02%
18,616
420
$192K 0.02%
18,465
421
$190K 0.02%
24,000
422
$189K 0.02%
13,410
423
$189K 0.02%
20,000
424
$180K 0.02%
51,176
425
$177K 0.02%
21,750
15 16
17
18 19