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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$232K 0.01%
+7,150
402
$230K 0.01%
1,425
-200
403
$230K 0.01%
12,050
-34
404
$230K 0.01%
+1,700
405
$228K 0.01%
+5,420
406
$227K 0.01%
272
+12
407
$225K 0.01%
+5,540
408
$225K 0.01%
+5,234
409
$224K 0.01%
+769
410
$223K 0.01%
+2,214
411
$223K 0.01%
1,379
-43
412
$223K 0.01%
+3,296
413
$222K 0.01%
4,029
-523
414
$221K 0.01%
1,490
415
$221K 0.01%
+1,383
416
$218K 0.01%
1,400
417
$216K 0.01%
6,464
418
$214K 0.01%
4,615
+429
419
$214K 0.01%
9,000
420
$213K 0.01%
16,500
-1,000
421
$213K 0.01%
3,127
-200
422
$212K 0.01%
66,272
423
$210K 0.01%
+1,745
424
$210K 0.01%
+5,376
425
$209K 0.01%
7,145
-550
15 16
17
18 19