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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$235K 0.03%
11,723
-86
427
$235K 0.03%
4,923
428
$235K 0.03%
+3,095
429
$235K 0.03%
8,407
430
$234K 0.03%
37,500
431
$233K 0.03%
4,594
+10
432
$233K 0.03%
9,335
+2,962
433
$233K 0.03%
7,508
434
$233K 0.03%
11,000
-1,750
435
$232K 0.03%
10,382
-985
436
$232K 0.03%
270
+105
437
$232K 0.03%
24,002
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438
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25,456
439
$231K 0.03%
4,128
-45
440
$230K 0.03%
+9,570
441
$228K 0.03%
2,300
-1,600
442
$228K 0.03%
9,270
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443
$226K 0.03%
13,736
444
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44,600
+3,100
445
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3,896
446
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12,900
447
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+4,606
448
$222K 0.03%
+6,195
449
$222K 0.03%
6,426
+18
450
$222K 0.03%
2,342
16 17
18
19 20