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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$228K 0.03%
37,500
427
$228K 0.03%
3,896
428
$228K 0.03%
10,903
-8,577
429
$226K 0.03%
26,000
+10,000
430
$225K 0.03%
44,412
-3,600
431
$224K 0.03%
+1,300
432
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56,201
433
$222K 0.03%
13,120
+18
434
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16,043
+19
435
$220K 0.03%
1,715
-12,698
436
$219K 0.03%
41,742
437
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438
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-3,812
439
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440
$214K 0.03%
1,385
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441
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444
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445
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10,267
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446
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2,530
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447
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14,500
448
$204K 0.03%
2,435
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449
$204K 0.03%
3,694
+1
450
$204K 0.03%
+3,729
16 17
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