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
$635M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.59M
3
+$2.52M
4
CAH icon
Cardinal Health
CAH
+$1.73M
5
ORI icon
Old Republic International
ORI
+$1.67M

Top Sells

1
+$7.18M
2
+$5.26M
3
+$4.99M
4
IP icon
International Paper
IP
+$4.19M
5
AMZN icon
Amazon
AMZN
+$3.29M

Sector Composition

1 Technology 19.7%
2 Financials 16.27%
3 Healthcare 11.47%
4 Industrials 9.56%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$121K 0.02%
11,766
+602
427
$120K 0.02%
25,600
428
$103K 0.02%
12,625
-20,000
429
$103K 0.02%
+10,840
430
$101K 0.02%
+14,585
431
$100K 0.02%
27,340
432
$100K 0.02%
+10,500
433
$99K 0.02%
26,680
+3,400
434
$98K 0.02%
7,747
+93
435
$93K 0.01%
13,651
436
$91K 0.01%
10,105
437
$86K 0.01%
17,000
438
$83K 0.01%
5,873
-500
439
$76K 0.01%
17,626
-5,566
440
$75K 0.01%
11,600
441
$75K 0.01%
11,302
442
$73K 0.01%
175
+7
443
$70K 0.01%
+10,000
444
$67K 0.01%
3,236
+1
445
$66K 0.01%
10,000
-10,000
446
$63K 0.01%
350,000
+124,628
447
$62K 0.01%
15,720
448
$62K 0.01%
15,000
449
$60K 0.01%
+1,378
450
$48K 0.01%
42,732
16 17
18
19 20