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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$246K 0.02%
37,500
427
$246K 0.02%
18,500
+1,000
428
$245K 0.02%
8,515
+61
429
$244K 0.02%
38,793
430
$241K 0.02%
3,322
431
$241K 0.02%
21,969
+328
432
$241K 0.02%
1,101
+60
433
$240K 0.02%
5,300
+159
434
$239K 0.02%
+359
435
$239K 0.02%
11,292
-161
436
$238K 0.02%
1,453
-250
437
$237K 0.02%
3,491
-9,236
438
$237K 0.02%
11,643
-2,000
439
$235K 0.02%
6,464
440
$235K 0.02%
+6,090
441
$234K 0.02%
51,176
442
$233K 0.02%
8,214
-1,021
443
$232K 0.02%
4,460
444
$232K 0.02%
406
445
$232K 0.02%
1,408
-400
446
$232K 0.02%
805
-27
447
$231K 0.02%
10,470
+850
448
$230K 0.02%
5,844
449
$230K 0.02%
2,233
450
$229K 0.02%
3,017
16 17
18
19 20