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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$161K 0.01%
+12,511
427
$159K 0.01%
14,000
428
$157K 0.01%
19,480
429
$151K 0.01%
13,178
-1,355
430
$148K 0.01%
29,736
-1,887
431
$146K 0.01%
25,000
432
$144K 0.01%
18,788
-9,519
433
$139K 0.01%
11,784
-2,400
434
$134K 0.01%
+10,205
435
$134K 0.01%
+13,073
436
$133K 0.01%
11,000
437
$127K 0.01%
10,744
438
$123K 0.01%
12,000
439
$123K 0.01%
11,141
440
$112K 0.01%
15,769
441
$110K 0.01%
13,000
-3,250
442
$109K 0.01%
11,400
-4,600
443
$105K 0.01%
25,362
444
$104K 0.01%
16,000
-26,065
445
$103K 0.01%
19,545
446
$103K 0.01%
10,459
447
$101K 0.01%
42,600
448
$99.3K 0.01%
68,000
449
$98.7K 0.01%
12,033
450
$98.6K 0.01%
11,500
16 17
18
19 20