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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$208K 0.01%
+1,855
427
$207K 0.01%
60,125
428
$207K 0.01%
+5,150
429
$204K 0.01%
+5,250
430
$202K 0.01%
+6,622
431
$202K 0.01%
5,810
-1,855
432
$201K 0.01%
1,147
-200
433
$201K 0.01%
+1,524
434
$201K 0.01%
18,465
435
$197K 0.01%
14,415
+1,805
436
$197K 0.01%
13,415
+5
437
$192K 0.01%
34,750
-1,000
438
$190K 0.01%
24,000
439
$190K 0.01%
34,380
440
$180K 0.01%
51,176
441
$180K 0.01%
+18,000
442
$174K 0.01%
37,500
443
$167K 0.01%
14,000
444
$165K 0.01%
25,000
445
$161K 0.01%
19,476
-4
446
$158K 0.01%
11,938
447
$155K 0.01%
18,778
-10
448
$152K 0.01%
40,100
-2,500
449
$151K 0.01%
13,178
450
$147K 0.01%
29,736
16 17
18
19 20