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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$219K 0.03%
+11,295
452
$219K 0.03%
41,742
453
$219K 0.03%
490
-150
454
$218K 0.03%
3,466
+103
455
$217K 0.03%
20,500
456
$217K 0.03%
9,813
+22
457
$217K 0.03%
+9,000
458
$216K 0.03%
1,431
459
$216K 0.03%
22,608
+734
460
$216K 0.03%
14,500
461
$215K 0.03%
+2,500
462
$215K 0.03%
33,123
-47,072
463
$214K 0.03%
16,229
+8
464
$214K 0.03%
+1,865
465
$214K 0.03%
+2,286
466
$214K 0.03%
6,425
-4,848
467
$214K 0.03%
3,693
-1,199
468
$213K 0.03%
3,789
-211
469
$212K 0.03%
+4,468
470
$212K 0.03%
14,492
471
$211K 0.03%
+4,715
472
$211K 0.03%
+6,450
473
$210K 0.03%
12,821
-1,434
474
$209K 0.03%
3,700
475
$209K 0.03%
4,524
-1,106
17 18
19
20 21