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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$203K 0.03%
22,399
452
$203K 0.03%
4,000
453
$203K 0.03%
3,700
454
$203K 0.03%
2,500
455
$203K 0.03%
14,492
456
$202K 0.03%
+6,400
457
$200K 0.03%
+9,634
458
$200K 0.03%
15,315
+3,600
459
$200K 0.03%
+3,550
460
$200K 0.03%
+3,509
461
$199K 0.03%
20,500
462
$199K 0.03%
11,400
463
$198K 0.03%
13,100
464
$194K 0.03%
44,600
465
$193K 0.03%
22,302
-1,700
466
$192K 0.02%
13,202
+28
467
$188K 0.02%
25,014
-442
468
$188K 0.02%
7,520
-1,750
469
$187K 0.02%
+10,121
470
$187K 0.02%
12,144
+880
471
$181K 0.02%
13,000
472
$179K 0.02%
16,620
-1,000
473
$178K 0.02%
18,326
474
$177K 0.02%
14,300
475
$177K 0.02%
+10,050
17 18
19
20 21