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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$212K 0.02%
3,630
+1
452
$211K 0.02%
+5,141
453
$211K 0.02%
7,000
454
$210K 0.02%
30,452
+323
455
$210K 0.02%
+3,823
456
$210K 0.02%
+950
457
$208K 0.02%
+3,259
458
$208K 0.02%
288
-95
459
$207K 0.01%
+406
460
$203K 0.01%
+4,425
461
$203K 0.01%
2,050
-250
462
$203K 0.01%
4,574
-2,761
463
$202K 0.01%
+8,928
464
$201K 0.01%
+4,311
465
$201K 0.01%
5,200
+100
466
$201K 0.01%
+9,786
467
$201K 0.01%
+932
468
$201K 0.01%
+1,239
469
$200K 0.01%
37,573
-1,000
470
$200K 0.01%
37,830
471
$199K 0.01%
11,498
472
$198K 0.01%
19,480
+1
473
$198K 0.01%
17,284
474
$198K 0.01%
20,450
+2,850
475
$179K 0.01%
11,370
17 18
19
20 21