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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$227K 0.02%
34,230
+3,778
452
$227K 0.02%
14,533
453
$227K 0.02%
3,627
454
$226K 0.02%
5,400
-25
455
$223K 0.02%
+13,285
456
$223K 0.02%
75,400
457
$221K 0.02%
+951
458
$221K 0.02%
+3,435
459
$220K 0.02%
+1,254
460
$218K 0.02%
2,500
461
$217K 0.02%
3,400
462
$216K 0.02%
14,000
463
$216K 0.02%
23,190
+10,110
464
$215K 0.02%
9,124
465
$214K 0.02%
5,994
+250
466
$212K 0.02%
1,375
467
$212K 0.02%
3,848
-804
468
$211K 0.02%
+11,156
469
$210K 0.02%
9,808
+880
470
$210K 0.02%
2,106
+2
471
$210K 0.02%
+4,701
472
$209K 0.02%
288
473
$209K 0.02%
+2,547
474
$208K 0.02%
11,639
475
$208K 0.02%
5,000
-1,300
17 18
19
20 21