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
$1.04B
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.97M
3
+$3.89M
4
NKE icon
Nike
NKE
+$3.72M
5
FTNT icon
Fortinet
FTNT
+$2.72M

Top Sells

1
+$5.02M
2
+$4.08M
3
+$3.04M
4
DHR icon
Danaher
DHR
+$1.56M
5
AMAT icon
Applied Materials
AMAT
+$1.2M

Sector Composition

1 Technology 34.02%
2 Healthcare 9.49%
3 Financials 9.37%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$106K 0.01%
25,000
452
$99K 0.01%
13,380
453
$94.1K 0.01%
25,362
454
$93.8K 0.01%
22,555
455
$92.5K 0.01%
6,645
+111
456
$89.2K 0.01%
10,459
457
$88.7K 0.01%
11,500
458
$87.3K 0.01%
10,625
459
$81.2K 0.01%
42,732
460
$80.8K 0.01%
21,384
-4,000
461
$80.3K 0.01%
10,243
462
$77.4K 0.01%
+16,963
463
$75.3K 0.01%
14,100
+2,361
464
$73K 0.01%
+10,115
465
$66.7K 0.01%
10,031
-1,000
466
$64K 0.01%
10,263
467
$60.3K 0.01%
12,033
468
$58K ﹤0.01%
10,000
469
$55.1K ﹤0.01%
11,000
-2,500
470
$53K ﹤0.01%
11,445
471
$45.2K ﹤0.01%
13,000
472
$43.2K ﹤0.01%
26,525
473
$40.3K ﹤0.01%
11,545
+93
474
$39.7K ﹤0.01%
+12,484
475
$36.7K ﹤0.01%
38,200
-9,000
17 18
19
20 21