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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$96.3K 0.01%
+11,200
452
$95K 0.01%
7,048
+271
453
$92K 0.01%
10,851
+5
454
$91.8K 0.01%
+20,000
455
$87.2K 0.01%
15,612
-888
456
$83.3K 0.01%
10,625
457
$71.6K 0.01%
14,100
458
$70.9K 0.01%
10,243
459
$67.2K 0.01%
24,000
460
$59.1K ﹤0.01%
10,000
461
$55.1K ﹤0.01%
10,000
-18,314
462
$47K ﹤0.01%
10,000
-1,000
463
$46.1K ﹤0.01%
13,000
464
$46K ﹤0.01%
20,006
465
$44.6K ﹤0.01%
25,925
-3,000
466
$43.9K ﹤0.01%
11,729
+85
467
$41.7K ﹤0.01%
16,963
468
$34.5K ﹤0.01%
10,075
-2,000
469
$30.4K ﹤0.01%
5,000
470
$30.4K ﹤0.01%
11,300
-102
471
$29.7K ﹤0.01%
15,000
472
$17.2K ﹤0.01%
+136
473
$9.84K ﹤0.01%
11,800
-240
474
$9.65K ﹤0.01%
368
-73
475
$3.8K ﹤0.01%
10,000
16 17 18
19
20