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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$146K 0.01%
11,004
-1,507
452
$144K 0.01%
11,784
453
$144K 0.01%
16,148
-4,389
454
$142K 0.01%
11,610
-400
455
$141K 0.01%
16,124
-1,788
456
$132K 0.01%
67,400
-600
457
$132K 0.01%
11,000
458
$131K 0.01%
10,744
459
$123K 0.01%
11,141
460
$123K 0.01%
25,362
461
$122K 0.01%
12,000
462
$120K 0.01%
10,459
463
$119K 0.01%
13,073
464
$119K 0.01%
41,000
+17,000
465
$116K 0.01%
10,205
466
$115K 0.01%
13,200
+2,000
467
$111K 0.01%
11,500
468
$111K 0.01%
23,000
+3,000
469
$111K 0.01%
11,400
470
$107K 0.01%
19,545
471
$107K 0.01%
16,160
+160
472
$104K 0.01%
14,051
-1,718
473
$100K 0.01%
13,000
474
$99.8K 0.01%
7,468
+420
475
$98.5K 0.01%
10,862
+11
17 18
19
20 21