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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 0.85%
88,701
+1,341
27
$6.25M 0.82%
189,827
-4,095
28
$6.22M 0.82%
115,590
-19,371
29
$6.07M 0.8%
51,661
-295
30
$5.9M 0.78%
219,700
+1,057
31
$5.84M 0.77%
+31,679
32
$5.78M 0.76%
77,595
+13,609
33
$5.74M 0.75%
106,336
+1,305
34
$5.69M 0.75%
169,163
-27,522
35
$5.59M 0.73%
112,972
-1,664
36
$5.3M 0.7%
72,888
-22,382
37
$5.26M 0.69%
184,551
+2,533
38
$5.14M 0.68%
337,352
+86,012
39
$5.01M 0.66%
56,595
+646
40
$4.89M 0.64%
61,032
-5,952
41
$4.88M 0.64%
407,322
+20,706
42
$4.82M 0.63%
41,555
-3,579
43
$4.77M 0.63%
32,697
-6,708
44
$4.68M 0.62%
33,768
+4,577
45
$4.55M 0.6%
82,391
-137
46
$4.4M 0.58%
108,079
47
$3.85M 0.51%
14
48
$3.67M 0.48%
29,442
+12,344
49
$3.6M 0.47%
14,344
-742
50
$3.6M 0.47%
79,930
+850
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2
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