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 38.2%
2 Financials 9.17%
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
26
$9.5M 0.6%
18,158
+1,099
27
$9.38M 0.59%
116,962
+1,358
28
$9.32M 0.59%
20,498
+473
29
$9.01M 0.57%
231,232
+207,203
30
$8.84M 0.56%
108,888
+1,083
31
$8.78M 0.55%
29,787
-388
32
$8.6M 0.54%
23,687
-224
33
$8.56M 0.54%
17,305
+1,235
34
$8.43M 0.53%
52,069
-11,072
35
$8.09M 0.51%
69,596
-8,334
36
$7.88M 0.5%
45,036
+1,090
37
$7.78M 0.49%
19,570
+100
38
$7.57M 0.48%
43,448
-7,597
39
$7.53M 0.47%
123,055
+65,254
40
$7.42M 0.47%
49,921
-56
41
$7.37M 0.46%
26,107
+103
42
$7.26M 0.46%
+62,120
43
$7.26M 0.46%
36,231
-44,675
44
$7.19M 0.45%
47,209
+541
45
$6.99M 0.44%
122,381
+2,439
46
$6.91M 0.44%
43,710
-30,111
47
$6.83M 0.43%
47,128
+391
48
$6.8M 0.43%
+33,169
49
$6.63M 0.42%
668,454
-2,750
50
$6.58M 0.41%
56,534
+1,642
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