SBIA
Sheaff Brock Investment Advisors Portfolio holdings
AUM $1.09B
AUM
$1.09B
AUM Growth
-$59.5M (-5%)
Cap. Flow
+$15.2M
Cap. Flow % of AUM
1.4%
Top 10 Holdings %Top 10 Hldgs %
31.26%
Holding
480
New
34
Increased
166
Reduced
149
Closed
28
Top Buys
| 1 | $10.4M | |
| 2 | $6.93M | |
| 3 | $4.42M | |
| 4 | $4.36M | |
| 5 | $1.88M |
Top Sells
| 1 | $5.81M | |
| 2 | $3.84M | |
| 3 | $3.79M | |
| 4 | $3.1M | |
| 5 | $1.34M |
Sector Composition
| 1 | Technology | 33.87% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 9.04% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Discretionary | 7.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,625 | Closed | – | |||
| $0 | 0% | 0 -1,147 | Closed | – | |||
| $0 | 0% | 0 -985 | Closed | – | |||
| $0 | 0% | 0 -3,850 | Closed | – | |||
| $0 | 0% | 12,650 | New | – |
