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
476
$208K 0.03%
8,116
-239
477
$206K 0.03%
10,123
+2
478
$205K 0.03%
22,730
479
$204K 0.03%
17,732
+465
480
$204K 0.03%
4,000
481
$204K 0.03%
+1,718
482
$204K 0.03%
13,100
483
$204K 0.03%
2,657
-391
484
$202K 0.03%
17,620
+500
485
$202K 0.03%
22,399
486
$201K 0.03%
5,010
-5,306
487
$201K 0.03%
6,405
+1,000
488
$200K 0.03%
5,328
-2,309
489
$198K 0.03%
2,450
+113
490
$196K 0.03%
13,000
+1,000
491
$196K 0.03%
11,516
492
$196K 0.03%
11,400
+300
493
$195K 0.03%
13,102
+20
494
$191K 0.03%
13,374
+268
495
$191K 0.03%
10,000
-4,600
496
$188K 0.02%
13,000
497
$185K 0.02%
13,174
-16,478
498
$184K 0.02%
18,326
499
$183K 0.02%
+11,000
500
$181K 0.02%
14,300
18 19
20
21 22