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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.67%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$176K 0.02%
13,384
477
$173K 0.02%
16,741
+4,200
478
$165K 0.02%
13,900
+700
479
$156K 0.02%
197
-73
480
$153K 0.02%
6,199
-1,033
481
$153K 0.02%
24,407
-2,642
482
$152K 0.02%
+15,300
483
$147K 0.02%
3,777
484
$146K 0.02%
16,075
-6,533
485
$144K 0.02%
27,540
+1,500
486
$144K 0.02%
8,489
-72
487
$142K 0.02%
11,226
488
$134K 0.02%
16,300
489
$134K 0.02%
14,759
-163
490
$130K 0.02%
3,367
491
$129K 0.02%
13,500
492
$129K 0.02%
+10,020
493
$127K 0.02%
12,460
494
$124K 0.02%
20,500
+750
495
$121K 0.02%
13,651
-1,650
496
$119K 0.02%
2,573
-110
497
$114K 0.01%
7,751
-5,070
498
$103K 0.01%
26,300
499
$99K 0.01%
21,203
500
$98K 0.01%
3,481
-750
18 19
20
21 22