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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$178K 0.01%
15,592
477
$178K 0.01%
10,927
478
$175K 0.01%
11,141
479
$174K 0.01%
10,199
-500
480
$173K 0.01%
11,000
-1,200
481
$170K 0.01%
12,000
482
$168K 0.01%
15,269
+142
483
$163K 0.01%
+50,000
484
$162K 0.01%
20,500
485
$162K 0.01%
12,730
486
$156K 0.01%
15,642
+935
487
$149K 0.01%
13,635
488
$145K 0.01%
10,000
489
$141K 0.01%
11,000
490
$141K 0.01%
14,000
491
$139K 0.01%
+5,654
492
$127K 0.01%
42,732
493
$127K 0.01%
13,080
+1,915
494
$122K 0.01%
10,625
495
$122K 0.01%
12,033
496
$121K 0.01%
13,096
497
$120K 0.01%
12,126
498
$114K 0.01%
10,243
499
$104K 0.01%
26,647
+1
500
$98K 0.01%
10,213
+159
18 19
20
21 22