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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$207K 0.02%
4,425
477
$207K 0.02%
1,649
478
$206K 0.02%
525
479
$206K 0.02%
7,000
480
$206K 0.02%
+2,899
481
$206K 0.02%
+989
482
$202K 0.01%
917
-15
483
$202K 0.01%
+2,500
484
$201K 0.01%
710
485
$201K 0.01%
+1,043
486
$200K 0.01%
12,705
487
$199K 0.01%
17,284
488
$196K 0.01%
15,592
489
$196K 0.01%
37,767
-63
490
$194K 0.01%
35,573
-2,000
491
$193K 0.01%
+12,075
492
$190K 0.01%
19,480
493
$190K 0.01%
24,850
+4,400
494
$188K 0.01%
24,000
495
$188K 0.01%
16,812
-2,096
496
$187K 0.01%
11,498
497
$185K 0.01%
+10,000
498
$184K 0.01%
11,037
+838
499
$180K 0.01%
+10,500
500
$179K 0.01%
+20,661
18 19
20
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