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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.18%
2 Financials 9.2%
3 Industrials 8.98%
4 Healthcare 8.57%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$90.3K 0.01%
17,750
-19,500
477
$88.7K 0.01%
10,625
478
$83.5K 0.01%
+14,182
479
$82.1K 0.01%
14,723
-889
480
$67.9K ﹤0.01%
11,033
-1,000
481
$66.5K ﹤0.01%
12,100
-2,000
482
$60.9K ﹤0.01%
10,000
483
$55.7K ﹤0.01%
10,000
484
$52.7K ﹤0.01%
11,810
+81
485
$50.8K ﹤0.01%
10,000
486
$49.4K ﹤0.01%
2,001
487
$47.2K ﹤0.01%
13,000
488
$44.7K ﹤0.01%
25,925
489
$44K ﹤0.01%
+10,278
490
$41.1K ﹤0.01%
16,963
491
$40.1K ﹤0.01%
5,714
+714
492
$31.5K ﹤0.01%
+10,511
493
$30.3K ﹤0.01%
15,000
494
$27.2K ﹤0.01%
514
+378
495
$20.2K ﹤0.01%
+333
496
$10.4K ﹤0.01%
334
-34
497
$9.8K ﹤0.01%
+681
498
– –
-3,336
499
– –
-321,538
500
– –
-10,500
17 18 19
20
21