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
501
$180K 0.02%
27,049
-575
502
$179K 0.02%
+10,648
503
$178K 0.02%
7,232
504
$176K 0.02%
13,384
505
$174K 0.02%
+12,207
506
$173K 0.02%
11,264
+672
507
$162K 0.02%
11,930
508
$162K 0.02%
+28,820
509
$161K 0.02%
12,000
510
$159K 0.02%
+13,200
511
$157K 0.02%
11,715
+500
512
$157K 0.02%
8,561
-333
513
$157K 0.02%
3,777
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514
$154K 0.02%
19,750
+5,250
515
$154K 0.02%
14,298
-4,000
516
$154K 0.02%
94
-46
517
$145K 0.02%
16,000
518
$144K 0.02%
13,501
519
$143K 0.02%
13,500
520
$141K 0.02%
11,226
-2,000
521
$140K 0.02%
10,441
522
$138K 0.02%
134,333
523
$137K 0.02%
2,683
+402
524
$133K 0.02%
19,410
-1,850
525
$131K 0.02%
16
19 20
21
22 23