SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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
+$16.6M
2
+$11.2M
3
+$7.58M
4
INGR icon
Ingredion
INGR
+$6.99M
5
BR icon
Broadridge
BR
+$6.69M

Top Sells

1
+$11.5M
2
+$8.06M
3
+$6.62M
4
CRM icon
Salesforce
CRM
+$5.59M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$5.37M

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
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