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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
$1.08B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$3.59M
3
+$2.9M
4
MRK icon
Merck
MRK
+$2.16M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$103M
2
+$42.2M
3
+$6.66M
4
AXP icon
American Express
AXP
+$6.43M
5
CSCO icon
Cisco
CSCO
+$6.03M

Sector Composition

1 Technology 36.15%
2 Healthcare 9.18%
3 Industrials 8.75%
4 Financials 8.28%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1,379
502
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-40,100
503
– –
-4,667
504
– –
-11,192
505
– –
-465
506
– –
-11,400
507
– –
-3,433
508
– –
-1,147
509
– –
-5,420
510
– –
-3,407
511
– –
-334
512
– –
-5,714
513
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-11,500
514
– –
-3,105
515
– –
-12,705
516
– –
-5,518
517
– –
-5,810
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