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
$771M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.56M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.38M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$4.48M
2
+$1.98M
3
+$1.81M
4
ARR
Armour Residential REIT
ARR
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.58M

Sector Composition

1 Technology 17.25%
2 Financials 15.74%
3 Consumer Discretionary 10.01%
4 Healthcare 9.76%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$28K ﹤0.01%
2,342
-483
527
$21K ﹤0.01%
37,700
+1,000
528
$21K ﹤0.01%
74
529
$18K ﹤0.01%
10,642
530
– –
-10,123
531
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-5,188
532
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-3,095
533
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-6,265
534
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-11,295
535
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-12,000
536
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-3,468
537
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-7,938
538
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-8,259
539
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-3,466
540
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-21,318
541
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542
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0
543
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544
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545
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546
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-4,594
547
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548
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-45,456
549
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-978
550
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