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
51
$3.59M 0.47%
20,779
+4,419
52
$3.58M 0.47%
19,539
-100
53
$3.56M 0.47%
73,220
-800
54
$3.56M 0.47%
27,354
-331
55
$3.52M 0.46%
787,360
+215,240
56
$3.48M 0.46%
17,788
-306
57
$3.35M 0.44%
35,093
+17
58
$3.26M 0.43%
42,193
-737
59
$3.19M 0.42%
30,297
+7,872
60
$3.13M 0.41%
65,340
-2,040
61
$2.95M 0.39%
34,477
+1,527
62
$2.91M 0.38%
21,462
+152
63
$2.89M 0.38%
59,846
+1,164
64
$2.83M 0.37%
20,042
+86
65
$2.7M 0.36%
56,120
+31,228
66
$2.57M 0.34%
85,924
+28,265
67
$2.54M 0.33%
123,926
-4,050
68
$2.52M 0.33%
41,260
-638
69
$2.52M 0.33%
27,850
-455
70
$2.42M 0.32%
29,816
+3,616
71
$2.38M 0.31%
131,100
-13,900
72
$2.34M 0.31%
44,913
-3,643
73
$2.29M 0.3%
13,660
+6,187
74
$2.27M 0.3%
27,023
+559
75
$2.2M 0.29%
28,316
+32
1 2
3
4 5