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
$635M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.59M
3
+$2.52M
4
CAH icon
Cardinal Health
CAH
+$1.73M
5
ORI icon
Old Republic International
ORI
+$1.67M

Top Sells

1
+$7.18M
2
+$5.26M
3
+$4.99M
4
IP icon
International Paper
IP
+$4.19M
5
AMZN icon
Amazon
AMZN
+$3.29M

Sector Composition

1 Technology 19.7%
2 Financials 16.27%
3 Healthcare 11.47%
4 Industrials 9.56%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.57%
33,674
+4,034
52
$3.51M 0.55%
47,323
+34,029
53
$3.38M 0.53%
81,697
-173,395
54
$3.3M 0.52%
28,503
+2,464
55
$3.2M 0.5%
67,601
-6,279
56
$3.11M 0.49%
24,113
-6,065
57
$2.98M 0.47%
123,924
-2
58
$2.96M 0.46%
386,452
+4,409
59
$2.74M 0.43%
52,980
-11,360
60
$2.73M 0.43%
19,910
-2,095
61
$2.69M 0.42%
11,558
+1,727
62
$2.61M 0.41%
35,758
-850
63
$2.56M 0.4%
10,249
-291
64
$2.46M 0.39%
54,434
-1,917
65
$2.39M 0.38%
21,979
+767
66
$2.28M 0.36%
682,160
+30,560
67
$2.27M 0.36%
24,968
+58
68
$2.14M 0.34%
33,337
+100
69
$2.12M 0.33%
37,313
-519
70
$2.11M 0.33%
17,607
+2,621
71
$2.1M 0.33%
40,301
-5,329
72
$2.06M 0.32%
14,581
+1
73
$1.78M 0.28%
11,563
-1,532
74
$1.73M 0.27%
+38,835
75
$1.71M 0.27%
15,501
+10
1 2
3
4 5