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
$1.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$12.3M
3
+$8.08M
4
INGR icon
Ingredion
INGR
+$7.26M
5
BR icon
Broadridge
BR
+$6.8M

Top Sells

1
+$11.5M
2
+$8.95M
3
+$7.57M
4
CRM icon
Salesforce
CRM
+$5.83M
5
CAT icon
Caterpillar
CAT
+$5.43M

Sector Composition

1 Technology 38.2%
2 Financials 9.17%
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
51
$6.37M 0.4%
46,704
+1,132
52
$6.31M 0.4%
35,607
+1,902
53
$6.22M 0.39%
10,245
+29
54
$6.16M 0.39%
39,072
-13,722
55
$4.82M 0.3%
27,443
-928
56
$4.8M 0.3%
19,181
+793
57
$4.73M 0.3%
16,963
-2,479
58
$4.66M 0.29%
22,727
+19,392
59
$4.44M 0.28%
14,743
-19,370
60
$4.36M 0.27%
98,731
-1,584
61
$4.33M 0.27%
10,293
+398
62
$4.28M 0.27%
46,735
-131
63
$4.16M 0.26%
109,819
-2,060
64
$4.16M 0.26%
34,010
+2,141
65
$4.11M 0.26%
46,286
+42,604
66
$4.03M 0.25%
109,540
67
$4.03M 0.25%
5,498
+5
68
$4.02M 0.25%
15,484
+637
69
$3.89M 0.25%
7,709
+3,248
70
$3.81M 0.24%
286,552
+359
71
$3.75M 0.24%
7,777
-510
72
$3.74M 0.24%
62,111
-2,020
73
$3.74M 0.24%
85,640
+667
74
$3.52M 0.22%
19,262
75
$3.48M 0.22%
12,341
+80
1 2
3
4 5