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 15.67%
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
76
$2.2M 0.29%
40,997
-263
77
$2.14M 0.28%
17,855
-1,175
78
$2.09M 0.27%
34,457
-660
79
$2.06M 0.27%
24,538
-2,485
80
$2.03M 0.26%
26,158
+1,797
81
$2M 0.26%
12,854
-1,337
82
$1.98M 0.26%
110,718
-7,184
83
$1.96M 0.25%
106,758
-9,594
84
$1.95M 0.25%
73,635
-4,424
85
$1.94M 0.25%
27,065
-2,751
86
$1.92M 0.25%
90,250
+58,229
87
$1.88M 0.24%
34,244
-4,356
88
$1.88M 0.24%
38,983
-23
89
$1.86M 0.24%
26,222
-2,746
90
$1.85M 0.24%
57,928
-27,996
91
$1.8M 0.23%
7,228
+5,258
92
$1.78M 0.23%
58,648
93
$1.77M 0.23%
34,705
-10,208
94
$1.73M 0.22%
6,997
+801
95
$1.73M 0.22%
25,328
+17,875
96
$1.7M 0.22%
18,466
-686
97
$1.66M 0.21%
31,829
-1,418
98
$1.63M 0.21%
23,455
-747
99
$1.62M 0.21%
15,474
-320
100
$1.57M 0.2%
16,857
-1,072
2 3
4
5 6