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
76
$1.68M 0.26%
26,902
+1,862
77
$1.67M 0.26%
67,961
-4,054
78
$1.67M 0.26%
+80,996
79
$1.67M 0.26%
80,382
+34,032
80
$1.66M 0.26%
27,628
+21,400
81
$1.62M 0.25%
100,000
+27,500
82
$1.55M 0.24%
24,874
-4,180
83
$1.46M 0.23%
13,486
+9,642
84
$1.45M 0.23%
32,912
85
$1.42M 0.22%
15,420
+42
86
$1.42M 0.22%
16,394
+65
87
$1.4M 0.22%
10,974
+362
88
$1.39M 0.22%
30,222
+61
89
$1.39M 0.22%
105,139
+87,180
90
$1.39M 0.22%
59,034
+81
91
$1.37M 0.22%
23,977
-599
92
$1.35M 0.21%
9,021
+4
93
$1.34M 0.21%
31,042
-100
94
$1.33M 0.21%
19,612
95
$1.32M 0.21%
33,019
+102
96
$1.28M 0.2%
42,286
-434
97
$1.25M 0.2%
232,898
+5,809
98
$1.25M 0.2%
20,518
+1,185
99
$1.24M 0.19%
14,954
-75
100
$1.22M 0.19%
16,542
-1,944
2 3
4
5 6