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
$938M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.58M
3
+$5.88M
4
HUBB icon
Hubbell
HUBB
+$5.78M
5
CMCSA icon
Comcast
CMCSA
+$5.14M

Top Sells

1
+$8.24M
2
+$5.66M
3
+$4.95M
4
BA icon
Boeing
BA
+$4.42M
5
AMGN icon
Amgen
AMGN
+$4.23M

Sector Composition

1 Technology 30.08%
2 Consumer Discretionary 11.49%
3 Financials 10.68%
4 Healthcare 9.48%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.21%
33,818
+4,273
77
$2.5M 0.2%
19,612
-9,456
78
$2.37M 0.19%
6,335
+3,425
79
$2.32M 0.18%
17,380
+13,829
80
$2.31M 0.18%
7,101
-50
81
$2.24M 0.18%
36,026
+2,990
82
$2.2M 0.17%
9,830
-178
83
$2.12M 0.17%
278,354
+19,362
84
$2.02M 0.16%
14,378
+1,959
85
$2.01M 0.16%
33,710
+20,940
86
$1.99M 0.16%
15,614
+578
87
$1.98M 0.16%
9,580
-1,673
88
$1.97M 0.16%
14,834
+1,055
89
$1.97M 0.16%
40,199
-325
90
$1.97M 0.16%
43,110
+10,250
91
$1.94M 0.15%
31,449
92
$1.93M 0.15%
13,665
93
$1.89M 0.15%
34,439
-302
94
$1.79M 0.14%
20,011
95
$1.78M 0.14%
12,602
-172
96
$1.78M 0.14%
5,215
-235
97
$1.77M 0.14%
13,344
+179
98
$1.77M 0.14%
19,000
99
$1.76M 0.14%
15,495
-1,819
100
$1.76M 0.14%
14,100
2 3
4
5 6