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
76
$3.37M 0.21%
86,844
-425
77
$3.37M 0.21%
46,448
-1,560
78
$3.22M 0.2%
16,673
-3,333
79
$3.18M 0.2%
6,620
+249
80
$3.14M 0.2%
44,342
+168
81
$3.07M 0.19%
12,040
-436
82
$3M 0.19%
8,186
-14,816
83
$2.9M 0.18%
2,849
-292
84
$2.89M 0.18%
42,344
+3,046
85
$2.82M 0.18%
14,745
-1,587
86
$2.76M 0.17%
7,887
+409
87
$2.75M 0.17%
4,810
+608
88
$2.74M 0.17%
8,789
-240
89
$2.71M 0.17%
17,294
-560
90
$2.7M 0.17%
22,881
+6,538
91
$2.67M 0.17%
51,000
-2,630
92
$2.57M 0.16%
14,960
+208
93
$2.55M 0.16%
14,766
+7,700
94
$2.55M 0.16%
5,794
-469
95
$2.54M 0.16%
19,530
-225
96
$2.54M 0.16%
9,336
+512
97
$2.47M 0.16%
12,995
+643
98
$2.46M 0.16%
6,092
-261
99
$2.41M 0.15%
9,441
+373
100
$2.41M 0.15%
10,978
+618
2 3
4
5 6