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
$761M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.91M
3
+$5.84M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
MS icon
Morgan Stanley
MS
+$1.5M

Top Sells

1
+$5.81M
2
+$5.57M
3
+$5.35M
4
IPG
Interpublic Group of Companies
IPG
+$4.89M
5
ADTN icon
Adtran
ADTN
+$2.89M

Sector Composition

1 Technology 16.37%
2 Financials 14.44%
3 Healthcare 11.26%
4 Industrials 9.34%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.55M 0.2%
24,202
+2,737
102
$1.47M 0.19%
89,856
-1,071
103
$1.45M 0.19%
15,794
-2,136
104
$1.43M 0.19%
33,710
-1,498
105
$1.43M 0.19%
17,929
-1,327
106
$1.43M 0.19%
35,100
-1,470
107
$1.43M 0.19%
11,005
-239
108
$1.39M 0.18%
6,196
+102
109
$1.38M 0.18%
28,490
-814
110
$1.37M 0.18%
21,306
-2,419
111
$1.34M 0.18%
8,894
-200
112
$1.33M 0.17%
159,893
+10,925
113
$1.32M 0.17%
32,750
-3,250
114
$1.29M 0.17%
19,612
115
$1.28M 0.17%
34,850
+868
116
$1.25M 0.16%
45,456
+828
117
$1.25M 0.16%
12,228
+7,609
118
$1.24M 0.16%
10,108
+457
119
$1.24M 0.16%
4,300
-711
120
$1.23M 0.16%
203,149
+2,775
121
$1.22M 0.16%
181,113
-9,144
122
$1.19M 0.16%
10,241
+1
123
$1.17M 0.15%
19,317
+24
124
$1.16M 0.15%
183,783
+12,750
125
$1.15M 0.15%
14,928
+279
3 4
5
6 7