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
101
$1.54M 0.2%
21,041
102
$1.53M 0.2%
11,173
+168
103
$1.52M 0.2%
35,584
+484
104
$1.51M 0.2%
50,000
105
$1.46M 0.19%
27,650
106
$1.46M 0.19%
10,743
+635
107
$1.42M 0.18%
19,612
108
$1.4M 0.18%
+13,320
109
$1.38M 0.18%
27,416
-1,074
110
$1.38M 0.18%
33,580
+17,688
111
$1.38M 0.18%
+29,010
112
$1.37M 0.18%
87,271
-2,585
113
$1.36M 0.18%
15,002
-1,198
114
$1.34M 0.17%
18,471
-61,847
115
$1.32M 0.17%
7,688
-101
116
$1.3M 0.17%
+28,925
117
$1.3M 0.17%
32,412
-1,298
118
$1.29M 0.17%
37,454
-4,099
119
$1.29M 0.17%
19,455
+9,801
120
$1.28M 0.17%
202,928
-221
121
$1.28M 0.17%
31,042
122
$1.28M 0.17%
4,159
-141
123
$1.26M 0.16%
20,130
-418
124
$1.24M 0.16%
26,468
-818
125
$1.22M 0.16%
38,377
-1,460
3 4
5
6 7