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
101
$1.7M 0.13%
7,314
-481
102
$1.68M 0.13%
40,028
-129
103
$1.64M 0.13%
21,041
104
$1.61M 0.13%
27,591
+16
105
$1.6M 0.13%
21,319
-1,439
106
$1.6M 0.13%
6,168
-31
107
$1.59M 0.13%
45,015
+55
108
$1.58M 0.12%
16,368
+2,684
109
$1.54M 0.12%
7,265
+1,460
110
$1.53M 0.12%
69,359
+3,150
111
$1.52M 0.12%
13,869
+4,429
112
$1.45M 0.11%
13,005
+181
113
$1.45M 0.11%
45,225
+1,584
114
$1.44M 0.11%
22,035
+448
115
$1.44M 0.11%
10,503
-362
116
$1.39M 0.11%
+17,276
117
$1.39M 0.11%
19,073
-8,949
118
$1.37M 0.11%
12,410
-900
119
$1.37M 0.11%
15,799
120
$1.35M 0.11%
9,505
-1,124
121
$1.34M 0.11%
3,814
+272
122
$1.34M 0.11%
5,399
+48
123
$1.34M 0.11%
6,098
-152
124
$1.33M 0.1%
22,817
-2,065
125
$1.32M 0.1%
10,998
+420
3 4
5
6 7