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
101
$2.34M 0.15%
5,979
+377
102
$2.34M 0.15%
55,710
+462
103
$2.33M 0.15%
8,809
+669
104
$2.29M 0.14%
4,800
-100
105
$2.28M 0.14%
8,351
+185
106
$2.23M 0.14%
+9,620
107
$2.2M 0.14%
15,296
-173
108
$2.19M 0.14%
30,595
+20
109
$2.18M 0.14%
31,166
+243
110
$2.16M 0.14%
77,938
+1,188
111
$2.07M 0.13%
20,510
-2,790
112
$2.06M 0.13%
+19,771
113
$2M 0.13%
24,150
+1,031
114
$1.99M 0.13%
+38,244
115
$1.94M 0.12%
271,730
-3,425
116
$1.94M 0.12%
20,739
-303
117
$1.93M 0.12%
28,757
+15,231
118
$1.86M 0.12%
63,627
+3,925
119
$1.85M 0.12%
34,211
+1,357
120
$1.84M 0.12%
33,954
+808
121
$1.8M 0.11%
10,837
+7,731
122
$1.79M 0.11%
8,589
+100
123
$1.76M 0.11%
12,568
-166
124
$1.74M 0.11%
110,543
-4,744
125
$1.72M 0.11%
53,482
-48,884
3 4
5
6 7