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
126
$1.22M 0.16%
8,393
+3
127
$1.2M 0.16%
24,207
+251
128
$1.2M 0.16%
14,765
-163
129
$1.17M 0.15%
7,736
-336
130
$1.17M 0.15%
6,685
-387
131
$1.16M 0.15%
191,686
+7,903
132
$1.15M 0.15%
9,566
+5,167
133
$1.14M 0.15%
11,990
-238
134
$1.13M 0.15%
21,547
-34,573
135
$1.11M 0.14%
+12,501
136
$1.11M 0.14%
29,104
-5,746
137
$1.1M 0.14%
117,827
+182
138
$1.09M 0.14%
24,018
-931
139
$1.09M 0.14%
28,150
-700
140
$1.08M 0.14%
13,691
-382
141
$1.07M 0.14%
19,426
-21,634
142
$1.07M 0.14%
19,447
-961
143
$1.06M 0.14%
11,677
-269
144
$1.06M 0.14%
157,620
-23,493
145
$1.05M 0.14%
10,342
-889
146
$1.03M 0.13%
23,716
-5,302
147
$1.03M 0.13%
11,406
-333
148
$1.02M 0.13%
5,192
-32
149
$1.02M 0.13%
23,274
-429
150
$1.01M 0.13%
135,183
-24,710
4 5
6
7 8