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
126
$1.32M 0.1%
+18,376
127
$1.3M 0.1%
2,690
-617
128
$1.3M 0.1%
2,849
+12
129
$1.29M 0.1%
6,151
-217
130
$1.26M 0.1%
10,544
-822
131
$1.26M 0.1%
15,480
-429
132
$1.25M 0.1%
+25,360
133
$1.25M 0.1%
4,505
+104
134
$1.25M 0.1%
5,413
+3
135
$1.24M 0.1%
27,569
-2,073
136
$1.24M 0.1%
2,607
+72
137
$1.23M 0.1%
3,197
+159
138
$1.2M 0.09%
2,460
-292
139
$1.2M 0.09%
+8,664
140
$1.2M 0.09%
5,007
+1,173
141
$1.2M 0.09%
13,549
+1,515
142
$1.15M 0.09%
13,504
-152
143
$1.15M 0.09%
18,777
+1,000
144
$1.12M 0.09%
+23,490
145
$1.09M 0.09%
5,469
+24
146
$1.09M 0.09%
+7,921
147
$1.09M 0.09%
+41,454
148
$1.06M 0.08%
14,063
+178
149
$1.05M 0.08%
9,027
+1,142
150
$1.04M 0.08%
7,771
+21
4 5
6
7 8