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
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.11%
17,903
+679
127
$1.53M 0.11%
+37,527
128
$1.51M 0.11%
2,434
-134
129
$1.49M 0.11%
50,096
-23,298
130
$1.48M 0.11%
2,876
+27
131
$1.48M 0.11%
6,098
132
$1.47M 0.11%
15,045
-1,856
133
$1.46M 0.11%
22,767
+1,157
134
$1.44M 0.11%
5,412
+63
135
$1.43M 0.11%
15,028
+296
136
$1.42M 0.1%
11,924
+159
137
$1.42M 0.1%
13,004
+399
138
$1.4M 0.1%
10,995
+534
139
$1.39M 0.1%
4,857
-24
140
$1.38M 0.1%
6,752
+148
141
$1.37M 0.1%
19,485
+355
142
$1.35M 0.1%
16,990
-7,920
143
$1.35M 0.1%
23,038
+221
144
$1.34M 0.1%
27,680
+581
145
$1.34M 0.1%
10,675
+311
146
$1.29M 0.09%
15,799
147
$1.25M 0.09%
11,332
-91
148
$1.23M 0.09%
6,591
+152
149
$1.23M 0.09%
6,843
+447
150
$1.21M 0.09%
42,476
+2,781
4 5
6
7 8