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 38.18%
2 Financials 9.2%
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
126
$1.68M 0.11%
12,999
-86
127
$1.64M 0.1%
3,041
+192
128
$1.64M 0.1%
9,827
+747
129
$1.62M 0.1%
52,564
+374
130
$1.58M 0.1%
50,004
-739
131
$1.51M 0.1%
47,424
+6,618
132
$1.5M 0.09%
5,058
133
$1.46M 0.09%
83,056
-7,670
134
$1.46M 0.09%
403
+3
135
$1.46M 0.09%
7,391
+182
136
$1.46M 0.09%
44,195
-724
137
$1.46M 0.09%
21,041
138
$1.43M 0.09%
21,940
-502
139
$1.42M 0.09%
6,664
+17
140
$1.42M 0.09%
15,620
+10,963
141
$1.38M 0.09%
37,354
-2,650
142
$1.37M 0.09%
38,352
-639
143
$1.35M 0.09%
+1,639
144
$1.35M 0.09%
7,915
-120
145
$1.35M 0.09%
7,505
-197
146
$1.34M 0.08%
34,666
147
$1.33M 0.08%
4,589
-41
148
$1.31M 0.08%
44,016
-549
149
$1.3M 0.08%
13,446
-360
150
$1.3M 0.08%
22,396
-1,278
4 5
6
7 8