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
151
$1.03M 0.08%
9,693
+152
152
$1M 0.08%
13,345
153
$999K 0.08%
31,462
+716
154
$983K 0.08%
25,155
+1,398
155
$963K 0.08%
12,922
+803
156
$953K 0.08%
2,617
-25
157
$918K 0.07%
4,230
-141
158
$917K 0.07%
4,865
+4
159
$913K 0.07%
44,175
-398,525
160
$912K 0.07%
10,042
+14
161
$896K 0.07%
16,904
+290
162
$888K 0.07%
+12,776
163
$887K 0.07%
6,774
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164
$880K 0.07%
+31,159
165
$877K 0.07%
22,713
+2,748
166
$873K 0.07%
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167
$873K 0.07%
107,121
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168
$872K 0.07%
34,076
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169
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2,076
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170
$865K 0.07%
5,996
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171
$864K 0.07%
9,485
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172
$864K 0.07%
3,501
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173
$864K 0.07%
5,140
+517
174
$856K 0.07%
5,209
+653
175
$854K 0.07%
42,457
+4,005
5 6
7
8 9