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
$1.11B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.42M
3
+$6.75M
4
CRM icon
Salesforce
CRM
+$4.98M
5
HD icon
Home Depot
HD
+$4.31M

Top Sells

1
+$6.94M
2
+$6.91M
3
+$5.19M
4
MRK icon
Merck
MRK
+$3.94M
5
HON icon
Honeywell
HON
+$3.71M

Sector Composition

1 Technology 35.78%
2 Financials 9.24%
3 Industrials 8.94%
4 Healthcare 8.63%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.09%
6,647
+18
152
$1.19M 0.09%
5,906
+2,403
153
$1.18M 0.09%
6,292
+195
154
$1.17M 0.09%
5,150
155
$1.17M 0.09%
23,674
+6
156
$1.16M 0.09%
+4,829
157
$1.15M 0.09%
10,468
-543
158
$1.13M 0.09%
14,102
159
$1.13M 0.09%
13,700
+681
160
$1.13M 0.09%
34,666
161
$1.13M 0.09%
4,834
+4
162
$1.12M 0.09%
20,967
-50
163
$1.11M 0.09%
+2,179
164
$1.11M 0.09%
10,349
165
$1.08M 0.08%
8,023
+408
166
$1.07M 0.08%
4,903
+750
167
$1.06M 0.08%
28,020
168
$1.06M 0.08%
53,066
+175
169
$1.04M 0.08%
8,035
170
$1.04M 0.08%
75,485
-555
171
$1.02M 0.08%
10,922
-441
172
$1.01M 0.08%
52,301
-10
173
$1.01M 0.08%
8,696
-59,791
174
$1M 0.08%
12,890
+160
175
$989K 0.08%
7,066
-8,606
5 6
7
8 9