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
151
$1.29M 0.08%
12,729
-64
152
$1.26M 0.08%
9,926
-423
153
$1.25M 0.08%
66,523
+2,019
154
$1.23M 0.08%
13,116
-1,899
155
$1.23M 0.08%
28,020
156
$1.22M 0.08%
5,108
+205
157
$1.22M 0.08%
58,403
+5,337
158
$1.18M 0.07%
5,873
-521
159
$1.18M 0.07%
6,361
+69
160
$1.18M 0.07%
48,639
+612
161
$1.17M 0.07%
42,781
+12
162
$1.14M 0.07%
14,300
-1,610
163
$1.14M 0.07%
3,551
+290
164
$1.14M 0.07%
8,637
+614
165
$1.13M 0.07%
6,020
+29
166
$1.13M 0.07%
11,610
+180
167
$1.13M 0.07%
5,151
+1
168
$1.12M 0.07%
20,967
169
$1.12M 0.07%
5,447
-5,794
170
$1.1M 0.07%
3,523
171
$1.1M 0.07%
52,301
172
$1.08M 0.07%
12,413
-1,287
173
$1.06M 0.07%
4,232
-602
174
$1.05M 0.07%
74,435
-1,050
175
$1.05M 0.07%
8,243
-453
5 6
7
8 9