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
176
$840K 0.07%
31,902
+7,853
177
$836K 0.07%
50,224
+12,257
178
$834K 0.07%
20,863
+157
179
$832K 0.07%
6,989
+51
180
$825K 0.07%
6,392
-425
181
$822K 0.06%
46,529
+4,912
182
$817K 0.06%
21,266
+2,837
183
$809K 0.06%
48,039
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184
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43,163
-7,721
185
$797K 0.06%
28,140
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186
$789K 0.06%
26,936
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187
$774K 0.06%
4,196
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188
$773K 0.06%
11,686
+10
189
$760K 0.06%
3,121
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190
$759K 0.06%
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191
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192
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193
$744K 0.06%
3,360
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194
$741K 0.06%
54,558
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195
$741K 0.06%
13,173
196
$729K 0.06%
3,211
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197
$727K 0.06%
9,231
-1,407
198
$726K 0.06%
3,974
+160
199
$723K 0.06%
77,777
-20,168
200
$709K 0.06%
9,181
-290
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8
9 10