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
$1.05B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.26M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
JPM icon
JPMorgan Chase
JPM
+$3.42M

Top Sells

1
+$5.23M
2
+$4.36M
3
+$3.38M
4
MRK icon
Merck
MRK
+$3.25M
5
AMGN icon
Amgen
AMGN
+$2.98M

Sector Composition

1 Technology 31.16%
2 Consumer Discretionary 12.19%
3 Financials 11.12%
4 Healthcare 8.45%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$971K 0.07%
34,701
+2,799
177
$967K 0.07%
4,868
+3
178
$967K 0.07%
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179
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180
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181
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30,631
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182
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51,089
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183
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106,326
-795
184
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4,238
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185
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2,077
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186
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53,727
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187
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188
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189
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190
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191
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193
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194
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195
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31,504
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196
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20,728
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197
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198
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3,121
199
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7,017
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200
$801K 0.06%
78,577
+800
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