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
176
$1.04M 0.07%
4,134
+116
177
$1.04M 0.07%
7,294
+4,626
178
$1.03M 0.06%
16,266
-1,020
179
$1.02M 0.06%
14,400
180
$1.01M 0.06%
13,100
+210
181
$1.01M 0.06%
4,807
-1,099
182
$1M 0.06%
101,097
+3,640
183
$1M 0.06%
37,236
+2,523
184
$996K 0.06%
7,600
-57,779
185
$990K 0.06%
43,547
-2,390
186
$980K 0.06%
5,943
+1,896
187
$961K 0.06%
+3,600
188
$960K 0.06%
7,305
189
$959K 0.06%
10,186
-736
190
$959K 0.06%
10,443
191
$954K 0.06%
92,329
192
$949K 0.06%
30,890
193
$941K 0.06%
10,298
+8
194
$935K 0.06%
2,277
-4,251
195
$913K 0.06%
8,037
-2,431
196
$909K 0.06%
2,641
+100
197
$904K 0.06%
598
198
$904K 0.06%
2,265
+39
199
$901K 0.06%
60,611
+29,085
200
$898K 0.06%
+6,717
6 7
8
9 10