SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$203K 0.04%
4,148
-20
227
$203K 0.04%
20,605
-255,868
228
$200K 0.04%
5,331
-744
229
$191K 0.04%
55,988
230
$180K 0.03%
10,330
-1,201
231
$165K 0.03%
3,286
-778
232
$158K 0.03%
9,087
-1,385
233
$154K 0.03%
26,536
-3,900
234
$150K 0.03%
30,168
+559
235
$145K 0.03%
34,291
-4,898
236
$135K 0.03%
10,263
-1,711
237
$110K 0.02%
22,595
238
$90K 0.02%
+20,000
239
$90K 0.02%
15,436
+210
240
$89K 0.02%
16,210
241
$89K 0.02%
13,910
-1,371
242
$86K 0.02%
5,300
-1,479
243
$70K 0.01%
12,238
244
$49K 0.01%
1,180
-83
245
$30K 0.01%
879
246
$28K 0.01%
3,200
247
$22K ﹤0.01%
12,500
248
$21K ﹤0.01%
18,000
+7,500
249
$19K ﹤0.01%
12,259
250
$6K ﹤0.01%
667
8 9
10
11 12