SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.04%
+4,145
227
$253K 0.04%
20,853
-3,250
228
$250K 0.04%
+5,040
229
$248K 0.04%
16,349
-628
230
$247K 0.04%
11,547
-2,859
231
$246K 0.04%
3,552
232
$244K 0.03%
9,045
-1,134
233
$244K 0.03%
15,161
+6,074
234
$239K 0.03%
958
+27
235
$237K 0.03%
+950
236
$234K 0.03%
1,354
-27
237
$232K 0.03%
3,552
-569
238
$230K 0.03%
7,115
239
$230K 0.03%
4,148
240
$227K 0.03%
3,618
+224
241
$226K 0.03%
+2,229
242
$226K 0.03%
4,909
243
$225K 0.03%
33,997
+7,461
244
$222K 0.03%
2,158
-88
245
$222K 0.03%
3,296
-108
246
$222K 0.03%
+3,481
247
$222K 0.03%
14,640
+4,377
248
$221K 0.03%
+3,103
249
$218K 0.03%
9,120
-116,191
250
$217K 0.03%
4,513
+3
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10
11 12