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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.03%
37,839
227
$408K 0.03%
8,840
+70
228
$408K 0.03%
24,136
-1,587
229
$401K 0.03%
2,561
+70
230
$397K 0.03%
12,039
231
$396K 0.03%
10,970
+394
232
$396K 0.03%
4,333
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233
$394K 0.03%
+9,816
234
$394K 0.03%
2,426
-313
235
$392K 0.03%
4,151
+1,334
236
$388K 0.03%
1,715
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237
$387K 0.03%
7,142
238
$387K 0.03%
3,837
-5,523
239
$381K 0.03%
2,561
-36
240
$379K 0.03%
92,320
-47,560
241
$378K 0.03%
+12,794
242
$376K 0.03%
10,207
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243
$376K 0.03%
16,563
+5,706
244
$372K 0.03%
5,188
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245
$371K 0.03%
1,963
-2
246
$371K 0.03%
1,149
+112
247
$370K 0.03%
2,037
-88
248
$370K 0.03%
9,321
-93
249
$367K 0.03%
2,452
+205
250
$364K 0.03%
5,910
+1,734
8 9
10
11 12