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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.03%
3,219
+2,419
227
$1.16M 0.03%
+17,450
228
$1.15M 0.03%
16,766
+9,575
229
$1.14M 0.03%
6,970
+4,170
230
$1.14M 0.03%
+10,126
231
$1.11M 0.03%
+1,399
232
$1.1M 0.03%
+33,564
233
$1.08M 0.03%
18,321
+9,726
234
$1.07M 0.03%
+8,240
235
$1.04M 0.03%
4,201
+2,991
236
$1.03M 0.03%
+14,050
237
$1.02M 0.03%
7,912
+6,085
238
$1.02M 0.03%
+9,420
239
$1.01M 0.03%
21,016
+13,497
240
$1M 0.03%
+10,543
241
$1M 0.03%
5,995
+3,897
242
$1M 0.03%
16,333
+9,653
243
$984K 0.03%
+16,914
244
$973K 0.03%
18,036
+3,903
245
$965K 0.03%
3,955
+2,892
246
$894K 0.02%
+5,204
247
$876K 0.02%
+10,416
248
$875K 0.02%
+25,495
249
$863K 0.02%
4,828
+2,012
250
$849K 0.02%
+3,368
8 9
10
11 12