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
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