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
251
$361K 0.03%
5,912
+208
252
$360K 0.03%
2,172
+3
253
$358K 0.03%
1,370
+140
254
$357K 0.03%
19,881
+7,307
255
$355K 0.03%
3,831
-121
256
$353K 0.03%
14,355
-1,545
257
$352K 0.03%
5,282
+506
258
$352K 0.03%
2,147
-70
259
$349K 0.03%
6,646
+1,038
260
$346K 0.03%
4,894
-46
261
$346K 0.03%
1,991
+64
262
$344K 0.03%
6,284
+231
263
$343K 0.03%
3,096
-196
264
$343K 0.03%
19,487
265
$343K 0.03%
6,545
-150
266
$339K 0.03%
4,164
-961
267
$331K 0.02%
2,729
+100
268
$324K 0.02%
6,482
+784
269
$318K 0.02%
2,253
270
$316K 0.02%
5,668
-1,158
271
$311K 0.02%
850
272
$308K 0.02%
13,900
273
$307K 0.02%
5,039
-1
274
$306K 0.02%
+3,563
275
$305K 0.02%
3,777
9 10
11
12 13