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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$400K 0.03%
2,501
252
$399K 0.03%
6,339
253
$396K 0.03%
9,856
-1,407
254
$396K 0.03%
+5,646
255
$395K 0.03%
6,586
-164
256
$395K 0.03%
9,939
-765
257
$394K 0.03%
1,610
+190
258
$386K 0.02%
3,792
+51
259
$385K 0.02%
765
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260
$384K 0.02%
1,747
+12
261
$381K 0.02%
+1,263
262
$380K 0.02%
2,157
+188
263
$380K 0.02%
2,196
+48
264
$379K 0.02%
12,306
265
$378K 0.02%
2,284
-145
266
$377K 0.02%
2,096
-1,210
267
$374K 0.02%
6,360
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268
$370K 0.02%
22,652
269
$367K 0.02%
4,527
+92
270
$367K 0.02%
2,255
271
$367K 0.02%
6,853
+1,205
272
$364K 0.02%
3,124
+751
273
$363K 0.02%
3,288
+1,042
274
$361K 0.02%
5,251
+50
275
$358K 0.02%
1,706
+295
9 10
11
12 13