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
251
$840K 0.02%
+17,718
252
$835K 0.02%
17,100
+10,657
253
$828K 0.02%
2,389
+1,237
254
$818K 0.02%
10,609
+6,819
255
$799K 0.02%
+10,709
256
$798K 0.02%
+4,827
257
$790K 0.02%
+7,528
258
$784K 0.02%
6,599
+3,501
259
$775K 0.02%
+9,871
260
$770K 0.02%
+1,488
261
$769K 0.02%
+5,942
262
$765K 0.02%
+13,423
263
$763K 0.02%
+5,643
264
$755K 0.02%
4,330
+660
265
$753K 0.02%
+8,103
266
$745K 0.02%
8,560
+2,981
267
$744K 0.02%
4,619
+1,326
268
$739K 0.02%
20,452
+11,267
269
$714K 0.02%
+10,163
270
$713K 0.02%
+12,918
271
$712K 0.02%
+1,822
272
$702K 0.02%
+12,057
273
$693K 0.02%
757
+489
274
$689K 0.02%
+8,525
275
$686K 0.02%
+3,980
9 10
11
12 13