SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.07M 0.03%
15,508
+8,078
252
$1.06M 0.03%
+2
253
$1.04M 0.03%
5,898
+1,070
254
$1.03M 0.03%
30,155
+4,660
255
$1.02M 0.03%
3,649
+107
256
$1.02M 0.03%
10,063
+643
257
$1.01M 0.03%
2,442
+521
258
$990K 0.02%
2,854
-365
259
$979K 0.02%
6,035
+831
260
$974K 0.02%
18,647
+929
261
$965K 0.02%
10,996
+3,272
262
$964K 0.02%
12,701
+2,092
263
$964K 0.02%
38,415
+601
264
$957K 0.02%
2,996
+607
265
$955K 0.02%
14,402
-2,179
266
$938K 0.02%
16,353
+7,303
267
$934K 0.02%
9,521
+1,418
268
$927K 0.02%
5,849
-146
269
$885K 0.02%
17,143
+4,225
270
$883K 0.02%
2,154
+1,154
271
$869K 0.02%
15,283
+1,233
272
$860K 0.02%
6,994
+2,375
273
$839K 0.02%
6,129
+486
274
$838K 0.02%
13,682
+2,988
275
$838K 0.02%
3,372
+537
9 10
11
12 13