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
276
$304K 0.02%
2,603
+16
277
$302K 0.02%
5,541
-2,140
278
$302K 0.02%
3,782
+6
279
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280
$298K 0.02%
7,555
-234
281
$296K 0.02%
9,538
-1,084
282
$296K 0.02%
2,673
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283
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-258
284
$293K 0.02%
1,433
+54
285
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286
$287K 0.02%
2,823
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287
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35,291
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288
$285K 0.02%
607
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289
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3,401
-55
290
$277K 0.02%
13,115
291
$276K 0.02%
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292
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2,373
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293
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12,218
294
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3,603
-193
295
$269K 0.02%
4,023
-1,302
296
$269K 0.02%
3,333
297
$269K 0.02%
3,212
298
$268K 0.02%
3,440
-151
299
$265K 0.02%
+1,321
300
$264K 0.02%
1,534
+18
10 11
12
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