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
276
$676K 0.02%
7,724
+4,894
277
$672K 0.02%
2,678
+58
278
$672K 0.02%
+2,513
279
$670K 0.02%
2,624
+1,171
280
$670K 0.02%
9,365
+2,758
281
$669K 0.02%
+4,684
282
$667K 0.02%
+2,627
283
$661K 0.02%
+2,259
284
$660K 0.02%
2,692
+1,470
285
$659K 0.02%
+1,921
286
$655K 0.02%
+15,030
287
$649K 0.02%
+2,507
288
$646K 0.02%
+2,933
289
$637K 0.02%
+9,605
290
$635K 0.02%
+3,429
291
$634K 0.02%
+7,695
292
$621K 0.02%
+5,412
293
$621K 0.02%
+37,814
294
$619K 0.02%
+2,963
295
$615K 0.02%
37,265
+2,024
296
$613K 0.02%
+5,542
297
$609K 0.02%
9,160
+6,061
298
$607K 0.02%
+2,574
299
$605K 0.02%
+6,797
300
$605K 0.02%
2,835
+1,144
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