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
$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
276
$821K 0.02%
37,506
+241
277
$817K 0.02%
3,056
+543
278
$800K 0.02%
7,022
+3,571
279
$799K 0.02%
7,342
+743
280
$786K 0.02%
4,166
+211
281
$783K 0.02%
1,025
+268
282
$778K 0.02%
2,996
+304
283
$765K 0.02%
10,276
+911
284
$762K 0.02%
3,749
+816
285
$757K 0.02%
3,015
+756
286
$754K 0.02%
22,089
+1,637
287
$742K 0.02%
16,260
+5,115
288
$736K 0.02%
8,948
+388
289
$735K 0.02%
5,638
-5,958
290
$730K 0.02%
3,954
+991
291
$725K 0.02%
3,149
+471
292
$722K 0.02%
15,991
-1,109
293
$715K 0.02%
+17,184
294
$707K 0.02%
6,603
+3,733
295
$699K 0.02%
4,230
+1,461
296
$679K 0.02%
27,260
+12,428
297
$677K 0.02%
18,079
+4,722
298
$674K 0.02%
3,740
+311
299
$670K 0.02%
11,144
+2,567
300
$668K 0.02%
1,980
+158
10 11
12
13 14