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
301
$665K 0.02%
10,433
+1,894
302
$663K 0.02%
9,002
+477
303
$659K 0.02%
24,418
+15,767
304
$658K 0.02%
14,330
-2,003
305
$653K 0.02%
6,969
+172
306
$652K 0.02%
7,981
-1,890
307
$650K 0.02%
7,717
+22
308
$650K 0.02%
11,700
+1,890
309
$648K 0.02%
3,029
+1,134
310
$647K 0.02%
1,319
-169
311
$636K 0.02%
13,794
+2,372
312
$633K 0.02%
5,079
+44
313
$631K 0.02%
+15,107
314
$629K 0.02%
7,918
+3,634
315
$628K 0.02%
33,159
+11,145
316
$622K 0.02%
1,390
+247
317
$619K 0.02%
+9,244
318
$614K 0.02%
10,715
+1,555
319
$611K 0.02%
7,195
+1,661
320
$608K 0.02%
5,542
321
$607K 0.02%
10,554
+900
322
$599K 0.02%
2,859
+1,011
323
$591K 0.01%
10,866
+2,484
324
$583K 0.01%
5,659
+247
325
$574K 0.01%
4,483
-89
11 12
13
14 15