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
326
$564K 0.01%
27,470
+8,680
327
$562K 0.01%
4,561
-123
328
$562K 0.01%
3,074
+58
329
$561K 0.01%
4,036
-294
330
$557K 0.01%
9,717
+683
331
$555K 0.01%
2,446
-178
332
$555K 0.01%
1,946
+228
333
$554K 0.01%
18,832
+4,082
334
$552K 0.01%
10,760
+3,285
335
$549K 0.01%
461
+62
336
$546K 0.01%
+11,008
337
$546K 0.01%
3,382
+1,580
338
$545K 0.01%
2,500
-7
339
$545K 0.01%
4,942
+1,582
340
$543K 0.01%
992
+134
341
$543K 0.01%
3,150
+523
342
$539K 0.01%
20,902
-360
343
$538K 0.01%
11,386
+1,055
344
$531K 0.01%
1,633
+937
345
$531K 0.01%
972
+223
346
$531K 0.01%
1,733
+245
347
$523K 0.01%
11,177
+3,021
348
$523K 0.01%
4,897
349
$523K 0.01%
6,501
+1,603
350
$521K 0.01%
21,725
12 13
14
15 16