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
351
$203K 0.02%
2,622
-350
352
$189K 0.01%
11,928
+1,910
353
$184K 0.01%
10,440
354
$182K 0.01%
10,797
+61
355
$166K 0.01%
38,460
356
$162K 0.01%
+10,235
357
$142K 0.01%
11,267
-1,253
358
$142K 0.01%
30,358
-3,624
359
$134K 0.01%
3,200
+600
360
$128K 0.01%
10,306
+10
361
$122K 0.01%
22,595
362
$121K 0.01%
129
+13
363
$114K 0.01%
+7,021
364
$113K 0.01%
16,042
-1,209
365
$106K 0.01%
10,680
366
$76K 0.01%
68,721
-14
367
$61K ﹤0.01%
1,100
368
$27K ﹤0.01%
1,411
-158
369
$23K ﹤0.01%
1,250
370
$7K ﹤0.01%
1,703
371
$6K ﹤0.01%
1,253
372
– –
0
373
– –
-4,206
374
– –
-18,717
375
– –
-1,491
12 13 14
15
16