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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$216K 0.01%
2,980
-581
352
$215K 0.01%
+10,115
353
$215K 0.01%
+8,495
354
$214K 0.01%
+10,112
355
$213K 0.01%
+3,609
356
$212K 0.01%
+9,960
357
$212K 0.01%
1,116
-225
358
$210K 0.01%
+1,386
359
$208K 0.01%
+1,090
360
$205K 0.01%
4,614
361
$204K 0.01%
6,369
-342
362
$203K 0.01%
+3,391
363
$201K 0.01%
+1,209
364
$200K 0.01%
1,560
-111
365
$177K 0.01%
11,725
+322
366
$168K 0.01%
10,077
367
$165K 0.01%
38,460
368
$150K 0.01%
22,696
369
$148K 0.01%
+49,161
370
$141K 0.01%
30,285
-112
371
$129K 0.01%
4,200
+1,000
372
$124K 0.01%
11,877
+1,197
373
$114K 0.01%
16,615
+362
374
$79K 0.01%
1,100
375
$61K ﹤0.01%
+68,721
13 14
15
16 17