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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$443K 0.01%
16,937
+1,287
352
$442K 0.01%
+1,143
353
$440K 0.01%
+5,782
354
$438K 0.01%
+846
355
$436K 0.01%
+22,014
356
$435K 0.01%
+5,534
357
$434K 0.01%
+14,186
358
$432K 0.01%
+6,788
359
$431K 0.01%
+6,375
360
$430K 0.01%
+6,019
361
$427K 0.01%
+4,637
362
$424K 0.01%
3,848
+188
363
$424K 0.01%
22,875
+9,622
364
$421K 0.01%
9,980
+2,620
365
$419K 0.01%
+11,672
366
$418K 0.01%
+3,061
367
$412K 0.01%
+5,185
368
$412K 0.01%
+4,265
369
$411K 0.01%
+2,482
370
$411K 0.01%
9,050
+300
371
$409K 0.01%
+9,034
372
$407K 0.01%
14,410
+2,410
373
$404K 0.01%
+84,071
374
$404K 0.01%
+4,991
375
$401K 0.01%
5,272
13 14
15
16 17