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
351
$521K 0.01%
8,292
-1,313
352
$520K 0.01%
18,158
+3,748
353
$511K 0.01%
8,736
+1,286
354
$509K 0.01%
687
+92
355
$508K 0.01%
7,742
+2,693
356
$505K 0.01%
5,254
+1,373
357
$501K 0.01%
5,361
+1,096
358
$499K 0.01%
9,610
-127
359
$498K 0.01%
9,323
-97
360
$495K 0.01%
2,223
-351
361
$495K 0.01%
3,775
-205
362
$495K 0.01%
6,080
+767
363
$491K 0.01%
7,470
+660
364
$487K 0.01%
+9,125
365
$487K 0.01%
3,796
+1,951
366
$483K 0.01%
11,638
+832
367
$482K 0.01%
4,372
+1,104
368
$480K 0.01%
+16,992
369
$470K 0.01%
2,677
-2,150
370
$468K 0.01%
3,492
+1,133
371
$468K 0.01%
12,417
+4,778
372
$464K 0.01%
2,510
+308
373
$462K 0.01%
+3,353
374
$460K 0.01%
9,094
+2,509
375
$457K 0.01%
5,539
+2,263
13 14
15
16 17