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
376
$400K 0.01%
7,430
+2,990
377
$400K 0.01%
+908
378
$395K 0.01%
+1,009
379
$394K 0.01%
+9,553
380
$393K 0.01%
+14,750
381
$391K 0.01%
5,445
+2,080
382
$390K 0.01%
+18,496
383
$388K 0.01%
+4,519
384
$387K 0.01%
+14,995
385
$385K 0.01%
+2,656
386
$384K 0.01%
+1,365
387
$382K 0.01%
+16,508
388
$378K 0.01%
+1,291
389
$378K 0.01%
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390
$375K 0.01%
+14,832
391
$374K 0.01%
+7,475
392
$372K 0.01%
3,505
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393
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394
$369K 0.01%
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395
$366K 0.01%
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396
$364K 0.01%
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397
$363K 0.01%
+8,363
398
$361K 0.01%
+1,539
399
$358K 0.01%
+5,883
400
$358K 0.01%
+171
14 15
16
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