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
376
$456K 0.01%
2,202
377
$450K 0.01%
3,403
+1,096
378
$449K 0.01%
29,016
+1,566
379
$448K 0.01%
3,237
+860
380
$447K 0.01%
6,372
+2,868
381
$446K 0.01%
+8,508
382
$445K 0.01%
2,406
+417
383
$445K 0.01%
4,629
-8
384
$445K 0.01%
5,614
-508
385
$442K 0.01%
2,532
+693
386
$441K 0.01%
20,236
+1,740
387
$441K 0.01%
855
+9
388
$441K 0.01%
6,652
+633
389
$437K 0.01%
3,336
+1,739
390
$436K 0.01%
2,161
+967
391
$434K 0.01%
5,598
+1,079
392
$431K 0.01%
5,852
+64
393
$429K 0.01%
8,795
+3,225
394
$427K 0.01%
6,370
+1,521
395
$427K 0.01%
21,124
+2,767
396
$426K 0.01%
5,114
-484
397
$425K 0.01%
208
+37
398
$423K 0.01%
3,819
+542
399
$422K 0.01%
8,873
-680
400
$419K 0.01%
+10,132
14 15
16
17 18