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
401
$416K 0.01%
3,045
-16
402
$416K 0.01%
18,563
+2,055
403
$415K 0.01%
8,885
+4,435
404
$410K 0.01%
3,046
-550
405
$410K 0.01%
16,838
-99
406
$408K 0.01%
1,831
+8
407
$404K 0.01%
5,038
+1,942
408
$404K 0.01%
1,581
+290
409
$403K 0.01%
2,970
+897
410
$402K 0.01%
11,750
+3,794
411
$402K 0.01%
1,739
-351
412
$400K 0.01%
2,647
+963
413
$400K 0.01%
11,954
+4,964
414
$400K 0.01%
9,004
+3,127
415
$398K 0.01%
+1,020
416
$397K 0.01%
5,867
+1,828
417
$396K 0.01%
6,142
+417
418
$394K 0.01%
10,821
-3,774
419
$394K 0.01%
4,956
-1,809
420
$392K 0.01%
+3,863
421
$392K 0.01%
4,076
+228
422
$390K 0.01%
22,875
423
$388K 0.01%
2,959
+303
424
$388K 0.01%
+1,271
425
$388K 0.01%
10,026
+2,214
15 16
17
18 19