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
426
$328K 0.01%
+6,543
427
$326K 0.01%
+2,039
428
$326K 0.01%
+6,585
429
$325K 0.01%
+6,770
430
$322K 0.01%
+8,156
431
$321K 0.01%
+15,157
432
$321K 0.01%
+3,450
433
$319K 0.01%
+3,660
434
$318K 0.01%
+940
435
$317K 0.01%
+2,300
436
$316K 0.01%
+2,307
437
$312K 0.01%
+1,839
438
$309K 0.01%
+14,374
439
$309K 0.01%
+5,918
440
$304K 0.01%
+3,998
441
$303K 0.01%
+1,802
442
$302K 0.01%
27,450
+4,855
443
$299K 0.01%
+695
444
$298K 0.01%
+5,967
445
$296K 0.01%
+13,613
446
$295K 0.01%
+449
447
$294K 0.01%
3,555
+310
448
$291K 0.01%
+4,258
449
$291K 0.01%
6,454
+1,216
450
$290K 0.01%
+2,359
16 17
18
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