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
426
$387K 0.01%
+165
427
$387K 0.01%
1,060
+51
428
$385K 0.01%
+13,233
429
$385K 0.01%
9,740
+2,360
430
$381K 0.01%
41,820
+20,995
431
$380K 0.01%
53,652
+22,058
432
$374K 0.01%
5,272
433
$373K 0.01%
2,500
+18
434
$367K 0.01%
+777
435
$366K 0.01%
5,099
+1,337
436
$365K 0.01%
6,170
+1,246
437
$363K 0.01%
2,759
+720
438
$359K 0.01%
2,103
+906
439
$359K 0.01%
11,221
+2,049
440
$357K 0.01%
+3,521
441
$356K 0.01%
926
+18
442
$356K 0.01%
4,765
-1,017
443
$354K 0.01%
5,445
444
$353K 0.01%
1,424
+409
445
$353K 0.01%
12,625
+5,469
446
$352K 0.01%
+1,715
447
$350K 0.01%
3,076
+112
448
$349K 0.01%
5,883
449
$348K 0.01%
10,000
-1,672
450
$346K 0.01%
495
+93
16 17
18
19 20