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
451
$290K 0.01%
+1,641
452
$289K 0.01%
+3,322
453
$288K 0.01%
+7,380
454
$286K 0.01%
+1,015
455
$284K 0.01%
+768
456
$281K 0.01%
+842
457
$280K 0.01%
+2,377
458
$278K 0.01%
+1,688
459
$277K 0.01%
+4,432
460
$275K 0.01%
+3,580
461
$275K 0.01%
1,858
+52
462
$274K 0.01%
+7,850
463
$274K 0.01%
3,143
+143
464
$272K 0.01%
+4,039
465
$269K 0.01%
+43,298
466
$267K 0.01%
+885
467
$266K 0.01%
8,651
-1,349
468
$266K 0.01%
+4,387
469
$266K 0.01%
+6,209
470
$266K 0.01%
+9,172
471
$265K 0.01%
8,336
472
$261K 0.01%
706
+136
473
$260K 0.01%
1,562
+235
474
$260K 0.01%
+8,116
475
$260K 0.01%
+1,067
17 18
19
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