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
451
$346K 0.01%
+4,150
452
$345K 0.01%
10,900
+3,050
453
$345K 0.01%
6,855
454
$344K 0.01%
2,079
+721
455
$343K 0.01%
7,493
+1,412
456
$343K 0.01%
62,728
+19,430
457
$342K 0.01%
+6,617
458
$341K 0.01%
+4,118
459
$340K 0.01%
+11,166
460
$340K 0.01%
3,516
+11
461
$340K 0.01%
88,124
+37,212
462
$339K 0.01%
1,566
+350
463
$339K 0.01%
7,569
+1,651
464
$338K 0.01%
924
+229
465
$337K 0.01%
4,249
+589
466
$337K 0.01%
5,679
+2,095
467
$337K 0.01%
3,383
+969
468
$336K 0.01%
+2,096
469
$336K 0.01%
3,895
470
$335K 0.01%
4,455
+1,133
471
$335K 0.01%
11,484
-2,702
472
$334K 0.01%
5,324
+1,608
473
$334K 0.01%
4,350
+200
474
$334K 0.01%
1,893
+354
475
$331K 0.01%
6,099
-671
17 18
19
20 21