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
$237M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.71M
3
+$2.32M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.32M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.28M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.24M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.12M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$944K

Sector Composition

1 Technology 8.42%
2 Healthcare 5.82%
3 Financials 5.01%
4 Industrials 4.22%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.66%
8,123
-7,578
27
$1.55M 0.65%
13,288
-4,000
28
$1.51M 0.64%
11,859
+800
29
$1.5M 0.63%
14,530
+875
30
$1.48M 0.62%
10,690
-8,958
31
$1.47M 0.62%
78,663
+6,732
32
$1.42M 0.6%
6,827
33
$1.41M 0.6%
14,550
+1,374
34
$1.4M 0.59%
16,839
+3,746
35
$1.4M 0.59%
17,840
+894
36
$1.36M 0.58%
44,755
-76,904
37
$1.33M 0.56%
24,343
+1,148
38
$1.32M 0.56%
45,560
-38,401
39
$1.28M 0.54%
6,206
-188
40
$1.27M 0.53%
29,696
+1,961
41
$1.26M 0.53%
153,582
+9,522
42
$1.25M 0.53%
19,356
+1,257
43
$1.24M 0.52%
90,951
+5,395
44
$1.22M 0.51%
25,065
+66
45
$1.21M 0.51%
29,067
-198
46
$1.16M 0.49%
11,852
+1,892
47
$1.14M 0.48%
10,557
+417
48
$1.13M 0.48%
13,502
+882
49
$1.13M 0.48%
14,092
+2,579
50
$1.07M 0.45%
9,988
+542
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