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
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 0.66%
400,800
27
$3.31M 0.62%
137,610
-64,632
28
$3.27M 0.61%
15,008
+242
29
$3.19M 0.59%
25,362
-280
30
$3.15M 0.59%
+125,311
31
$3.05M 0.57%
84,928
+2,812
32
$2.93M 0.55%
74,683
+309
33
$2.83M 0.53%
186,180
-524,223
34
$2.67M 0.5%
12,369
-4,517
35
$2.62M 0.49%
45,334
+2,148
36
$2.61M 0.49%
+94,088
37
$2.57M 0.48%
25,345
-59,384
38
$2.54M 0.47%
176,388
+39,752
39
$2.47M 0.46%
46,528
+10,471
40
$2.43M 0.45%
39,645
+1,079
41
$2.34M 0.44%
64,127
+53,046
42
$2.32M 0.43%
35,213
+1,294
43
$2.3M 0.43%
39,955
-395
44
$2.23M 0.42%
28,709
+593
45
$2.23M 0.42%
72,128
+52,997
46
$2.02M 0.38%
22,544
-2,576
47
$1.97M 0.37%
15,326
+2,682
48
$1.96M 0.36%
13,780
-1,539
49
$1.9M 0.35%
+17,818
50
$1.9M 0.35%
+36,464
1
2
3 4 5