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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 0.92%
53,247
+49,340
27
$5.79M 0.83%
+206,912
28
$5.55M 0.79%
+184,331
29
$5.19M 0.74%
72,522
+24,512
30
$4.88M 0.7%
77,088
-30,047
31
$4.85M 0.69%
114,346
+105,244
32
$4.82M 0.69%
55,842
+2,311
33
$4.71M 0.67%
+62,106
34
$4.7M 0.67%
29,590
+3,028
35
$4.69M 0.67%
360,000
36
$4.63M 0.66%
127,681
+1,076
37
$4.56M 0.65%
38,925
+27,851
38
$3.84M 0.55%
126,995
-84,164
39
$3.75M 0.54%
16,655
+1,647
40
$3.67M 0.53%
86,938
+45,280
41
$3.66M 0.52%
400,800
42
$3.48M 0.5%
150,939
+13,329
43
$3.4M 0.49%
38,281
+3,068
44
$3.3M 0.47%
48,249
+1,721
45
$3.19M 0.46%
91,594
+6,666
46
$3.18M 0.45%
82,715
+8,032
47
$3.14M 0.45%
204,308
+27,920
48
$3.08M 0.44%
28,131
+2,769
49
$3.04M 0.43%
41,816
+2,171
50
$2.88M 0.41%
+10,154
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