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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 0.54%
157,143
-58,303
27
$6.34M 0.47%
338,823
+36,318
28
$6.16M 0.46%
344,816
+48,104
29
$6.08M 0.45%
40,080
+88
30
$6.01M 0.45%
142,260
+57,321
31
$5.99M 0.45%
48,497
-484
32
$5.8M 0.43%
204,040
+449
33
$5.66M 0.42%
104,640
+1,560
34
$5.62M 0.42%
19,051
-176
35
$5.35M 0.4%
54,904
+674
36
$5.28M 0.39%
31,142
+67
37
$5.24M 0.39%
17,895
-181
38
$5.12M 0.38%
38,862
+3,744
39
$5.08M 0.38%
98,983
-505
40
$5.05M 0.38%
54,634
+278
41
$5.05M 0.38%
68,472
+15,534
42
$5.04M 0.38%
18,375
-6,834
43
$5M 0.37%
190,619
+19,196
44
$4.89M 0.36%
32,937
-1
45
$4.89M 0.36%
31,438
+237
46
$4.65M 0.35%
34,911
-1,409
47
$4.62M 0.34%
88,147
+2,359
48
$4.54M 0.34%
180,247
+4,932
49
$4.36M 0.32%
65,454
+27,613
50
$4.33M 0.32%
20,796
+1,249
1
2
3 4 5