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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$259K 0.01%
+5,398
477
$258K 0.01%
+935
478
$258K 0.01%
+5,040
479
$258K 0.01%
+1,597
480
$258K 0.01%
+14,383
481
$257K 0.01%
+5,444
482
$257K 0.01%
+5,570
483
$256K 0.01%
+1,358
484
$255K 0.01%
+6,860
485
$254K 0.01%
+402
486
$250K 0.01%
+13,158
487
$250K 0.01%
+5,000
488
$249K 0.01%
+3,596
489
$249K 0.01%
+1,889
490
$248K 0.01%
+5,877
491
$248K 0.01%
+50,912
492
$248K 0.01%
+5,713
493
$247K 0.01%
+1,679
494
$247K 0.01%
+31,594
495
$247K 0.01%
+2,408
496
$246K 0.01%
+507
497
$246K 0.01%
+2,821
498
$245K 0.01%
+1,535
499
$245K 0.01%
+7,639
500
$244K 0.01%
+20,825
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