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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$299K 0.01%
2,974
502
$298K 0.01%
2,255
+397
503
$295K 0.01%
4,709
+1,143
504
$295K 0.01%
4,360
+2,060
505
$294K 0.01%
5,358
-1,185
506
$293K 0.01%
7,922
+1,062
507
$293K 0.01%
+7,420
508
$293K 0.01%
+11,698
509
$291K 0.01%
3,300
+683
510
$290K 0.01%
1,693
+131
511
$290K 0.01%
+1,913
512
$290K 0.01%
4,483
-1,892
513
$290K 0.01%
+11,458
514
$287K 0.01%
+1,264
515
$284K 0.01%
+1,910
516
$281K 0.01%
+1,184
517
$281K 0.01%
825
+119
518
$281K 0.01%
4,698
-2,090
519
$280K 0.01%
4,492
+234
520
$279K 0.01%
+3,163
521
$278K 0.01%
+2,332
522
$278K 0.01%
8,579
+2,887
523
$277K 0.01%
+3,073
524
$277K 0.01%
+13,846
525
$272K 0.01%
1,756
-11
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