SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$88.8M
3
+$83.2M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$81.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$48.2M

Top Sells

1
+$99.7M
2
+$59.5M
3
+$53.8M
4
SFGV
Sequoia Global Value ETF
SFGV
+$49.7M
5
HON icon
Honeywell
HON
+$39.8M

Sector Composition

1 Technology 13.21%
2 Financials 7.22%
3 Consumer Discretionary 5.03%
4 Industrials 4.9%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
526
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.54B
$1.94M 0.01%
79,971
+147
ITW icon
527
Illinois Tool Works
ITW
$72.5B
$1.94M 0.01%
7,442
+294
ESML icon
528
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
$1.94M 0.01%
42,954
+32,807
COIN icon
529
Coinbase
COIN
$74.7B
$1.93M 0.01%
5,733
+902
IBDQ icon
530
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$1.93M 0.01%
76,737
CTVA icon
531
Corteva
CTVA
$44.1B
$1.93M 0.01%
28,574
+3,608
APD icon
532
Air Products & Chemicals
APD
$58B
$1.93M 0.01%
7,086
+469
TD icon
533
Toronto Dominion Bank
TD
$144B
$1.93M 0.01%
24,151
+6,019
IUSG icon
534
iShares Core S&P US Growth ETF
IUSG
$26.2B
$1.92M 0.01%
11,672
+344
WSBC icon
535
WesBanco
WSBC
$3.22B
$1.91M 0.01%
59,963
ADSK icon
536
Autodesk
ADSK
$65.1B
$1.91M 0.01%
6,026
-266
JNK icon
537
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$1.91M 0.01%
19,489
-9,313
GDX icon
538
VanEck Gold Miners ETF
GDX
$23.8B
$1.9M 0.01%
24,919
+2,235
TM icon
539
Toyota
TM
$255B
$1.9M 0.01%
9,940
+599
IWO icon
540
iShares Russell 2000 Growth ETF
IWO
$13.1B
$1.9M 0.01%
5,934
-1,188
SPUS icon
541
SP Funds S&P 500 Sharia ETF
SPUS
$1.84B
$1.9M 0.01%
38,380
BP icon
542
BP
BP
$95.1B
$1.9M 0.01%
54,999
+2,292
FNDA icon
543
Schwab Fundamental US Small Company Index ETF
FNDA
$9.05B
$1.9M 0.01%
60,821
+1,894
PRF icon
544
Invesco FTSE RAFI US 1000 ETF
PRF
$8.54B
$1.89M 0.01%
41,860
+9,953
BTC
545
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$1.88M 0.01%
37,177
+26,912
SCHQ icon
546
Schwab Long-Term US Treasury ETF
SCHQ
$1.01B
$1.88M 0.01%
58,071
+12,290
CASY icon
547
Casey's General Stores
CASY
$20.6B
$1.87M 0.01%
3,306
+74
CRH icon
548
CRH
CRH
$81.2B
$1.87M 0.01%
15,582
+1,236
WF icon
549
Woori Financial
WF
$14.3B
$1.87M 0.01%
33,246
+3,219
IHI icon
550
iShares US Medical Devices ETF
IHI
$4.26B
$1.86M 0.01%
31,035
-1,595
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