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
526
$222K 0.01%
+1,323
527
$222K 0.01%
+17,390
528
$221K 0.01%
+12,338
529
$218K 0.01%
+1,194
530
$217K 0.01%
+4,924
531
$217K 0.01%
+5,692
532
$216K 0.01%
+940
533
$216K 0.01%
+6,990
534
$215K 0.01%
+1,847
535
$214K 0.01%
+3,475
536
$214K 0.01%
+350
537
$214K 0.01%
+1,845
538
$213K 0.01%
+1,533
539
$213K 0.01%
+1,900
540
$212K 0.01%
+4,450
541
$212K 0.01%
+1,054
542
$211K 0.01%
+3,716
543
$209K 0.01%
+3,584
544
$209K 0.01%
+10,975
545
$209K 0.01%
+696
546
$208K 0.01%
+789
547
$208K 0.01%
+1,197
548
$208K 0.01%
+1,722
549
$206K 0.01%
+3,096
550
$203K 0.01%
+11,360
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