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
526
$272K 0.01%
3,874
-558
527
$272K 0.01%
3,536
+715
528
$272K 0.01%
3,775
+304
529
$271K 0.01%
+3,783
530
$270K 0.01%
3,740
+160
531
$269K 0.01%
+6,458
532
$268K 0.01%
2,239
+551
533
$268K 0.01%
615
+98
534
$268K 0.01%
6,702
+1,304
535
$267K 0.01%
978
+210
536
$266K 0.01%
4,396
+398
537
$265K 0.01%
42,247
+20,150
538
$265K 0.01%
4,822
+854
539
$264K 0.01%
2,349
+627
540
$263K 0.01%
+13,897
541
$262K 0.01%
3,378
-1,613
542
$262K 0.01%
+2,497
543
$262K 0.01%
1,083
+16
544
$261K 0.01%
+208
545
$257K 0.01%
8,336
546
$257K 0.01%
27,591
+14,830
547
$255K 0.01%
17,271
+4,933
548
$255K 0.01%
5,901
-66
549
$254K 0.01%
3,255
-42
550
$254K 0.01%
855
+13
20 21
22
23 24