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
$14.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.5M
3
+$32.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$25.9M

Top Sells

1
+$34.7M
2
+$27.5M
3
+$21.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.7M
5
CZR icon
Caesars Entertainment
CZR
+$17.3M

Sector Composition

1 Technology 12.81%
2 Financials 7.5%
3 Consumer Discretionary 5.17%
4 Industrials 4.89%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJNK icon
526
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$1.61M 0.01%
63,256
-126,995
TM icon
527
Toyota
TM
$263B
$1.61M 0.01%
9,341
+318
FE icon
528
FirstEnergy
FE
$26.6B
$1.6M 0.01%
39,807
+5,977
SFLR icon
529
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$1.6M 0.01%
47,605
-9,902
EA icon
530
Electronic Arts
EA
$50B
$1.59M 0.01%
9,986
+2,933
GLPI icon
531
Gaming and Leisure Properties
GLPI
$12.7B
$1.59M 0.01%
34,117
+9,998
NKE icon
532
Nike
NKE
$91.6B
$1.59M 0.01%
22,396
+5,896
NJUL icon
533
Innovator Growth-100 Power Buffer ETF July
NJUL
$261M
$1.58M 0.01%
23,259
-7,850
RING icon
534
iShares MSCI Global Gold Miners ETF
RING
$2.19B
$1.58M 0.01%
36,110
+1,342
BP icon
535
BP
BP
$91.6B
$1.58M 0.01%
52,707
-420
DT icon
536
Dynatrace
DT
$13.9B
$1.58M 0.01%
+28,530
PPC icon
537
Pilgrim's Pride
PPC
$8.68B
$1.57M 0.01%
34,828
-67
GNTX icon
538
Gentex
GNTX
$5.1B
$1.56M 0.01%
70,950
+20,083
ABNB icon
539
Airbnb
ABNB
$73.7B
$1.55M 0.01%
11,713
+2,344
HLAL icon
540
Wahed FTSE USA Shariah ETF
HLAL
$709M
$1.54M 0.01%
28,784
D icon
541
Dominion Energy
D
$51.7B
$1.54M 0.01%
27,207
+9,085
MET icon
542
MetLife
MET
$50.2B
$1.53M 0.01%
19,068
+4,174
HWM icon
543
Howmet Aerospace
HWM
$83B
$1.53M 0.01%
8,200
+2,182
IGRO icon
544
iShares International Dividend Growth ETF
IGRO
$1.18B
$1.53M 0.01%
19,333
-3,536
GWW icon
545
W.W. Grainger
GWW
$45.6B
$1.52M 0.01%
1,459
+109
NDSN icon
546
Nordson
NDSN
$13B
$1.52M 0.01%
7,077
+1,041
TAK icon
547
Takeda Pharmaceutical
TAK
$43B
$1.52M 0.01%
98,050
+33,451
SJM icon
548
J.M. Smucker
SJM
$11.3B
$1.51M 0.01%
15,412
+993
CAH icon
549
Cardinal Health
CAH
$46.7B
$1.5M 0.01%
8,946
+916
ECL icon
550
Ecolab
ECL
$72.4B
$1.5M 0.01%
5,556
+432
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