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
551
$251K 0.01%
+5,419
552
$251K 0.01%
+7,544
553
$251K 0.01%
+1,580
554
$251K 0.01%
+6,246
555
$251K 0.01%
579
+72
556
$250K 0.01%
2,871
-969
557
$249K 0.01%
2,995
+285
558
$248K 0.01%
+991
559
$247K 0.01%
5,000
560
$246K 0.01%
3,667
-1,217
561
$245K 0.01%
+6,508
562
$244K 0.01%
+2,000
563
$240K 0.01%
+721
564
$240K 0.01%
+8,506
565
$239K 0.01%
+2,665
566
$237K 0.01%
+6,062
567
$236K 0.01%
+7,776
568
$234K 0.01%
+679
569
$234K 0.01%
1,984
-1,144
570
$234K 0.01%
6,616
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571
$234K 0.01%
1,647
+6
572
$233K 0.01%
+3,296
573
$232K 0.01%
1,625
+302
574
$232K 0.01%
+2,247
575
$232K 0.01%
1,780
-109
21 22
23
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