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
576
$82K ﹤0.01%
+24,894
577
$81K ﹤0.01%
31,919
+19,164
578
$76K ﹤0.01%
+29,965
579
$73K ﹤0.01%
26,065
+2,073
580
$69K ﹤0.01%
+11,732
581
$66K ﹤0.01%
+13,892
582
$65K ﹤0.01%
2,876
-4,364
583
$61K ﹤0.01%
+14,934
584
$61K ﹤0.01%
+42,157
585
$59K ﹤0.01%
+2,500
586
$51K ﹤0.01%
+11,264
587
$47K ﹤0.01%
+11,882
588
$42K ﹤0.01%
+10,000
589
$41K ﹤0.01%
+1,934
590
$41K ﹤0.01%
+13,309
591
$32K ﹤0.01%
+17,584
592
$24K ﹤0.01%
10,000
593
$18K ﹤0.01%
+10,604
594
$5K ﹤0.01%
15,000
595
$4K ﹤0.01%
+11,353
596
– –
-11,650
597
– –
-20,000
598
– –
-2,133
599
– –
-3,863
600
– –
-24,899
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