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
601
$216K 0.01%
+8,687
602
$216K 0.01%
1,018
+105
603
$215K 0.01%
+7,127
604
$214K 0.01%
+2,262
605
$214K 0.01%
2,729
-281
606
$214K 0.01%
+3,062
607
$211K 0.01%
+1,552
608
$209K 0.01%
+5,061
609
$209K 0.01%
+3,570
610
$208K 0.01%
+10,415
611
$208K 0.01%
+4,244
612
$207K 0.01%
+830
613
$205K 0.01%
4,763
-10,267
614
$204K 0.01%
+6,465
615
$204K 0.01%
+4,467
616
$204K 0.01%
+9,340
617
$203K 0.01%
+1,697
618
$202K 0.01%
62,501
+36,436
619
$202K 0.01%
+1,430
620
$201K 0.01%
2,234
+334
621
$197K ﹤0.01%
2,972
+162
622
$196K ﹤0.01%
10,447
-9,964
623
$186K ﹤0.01%
+12,680
624
$174K ﹤0.01%
67,714
+35,795
625
$159K ﹤0.01%
47,047
+22,153
23 24
25
26 27