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
626
$156K ﹤0.01%
+10,886
627
$153K ﹤0.01%
35,875
628
$149K ﹤0.01%
14,319
+1,626
629
$148K ﹤0.01%
10,000
630
$147K ﹤0.01%
23,721
-10,000
631
$136K ﹤0.01%
20,205
+297
632
$135K ﹤0.01%
17,121
+223
633
$129K ﹤0.01%
21,131
+5,134
634
$123K ﹤0.01%
26,420
+11,486
635
$119K ﹤0.01%
12,690
+1,713
636
$114K ﹤0.01%
27,060
+6,064
637
$107K ﹤0.01%
+22,066
638
$105K ﹤0.01%
54,964
+12,807
639
$102K ﹤0.01%
+11,361
640
$99K ﹤0.01%
19,594
+5,702
641
$97K ﹤0.01%
+18,754
642
$94K ﹤0.01%
6,172
+3,296
643
$93K ﹤0.01%
3,310
+560
644
$91K ﹤0.01%
+10,327
645
$91K ﹤0.01%
+12,629
646
$87K ﹤0.01%
+14,378
647
$87K ﹤0.01%
11,994
-387
648
$86K ﹤0.01%
+56,516
649
$83K ﹤0.01%
34,291
+4,326
650
$77K ﹤0.01%
18,157
+4,848
24 25
26
27 28