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
651
$71K ﹤0.01%
6,000
+800
652
$68K ﹤0.01%
+12,349
653
$67K ﹤0.01%
+13,163
654
$67K ﹤0.01%
+12,417
655
$67K ﹤0.01%
11,732
656
$66K ﹤0.01%
+1,320
657
$65K ﹤0.01%
+12,199
658
$65K ﹤0.01%
25,000
+15,000
659
$58K ﹤0.01%
+2,607
660
$54K ﹤0.01%
+10,785
661
$49K ﹤0.01%
+19,440
662
$47K ﹤0.01%
10,000
663
$44K ﹤0.01%
14,551
+2,669
664
$39K ﹤0.01%
+1,880
665
$39K ﹤0.01%
+20
666
$35K ﹤0.01%
+10,000
667
$27K ﹤0.01%
+44
668
$6K ﹤0.01%
+531
669
$5K ﹤0.01%
11,353
670
$5K ﹤0.01%
15,000
671
– –
-1,365
672
– –
-33,564
673
– –
-5,601
674
– –
-2,939
675
– –
-2,605,496
25 26
27
28 29