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
$237M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.71M
3
+$2.32M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.32M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.28M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.24M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.12M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$944K

Sector Composition

1 Technology 8.42%
2 Healthcare 5.82%
3 Financials 5.01%
4 Industrials 4.22%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.44%
34,974
+33
52
$1.04M 0.44%
107,603
+12,236
53
$1.03M 0.44%
25,278
+1,297
54
$1.02M 0.43%
10,921
+1,265
55
$1.01M 0.43%
38,320
+9,401
56
$1.01M 0.43%
10,377
+255
57
$955K 0.4%
9,647
-162
58
$953K 0.4%
10,340
+7
59
$937K 0.4%
+36,944
60
$892K 0.38%
13,643
+374
61
$889K 0.38%
14,483
+1,342
62
$885K 0.37%
165,476
+15,935
63
$857K 0.36%
5,582
+60
64
$833K 0.35%
+9,090
65
$833K 0.35%
5,359
+199
66
$830K 0.35%
7,176
-345
67
$826K 0.35%
29,032
+76
68
$819K 0.35%
15,071
+646
69
$816K 0.34%
15,228
-1,056
70
$813K 0.34%
10,671
+1,501
71
$806K 0.34%
30,053
+2,307
72
$795K 0.34%
28,681
+3,400
73
$778K 0.33%
19,617
+1,203
74
$762K 0.32%
31,008
-39
75
$750K 0.32%
11,069
+709
1 2
3
4 5