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
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.34%
13,579
+3,364
52
$1.81M 0.34%
71,685
-304,629
53
$1.81M 0.34%
57,333
-2,969
54
$1.75M 0.33%
+28,590
55
$1.74M 0.32%
+35,561
56
$1.74M 0.32%
+33,238
57
$1.63M 0.3%
229,600
-10,765
58
$1.59M 0.3%
110,584
-366,782
59
$1.55M 0.29%
60,928
-8,086
60
$1.53M 0.29%
49,550
-12,270
61
$1.51M 0.28%
12,762
-272
62
$1.41M 0.26%
61,267
-95,242
63
$1.41M 0.26%
23,858
-14,559
64
$1.38M 0.26%
+25,654
65
$1.36M 0.25%
11,074
+3,784
66
$1.34M 0.25%
+41,658
67
$1.32M 0.25%
+72,926
68
$1.31M 0.24%
44,829
-216,797
69
$1.29M 0.24%
21,710
-1,499
70
$1.25M 0.23%
7,474
-730
71
$1.24M 0.23%
26,921
-7,301
72
$1.22M 0.23%
13,918
-2,982
73
$1.2M 0.22%
21,688
-18,216
74
$1.16M 0.22%
9,004
+530
75
$1.11M 0.21%
13,258
+4,769
1 2
3
4 5