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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.41%
49,393
+4,059
52
$2.77M 0.4%
173,034
-13,146
53
$2.66M 0.38%
99,556
+5,468
54
$2.63M 0.38%
165,323
+92,397
55
$2.46M 0.35%
39,623
-332
56
$2.42M 0.35%
69,122
+4,995
57
$2.33M 0.33%
10,415
-1,954
58
$2.23M 0.32%
26,500
+3,956
59
$2.22M 0.32%
37,503
+20,259
60
$2.21M 0.32%
76,122
+3,994
61
$2.13M 0.3%
23,567
+9,649
62
$2.06M 0.3%
230,847
+1,247
63
$2.01M 0.29%
+77,090
64
$2.01M 0.29%
13,290
-490
65
$1.94M 0.28%
14,442
-884
66
$1.93M 0.28%
39,014
+2,550
67
$1.93M 0.28%
18,870
+1,052
68
$1.92M 0.28%
18,162
-7,183
69
$1.83M 0.26%
55,415
+5,865
70
$1.74M 0.25%
28,590
71
$1.72M 0.25%
32,945
+7,291
72
$1.71M 0.25%
14,875
+2,113
73
$1.69M 0.24%
52,601
+23,886
74
$1.61M 0.23%
12,563
-1,016
75
$1.58M 0.23%
62,968
-8,717
1 2
3
4 5