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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.31%
160,726
+56,599
52
$4.14M 0.31%
74,111
+3,539
53
$4.09M 0.3%
53,396
+149
54
$4M 0.3%
30,483
-949
55
$3.87M 0.29%
147,092
-7,455
56
$3.79M 0.28%
34,591
+754
57
$3.73M 0.28%
33,368
+2,268
58
$3.71M 0.28%
127,983
+82,492
59
$3.6M 0.27%
70,574
+3,083
60
$3.45M 0.26%
9,479
+369
61
$3.44M 0.26%
19,692
+361
62
$3.25M 0.24%
17,410
+1,407
63
$3.23M 0.24%
78,684
-2,959
64
$2.91M 0.22%
74,870
+9,550
65
$2.89M 0.21%
35,257
+1,268
66
$2.87M 0.21%
20,637
-216
67
$2.85M 0.21%
22,883
+7,575
68
$2.81M 0.21%
51,325
-596
69
$2.79M 0.21%
110,402
-2,760
70
$2.71M 0.2%
54,008
-455
71
$2.55M 0.19%
266,227
+5,081
72
$2.52M 0.19%
44,182
+680
73
$2.48M 0.18%
51,865
+4,286
74
$2.4M 0.18%
126,315
+2,451
75
$2.37M 0.18%
+137,863
1 2
3
4 5