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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.29%
76,807
+3,478
52
$4.62M 0.29%
21,162
+1,796
53
$4.52M 0.29%
32,393
+606
54
$4.51M 0.29%
152,845
-2,275
55
$4.2M 0.27%
119,350
-4,758
56
$4.04M 0.26%
101,862
+66,168
57
$3.95M 0.25%
130,808
-9,513
58
$3.93M 0.25%
28,751
-2,407
59
$3.83M 0.24%
64,019
+13,226
60
$3.74M 0.24%
73,966
+17,804
61
$3.69M 0.23%
68,744
+1,500
62
$3.63M 0.23%
29,043
-4,944
63
$3.61M 0.23%
28,227
+2,823
64
$3.57M 0.23%
20,162
+277
65
$3.57M 0.23%
172,590
+1,535
66
$3.31M 0.21%
35,166
+1,630
67
$3.3M 0.21%
80,190
+10,450
68
$3.12M 0.2%
+207,722
69
$3.01M 0.19%
43,082
-11,374
70
$2.96M 0.19%
253,867
-8,365
71
$2.91M 0.19%
19,964
+834
72
$2.83M 0.18%
8,681
-547
73
$2.82M 0.18%
61,098
-19,347
74
$2.78M 0.18%
45,288
+1,649
75
$2.69M 0.17%
19,724
-519
1 2
3
4 5