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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.1M 0.38%
138,397
+31,071
52
$13.9M 0.38%
263,637
+221,099
53
$13.6M 0.37%
331,629
+201,145
54
$13.2M 0.36%
48,795
+35,322
55
$13.1M 0.36%
156,148
+148,964
56
$13M 0.36%
+441,006
57
$13M 0.36%
38,745
+27,710
58
$12.5M 0.34%
169,988
+141,865
59
$12.3M 0.33%
48,293
+33,150
60
$12.2M 0.33%
159,079
+123,673
61
$12.2M 0.33%
413,880
+374,390
62
$11.8M 0.32%
18,203
+12,215
63
$11.7M 0.32%
113,656
+80,141
64
$11.4M 0.31%
280,836
+14,914
65
$11.2M 0.31%
27,056
+16,339
66
$11.1M 0.3%
19,625
+14,446
67
$11M 0.3%
262,270
+189,923
68
$10.9M 0.3%
30,915
+23,244
69
$10.8M 0.29%
147,745
+125,883
70
$10.7M 0.29%
567,708
+489,396
71
$10.4M 0.28%
34,173
+24,566
72
$10.4M 0.28%
38,758
+27,189
73
$10.4M 0.28%
98,145
+8,720
74
$10.2M 0.28%
85,101
+63,399
75
$10.2M 0.28%
170,587
+157,556
1 2
3
4 5