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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.9M 0.35%
74,080
-1,438
52
$13.6M 0.34%
575,196
+23,780
53
$13.5M 0.34%
63,760
+15,467
54
$13.3M 0.33%
53,111
+18,938
55
$13.2M 0.33%
206,829
-7,326
56
$13.1M 0.33%
130,131
-1,304
57
$13.1M 0.33%
273,205
-9,796
58
$12.9M 0.32%
222,299
-42,628
59
$12.9M 0.32%
123,714
-4,091
60
$12.8M 0.32%
22,312
+2,687
61
$12.8M 0.32%
256,857
+124,719
62
$12.7M 0.32%
234,677
-32,071
63
$12.7M 0.32%
228,131
+57,544
64
$12.6M 0.31%
331,689
+60
65
$12.3M 0.31%
34,275
+3,360
66
$12.3M 0.31%
161,116
+4,968
67
$12.3M 0.31%
278,234
-2,602
68
$12.1M 0.3%
181,631
+33,886
69
$11.9M 0.3%
52,325
+3,530
70
$11.5M 0.29%
83,614
+48,763
71
$11.3M 0.28%
58,297
+48,152
72
$11.2M 0.28%
20,039
+1,836
73
$11M 0.27%
108,625
-5,031
74
$10.8M 0.27%
194,454
+33,883
75
$10.8M 0.27%
43,485
+4,727
1 2
3
4 5