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
$237M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.71M
3
+$2.32M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.32M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.28M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.24M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.12M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$944K

Sector Composition

1 Technology 8.42%
2 Healthcare 5.82%
3 Financials 5.01%
4 Industrials 4.22%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.3%
22,117
+1,665
77
$695K 0.29%
23,175
+60
78
$671K 0.28%
18,419
-128
79
$653K 0.28%
8,376
+250
80
$644K 0.27%
4,728
+68
81
$588K 0.25%
25,879
+977
82
$575K 0.24%
14,681
+3,843
83
$574K 0.24%
24,116
+2,343
84
$572K 0.24%
10,163
+1,125
85
$569K 0.24%
5,895
+752
86
$559K 0.24%
8,808
87
$545K 0.23%
9,250
+14
88
$529K 0.22%
6,164
+1,594
89
$521K 0.22%
13,583
-2,191
90
$512K 0.22%
28,530
91
$494K 0.21%
4,569
92
$483K 0.2%
11,974
+4,841
93
$482K 0.2%
9,812
+5,121
94
$481K 0.2%
8,906
+4,198
95
$475K 0.2%
664
+41
96
$472K 0.2%
9,845
97
$470K 0.2%
15,458
+1,163
98
$456K 0.19%
+14,573
99
$455K 0.19%
67,872
-97,960
100
$447K 0.19%
5,021
+591
2 3
4
5 6