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
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.2%
9,256
-1,537
77
$1.08M 0.2%
67,098
-6,257
78
$1.04M 0.19%
15,247
-1,307
79
$1.03M 0.19%
26,084
-5,212
80
$1.02M 0.19%
+17,244
81
$990K 0.18%
6,850
-295
82
$980K 0.18%
+12,128
83
$979K 0.18%
10,546
+804
84
$974K 0.18%
5,326
+616
85
$917K 0.17%
13,557
+2,535
86
$915K 0.17%
7,289
87
$891K 0.17%
32,232
-14,686
88
$881K 0.16%
28,715
-8,818
89
$881K 0.16%
27,427
-1,430
90
$849K 0.16%
12,446
-1,672
91
$839K 0.16%
20,860
+280
92
$830K 0.15%
9,006
+3
93
$808K 0.15%
18,250
-2,545
94
$803K 0.15%
14,825
-858
95
$795K 0.15%
9,419
-1,459
96
$752K 0.14%
+28,841
97
$750K 0.14%
39,763
-81,315
98
$749K 0.14%
19,260
-8,440
99
$720K 0.13%
42,755
-434,065
100
$716K 0.13%
+14,299
2 3
4
5 6