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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.22%
+64,404
77
$1.47M 0.21%
33,235
+21,751
78
$1.47M 0.21%
35,384
+26,351
79
$1.41M 0.2%
29,676
+15,377
80
$1.38M 0.2%
+26,429
81
$1.37M 0.2%
+13,058
82
$1.36M 0.19%
+18,245
83
$1.34M 0.19%
28,336
+1,415
84
$1.31M 0.19%
23,363
+1,653
85
$1.3M 0.19%
26,693
+13,372
86
$1.29M 0.19%
22,424
-1,434
87
$1.26M 0.18%
91,140
-19,444
88
$1.21M 0.17%
48,675
+19,834
89
$1.2M 0.17%
+14,832
90
$1.19M 0.17%
10,047
+791
91
$1.18M 0.17%
54,602
-6,665
92
$1.15M 0.16%
11,065
+519
93
$1.09M 0.16%
37,975
-6,854
94
$1.06M 0.15%
15,271
+2,825
95
$1.05M 0.15%
9,100
+96
96
$1.04M 0.15%
33,638
+6,211
97
$1.02M 0.15%
19,195
+9,072
98
$1.02M 0.15%
7,289
99
$1M 0.14%
15,385
+138
100
$998K 0.14%
7,400
+5,271
2 3
4
5 6