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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.17%
18,592
+2,092
77
$2.65M 0.17%
24,567
+4,480
78
$2.61M 0.17%
30,059
+1,440
79
$2.6M 0.17%
202,764
+58,356
80
$2.54M 0.16%
168,468
+92,786
81
$2.53M 0.16%
65,562
+618
82
$2.51M 0.16%
12,912
-150
83
$2.5M 0.16%
36,037
+1,816
84
$2.48M 0.16%
51,670
-625
85
$2.46M 0.16%
122,595
-4,131
86
$2.42M 0.15%
36,100
+3,540
87
$2.35M 0.15%
26,511
+14,169
88
$2.31M 0.15%
26,481
+661
89
$2.29M 0.15%
56,249
+927
90
$2.12M 0.13%
43,808
-1,160
91
$2.08M 0.13%
6,949
+947
92
$2.06M 0.13%
55,497
-19,902
93
$2.04M 0.13%
10,867
+421
94
$2.01M 0.13%
9,798
-365
95
$2M 0.13%
54,642
96
$1.98M 0.13%
9,419
+211
97
$1.95M 0.12%
16,189
+145
98
$1.93M 0.12%
21,997
+8,196
99
$1.91M 0.12%
35,880
+2,106
100
$1.9M 0.12%
7,881
+291
2 3
4
5 6