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
$2.19B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.25M
3
+$6.39M
4
DD icon
DuPont de Nemours
DD
+$4.34M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.11M

Top Sells

1
+$3.73M
2
+$3.21M
3
+$1.53M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.23M

Sector Composition

1 Technology 7.16%
2 Healthcare 3.39%
3 Financials 3.11%
4 Consumer Discretionary 2.89%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.14M 0.19%
19,564
+495
77
$4.12M 0.19%
23,409
+1,837
78
$4.11M 0.19%
21,692
-16,950
79
$3.98M 0.18%
86,680
+760
80
$3.93M 0.18%
78,908
+2,631
81
$3.85M 0.18%
62,025
+15,543
82
$3.82M 0.17%
48,920
-86
83
$3.79M 0.17%
43,280
+1,380
84
$3.75M 0.17%
23,860
+580
85
$3.7M 0.17%
26,367
+2,349
86
$3.68M 0.17%
67,536
+5,196
87
$3.57M 0.16%
52,192
+14,104
88
$3.44M 0.16%
12,599
+534
89
$3.36M 0.15%
15,359
+1,521
90
$3.33M 0.15%
30,230
+1,261
91
$3.28M 0.15%
13,395
+3
92
$3.15M 0.14%
49,272
-176
93
$3.11M 0.14%
136,746
+2,472
94
$3.07M 0.14%
43,923
+3,916
95
$2.99M 0.14%
21,893
+191
96
$2.97M 0.14%
32,065
+1,219
97
$2.91M 0.13%
8,465
+277
98
$2.89M 0.13%
34,193
+6,592
99
$2.79M 0.13%
26,112
+88
100
$2.74M 0.13%
81,740
-4,576
2 3
4
5 6