SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.9B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$87.8M
2
+$69.7M
3
+$49.1M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$47.7M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$45.5M

Top Sells

1
+$91.1M
2
+$57.8M
3
+$21.9M
4
MTN icon
Vail Resorts
MTN
+$19M
5
GDEN icon
Golden Entertainment
GDEN
+$16.7M

Sector Composition

1 Technology 13.54%
2 Financials 7.44%
3 Industrials 5.02%
4 Consumer Discretionary 4.37%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDL icon
1051
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.92B
$732K ﹤0.01%
8,315
-14,000
UMBF icon
1052
UMB Financial
UMBF
$9.04B
$731K ﹤0.01%
6,351
+2,944
BR icon
1053
Broadridge
BR
$22B
$724K ﹤0.01%
3,246
+77
SBAC icon
1054
SBA Communications
SBAC
$20.7B
$722K ﹤0.01%
3,732
+234
BEN icon
1055
Franklin Resources
BEN
$14.2B
$719K ﹤0.01%
30,107
+12,957
PODD icon
1056
Insulet
PODD
$16.9B
$718K ﹤0.01%
2,527
+96
ACI icon
1057
Albertsons Companies
ACI
$8.83B
$717K ﹤0.01%
41,763
-4,729
ELAN icon
1058
Elanco Animal Health
ELAN
$11.9B
$716K ﹤0.01%
31,645
+10,875
EG icon
1059
Everest Group
EG
$13.6B
$715K ﹤0.01%
2,106
-271
SCMB icon
1060
Schwab Municipal Bond ETF
SCMB
$3.62B
$710K ﹤0.01%
27,573
+13,226
DKS icon
1061
Dick's Sporting Goods
DKS
$17.9B
$709K ﹤0.01%
3,580
+861
FUTU icon
1062
Futu Holdings
FUTU
$20.5B
$709K ﹤0.01%
4,316
-2
HEI icon
1063
HEICO Corp
HEI
$44.6B
$707K ﹤0.01%
2,184
+391
BMI icon
1064
Badger Meter
BMI
$4.31B
$707K ﹤0.01%
4,051
+398
TYL icon
1065
Tyler Technologies
TYL
$15.8B
$706K ﹤0.01%
1,555
+260
EWBC icon
1066
East-West Bancorp
EWBC
$15.2B
$703K ﹤0.01%
6,255
+2,295
BSMS icon
1067
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$276M
$702K ﹤0.01%
+29,880
MSM icon
1068
MSC Industrial Direct
MSM
$5.3B
$700K ﹤0.01%
8,327
+529
GNMA icon
1069
iShares GNMA Bond ETF
GNMA
$404M
$700K ﹤0.01%
15,706
-3,763
DLN icon
1070
WisdomTree US LargeCap Dividend Fund
DLN
$5.82B
$699K ﹤0.01%
7,940
-494
TBBK icon
1071
The Bancorp
TBBK
$2.42B
$699K ﹤0.01%
10,350
+546
BPOP icon
1072
Popular Inc
BPOP
$8.94B
$697K ﹤0.01%
5,598
-375
IJT icon
1073
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.76B
$696K ﹤0.01%
4,930
+2,038
FANG icon
1074
Diamondback Energy
FANG
$50.7B
$696K ﹤0.01%
4,627
+371
ENSG icon
1075
The Ensign Group
ENSG
$12.2B
$694K ﹤0.01%
3,984
+918
41 42
43
44 45