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
NOK icon
1176
Nokia
NOK
$45.5B
$595K ﹤0.01%
91,892
+7,278
LII icon
1177
Lennox International
LII
$19.2B
$594K ﹤0.01%
1,224
+513
TFSL icon
1178
TFS Financial
TFSL
$4B
$592K ﹤0.01%
44,263
+13,612
OGS icon
1179
ONE Gas
OGS
$5.5B
$590K ﹤0.01%
7,640
+1,863
CRUS icon
1180
Cirrus Logic
CRUS
$7.03B
$584K ﹤0.01%
4,931
+1,465
IBB icon
1181
iShares Biotechnology ETF
IBB
$8.56B
$584K ﹤0.01%
3,459
+119
SCHI icon
1182
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.7B
$584K ﹤0.01%
25,407
-3,336
BIV icon
1183
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$584K ﹤0.01%
7,493
-546
VAW icon
1184
Vanguard Materials ETF
VAW
$3.09B
$582K ﹤0.01%
2,802
+116
LKQ icon
1185
LKQ Corp
LKQ
$8.18B
$580K ﹤0.01%
19,208
+5,524
CF icon
1186
CF Industries
CF
$16.1B
$579K ﹤0.01%
7,488
+3,599
SMCI icon
1187
Super Micro Computer
SMCI
$19.6B
$578K ﹤0.01%
19,748
-2,461
WSO icon
1188
Watsco Inc
WSO
$16.4B
$577K ﹤0.01%
1,713
+1,024
SHLD icon
1189
Global X Defense Tech ETF
SHLD
$7.77B
$576K ﹤0.01%
8,893
YETI icon
1190
Yeti Holdings
YETI
$3.32B
$575K ﹤0.01%
13,029
+3,791
SIVR icon
1191
abrdn Physical Silver Shares ETF
SIVR
$6.05B
$574K ﹤0.01%
8,489
+1,253
SCHZ icon
1192
Schwab US Aggregate Bond ETF
SCHZ
$10B
$571K ﹤0.01%
24,417
-12,166
EMLC icon
1193
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.03B
$570K ﹤0.01%
+22,092
CRDO icon
1194
Credo Technology Group
CRDO
$18.5B
$570K ﹤0.01%
3,958
+1,262
BALL icon
1195
Ball Corp
BALL
$17.4B
$568K ﹤0.01%
+10,731
R icon
1196
Ryder
R
$8.48B
$566K ﹤0.01%
2,958
+442
IP icon
1197
International Paper
IP
$22.5B
$566K ﹤0.01%
14,368
-4,204
ARW icon
1198
Arrow Electronics
ARW
$7.33B
$565K ﹤0.01%
5,129
+1,756
OKLO
1199
Oklo
OKLO
$10.3B
$564K ﹤0.01%
+7,854
INVH icon
1200
Invitation Homes
INVH
$16.3B
$563K ﹤0.01%
20,257
+484
46 47
48
49 50