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
$237M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.71M
3
+$2.32M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.32M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.28M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.24M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.12M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$944K

Sector Composition

1 Technology 8.42%
2 Healthcare 5.82%
3 Financials 5.01%
4 Industrials 4.22%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$442K 0.19%
8,727
-5
102
$440K 0.19%
19,072
-4,000
103
$432K 0.18%
3,762
-140
104
$418K 0.18%
12,434
+313
105
$414K 0.17%
3,843
106
$413K 0.17%
2,350
+342
107
$413K 0.17%
4,050
+271
108
$411K 0.17%
+7,180
109
$397K 0.17%
+5,914
110
$394K 0.17%
3,491
111
$384K 0.16%
4,323
+3
112
$384K 0.16%
+13,504
113
$378K 0.16%
12,362
+460
114
$371K 0.16%
8,542
+1,365
115
$370K 0.16%
15,580
-315
116
$368K 0.16%
4,266
+104
117
$366K 0.15%
24,363
-135
118
$362K 0.15%
4,497
+231
119
$357K 0.15%
14,066
+2,020
120
$355K 0.15%
16,340
-4,860
121
$354K 0.15%
7,591
+1,335
122
$351K 0.15%
27,346
+3,000
123
$350K 0.15%
1,759
+500
124
$350K 0.15%
4,768
+86
125
$347K 0.15%
2,503
-2
3 4
5
6 7