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
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$712K 0.13%
6,913
+521
102
$712K 0.13%
24,427
+3,666
103
$653K 0.12%
13,321
104
$646K 0.12%
7,176
-216
105
$640K 0.12%
5,854
-4,578
106
$633K 0.12%
8,972
-56
107
$627K 0.12%
+43,227
108
$612K 0.11%
20,001
-3,142
109
$565K 0.11%
10,420
110
$562K 0.1%
14,928
-10,142
111
$555K 0.1%
18,232
-45,684
112
$554K 0.1%
5,837
-4,357
113
$530K 0.1%
11,466
+1,248
114
$527K 0.1%
33,651
+2,267
115
$526K 0.1%
10,123
-266
116
$522K 0.1%
11,484
-4,927
117
$515K 0.1%
11,851
-1,929
118
$509K 0.09%
6,154
-144
119
$501K 0.09%
4,813
+63
120
$477K 0.09%
7,447
-610
121
$477K 0.09%
30,343
-2,275
122
$463K 0.09%
14,081
-556
123
$459K 0.09%
+34,228
124
$451K 0.08%
3,694
-585
125
$447K 0.08%
16,458
-8,850
3 4
5
6 7