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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$980K 0.14%
38,886
-22,042
102
$966K 0.14%
12,164
+36
103
$939K 0.13%
64,942
-2,156
104
$930K 0.13%
38,069
+13,642
105
$921K 0.13%
10,767
+1,348
106
$921K 0.13%
34,076
+1,844
107
$918K 0.13%
24,679
-1,405
108
$917K 0.13%
7,793
+880
109
$911K 0.13%
23,600
+4,340
110
$890K 0.13%
6,090
-1,384
111
$882K 0.13%
16,012
-2,238
112
$855K 0.12%
17,827
-17,734
113
$841K 0.12%
4,257
-1,069
114
$823K 0.12%
20,780
-80
115
$807K 0.12%
9,009
+3
116
$800K 0.11%
14,415
-410
117
$757K 0.11%
34,266
+615
118
$712K 0.1%
6,088
-1,088
119
$690K 0.1%
11,268
-2,289
120
$686K 0.1%
5,984
+130
121
$682K 0.1%
45,297
+2,070
122
$681K 0.1%
13,589
+1,738
123
$640K 0.09%
13,086
+1,620
124
$624K 0.09%
17,436
+2,508
125
$607K 0.09%
32,282
-7,481
3 4
5
6 7