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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.11%
25,834
-26,241
102
$1.42M 0.11%
7,725
+18
103
$1.42M 0.11%
3,913
+1,702
104
$1.4M 0.1%
24,551
+1,212
105
$1.39M 0.1%
16,768
+25
106
$1.38M 0.1%
12,659
-46
107
$1.37M 0.1%
7,865
+1,501
108
$1.35M 0.1%
36,549
-6,360
109
$1.31M 0.1%
6,299
-221
110
$1.28M 0.1%
+27,817
111
$1.28M 0.1%
8,821
+1,933
112
$1.27M 0.09%
24,335
+2,234
113
$1.27M 0.09%
22,786
+8,771
114
$1.25M 0.09%
7,361
+10
115
$1.25M 0.09%
30,455
+65
116
$1.24M 0.09%
50,227
-14
117
$1.21M 0.09%
23,802
+276
118
$1.15M 0.09%
8,999
-91
119
$1.13M 0.08%
26,467
-8,494
120
$1.11M 0.08%
94,554
+69,690
121
$1.11M 0.08%
+41,638
122
$1.1M 0.08%
18,430
-1,486
123
$1.08M 0.08%
12,956
124
$1.08M 0.08%
5,833
+199
125
$1.07M 0.08%
12,478
+1,340
3 4
5
6 7