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
126
$337K 0.14%
15,734
127
$336K 0.14%
5,055
-15
128
$331K 0.14%
+4,053
129
$329K 0.14%
10,626
-1,283
130
$318K 0.13%
2,787
+10
131
$316K 0.13%
4,198
+15
132
$314K 0.13%
4,474
+4
133
$309K 0.13%
9,634
+156
134
$309K 0.13%
7,474
+2,382
135
$303K 0.13%
4,105
+32
136
$300K 0.13%
31,651
-168
137
$296K 0.13%
2,841
+571
138
$293K 0.12%
9,834
+31
139
$292K 0.12%
11,924
+812
140
$291K 0.12%
10,634
-224
141
$290K 0.12%
4,106
142
$290K 0.12%
2,503
143
$289K 0.12%
+3,597
144
$289K 0.12%
7,355
-495
145
$281K 0.12%
2,677
+45
146
$281K 0.12%
+2,426
147
$266K 0.11%
+8,044
148
$266K 0.11%
5,396
-41
149
$265K 0.11%
3,799
+235
150
$264K 0.11%
+517
4 5
6
7 8