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
126
$445K 0.08%
8,677
+4,588
127
$432K 0.08%
3,907
+64
128
$429K 0.08%
5,329
+227
129
$428K 0.08%
18,256
+41
130
$420K 0.08%
4,016
-1,500
131
$415K 0.08%
9,102
-5,740
132
$412K 0.08%
42,300
133
$403K 0.08%
6,297
-320
134
$402K 0.07%
3,842
+431
135
$400K 0.07%
4,634
-90
136
$396K 0.07%
6,382
-9,088
137
$391K 0.07%
7,405
-471
138
$384K 0.07%
2,108
-136
139
$382K 0.07%
9,033
-2,923
140
$380K 0.07%
18,525
141
$378K 0.07%
36,213
142
$376K 0.07%
4,330
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143
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6,997
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144
$365K 0.07%
3,534
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145
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11,888
-164
146
$362K 0.07%
3,261
-263
147
$360K 0.07%
4,574
-3,261
148
$356K 0.07%
2,841
149
$356K 0.07%
242
-10
150
$352K 0.07%
+15,154
4 5
6
7 8