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
126
$579K 0.08%
19,020
+788
127
$561K 0.08%
36,213
128
$554K 0.08%
5,465
-372
129
$538K 0.08%
4,664
+822
130
$532K 0.08%
3,563
+1,679
131
$524K 0.07%
7,074
-373
132
$517K 0.07%
30,930
-11,825
133
$515K 0.07%
33,359
-869
134
$512K 0.07%
4,423
+407
135
$501K 0.07%
6,345
+2,572
136
$498K 0.07%
4,750
-63
137
$496K 0.07%
3,186
+1,178
138
$492K 0.07%
42,300
139
$488K 0.07%
36,912
+16,307
140
$486K 0.07%
22,131
+6,974
141
$478K 0.07%
26,487
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142
$475K 0.07%
5,015
+1,481
143
$474K 0.07%
18,493
-32
144
$466K 0.07%
5,967
-187
145
$457K 0.07%
4,449
+638
146
$454K 0.06%
6,580
+283
147
$446K 0.06%
15,499
-4,502
148
$438K 0.06%
10,420
149
$428K 0.06%
17,644
-612
150
$426K 0.06%
4,932
-397
4 5
6
7 8