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
126
$1.03M 0.08%
74,498
-2,702
127
$1.02M 0.08%
2,783
-101
128
$1.01M 0.07%
9,092
129
$952K 0.07%
12,678
-8,598
130
$949K 0.07%
11,528
131
$926K 0.07%
7,943
132
$920K 0.07%
19,435
-1,772
133
$918K 0.07%
10,911
+299
134
$911K 0.07%
31,547
-240
135
$900K 0.07%
10,726
+636
136
$891K 0.07%
18,832
+1,425
137
$888K 0.07%
5,253
+249
138
$877K 0.07%
15,481
+4,767
139
$873K 0.06%
2,295
+621
140
$857K 0.06%
16,469
-556
141
$832K 0.06%
1,719
-50
142
$830K 0.06%
9,307
143
$810K 0.06%
15,816
-860
144
$796K 0.06%
19,081
+8,010
145
$762K 0.06%
8,148
+1,162
146
$751K 0.06%
10,333
+918
147
$748K 0.06%
7,512
-243
148
$746K 0.06%
4,465
-289
149
$740K 0.06%
41,718
+1,560
150
$736K 0.05%
7,297
-804
4 5
6
7 8