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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.8M 0.1%
53,089
+48,940
127
$3.78M 0.1%
8,667
+5,971
128
$3.77M 0.1%
+26,208
129
$3.77M 0.1%
7,503
+5,632
130
$3.74M 0.1%
75,435
+47,784
131
$3.73M 0.1%
139,266
+100,695
132
$3.68M 0.1%
20,146
+10,525
133
$3.68M 0.1%
16,985
+13,294
134
$3.62M 0.1%
8,736
+6,975
135
$3.47M 0.09%
+37,642
136
$3.38M 0.09%
20,149
+14,465
137
$3.35M 0.09%
108,556
+22,108
138
$3.35M 0.09%
+31,218
139
$3.28M 0.09%
18,963
+17,491
140
$3.26M 0.09%
+45,047
141
$3.14M 0.09%
+116,469
142
$3.11M 0.08%
+112,578
143
$3.05M 0.08%
26,088
+17,015
144
$2.97M 0.08%
+19,343
145
$2.96M 0.08%
+17,055
146
$2.85M 0.08%
+38,916
147
$2.84M 0.08%
23,148
+15,814
148
$2.83M 0.08%
24,394
+18,989
149
$2.81M 0.08%
+26,150
150
$2.8M 0.08%
68,032
+2,786
4 5
6
7 8