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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.42M 0.11%
51,192
+6,145
127
$4.33M 0.11%
256,308
-59,248
128
$4.2M 0.11%
49,493
+10,577
129
$4.16M 0.1%
80,341
-40,257
130
$4.12M 0.1%
45,555
-5,006
131
$4.02M 0.1%
24,209
+4,060
132
$4M 0.1%
57,048
+54,091
133
$3.99M 0.1%
9,614
+947
134
$3.9M 0.1%
148,149
+31,680
135
$3.87M 0.1%
32,016
-11,505
136
$3.87M 0.1%
16,267
-115
137
$3.79M 0.09%
29,583
+6,435
138
$3.78M 0.09%
44,974
+9,530
139
$3.77M 0.09%
22,246
+2,903
140
$3.73M 0.09%
147,501
+8,235
141
$3.48M 0.09%
96,313
142
$3.41M 0.09%
40,042
+8,094
143
$3.39M 0.08%
55,921
+11,597
144
$3.3M 0.08%
9,784
+1,048
145
$3.23M 0.08%
70,933
+60,229
146
$3.15M 0.08%
30,890
-328
147
$3.14M 0.08%
63,929
-11,506
148
$3.13M 0.08%
11,285
+5,207
149
$3.02M 0.08%
80,114
+18,344
150
$3.02M 0.08%
35,678
+8,058
4 5
6
7 8