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
$237M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.71M
3
+$2.32M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.32M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.28M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.24M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.12M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$944K

Sector Composition

1 Technology 8.42%
2 Healthcare 5.82%
3 Financials 5.01%
4 Industrials 4.22%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.11%
+227
152
$255K 0.11%
7,032
153
$253K 0.11%
2,083
+32
154
$252K 0.11%
2,869
+49
155
$250K 0.11%
+6,589
156
$250K 0.11%
4,534
+177
157
$248K 0.1%
5,703
+387
158
$248K 0.1%
9,406
-798
159
$242K 0.1%
+22,988
160
$238K 0.1%
2,508
+430
161
$236K 0.1%
5,272
162
$233K 0.1%
2,138
-147
163
$228K 0.1%
1,858
-6
164
$227K 0.1%
2,586
165
$227K 0.1%
3,923
166
$226K 0.1%
+2,911
167
$225K 0.1%
3,013
+484
168
$225K 0.1%
+2,366
169
$223K 0.09%
+3,318
170
$223K 0.09%
+2,307
171
$220K 0.09%
+1,791
172
$217K 0.09%
+3,517
173
$215K 0.09%
+1,519
174
$214K 0.09%
5,124
175
$211K 0.09%
1,749
+8
5 6
7
8 9