SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$39.7M
3
+$32.6M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$32.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$14.3M

Top Sells

1
+$7.96M
2
+$7.68M
3
+$7.31M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$6.35M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.03M

Sector Composition

1 Technology 11.27%
2 Consumer Discretionary 4.83%
3 Financials 4.21%
4 Consumer Staples 3.86%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.05%
+7,364
177
$282K 0.05%
4,414
-780
178
$281K 0.05%
2,765
+50
179
$278K 0.05%
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-268
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$277K 0.05%
5,272
181
$274K 0.05%
11,538
-1,473
182
$271K 0.05%
3,831
-12,430
183
$270K 0.05%
7,218
-60
184
$267K 0.05%
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-150
185
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2,008
-14
186
$265K 0.05%
16,977
-2,588
187
$264K 0.05%
2,129
-3,135
188
$264K 0.05%
+3,847
189
$261K 0.05%
37,584
+5,944
190
$260K 0.05%
1,482
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191
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192
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193
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16,518
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194
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195
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2,207
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196
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6,555
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197
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4,121
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198
$244K 0.05%
2,246
199
$243K 0.05%
4,510
+4
200
$239K 0.04%
7,789
-28,880
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