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
176
$2.09M 0.06%
15,643
+9,622
177
$2.08M 0.06%
11,029
+8,166
178
$2.07M 0.06%
+27,059
179
$2.02M 0.06%
+92,751
180
$2M 0.05%
+63,490
181
$1.95M 0.05%
100,542
+74,774
182
$1.95M 0.05%
76,696
+27,542
183
$1.95M 0.05%
5,421
+3,576
184
$1.91M 0.05%
6,912
+4,440
185
$1.86M 0.05%
+6,078
186
$1.81M 0.05%
+9,631
187
$1.79M 0.05%
31,836
+20,261
188
$1.77M 0.05%
+12,042
189
$1.77M 0.05%
11,596
+10,313
190
$1.76M 0.05%
6,830
+4,544
191
$1.74M 0.05%
+7,700
192
$1.74M 0.05%
+79,566
193
$1.73M 0.05%
10,405
+6,932
194
$1.7M 0.05%
+48,826
195
$1.69M 0.05%
20,299
+16,633
196
$1.66M 0.05%
18,982
+13,198
197
$1.63M 0.04%
+7,393
198
$1.62M 0.04%
+17,643
199
$1.61M 0.04%
13,143
+8,994
200
$1.6M 0.04%
10,242
+8,760
6 7
8
9 10