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
176
$2.33M 0.06%
126,860
+26,318
177
$2.29M 0.06%
14,684
+4,442
178
$2.29M 0.06%
42,829
+25,915
179
$2.27M 0.06%
105,833
+26,267
180
$2.26M 0.06%
29,773
+2,714
181
$2.26M 0.06%
6,314
+893
182
$2.25M 0.06%
3,451
-3,561
183
$2.21M 0.06%
17,025
+1,382
184
$2.21M 0.06%
72,666
+9,176
185
$2.2M 0.05%
10,350
+1,159
186
$2.17M 0.05%
46,954
+2,846
187
$2.15M 0.05%
15,706
+379
188
$2.13M 0.05%
11,110
-535
189
$2.13M 0.05%
39,560
+2,240
190
$2.02M 0.05%
41,983
+11,324
191
$2M 0.05%
9,871
+3,041
192
$1.97M 0.05%
41,059
-6,869
193
$1.96M 0.05%
10,676
+1,045
194
$1.96M 0.05%
23,671
+4,689
195
$1.96M 0.05%
7,516
+2,183
196
$1.92M 0.05%
3,254
+867
197
$1.92M 0.05%
77,292
+596
198
$1.9M 0.05%
30,686
-11,518
199
$1.85M 0.05%
25,338
+5,704
200
$1.77M 0.04%
21,134
+704
6 7
8
9 10