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
201
– –
-2,141
202
– –
-2,078
203
– –
-4,025
204
– –
-1,907
205
– –
-3,549
206
– –
-3,080
5 6 7 8
9