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
$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
201
$235K 0.04%
17,317
-2,312
202
$233K 0.04%
11,354
-1,772
203
$232K 0.04%
1,837
-1,020
204
$232K 0.04%
+4,681
205
$229K 0.04%
8,697
-1,264
206
$227K 0.04%
7,672
-4,495
207
$224K 0.04%
1,644
+44
208
$223K 0.04%
27,480
-5,200
209
$223K 0.04%
7,115
-12,027
210
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931
-214
211
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212
$223K 0.04%
+3,404
213
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214
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6,631
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215
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216
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217
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218
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219
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220
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221
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4,587
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222
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2,587
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223
$208K 0.04%
11,130
224
$206K 0.04%
+8,037
225
$204K 0.04%
12,114
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