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
201
$1.59M 0.04%
2,387
+1,703
202
$1.57M 0.04%
20,430
+10,340
203
$1.57M 0.04%
16,581
+12,411
204
$1.56M 0.04%
30,659
+17,844
205
$1.56M 0.04%
+110,229
206
$1.56M 0.04%
5,333
+3,459
207
$1.54M 0.04%
2,559
+1,791
208
$1.54M 0.04%
+12,903
209
$1.54M 0.04%
7,432
+5,960
210
$1.46M 0.04%
+17,125
211
$1.45M 0.04%
16,300
+12,757
212
$1.45M 0.04%
2,550
+1,630
213
$1.38M 0.04%
23,612
+18,453
214
$1.36M 0.04%
16,857
+12,551
215
$1.35M 0.04%
6,754
+3,549
216
$1.31M 0.04%
+2,862
217
$1.29M 0.04%
3,605
+1,808
218
$1.28M 0.04%
9,245
+1,584
219
$1.28M 0.03%
+13,698
220
$1.24M 0.03%
3,542
+1,070
221
$1.23M 0.03%
+2,652
222
$1.22M 0.03%
19,634
+14,550
223
$1.2M 0.03%
+3,750
224
$1.2M 0.03%
+1,863
225
$1.19M 0.03%
7,193
+5,437
7 8
9
10 11