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
201
$1.75M 0.04%
25,128
+14,419
202
$1.7M 0.04%
21,799
+4,942
203
$1.68M 0.04%
3,420
+768
204
$1.64M 0.04%
13,668
+525
205
$1.62M 0.04%
20,712
+413
206
$1.6M 0.04%
6,655
-36,583
207
$1.6M 0.04%
29,756
-2,080
208
$1.59M 0.04%
8,519
+1,549
209
$1.56M 0.04%
3,746
+884
210
$1.55M 0.04%
7,449
+56
211
$1.54M 0.04%
114,345
+4,116
212
$1.53M 0.04%
20,197
+3,072
213
$1.52M 0.04%
13,152
+2,123
214
$1.51M 0.04%
19,288
-11,560
215
$1.5M 0.04%
11,132
+727
216
$1.48M 0.04%
11,189
-1,714
217
$1.46M 0.04%
23,140
+5,690
218
$1.45M 0.04%
49,802
+976
219
$1.4M 0.04%
19,287
+2,521
220
$1.39M 0.03%
13,970
-2,330
221
$1.39M 0.03%
+28,748
222
$1.37M 0.03%
31,307
+7,695
223
$1.36M 0.03%
28,131
+7,115
224
$1.34M 0.03%
8,323
+1,130
225
$1.34M 0.03%
7,265
+511
7 8
9
10 11