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
1
$32.1M 13.54%
699,629
+130,670
2
$13.6M 5.73%
342,730
+30,225
3
$10.8M 4.56%
104,543
+35,952
4
$9.83M 4.15%
187,927
+44,364
5
$8.12M 3.43%
565,776
+27,369
6
$6.73M 2.84%
260,308
+35,642
7
$5.77M 2.44%
355,695
+81,160
8
$5.69M 2.4%
181,516
+6,084
9
$4.98M 2.11%
186,300
+47,956
10
$4.69M 1.98%
158,539
+30,673
11
$4.38M 1.85%
287,272
+61,242
12
$4.34M 1.83%
176,416
+39,359
13
$4.26M 1.8%
91,293
+22,906
14
$3.16M 1.33%
115,067
+5,610
15
$3.07M 1.3%
27,284
-2,895
16
$3.01M 1.27%
25,685
+1,179
17
$2.83M 1.2%
29,261
+3,275
18
$2.79M 1.18%
246,200
19
$2.29M 0.97%
23,909
+1,174
20
$1.97M 0.83%
83,256
+1,653
21
$1.95M 0.82%
31,061
+1,823
22
$1.77M 0.75%
26,287
+33
23
$1.66M 0.7%
37,510
+3,067
24
$1.59M 0.67%
110,456
+27,932
25
$1.57M 0.66%
65,868
+37,654
1
2 3 4 5