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
1
$47.1M 8.78%
+422,938
2
$44.4M 8.27%
892,320
+246,796
3
$39.7M 7.4%
+759,954
4
$33.7M 6.28%
299,666
+289,981
5
$32.1M 5.98%
+819,854
6
$21.4M 3.99%
757,524
-10,748
7
$14.5M 2.71%
544,596
+534,036
8
$12.1M 2.26%
+559,316
9
$12.1M 2.25%
107,011
+104,851
10
$10.7M 1.99%
1,240,458
+1,185,024
11
$9.28M 1.73%
200,000
12
$9.24M 1.72%
+281,880
13
$9.12M 1.7%
339,728
-78,020
14
$9.02M 1.68%
171,247
-3,078
15
$8.5M 1.58%
77,267
-85
16
$7.91M 1.47%
72,709
-1,314
17
$7.64M 1.42%
159,182
+42,412
18
$6.99M 1.3%
107,135
-14
19
$6.7M 1.25%
211,159
+1,466
20
$5.16M 0.96%
360,000
21
$4.78M 0.89%
126,605
-18,632
22
$4.03M 0.75%
26,562
+886
23
$3.8M 0.71%
48,010
+4,112
24
$3.59M 0.67%
48,116
-949
25
$3.56M 0.66%
53,531
+4,081
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