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SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+10.18%
1 Year Est. Return
+24.77%
3 Year Est. Return
+78.3%
5 Year Est. Return
+82.64%
10 Year Est. Return
+239.69%
AUM
$14.6B
AUM Growth
+$1.65B
Cap. Flow
+$519M
Cap. Flow %
3.55%
Top 10 Hldgs %
32.51%
Holding
1,652
New
268
Increased
858
Reduced
376
Closed
59

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$40.6M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$36.3M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$31.9M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$27.2M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$25.4M

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$35.8M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.4M
3
BND icon
Vanguard Total Bond Market
BND
+$21.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.6M
5
CZR icon
Caesars Entertainment
CZR
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 12.77%
2 Financials 7.49%
3 Consumer Discretionary 5.15%
4 Industrials 4.88%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
226
PUT
Progressive
PGR
$128B
– –
0
– –
AVDE icon
227
Avantis International Equity ETF
AVDE
$17.7B
$6.75M 0.05%
91,265
– –
GPN icon
228
Global Payments
GPN
$24.1B
$6.74M 0.05%
84,190
+7,161
+9% +$567K
NEE icon
229
NextEra Energy
NEE
$185B
$6.73M 0.05%
96,897
+3,296
+4% +$229K
NOW icon
230
ServiceNow
NOW
$120B
$6.71M 0.05%
32,625
-25,655
-44% -$4.84M
BWXT icon
231
BWX Technologies
BWXT
$14.4B
$6.69M 0.05%
46,409
+3,087
+7% +$361K
KMB icon
232
Kimberly-Clark
KMB
$37.6B
$6.65M 0.05%
51,595
+1,845
+4% +$250K
MCK icon
233
McKesson
MCK
$104B
$6.59M 0.05%
8,988
+292
+3% +$206K
TSCO icon
234
Tractor Supply
TSCO
$16.3B
$6.57M 0.04%
124,428
+12,195
+11% +$624K
LRCX icon
235
Lam Research
LRCX
$316B
$6.53M 0.04%
67,087
-240
-0.4% -$19K
MLM icon
236
Martin Marietta Materials
MLM
$34.2B
$6.52M 0.04%
11,873
+564
+5% +$298K
ESGR
237
DELISTED
Enstar Group
ESGR
$6.5M 0.04%
19,338
+8
+0% +$2.68K
CB icon
238
Chubb
CB
$140B
$6.47M 0.04%
22,344
+1,162
+5% +$334K
CCJ icon
239
Cameco
CCJ
$36.8B
$6.47M 0.04%
87,099
+4,160
+5% +$222K
DVY icon
240
iShares Select Dividend ETF
DVY
$23.8B
$6.43M 0.04%
48,410
-13,092
-21% -$1.7M
RDNT icon
241
RadNet
RDNT
$4.98B
$6.42M 0.04%
112,806
+278
+0.2% +$15.3K
IEMG icon
242
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$6.42M 0.04%
106,911
-21,099
-16% -$1.18M
XLE icon
243
State Street Energy Select Sector SPDR ETF
XLE
$39B
$6.41M 0.04%
151,206
+38,796
+35% +$1.62M
VRTX icon
244
Vertex Pharmaceuticals
VRTX
$123B
$6.4M 0.04%
14,373
+442
+3% +$204K
DE icon
245
Deere & Co
DE
$165B
$6.38M 0.04%
12,541
+1,984
+19% +$971K
SNOW icon
246
Snowflake
SNOW
$98.1B
$6.24M 0.04%
27,905
+10,359
+59% +$1.87M
VEEV icon
247
Veeva Systems
VEEV
$33.8B
$6.16M 0.04%
21,392
+1,999
+10% +$496K
FBND icon
248
Fidelity Total Bond ETF
FBND
$27.1B
$6.15M 0.04%
134,468
-37,865
-22% -$1.71M
ZTS icon
249
Zoetis
ZTS
$32.7B
$6.13M 0.04%
39,283
+518
+1% +$82.1K
EFA icon
250
iShares MSCI EAFE ETF
EFA
$76.4B
$6.12M 0.04%
68,411
+1,458
+2% +$124K
8 9
10
11 12

Similar funds

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sequoia Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Sequoia Financial Advisors held 1,652 positions worth $14.6B, up 13% from $13B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Sequoia Financial Advisors deployed $519M of net new capital in Q2 2025, opening 268 new positions and adding to 858 existing holdings. Its largest new stake was DraftKings: 373,670 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Thermo Fisher Scientific, an estimated $35.8M trimmed.

  • Sequoia Financial Advisors's largest Q2 2025 buy was DraftKings: 373,670 shares worth $16M.
  • Sequoia Financial Advisors added most to Dimensional US Core Equity Market ETF in Q2 2025, an estimated $40.6M increase.
  • Sequoia Financial Advisors's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $35.8M.
  • Sequoia Financial Advisors fully exited Churchill Downs in Q2 2025, selling an estimated $8.68M.
  • Sequoia Financial Advisors's ten largest holdings make up 33% of its $14.6B portfolio in Q2 2025.
  • Sequoia Financial Advisors opened 268 new positions and closed 59 in Q2 2025.
  • Sequoia Financial Advisors's portfolio value rose 13% quarter-over-quarter to $14.6B.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.