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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
ITT icon
276
ITT
ITT
$17.1B
$5.24M 0.04%
33,399
+3,568
+12% +$508K
AVEM icon
277
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$5.16M 0.04%
75,281
+21,219
+39% +$1.34M
SYK icon
278
Stryker
SYK
$135B
$5.13M 0.04%
12,962
+572
+5% +$214K
PSA icon
279
Public Storage
PSA
$61.5B
$5.1M 0.03%
17,371
+8,507
+96% +$2.52M
MO icon
280
Altria Group
MO
$125B
$5.03M 0.03%
85,850
+11,430
+15% +$671K
DELL icon
281
Dell
DELL
$239B
$4.96M 0.03%
40,483
+5,434
+16% +$555K
CSX icon
282
CSX Corp
CSX
$94B
$4.95M 0.03%
151,827
+7,751
+5% +$233K
CW icon
283
Curtiss-Wright
CW
$25.1B
$4.86M 0.03%
9,954
+999
+11% +$394K
PFF icon
284
iShares Preferred and Income Securities ETF
PFF
$13.1B
$4.82M 0.03%
157,215
-178,454
-53% -$5.37M
IAU icon
285
iShares Gold Trust
IAU
$62.8B
$4.8M 0.03%
77,037
+397
+0.5% +$24.6K
GMED icon
286
Globus Medical
GMED
$11.1B
$4.79M 0.03%
81,182
+6,117
+8% +$395K
GILD icon
287
Gilead Sciences
GILD
$165B
$4.78M 0.03%
43,102
-21,898
-34% -$2.33M
AON icon
288
Aon
AON
$80.6B
$4.75M 0.03%
13,304
+34
+0.3% +$12.3K
VHT icon
289
Vanguard Health Care ETF
VHT
$18.5B
$4.72M 0.03%
19,009
-1,939
-9% -$479K
TXT icon
290
Textron
TXT
$14.7B
$4.7M 0.03%
58,567
+8,625
+17% +$624K
UBER icon
291
Uber
UBER
$145B
$4.69M 0.03%
50,263
+1,581
+3% +$130K
ENB icon
292
Enbridge
ENB
$120B
$4.69M 0.03%
103,431
+7,236
+8% +$328K
IWR icon
293
iShares Russell Mid-Cap ETF
IWR
$55.9B
$4.59M 0.03%
49,953
+4,463
+10% +$386K
NVS icon
294
Novartis
NVS
$302B
$4.59M 0.03%
37,963
+5,186
+16% +$585K
BNY
295
Bank of New York Mellon
BNY
$103B
$4.58M 0.03%
50,281
-1,522
-3% -$129K
SNPS icon
296
Synopsys
SNPS
$71.6B
$4.57M 0.03%
8,915
+1,250
+16% +$582K
WWD icon
297
Woodward
WWD
$23B
$4.55M 0.03%
18,564
+1,652
+10% +$338K
A icon
298
Agilent Technologies
A
$39.6B
$4.53M 0.03%
38,412
+3,408
+10% +$378K
SPYG icon
299
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$4.51M 0.03%
47,289
-57,466
-55% -$4.93M
SPGI icon
300
S&P Global
SPGI
$124B
$4.49M 0.03%
8,509
+1,506
+22% +$752K
10 11
12
13 14

Similar funds

EIM
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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
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GT
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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.