We are live on ! Find out more
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
KLAC icon
401
KLA
KLAC
$236B
$2.74M 0.02%
30,560
+1,280
+4% +$96.3K
ELV icon
402
Elevance Health
ELV
$81.6B
$2.68M 0.02%
6,880
+163
+2% +$65.6K
XLP icon
403
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$2.63M 0.02%
32,531
+4,690
+17% +$381K
SPYV icon
404
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$2.61M 0.02%
49,930
-3,465
-6% -$173K
HDB icon
405
HDFC Bank
HDB
$124B
$2.61M 0.02%
68,146
+2,266
+3% +$82.1K
AZN icon
406
AstraZeneca
AZN
$266B
$2.61M 0.02%
18,646
+790
+4% +$111K
GM icon
407
General Motors
GM
$80B
$2.59M 0.02%
52,609
+4,739
+10% +$225K
NVO
408
Novo Nordisk
NVO
$228B
$2.58M 0.02%
37,434
+5,672
+18% +$386K
MDLZ icon
409
Mondelez International
MDLZ
$80.5B
$2.56M 0.02%
38,024
+6,267
+20% +$418K
CI icon
410
Cigna
CI
$76.1B
$2.56M 0.02%
7,740
+1,265
+20% +$408K
CHRW icon
411
C.H. Robinson
CHRW
$17.3B
$2.55M 0.02%
26,563
+257
+1% +$24.1K
YUM icon
412
Yum! Brands
YUM
$43.3B
$2.54M 0.02%
17,140
+3,318
+24% +$484K
VO icon
413
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$2.54M 0.02%
36,252
+624
+2% +$41K
PYPL icon
414
PayPal
PYPL
$49.3B
$2.53M 0.02%
34,060
+6,374
+23% +$436K
JCI icon
415
Johnson Controls International
JCI
$87.8B
$2.52M 0.02%
23,856
-158,555
-87% -$14.6M
EEMV icon
416
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$2.5M 0.02%
39,857
-25,054
-39% -$1.51M
INFY icon
417
Infosys
INFY
$48.4B
$2.48M 0.02%
133,913
+58,908
+79% +$1.05M
RY icon
418
Royal Bank of Canada
RY
$292B
$2.48M 0.02%
18,823
+3,015
+19% +$369K
IBN icon
419
ICICI Bank
IBN
$109B
$2.48M 0.02%
73,596
-1,765
-2% -$58.4K
O icon
420
Realty Income
O
$60.1B
$2.46M 0.02%
42,769
+19,811
+86% +$1.12M
MFC icon
421
Manulife Financial
MFC
$74B
$2.46M 0.02%
77,013
+16,347
+27% +$504K
TT icon
422
Trane Technologies
TT
$97.3B
$2.46M 0.02%
5,621
+374
+7% +$148K
SPOT icon
423
Spotify
SPOT
$107B
$2.45M 0.02%
3,192
+632
+25% +$406K
XLY icon
424
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$2.45M 0.02%
22,512
-132,470
-85% -$13.5M
SLB icon
425
SLB Ltd
SLB
$72.6B
$2.44M 0.02%
72,281
-8,759
-11% -$304K
15 16
17
18 19

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.