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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
+1.73%
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
$10.4B
AUM Growth
+$1.07B
Cap. Flow
+$1.02B
Cap. Flow %
9.84%
Top 10 Hldgs %
30.33%
Holding
1,442
New
144
Increased
825
Reduced
315
Closed
84

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$66.2M
2
BND icon
Vanguard Total Bond Market
BND
+$51M
3
NDSN icon
Nordson
NDSN
+$49.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$46.8M
5
CRM icon
Salesforce
CRM
+$46.6M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$58.1M
2
PLNT icon
Planet Fitness
PLNT
+$46.9M
3
AMT icon
American Tower
AMT
+$44.2M
4
SSNC icon
SS&C Technologies
SSNC
+$38M
5
AMZN icon
Amazon
AMZN
+$33.1M

Sector Composition

Rank Sector Weight
1 Technology 14.9%
2 Financials 7.71%
3 Consumer Discretionary 5.45%
4 Industrials 5.23%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
451
Allstate
ALL
$68B
$1.68M 0.02%
8,718
+709
+9% +$138K
NVDL icon
452
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.33B
$1.68M 0.02%
75,945
+30,084
+66% +$727K
KLAC icon
453
KLA
KLAC
$239B
$1.68M 0.02%
26,610
+6,030
+29% +$408K
AMT icon
454
American Tower
AMT
$80.8B
$1.67M 0.02%
9,096
-213,240
-96% -$44.2M
FNDA icon
455
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$1.66M 0.02%
55,890
-240
-0.4% -$7.33K
VYM icon
456
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.66M 0.02%
13,003
-3,203
-20% -$418K
AFL icon
457
Aflac
AFL
$64.9B
$1.66M 0.02%
16,018
+2,071
+15% +$226K
AZO icon
458
AutoZone
AZO
$49.2B
$1.65M 0.02%
516
-26
-5% -$82.3K
SPUS icon
459
SP Funds S&P 500 Sharia ETF
SPUS
$2.85B
$1.65M 0.02%
38,380
– –
MSCI icon
460
MSCI
MSCI
$41.6B
$1.64M 0.02%
2,730
+412
+18% +$247K
IGSB icon
461
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.64M 0.02%
31,669
+25,031
+377% +$1.3M
DOC icon
462
Healthpeak Properties
DOC
$15.1B
$1.62M 0.02%
80,139
+5,325
+7% +$115K
SYY icon
463
Sysco
SYY
$40.8B
$1.62M 0.02%
21,166
+899
+4% +$68.8K
COR icon
464
Cencora
COR
$60.6B
$1.61M 0.02%
7,174
+544
+8% +$128K
BP icon
465
BP
BP
$116B
$1.6M 0.02%
54,163
+4,095
+8% +$123K
SCHP icon
466
Schwab US TIPS ETF
SCHP
$16.3B
$1.59M 0.02%
61,373
+151
+0.2% +$3.97K
AIG icon
467
American International
AIG
$41.7B
$1.58M 0.02%
21,770
+1,434
+7% +$108K
PPC icon
468
Pilgrim's Pride
PPC
$6.51B
$1.58M 0.02%
34,835
+841
+2% +$40.9K
APH icon
469
Amphenol
APH
$198B
$1.57M 0.02%
22,556
+3,774
+20% +$264K
TTD icon
470
Trade Desk
TTD
$8.48B
$1.55M 0.01%
13,210
+1,442
+12% +$178K
MCHP icon
471
Microchip Technology
MCHP
$40.3B
$1.55M 0.01%
26,950
-281,334
-91% -$19.3M
GOVT icon
472
iShares US Treasury Bond ETF
GOVT
$43.6B
$1.54M 0.01%
66,969
+1,809
+3% +$41.3K
ICE icon
473
Intercontinental Exchange
ICE
$85.6B
$1.53M 0.01%
10,289
-4
-0% -$634
TFC icon
474
Truist Financial
TFC
$63.3B
$1.52M 0.01%
35,097
+616
+2% +$27.5K
HLAL icon
475
Wahed FTSE USA Shariah ETF
HLAL
$912M
$1.52M 0.01%
28,784
– –
17 18
19
20 21

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 Q4 2024 Portfolio in Review

As of Q4 2024, Sequoia Financial Advisors held 1,442 positions worth $10.4B, up 12% from $9.32B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors deployed $1.02B of net new capital in Q4 2024, opening 144 new positions and adding to 825 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was American Tower, an estimated $44.2M trimmed.

  • Sequoia Financial Advisors's largest Q4 2024 buy was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.
  • Sequoia Financial Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $66.2M increase.
  • Sequoia Financial Advisors's biggest Q4 2024 reduction was American Tower, cutting an estimated $44.2M.
  • Sequoia Financial Advisors fully exited TKO Group in Q4 2024, selling an estimated $58.1M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $10.4B portfolio in Q4 2024.
  • Sequoia Financial Advisors opened 144 new positions and closed 84 in Q4 2024.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $10.4B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.