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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
SCHE icon
451
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$2.16M 0.01%
71,608
-128,433
-64% -$3.64M
BEPC icon
452
Brookfield Renewable
BEPC
$6.04B
$2.16M 0.01%
65,767
-312
-0.5% -$9.11K
FEZ icon
453
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$2.15M 0.01%
35,929
+12,749
+55% +$728K
SHY icon
454
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$2.14M 0.01%
25,863
-622
-2% -$51.4K
NVDL icon
455
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.15B
$2.13M 0.01%
90,945
-22,524
-20% -$352K
FTNT icon
456
Fortinet
FTNT
$113B
$2.12M 0.01%
20,099
+3,706
+23% +$374K
FSK icon
457
FS KKR Capital
FSK
$2.96B
$2.12M 0.01%
102,320
+3,190
+3% +$65K
BIL icon
458
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$2.12M 0.01%
23,137
+12,160
+111% +$1.11M
PLD icon
459
Prologis
PLD
$136B
$2.1M 0.01%
19,953
+6,140
+44% +$644K
DFEV icon
460
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$2.07M 0.01%
69,128
-8,848
-11% -$246K
EW icon
461
Edwards Lifesciences
EW
$50B
$2.07M 0.01%
26,461
+2,966
+13% +$221K
CDNS icon
462
Cadence Design Systems
CDNS
$91.7B
$2.07M 0.01%
6,706
+2,005
+43% +$583K
CHT icon
463
Chunghwa Telecom
CHT
$33.1B
$2.05M 0.01%
44,077
+14,155
+47% +$603K
CPNG icon
464
Coupang
CPNG
$28.9B
$2.05M 0.01%
68,468
+363
+0.5% +$9.3K
IHI icon
465
iShares US Medical Devices ETF
IHI
$3.14B
$2.04M 0.01%
32,630
-2,395
-7% -$144K
RDY icon
466
Dr. Reddy's Laboratories
RDY
$9.85B
$2.04M 0.01%
135,550
+61,964
+84% +$885K
IWO icon
467
iShares Russell 2000 Growth ETF
IWO
$14.4B
$2.04M 0.01%
7,122
-21
-0.3% -$5.53K
ACGL icon
468
Arch Capital
ACGL
$34.5B
$2.04M 0.01%
22,350
+468
+2% +$43.2K
HLT icon
469
Hilton Worldwide
HLT
$72.5B
$2.03M 0.01%
7,640
+229
+3% +$54.5K
NTRS icon
470
Northern Trust
NTRS
$22.4B
$2.03M 0.01%
16,036
+2,457
+18% +$251K
PEG icon
471
Public Service Enterprise Group
PEG
$38.6B
$2.03M 0.01%
24,072
+3,650
+18% +$294K
DTE icon
472
DTE Energy
DTE
$29.5B
$2.01M 0.01%
15,181
+171
+1% +$23K
CUBE icon
473
CubeSmart
CUBE
$9.34B
$2M 0.01%
47,017
+13,731
+41% +$569K
BKLN icon
474
Invesco Senior Loan ETF
BKLN
$6.97B
$1.99M 0.01%
95,324
-189,839
-67% -$3.94M
ED icon
475
Consolidated Edison
ED
$40.4B
$1.99M 0.01%
19,795
+5,743
+41% +$608K
17 18
19
20 21

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OSAM
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HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
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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.