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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
CDNS icon
476
Cadence Design Systems
CDNS
$93.7B
$1.5M 0.01%
4,976
+1,438
+41% +$418K
ESGU icon
477
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$1.49M 0.01%
11,583
-644
-5% -$83.4K
HIG icon
478
Hartford Financial Services
HIG
$38.9B
$1.49M 0.01%
13,611
+1,943
+17% +$225K
FTNT icon
479
Fortinet
FTNT
$122B
$1.48M 0.01%
15,714
+3,659
+30% +$325K
CPNG icon
480
Coupang
CPNG
$29.7B
$1.47M 0.01%
66,829
-5,169
-7% -$127K
EEM icon
481
iShares MSCI Emerging Markets ETF
EEM
$29.6B
$1.45M 0.01%
34,766
+97
+0.3% +$4.3K
GNTX icon
482
Gentex
GNTX
$5.05B
$1.45M 0.01%
50,589
+98
+0.2% +$2.93K
CMI icon
483
Cummins
CMI
$85.6B
$1.45M 0.01%
4,149
+1,153
+38% +$405K
SWK icon
484
Stanley Black & Decker
SWK
$15.2B
$1.43M 0.01%
17,842
+14,250
+397% +$1.32M
UL icon
485
Unilever
UL
$138B
$1.43M 0.01%
22,376
-348
-2% -$23.5K
GLNG icon
486
Golar LNG
GLNG
$5.03B
$1.42M 0.01%
33,478
+89
+0.3% +$3.47K
IVLU icon
487
iShares MSCI Intl Value Factor ETF
IVLU
$4.49B
$1.41M 0.01%
52,193
-3,278
-6% -$92.3K
DFS
488
DELISTED
Discover Financial Services
DFS
$1.41M 0.01%
8,154
+1,963
+32% +$322K
EFA icon
489
iShares MSCI EAFE ETF
EFA
$79.2B
$1.41M 0.01%
18,615
+535
+3% +$42.4K
DVN icon
490
Devon Energy
DVN
$50.5B
$1.4M 0.01%
42,698
+6,987
+20% +$263K
KR icon
491
Kroger
KR
$35.2B
$1.39M 0.01%
22,794
+2,553
+13% +$150K
XEL icon
492
Xcel Energy
XEL
$48.5B
$1.39M 0.01%
20,565
+12,102
+143% +$812K
GWW icon
493
W.W. Grainger
GWW
$60.7B
$1.38M 0.01%
1,313
+146
+13% +$165K
OXY icon
494
Occidental Petroleum
OXY
$54.7B
$1.38M 0.01%
27,976
+3,693
+15% +$187K
NOC icon
495
Northrop Grumman
NOC
$78.3B
$1.38M 0.01%
2,940
-1
-0% -$503
HQY icon
496
HealthEquity
HQY
$8.73B
$1.38M 0.01%
14,364
+1,050
+8% +$97.8K
WIT icon
497
Wipro
WIT
$20.2B
$1.35M 0.01%
381,476
+1,974
+0.5% +$6.76K
FE icon
498
FirstEnergy
FE
$27.9B
$1.35M 0.01%
33,944
+2,081
+7% +$87K
CTAS icon
499
Cintas
CTAS
$81.5B
$1.34M 0.01%
7,353
+1,586
+28% +$333K
PRF icon
500
Invesco FTSE RAFI US 1000 ETF
PRF
$9.98B
$1.33M 0.01%
32,952
+1,423
+5% +$58.8K
18 19
20
21 22

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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
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GT
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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.