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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
ONTO icon
526
Onto Innovation
ONTO
$12.5B
$1.62M 0.01%
16,027
+1,089
+7% +$116K
SYY icon
527
Sysco
SYY
$40.6B
$1.61M 0.01%
21,320
+706
+3% +$51.3K
SJNK icon
528
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$1.61M 0.01%
63,256
-126,995
-67% -$3.18M
TM icon
529
Toyota
TM
$227B
$1.61M 0.01%
9,341
+318
+4% +$57.5K
FE icon
530
FirstEnergy
FE
$28.2B
$1.6M 0.01%
39,807
+5,977
+18% +$247K
SFLR icon
531
Innovator Equity Managed Floor ETF
SFLR
$2.1B
$1.6M 0.01%
47,605
-9,902
-17% -$316K
EA icon
532
Electronic Arts
EA
$52.9B
$1.59M 0.01%
9,986
+2,933
+42% +$434K
GLPI icon
533
Gaming and Leisure Properties
GLPI
$12.7B
$1.59M 0.01%
34,117
+9,998
+41% +$472K
NKE icon
534
Nike
NKE
$62.7B
$1.59M 0.01%
22,396
+5,896
+36% +$354K
NJUL icon
535
Innovator Growth-100 Power Buffer ETF July
NJUL
$250M
$1.58M 0.01%
23,259
-7,850
-25% -$490K
RING icon
536
iShares MSCI Global Gold Miners ETF
RING
$2.34B
$1.58M 0.01%
36,110
+1,342
+4% +$55.8K
BP icon
537
BP
BP
$114B
$1.58M 0.01%
52,707
-420
-0.8% -$12.3K
DT icon
538
Dynatrace
DT
$12.8B
$1.58M 0.01%
+28,530
New +$1.43M
PPC icon
539
Pilgrim's Pride
PPC
$6.98B
$1.57M 0.01%
34,828
-67
-0.2% -$3.29K
GNTX icon
540
Gentex
GNTX
$5.03B
$1.56M 0.01%
70,950
+20,083
+39% +$439K
ABNB icon
541
Airbnb
ABNB
$90.3B
$1.55M 0.01%
11,713
+2,344
+25% +$297K
HLAL icon
542
Wahed FTSE USA Shariah ETF
HLAL
$911M
$1.54M 0.01%
28,784
– –
D icon
543
Dominion Energy
D
$61.3B
$1.54M 0.01%
27,207
+9,085
+50% +$498K
MET icon
544
MetLife
MET
$62.5B
$1.53M 0.01%
19,068
+4,174
+28% +$322K
HWM icon
545
Howmet Aerospace
HWM
$111B
$1.53M 0.01%
8,200
+2,182
+36% +$336K
IGRO icon
546
iShares International Dividend Growth ETF
IGRO
$1.31B
$1.53M 0.01%
19,333
-3,536
-15% -$268K
GWW icon
547
W.W. Grainger
GWW
$64B
$1.52M 0.01%
1,459
+109
+8% +$113K
NDSN icon
548
Nordson
NDSN
$16.4B
$1.52M 0.01%
7,077
+1,041
+17% +$207K
TAK icon
549
Takeda Pharmaceutical
TAK
$55.1B
$1.52M 0.01%
98,050
+33,451
+52% +$494K
SJM icon
550
J.M. Smucker
SJM
$13.1B
$1.51M 0.01%
15,412
+993
+7% +$109K
20 21
22
23 24

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.