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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
URI icon
576
United Rentals
URI
$66.5B
$1.39M 0.01%
1,844
+424
+30% +$284K
USIG icon
577
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$1.38M 0.01%
26,837
+947
+4% +$47.9K
SMFG icon
578
Sumitomo Mitsui Financial
SMFG
$164B
$1.37M 0.01%
90,895
+2,402
+3% +$34.5K
TTE icon
579
TotalEnergies
TTE
$193B
$1.37M 0.01%
22,364
+5,574
+33% +$331K
BRKR icon
580
Bruker
BRKR
$9.79B
$1.36M 0.01%
33,013
+4,404
+15% +$170K
GEHC icon
581
GE HealthCare
GEHC
$31.6B
$1.36M 0.01%
18,297
+3,166
+21% +$220K
UMC icon
582
United Microelectronic
UMC
$47.5B
$1.35M 0.01%
176,603
+40,153
+29% +$298K
PRF icon
583
Invesco FTSE RAFI US 1000 ETF
PRF
$9.78B
$1.35M 0.01%
31,907
+1,378
+5% +$55.1K
IWY icon
584
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$1.34M 0.01%
5,454
+624
+13% +$139K
SNY icon
585
Sanofi
SNY
$103B
$1.34M 0.01%
27,677
+3,405
+14% +$174K
VRT icon
586
Vertiv
VRT
$87.6B
$1.33M 0.01%
10,394
+2,643
+34% +$257K
HOOD icon
587
Robinhood
HOOD
$77.9B
$1.33M 0.01%
14,226
+3,800
+36% +$225K
TD icon
588
Toronto Dominion Bank
TD
$198B
$1.33M 0.01%
18,132
+1,568
+9% +$102K
EVRG icon
589
Evergy
EVRG
$19.2B
$1.33M 0.01%
19,304
+16,285
+539% +$1.09M
DTM icon
590
DT Midstream
DTM
$14B
$1.33M 0.01%
12,098
+5,005
+71% +$507K
KB icon
591
KB Financial Group
KB
$42.5B
$1.32M 0.01%
15,984
+1,806
+13% +$122K
SOLV icon
592
Solventum
SOLV
$15B
$1.32M 0.01%
17,400
+56
+0.3% +$3.96K
CMI icon
593
Cummins
CMI
$87.3B
$1.32M 0.01%
4,028
+49
+1% +$15.2K
ASX icon
594
ASE Group
ASX
$76.5B
$1.32M 0.01%
127,674
+26,091
+26% +$243K
CRH icon
595
CRH
CRH
$63.9B
$1.32M 0.01%
14,346
+4,813
+50% +$439K
ADC icon
596
Agree Realty
ADC
$9.42B
$1.31M 0.01%
17,981
+13,252
+280% +$996K
DHI icon
597
D.R. Horton
DHI
$40.7B
$1.3M 0.01%
10,105
-1,690
-14% -$208K
TRI icon
598
Thomson Reuters
TRI
$43.1B
$1.29M 0.01%
6,337
+3,003
+90% +$572K
SKM icon
599
SK Telecom
SKM
$12.2B
$1.29M 0.01%
55,418
+35,693
+181% +$769K
SLF icon
600
Sun Life Financial
SLF
$45.9B
$1.28M 0.01%
19,318
+8,065
+72% +$495K
22 23
24
25 26

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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
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EWA
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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.