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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
-1.42%
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
$13B
AUM Growth
+$2.58B
Cap. Flow
+$2.93B
Cap. Flow %
22.55%
Top 10 Hldgs %
31.81%
Holding
1,486
New
129
Increased
655
Reduced
512
Closed
110

Top Buys

Rank Stock Value
1
SFGV
Sequoia Global Value ETF
SFGV
+$940M
2
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$293M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$233M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$173M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$106M

Top Sells

Rank Stock Value
1
NDSN icon
Nordson
NDSN
+$42.4M
2
ZTS icon
Zoetis
ZTS
+$28.4M
3
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$27.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.8M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$20.9M

Sector Composition

Rank Sector Weight
1 Technology 10.9%
2 Financials 7.34%
3 Consumer Discretionary 5.09%
4 Industrials 4.29%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDX icon
601
VanEck Gold Miners ETF
GDX
$23.2B
$1.05M 0.01%
22,799
+3,820
+20% +$154K
NKE icon
602
Nike
NKE
$63.3B
$1.05M 0.01%
16,500
+558
+4% +$41.1K
MRVL icon
603
Marvell Technology
MRVL
$174B
$1.05M 0.01%
17,003
+1,605
+10% +$156K
DFS
604
DELISTED
Discover Financial Services
DFS
$1.05M 0.01%
6,124
-2,030
-25% -$371K
CTSH icon
605
Cognizant
CTSH
$24.9B
$1.04M 0.01%
13,628
-1,409
-9% -$115K
SPG icon
606
Simon Property Group
SPG
$74.3B
$1.04M 0.01%
6,249
+437
+8% +$76.4K
VGK icon
607
Vanguard FTSE Europe ETF
VGK
$30.8B
$1.04M 0.01%
14,758
+1,293
+10% +$89.1K
OTIS icon
608
Otis Worldwide
OTIS
$27.5B
$1.03M 0.01%
9,936
+719
+8% +$70.2K
REGN icon
609
Regeneron Pharmaceuticals
REGN
$78.2B
$1.02M 0.01%
1,615
-134
-8% -$92.2K
EA icon
610
Electronic Arts
EA
$53B
$1.02M 0.01%
7,053
+163
+2% +$22K
BUSE icon
611
First Busey Corp
BUSE
$2.6B
$1.02M 0.01%
47,178
-7,731
-14% -$180K
IWY icon
612
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$1.02M 0.01%
4,830
-39
-0.8% -$8.97K
D icon
613
Dominion Energy
D
$60.5B
$1.02M 0.01%
18,122
-1,307
-7% -$71.9K
CFG icon
614
Citizens Financial Group
CFG
$30.7B
$1.01M 0.01%
24,714
+1,838
+8% +$82K
VPU
615
Vanguard Utilities ETF
VPU
$8.48B
$1.01M 0.01%
5,899
+2,136
+57% +$361K
BIL icon
616
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$1.01M 0.01%
10,977
+4,798
+78% +$439K
CTVA icon
617
Corteva
CTVA
$50.7B
$1M 0.01%
15,940
+305
+2% +$18.9K
SWK icon
618
Stanley Black & Decker
SWK
$14.8B
$1M 0.01%
13,044
-4,798
-27% -$404K
TD icon
619
Toronto Dominion Bank
TD
$200B
$993K 0.01%
16,564
+654
+4% +$38.1K
DLX icon
620
Deluxe
DLX
$1.23B
$986K 0.01%
62,388
+39,078
+168% +$741K
UMC icon
621
United Microelectronic
UMC
$46.9B
$976K 0.01%
136,450
+37,105
+37% +$236K
RDY icon
622
Dr. Reddy's Laboratories
RDY
$10.1B
$971K 0.01%
73,586
-9,643
-12% -$133K
IXJ icon
623
iShares Global Healthcare ETF
IXJ
$4.08B
$970K 0.01%
10,636
-231
-2% -$21K
KNTK icon
624
Kinetik
KNTK
$3.64B
$970K 0.01%
+18,670
New +$1.09M
CCI icon
625
Crown Castle
CCI
$33.5B
$969K 0.01%
9,301
-400
-4% -$37.3K
23 24
25
26 27

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 Q1 2025 Portfolio in Review

As of Q1 2025, Sequoia Financial Advisors held 1,486 positions worth $13B, up 25% from $10.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Sequoia Financial Advisors deployed $2.93B of net new capital in Q1 2025, opening 129 new positions and adding to 655 existing holdings. Its largest new stake was Sequoia Global Value ETF: 33,619,549 shares worth $935M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Nordson, an estimated $42.4M trimmed.

  • Sequoia Financial Advisors's largest Q1 2025 buy was Sequoia Global Value ETF: 33,619,549 shares worth $935M.
  • Sequoia Financial Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q1 2025, an estimated $233M increase.
  • Sequoia Financial Advisors's biggest Q1 2025 reduction was Nordson, cutting an estimated $42.4M.
  • Sequoia Financial Advisors fully exited Endeavor Group Holdings, Inc. in Q1 2025, selling an estimated $2.64M.
  • Sequoia Financial Advisors's ten largest holdings make up 32% of its $13B portfolio in Q1 2025.
  • Sequoia Financial Advisors opened 129 new positions and closed 110 in Q1 2025.
  • Sequoia Financial Advisors's portfolio value rose 25% quarter-over-quarter to $13B.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.