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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
JD icon
1076
JD.com
JD
$43.6B
$429K ﹤0.01%
13,152
+3,129
+31% +$107K
ROOT icon
1077
Root
ROOT
$919M
$429K ﹤0.01%
3,350
– –
LDOS icon
1078
Leidos
LDOS
$14.1B
$428K ﹤0.01%
2,714
+1,218
+81% +$180K
FNDC icon
1079
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
$428K ﹤0.01%
10,177
-2,217
-18% -$86K
EMN icon
1080
Eastman Chemical
EMN
$8.01B
$427K ﹤0.01%
5,719
+3,143
+122% +$247K
LFUS icon
1081
Littelfuse
LFUS
$11.2B
$427K ﹤0.01%
+1,882
New +$371K
MPAA icon
1082
Motorcar Parts of America
MPAA
$261M
$426K ﹤0.01%
38,062
– –
RBA icon
1083
RB Global
RBA
$20.5B
$426K ﹤0.01%
4,009
+478
+14% +$49K
TKC icon
1084
Turkcell
TKC
$4.72B
$425K ﹤0.01%
70,326
+15,358
+28% +$93.2K
ESE icon
1085
ESCO Technologies
ESE
$8.07B
$425K ﹤0.01%
2,217
+5
+0.2% +$855
VOD icon
1086
Vodafone
VOD
$37.2B
$425K ﹤0.01%
39,838
+26,466
+198% +$256K
VIV icon
1087
Telefônica Brasil
VIV
$20.6B
$424K ﹤0.01%
+37,156
New +$365K
PCY icon
1088
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$423K ﹤0.01%
20,701
-854
-4% -$16.9K
IBB icon
1089
iShares Biotechnology ETF
IBB
$9.52B
$423K ﹤0.01%
3,340
-344
-9% -$42.2K
HDV
1090
iShares Core High Dividend ETF
HDV
$14.5B
$422K ﹤0.01%
18,010
-525
-3% -$12.1K
GMAB icon
1091
Genmab
GMAB
$17.6B
$422K ﹤0.01%
20,419
-1,704
-8% -$35K
MGM icon
1092
MGM Resorts International
MGM
$11.7B
$421K ﹤0.01%
12,249
-767
-6% -$24.3K
PXF icon
1093
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
$420K ﹤0.01%
7,314
+16
+0.2% +$868
ONB icon
1094
Old National Bancorp
ONB
$10.1B
$420K ﹤0.01%
19,659
+108
+0.6% +$2.23K
ESML icon
1095
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$419K ﹤0.01%
10,147
-300
-3% -$11.6K
KOF icon
1096
Coca-Cola Femsa
KOF
$22.9B
$417K ﹤0.01%
+4,308
New +$408K
PINS icon
1097
Pinterest
PINS
$13.7B
$415K ﹤0.01%
11,565
+3,997
+53% +$121K
MT icon
1098
ArcelorMittal
MT
$52.3B
$414K ﹤0.01%
+13,114
New +$388K
RL icon
1099
Ralph Lauren
RL
$23B
$413K ﹤0.01%
+1,507
New +$373K
VSXY
1100
Victoria's Secret
VSXY
$7.01B
$413K ﹤0.01%
22,281
-2,863
-11% -$56K
42 43
44
45 46

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 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.