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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
(+13%)
Cap. Flow
+$519M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
1,652
New
268
Increased
858
Reduced
376
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$40.6M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$36.3M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$31.9M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$27.2M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$25.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$35.8M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$25.4M |
| 3 |
Vanguard Total Bond Market
BND
|
+$21.1M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1101
Teradyne
TER
$57.2B
| $412K | ﹤0.01% |
4,585
+1,939
| +73% | +$155K |
|
1102
Group 1 Automotive
GPI
$3.53B
| $411K | ﹤0.01% |
942
+59
| +7% | +$24.8K |
|
1103
Parsons
PSN
$4.61B
| $411K | ﹤0.01% |
5,731
+625
| +12% | +$41.3K |
|
1104
AGCO
AGCO
$7.76B
| $411K | ﹤0.01% |
3,985
-53
| -1% | -$5.05K |
|
1105
Hancock Whitney
HWC
$6.14B
| $410K | ﹤0.01% |
+7,146
| New | +$380K |
|
1106
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
| $408K | ﹤0.01% |
3,064
+422
| +16% | +$52.9K |
|
1107
Acuity Brands
AYI
$10.1B
| $407K | ﹤0.01% |
+1,365
| New | +$353K |
|
1108
Assured Guaranty
AGO
$3.73B
| $405K | ﹤0.01% |
4,650
+1,886
| +68% | +$161K |
|
1109
Tencent Music
TME
$15.5B
| $405K | ﹤0.01% |
20,773
+4,499
| +28% | +$70.7K |
|
1110
Webster Financial
WBS
$12.5B
| $404K | ﹤0.01% |
+7,394
| New | +$369K |
|
1111
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
| $403K | ﹤0.01% |
+5,338
| New | +$366K |
|
1112
First Trust Capital Strength ETF
FTCS
$7.95B
| $403K | ﹤0.01% |
4,438
-298
| -6% | -$26.5K |
|
1113
Eagle Materials
EXP
$6.3B
| $403K | ﹤0.01% |
+1,992
| New | +$429K |
|
1114
Franklin Resources
BEN
$17.2B
| $395K | ﹤0.01% |
+16,567
| New | +$341K |
|
1115
Fluor
FLR
$6.99B
| $395K | ﹤0.01% |
7,701
+399
| +5% | +$15.9K |
|
|
AIV
1116
Aimco
AIV
$383M
| $394K | ﹤0.01% |
45,568
-1,503
| -3% | -$12.2K |
|
1117
Avnet
AVT
$7.12B
| $394K | ﹤0.01% |
+7,424
| New | +$369K |
|
1118
iShares US Industrials ETF
IYJ
$1.97B
| $394K | ﹤0.01% |
2,769
+1,023
| +59% | +$136K |
|
1119
Innovator US Equity Power Buffer ETF March
PMAR
$758M
| $394K | ﹤0.01% |
9,320
| – | – |
|
1120
TFS Financial
TFSL
$5.06B
| $393K | ﹤0.01% |
30,324
-143
| -0.5% | -$1.84K |
|
|
CHX
1121
DELISTED
ChampionX
CHX
| $390K | ﹤0.01% |
+15,705
| New | +$395K |
|
1122
AptarGroup
ATR
$8.54B
| $390K | ﹤0.01% |
+2,493
| New | +$377K |
|
1123
Schneider National
SNDR
$5.98B
| $390K | ﹤0.01% |
+16,136
| New | +$375K |
|
1124
Hims & Hers Health
HIMS
$6.26B
| $389K | ﹤0.01% |
+7,801
| New | +$353K |
|
1125
Ingevity
NGVT
$2.44B
| $389K | ﹤0.01% |
9,021
-5,175
| -36% | -$200K |
|
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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.