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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
RGA icon
1126
Reinsurance Group of America
RGA
$15.6B
$388K ﹤0.01%
+1,958
New +$382K
BIDU icon
1127
Baidu
BIDU
$36.5B
$388K ﹤0.01%
+4,525
New +$390K
PTC icon
1128
PTC
PTC
$15.7B
$388K ﹤0.01%
2,251
+237
+12% +$38.2K
FVAL icon
1129
Fidelity Value Factor ETF
FVAL
$1.3B
$387K ﹤0.01%
6,062
+138
+2% +$8.26K
TIMB icon
1130
TIM SA
TIMB
$9.13B
$387K ﹤0.01%
+19,249
New +$329K
TKR icon
1131
Timken Company
TKR
$9.46B
$387K ﹤0.01%
+5,329
New +$362K
AOS icon
1132
A.O. Smith
AOS
$8.24B
$386K ﹤0.01%
+5,888
New +$385K
SKYW icon
1133
Skywest
SKYW
$4.29B
$385K ﹤0.01%
3,742
+205
+6% +$19.5K
MKC icon
1134
McCormick & Company Non-Voting
MKC
$13.7B
$385K ﹤0.01%
5,073
+61
+1% +$4.57K
UPST icon
1135
Upstart Holdings
UPST
$2.59B
$384K ﹤0.01%
5,930
+10
+0.2% +$490
WCC
1136
WESCO International
WCC
$16.7B
$383K ﹤0.01%
+2,067
New +$341K
TECK icon
1137
Teck Resources
TECK
$30.7B
$383K ﹤0.01%
9,481
-873
-8% -$31.5K
VYMI icon
1138
Vanguard International High Dividend Yield ETF
VYMI
$20.7B
$383K ﹤0.01%
+4,777
New +$366K
XLB icon
1139
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$382K ﹤0.01%
8,702
-118
-1% -$5K
ZM icon
1140
Zoom
ZM
$27.1B
$381K ﹤0.01%
+4,888
New +$378K
IJK icon
1141
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$381K ﹤0.01%
4,190
+787
+23% +$67.4K
SWX icon
1142
Southwest Gas
SWX
$6.54B
$381K ﹤0.01%
+5,121
New +$369K
BLD
1143
DELISTED
TopBuild
BLD
$381K ﹤0.01%
1,176
+226
+24% +$67K
BIV icon
1144
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$378K ﹤0.01%
4,883
-2,314
-32% -$176K
APTV icon
1145
Aptiv
APTV
$12.3B
$377K ﹤0.01%
5,527
+773
+16% +$47.9K
DTD icon
1146
WisdomTree US Total Dividend Fund
DTD
$1.64B
$376K ﹤0.01%
4,724
+13
+0.3% +$984
POR icon
1147
Portland General Electric
POR
$5.8B
$376K ﹤0.01%
+9,245
New +$388K
ATI icon
1148
ATI
ATI
$24.8B
$373K ﹤0.01%
4,322
+144
+3% +$9.86K
LPL icon
1149
LG Display
LPL
$2.98B
$373K ﹤0.01%
108,921
+8,977
+9% +$27.7K
SCMB icon
1150
Schwab Municipal Bond ETF
SCMB
$3.98B
$372K ﹤0.01%
14,791
-3,671
-20% -$92K
44 45
46
47 48

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.