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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
+13.43%
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
$20.1B
AUM Growth
+$2.18B
Cap. Flow
+$381M
Cap. Flow %
1.9%
Top 10 Hldgs %
30.48%
Holding
2,266
New
345
Increased
915
Reduced
800
Closed
103

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$37.1M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$36M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$34.4M
4
ROK icon
Rockwell Automation
ROK
+$33.9M
5
NVDA icon
NVIDIA
NVDA
+$32.2M

Top Sells

Rank Stock Value
1
WYNN icon
Wynn Resorts
WYNN
+$83.1M
2
CRM icon
Salesforce
CRM
+$29.4M
3
SHW icon
Sherwin-Williams
SHW
+$22.5M
4
ACN icon
Accenture
ACN
+$18.4M
5
PANW icon
Palo Alto Networks
PANW
+$18.4M

Sector Composition

Rank Sector Weight
1 Technology 13.3%
2 Financials 6.88%
3 Industrials 6.41%
4 Communication Services 3.67%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AU icon
1151
AngloGold Ashanti
AU
$41B
$659K ﹤0.01%
8,147
-953
-10% -$90.5K
CHYM
1152
Chime Financial
CHYM
$8.31B
$659K ﹤0.01%
32,156
-7,386
-19% -$143K
EMXC icon
1153
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$657K ﹤0.01%
+6,418
New +$606K
STXS icon
1154
Stereotaxis
STXS
$148M
$656K ﹤0.01%
381,355
+703
+0.2% +$1.32K
LII icon
1155
Lennox International
LII
$18.5B
$655K ﹤0.01%
1,143
-274
-19% -$140K
DIOD icon
1156
Diodes
DIOD
$4.37B
$653K ﹤0.01%
5,966
-1
-0% -$101
IHG icon
1157
InterContinental Hotels
IHG
$23B
$651K ﹤0.01%
3,759
+467
+14% +$71.4K
ACA icon
1158
Arcosa
ACA
$7.13B
$650K ﹤0.01%
4,475
+1,884
+73% +$234K
PSO icon
1159
Pearson
PSO
$9.66B
$649K ﹤0.01%
40,867
+1,334
+3% +$19.7K
COLM icon
1160
Columbia Sportswear
COLM
$3.25B
$648K ﹤0.01%
10,485
+3,212
+44% +$199K
SEB icon
1161
Seaboard Corp
SEB
$4.42B
$647K ﹤0.01%
145
-15
-9% -$78.6K
SCHJ icon
1162
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$853M
$647K ﹤0.01%
+26,246
New +$647K
NPO icon
1163
Enpro
NPO
$7.07B
$647K ﹤0.01%
1,716
+34
+2% +$10.6K
EFX icon
1164
Equifax
EFX
$20.3B
$646K ﹤0.01%
4,071
-175
-4% -$29.8K
SR icon
1165
Spire
SR
$4.85B
$646K ﹤0.01%
8,269
-2,412
-23% -$207K
SAIA icon
1166
Saia
SAIA
$11.3B
$646K ﹤0.01%
1,533
+175
+13% +$76.9K
CORT icon
1167
Corcept Therapeutics
CORT
$9.76B
$645K ﹤0.01%
+7,423
New +$448K
WH icon
1168
Wyndham Hotels & Resorts
WH
$5.67B
$645K ﹤0.01%
7,660
+669
+10% +$55.5K
CVIE icon
1169
Calvert International Responsible Index ETF
CVIE
$431M
$644K ﹤0.01%
+7,581
New +$614K
IGSB icon
1170
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$644K ﹤0.01%
12,279
-2,753
-18% -$144K
MAN icon
1171
ManpowerGroup
MAN
$2.4B
$643K ﹤0.01%
19,052
+10,537
+124% +$323K
DLS icon
1172
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$642K ﹤0.01%
7,666
-442
-5% -$38.1K
PDN icon
1173
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$350M
$642K ﹤0.01%
14,272
+130
+0.9% +$5.97K
IDA icon
1174
Idacorp
IDA
$8.24B
$641K ﹤0.01%
4,240
-8
-0.2% -$1.15K
VOYA icon
1175
Voya Financial
VOYA
$8.93B
$641K ﹤0.01%
7,078
+632
+10% +$51.5K
45 46
47
48 49

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EIM
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OSAM
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HHII
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BG
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EWA
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NIM
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Sequoia Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Sequoia Financial Advisors held 2,266 positions worth $20.1B, up 12% from $17.9B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors's Q2 2026 filing shows 345 new, 915 increased, 800 reduced and 103 closed positions. Its largest new stake was Honeywell Aerospace: 109,349 shares worth $24.2M. The largest sale was Wynn Resorts, an estimated $83.1M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.

  • Sequoia Financial Advisors's largest Q2 2026 buy was Honeywell Aerospace: 109,349 shares worth $24.2M.
  • Sequoia Financial Advisors added most to PIMCO Multi Sector Bond Active ETF in Q2 2026, an estimated $37.1M increase.
  • Sequoia Financial Advisors's biggest Q2 2026 reduction was Wynn Resorts, cutting an estimated $83.1M.
  • Sequoia Financial Advisors fully exited iShares Core Universal USD Bond ETF in Q2 2026, selling an estimated $3.25M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $20.1B portfolio in Q2 2026.
  • Sequoia Financial Advisors opened 345 new positions and closed 103 in Q2 2026.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $20.1B.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.