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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
IYJ icon
1201
iShares US Industrials ETF
IYJ
$2B
$227K ﹤0.01%
+1,746
New +$237K
EMN icon
1202
Eastman Chemical
EMN
$8.23B
$227K ﹤0.01%
2,576
-104
-4% -$9.82K
SIL icon
1203
Global X Silver Miners ETF NEW
SIL
$4.06B
$227K ﹤0.01%
5,750
-558
-9% -$20.1K
ETHE
1204
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$226K ﹤0.01%
14,861
-3,765
-20% -$82.8K
BF.B icon
1205
Brown-Forman Class B
BF.B
$12.8B
$226K ﹤0.01%
+6,663
New +$225K
TAP icon
1206
Molson Coors Class B
TAP
$7.82B
$226K ﹤0.01%
3,706
-258
-7% -$14.9K
CENTA icon
1207
Central Garden & Pet Co Class A
CENTA
$2.38B
$225K ﹤0.01%
6,880
-694
-9% -$22.1K
FSS icon
1208
Federal Signal
FSS
$7.85B
$225K ﹤0.01%
3,058
-109
-3% -$9.74K
MUSA icon
1209
Murphy USA
MUSA
$10.9B
$225K ﹤0.01%
478
+12
+3% +$5.7K
STAG icon
1210
STAG Industrial
STAG
$7.43B
$224K ﹤0.01%
6,211
-562
-8% -$19.6K
DON icon
1211
WisdomTree US MidCap Dividend Fund
DON
$4.06B
$224K ﹤0.01%
4,513
– –
DRS icon
1212
Leonardo DRS
DRS
$12.3B
$223K ﹤0.01%
6,797
+10
+0.1% +$330
QLD icon
1213
ProShares Ultra QQQ
QLD
$13.2B
$222K ﹤0.01%
4,990
– –
KMPR icon
1214
Kemper
KMPR
$1.74B
$221K ﹤0.01%
3,303
+38
+1% +$2.52K
AR icon
1215
Antero Resources
AR
$11.2B
$220K ﹤0.01%
+5,444
New +$209K
LBRDA icon
1216
Liberty Broadband Class A
LBRDA
$4.91B
$219K ﹤0.01%
+2,580
New +$206K
WTBA icon
1217
West Bancorporation
WTBA
$485M
$219K ﹤0.01%
10,973
+270
+3% +$5.77K
TER icon
1218
Teradyne
TER
$57.2B
$219K ﹤0.01%
2,646
-441
-14% -$49.3K
SBS icon
1219
Sabesp
SBS
$19B
$218K ﹤0.01%
63,018
-7,245
-10% -$23.1K
PAA icon
1220
Plains All American Pipeline
PAA
$17B
$218K ﹤0.01%
+10,899
New +$215K
PJUL icon
1221
Innovator US Equity Power Buffer ETF July
PJUL
$1.26B
$218K ﹤0.01%
5,416
– –
ATI icon
1222
ATI
ATI
$26.3B
$217K ﹤0.01%
4,178
-817
-16% -$46.4K
TOL icon
1223
Toll Brothers
TOL
$14.1B
$217K ﹤0.01%
2,056
-79
-4% -$9.48K
MGK icon
1224
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.3B
$217K ﹤0.01%
+3,510
New +$237K
PSO icon
1225
Pearson
PSO
$10.1B
$216K ﹤0.01%
13,513
-431
-3% -$7.08K
47 48
49
50 51

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.