We are live on ! Find out more
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
SCHW
101
Charles Schwab
SCHW
$183B
$25.7M 0.2%
328,160
+6,364
+2% +$499K
MRK icon
102
Merck
MRK
$323B
$25.2M 0.19%
280,446
-80,987
-22% -$7.56M
DFIV icon
103
Dimensional International Value ETF
DFIV
$21.2B
$25M 0.19%
636,012
+81,055
+15% +$3.09M
GLTR icon
104
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.46B
$24.6M 0.19%
190,178
-16,389
-8% -$1.97M
FNDF icon
105
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$24.4M 0.19%
673,833
-776,260
-54% -$27.4M
TJX icon
106
TJX Companies
TJX
$174B
$24.2M 0.19%
199,027
+64,570
+48% +$7.84M
PLTR icon
107
Palantir
PLTR
$293B
$24M 0.19%
284,808
+3,080
+1% +$270K
IWB icon
108
iShares Russell 1000 ETF
IWB
$48.1B
$24M 0.19%
78,319
-371
-0.5% -$120K
BX icon
109
Blackstone
BX
$103B
$23.7M 0.18%
169,621
+77,448
+84% +$12.6M
IVW icon
110
iShares S&P 500 Growth ETF
IVW
$73.5B
$23.2M 0.18%
250,312
+75,819
+43% +$7.64M
USMV icon
111
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$23M 0.18%
245,358
-40,380
-14% -$3.72M
TSLA icon
112
Tesla
TSLA
$1.22T
$23M 0.18%
88,671
+5,739
+7% +$1.91M
VOO icon
113
Vanguard S&P 500 ETF
VOO
$975B
$22.5M 0.17%
43,822
+5,555
+15% +$3M
CVX icon
114
Chevron
CVX
$388B
$22.5M 0.17%
134,459
+3,932
+3% +$616K
WD icon
115
Walker & Dunlop
WD
$1.69B
$22.4M 0.17%
+261,980
New +$23.5M
MS icon
116
Morgan Stanley
MS
$332B
$21.9M 0.17%
187,793
+127,645
+212% +$16.4M
WFC icon
117
Wells Fargo
WFC
$262B
$21.6M 0.17%
301,572
+16,869
+6% +$1.27M
OKE icon
118
Oneok
OKE
$56.3B
$21M 0.16%
211,961
+767
+0.4% +$76.1K
NXPI icon
119
NXP Semiconductors
NXPI
$61.2B
$20.9M 0.16%
109,855
+7,728
+8% +$1.65M
MTN icon
120
Vail Resorts
MTN
$5.38B
$20.3M 0.16%
+126,955
New +$21.1M
BRK.A icon
121
Berkshire Hathaway Class A
BRK.A
$1.1T
$20M 0.15%
25
– –
MOAT icon
122
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$19.8M 0.15%
224,915
-5,481
-2% -$504K
DD icon
123
DuPont de Nemours
DD
$18.6B
$19.1M 0.15%
203,989
+157,035
+334% +$15.3M
EFV icon
124
iShares MSCI EAFE Value ETF
EFV
$28.8B
$18.8M 0.14%
318,776
-126,283
-28% -$7.14M
VOE icon
125
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
$18.8M 0.14%
116,967
-55,098
-32% -$9.01M
3 4
5
6 7

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.