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
+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 | |
|---|---|---|---|---|---|---|
1251
iShares Global Infrastructure ETF
IGF
$11B
| $311K | ﹤0.01% |
+5,247
| New | +$300K |
|
1252
Panagram AAA CLO ETF
CLOX
$310M
| $310K | ﹤0.01% |
12,091
+149
| +1% | +$3.79K |
|
1253
Imperial Oil
IMO
$62.7B
| $308K | ﹤0.01% |
3,881
+58
| +2% | +$4.14K |
|
1254
United Therapeutics
UTHR
$26B
| $307K | ﹤0.01% |
1,067
+400
| +60% | +$120K |
|
1255
Equity Residential
EQR
$25B
| $305K | ﹤0.01% |
4,522
+1,276
| +39% | +$87.7K |
|
1256
CVB Financial
CVBF
$3.94B
| $305K | ﹤0.01% |
15,387
-9
| -0.1% | -$168 |
|
1257
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
| $304K | ﹤0.01% |
2,501
+188
| +8% | +$21.2K |
|
1258
PLDT
PHI
$4.27B
| $303K | ﹤0.01% |
13,942
+1,205
| +9% | +$27.2K |
|
1259
Watts Water Technologies
WTS
$11.6B
| $303K | ﹤0.01% |
+1,231
| New | +$277K |
|
1260
Diodes
DIOD
$3.82B
| $302K | ﹤0.01% |
+5,719
| New | +$251K |
|
1261
Qfin Holdings
QFIN
$1.68B
| $302K | ﹤0.01% |
+6,973
| New | +$291K |
|
1262
StoneX
SNEX
$9.3B
| $301K | ﹤0.01% |
7,425
+34
| +0.5% | +$1.28K |
|
1263
Molson Coors Class B
TAP
$7.8B
| $301K | ﹤0.01% |
6,252
+2,546
| +69% | +$140K |
|
1264
W.R. Berkley
WRB
$27.1B
| $300K | ﹤0.01% |
4,088
+442
| +12% | +$31.7K |
|
1265
Exelixis
EXEL
$13.4B
| $300K | ﹤0.01% |
+6,805
| New | +$272K |
|
|
ONC
1266
BeOne Medicines Ltd
ONC
$32.7B
| $298K | ﹤0.01% |
1,231
+97
| +9% | +$23.8K |
|
1267
Pinnacle Financial Partners Inc
PNFP
$15.9B
| $297K | ﹤0.01% |
+2,694
| New | +$278K |
|
1268
East-West Bancorp
EWBC
$17.9B
| $296K | ﹤0.01% |
+2,935
| New | +$260K |
|
1269
NVR
NVR
$16.4B
| $295K | ﹤0.01% |
40
+3
| +8% | +$21.5K |
|
1270
Global X Silver Miners ETF NEW
SIL
$3.98B
| $295K | ﹤0.01% |
6,134
+384
| +7% | +$16.4K |
|
1271
Kirby Corp
KEX
$7.06B
| $295K | ﹤0.01% |
2,601
-19,770
| -88% | -$2.07M |
|
1272
Vanguard FTSE Pacific ETF
VPL
$8.09B
| $295K | ﹤0.01% |
3,588
-410
| -10% | -$31.3K |
|
1273
Kemper
KMPR
$1.66B
| $295K | ﹤0.01% |
4,564
+1,261
| +38% | +$78K |
|
1274
Nexstar Media Group
NXST
$5.79B
| $293K | ﹤0.01% |
+1,695
| New | +$278K |
|
1275
MarketAxess Holdings
MKTX
$5.71B
| $292K | ﹤0.01% |
+1,306
| New | +$287K |
|
Similar funds
EIM
OSAM
HHII
P
BG
EWA
NIM
GT
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.