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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
+1.73%
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
$10.4B
AUM Growth
+$1.07B
Cap. Flow
+$1.02B
Cap. Flow %
9.84%
Top 10 Hldgs %
30.33%
Holding
1,442
New
144
Increased
825
Reduced
315
Closed
84

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$66.2M
2
BND icon
Vanguard Total Bond Market
BND
+$51M
3
NDSN icon
Nordson
NDSN
+$49.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$46.8M
5
CRM icon
Salesforce
CRM
+$46.6M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$58.1M
2
PLNT icon
Planet Fitness
PLNT
+$46.9M
3
AMT icon
American Tower
AMT
+$44.2M
4
SSNC icon
SS&C Technologies
SSNC
+$38M
5
AMZN icon
Amazon
AMZN
+$33.1M

Sector Composition

Rank Sector Weight
1 Technology 14.9%
2 Financials 7.71%
3 Consumer Discretionary 5.45%
4 Industrials 5.23%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEN icon
1376
Gen Digital
GEN
$16.4B
– –
-11,615
Closed -$319K
HII icon
1377
Huntington Ingalls Industries
HII
$12.9B
– –
-852
Closed -$225K
HIO
1378
Western Asset High Income Opportunity Fund
HIO
$336M
– –
-10,000
Closed -$40.5K
IBP icon
1379
Installed Building Products
IBP
$6.01B
– –
-1,065
Closed -$262K
IEF icon
1380
CALL
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
0
– -$39.2K
IGIB icon
1381
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-3,881
Closed -$209K
JPC icon
1382
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
– –
-13,071
Closed -$105K
KLXE icon
1383
KLX Energy Services
KLXE
$45M
– –
-10,585
Closed -$57.9K
LAZR
1384
DELISTED
Luminar Technologies
LAZR
– –
-10,424
Closed -$141K
LBRDA icon
1385
Liberty Broadband Class A
LBRDA
$4.89B
– –
-2,639
Closed -$203K
LEG icon
1386
Leggett & Platt
LEG
$1.34B
– –
-13,925
Closed -$190K
LILAK icon
1387
Liberty Latin America Class C
LILAK
$1.63B
– –
-31,005
Closed -$267K
LOB icon
1388
Live Oak Bancshares
LOB
$1.98B
– –
-51,027
Closed -$2.42M
LPG icon
1389
Dorian LPG
LPG
$2.03B
– –
-7,502
Closed -$258K
LU icon
1390
Lufax Holding
LU
$1.35B
– –
-10,395
Closed -$36.3K
MOTO icon
1391
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$12.3M
– –
-4,986
Closed -$217K
MRNA icon
1392
Moderna
MRNA
$21.8B
– –
-7,406
Closed -$495K
MSFT icon
1393
PUT
Microsoft
MSFT
$3.45T
– –
0
– -$129K
MSOS icon
1394
AdvisorShares Pure US Cannabis ETF
MSOS
$858M
– –
-51,398
Closed -$369K
NCNO icon
1395
nCino
NCNO
$2.02B
– –
-56,487
Closed -$1.78M
NNN icon
1396
NNN REIT
NNN
$9.04B
– –
-5,887
Closed -$285K
NOV icon
1397
NOV
NOV
$6.93B
– –
-13,561
Closed -$217K
NVDA icon
1398
CALL
NVIDIA
NVDA
$4.86T
– –
0
– -$12.1K
ADAM
1399
Adamas Trust
ADAM
$815M
– –
-11,953
Closed -$75.7K
OLN icon
1400
Olin
OLN
$2.11B
– –
-6,623
Closed -$318K
54 55
56
57 58

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 Q4 2024 Portfolio in Review

As of Q4 2024, Sequoia Financial Advisors held 1,442 positions worth $10.4B, up 12% from $9.32B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors deployed $1.02B of net new capital in Q4 2024, opening 144 new positions and adding to 825 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was American Tower, an estimated $44.2M trimmed.

  • Sequoia Financial Advisors's largest Q4 2024 buy was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.
  • Sequoia Financial Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $66.2M increase.
  • Sequoia Financial Advisors's biggest Q4 2024 reduction was American Tower, cutting an estimated $44.2M.
  • Sequoia Financial Advisors fully exited TKO Group in Q4 2024, selling an estimated $58.1M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $10.4B portfolio in Q4 2024.
  • Sequoia Financial Advisors opened 144 new positions and closed 84 in Q4 2024.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $10.4B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.