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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
APA icon
1376
APA Corp
APA
$13.2B
– –
-20,418
Closed -$471K
ARCB icon
1377
ArcBest
ARCB
$3.23B
– –
-4,557
Closed -$425K
ARHS icon
1378
Arhaus
ARHS
$1.05B
– –
-112,070
Closed -$1.05M
ARIS
1379
DELISTED
Aris Water Solutions
ARIS
– –
-11,120
Closed -$266K
ASC icon
1380
Ardmore Shipping
ASC
$710M
– –
-28,899
Closed -$351K
ASRT
1381
DELISTED
Assertio
ASRT
– –
-671
Closed -$8.77K
AVAV icon
1382
AeroVironment
AVAV
$7.56B
– –
-1,661
Closed -$256K
BBWI icon
1383
Bath & Body Works
BBWI
$4.06B
– –
-9,149
Closed -$355K
BCC icon
1384
Boise Cascade
BCC
$2.69B
– –
-1,762
Closed -$209K
BNS icon
1385
Scotiabank
BNS
$107B
– –
-4,416
Closed -$237K
BOOT icon
1386
Boot Barn
BOOT
$4.51B
– –
-1,672
Closed -$254K
CFFN icon
1387
Capitol Federal Financial
CFFN
$1.09B
– –
-16,433
Closed -$97.1K
CHRD icon
1388
Chord Energy
CHRD
$7.9B
– –
-1,718
Closed -$201K
CLDT
1389
Chatham Lodging
CLDT
$622M
– –
-14,254
Closed -$128K
CM icon
1390
Canadian Imperial Bank of Commerce
CM
$108B
– –
-3,977
Closed -$251K
CMCT
1391
Creative Media & Community Trust
CMCT
$10.3M
– –
-5
Closed -$29.8K
CRSR icon
1392
Corsair Gaming
CRSR
$1.13B
– –
-11,280
Closed -$74.6K
CSAN icon
1393
Cosan
CSAN
$3.18B
– –
-22,969
Closed -$125K
CTO
1394
CTO Realty Growth
CTO
$824M
– –
-21,450
Closed -$423K
DEA
1395
Easterly Government Properties
DEA
$1.13B
– –
-4,758
Closed -$135K
DIOD icon
1396
Diodes
DIOD
$3.78B
– –
-4,961
Closed -$306K
EL icon
1397
Estee Lauder
EL
$30.4B
– –
-4,780
Closed -$358K
ELF icon
1398
e.l.f. Beauty
ELF
$4.89B
– –
-1,938
Closed -$243K
EXP icon
1399
Eagle Materials
EXP
$6.29B
– –
-816
Closed -$201K
FLO icon
1400
Flowers Foods
FLO
$1.49B
– –
-10,641
Closed -$220K
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 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.