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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
+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 | |
|---|---|---|---|---|---|---|
|
MFA
1376
MFA Financial
MFA
$932M
| $244K | ﹤0.01% |
25,838
-31,523
| -55% | -$298K |
|
1377
Vanguard S&P 500 Value ETF
VOOV
$6.61B
| $244K | ﹤0.01% |
+1,291
| New | +$233K |
|
1378
Schwab US TIPS ETF
SCHP
$16.4B
| $243K | ﹤0.01% |
9,118
-1,345
| -13% | -$35.6K |
|
1379
Aecom
ACM
$9.46B
| $243K | ﹤0.01% |
+2,155
| New | +$224K |
|
1380
Universal Health Services
UHS
$10.2B
| $243K | ﹤0.01% |
+1,341
| New | +$242K |
|
1381
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
| $243K | ﹤0.01% |
2,494
-303
| -11% | -$29K |
|
1382
Vale
VALE
$62.3B
| $242K | ﹤0.01% |
24,929
+7,915
| +47% | +$74.6K |
|
1383
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
| $242K | ﹤0.01% |
+2,963
| New | +$227K |
|
1384
St. Joe Company
JOE
$3.55B
| $241K | ﹤0.01% |
5,055
-252
| -5% | -$11.3K |
|
1385
WisdomTree US MidCap Dividend Fund
DON
$4.05B
| $241K | ﹤0.01% |
4,807
+294
| +7% | +$14.2K |
|
1386
TransUnion
TRU
$16B
| $240K | ﹤0.01% |
+2,733
| New | +$228K |
|
1387
Antero Resources
AR
$10.9B
| $240K | ﹤0.01% |
5,967
+523
| +10% | +$19.8K |
|
1388
Boot Barn
BOOT
$4.58B
| $239K | ﹤0.01% |
+1,571
| New | +$209K |
|
1389
iShares US Basic Materials ETF
IYM
$1.13B
| $239K | ﹤0.01% |
1,705
-365
| -18% | -$48.5K |
|
1390
Lucid Motors
LCID
$3.11B
| $238K | ﹤0.01% |
11,283
-780
| -6% | -$18.7K |
|
|
GRFS
1391
Grifois
GRFS
$5.55B
| $238K | ﹤0.01% |
26,291
+61
| +0.2% | +$477 |
|
1392
Boston Properties
BXP
$11.6B
| $238K | ﹤0.01% |
3,521
-86
| -2% | -$5.73K |
|
1393
Merit Medical Systems
MMSI
$4.82B
| $237K | ﹤0.01% |
2,540
+48
| +2% | +$4.55K |
|
1394
Park National Corp
PRK
$3.84B
| $236K | ﹤0.01% |
1,412
-12
| -0.8% | -$1.89K |
|
1395
Janus Henderson Short Duration Income ETF
VNLA
$3.34B
| $236K | ﹤0.01% |
4,795
+23
| +0.5% | +$1.13K |
|
1396
Eastern Bankshares
EBC
$5.27B
| $236K | ﹤0.01% |
15,448
+352
| +2% | +$5.29K |
|
1397
Valley National Bancorp
VLY
$7.9B
| $235K | ﹤0.01% |
+26,370
| New | +$229K |
|
|
P
1398
Everpure Inc
P
$23B
| $235K | ﹤0.01% |
+4,082
| New | +$203K |
|
1399
Liberty Broadband Class A
LBRDA
$4.89B
| $235K | ﹤0.01% |
2,400
-180
| -7% | -$16K |
|
1400
Grand Canyon Education
LOPE
$4.22B
| $235K | ﹤0.01% |
+1,241
| New | +$230K |
|
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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.