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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 | |
|---|---|---|---|---|---|---|
1476
Commerce Bancshares
CBSH
$8.68B
| $204K | ﹤0.01% |
+3,442
| New | +$202K |
|
1477
CarMax
KMX
$8.39B
| $204K | ﹤0.01% |
3,031
-336
| -10% | -$22.6K |
|
1478
Thor Industries
THO
$4.06B
| $204K | ﹤0.01% |
+2,293
| New | +$181K |
|
1479
SoFi Technologies
SOFI
$19.6B
| $204K | ﹤0.01% |
11,177
-4,367
| -28% | -$57.6K |
|
1480
Kontoor Brands
KTB
$4.71B
| $203K | ﹤0.01% |
+3,081
| New | +$199K |
|
1481
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.6B
| $203K | ﹤0.01% |
+1,795
| New | +$191K |
|
1482
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
| $202K | ﹤0.01% |
+4,447
| New | +$198K |
|
1483
Builders FirstSource
BLDR
$7.29B
| $202K | ﹤0.01% |
1,730
-258
| -13% | -$29.8K |
|
1484
Payoneer
PAYO
$2.41B
| $201K | ﹤0.01% |
29,322
-171
| -0.6% | -$1.16K |
|
1485
Weave Communications
WEAV
$553M
| $201K | ﹤0.01% |
24,107
-174
| -0.7% | -$1.69K |
|
1486
Plains All American Pipeline
PAA
$17.6B
| $200K | ﹤0.01% |
10,939
+40
| +0.4% | +$698 |
|
1487
Harmony Gold Mining
HMY
$9.7B
| $200K | ﹤0.01% |
+14,340
| New | +$217K |
|
1488
Invesco Trust Investment Grade Municipals
VGM
$550M
| $199K | ﹤0.01% |
+20,953
| New | +$201K |
|
1489
Ultrapar
UGP
$6.66B
| $194K | ﹤0.01% |
59,097
+6,702
| +13% | +$20.3K |
|
1490
MannKind Corp
MNKD
$1.19B
| $192K | ﹤0.01% |
51,310
+949
| +2% | +$4.18K |
|
1491
Compañía de Minas Buenaventura
BVN
$7.68B
| $186K | ﹤0.01% |
11,318
+271
| +2% | +$4.11K |
|
1492
Stellantis
STLA
$17.4B
| $185K | ﹤0.01% |
+18,437
| New | +$182K |
|
1493
Immunome
IMNM
$2.62B
| $177K | ﹤0.01% |
19,065
| – | – |
|
1494
Gerdau
GGB
$9.54B
| $177K | ﹤0.01% |
60,546
+47,485
| +364% | +$130K |
|
1495
Cornerstone Strategic Value Fund
CLM
$2.16B
| $174K | ﹤0.01% |
21,400
-952
| -4% | -$7.02K |
|
|
MRCC
1496
DELISTED
Monroe Capital Corp
MRCC
| $173K | ﹤0.01% |
27,200
+200
| +0.7% | +$1.34K |
|
|
RIV
1497
RiverNorth Opportunities Fund
RIV
$305M
| $172K | ﹤0.01% |
14,000
| – | – |
|
1498
Aegon
AEG
$13.3B
| $171K | ﹤0.01% |
23,576
+1,440
| +7% | +$9.63K |
|
1499
Nomad Foods
NOMD
$1.77B
| $170K | ﹤0.01% |
10,000
| – | – |
|
1500
Banco Bradesco
BBD
$37.4B
| $167K | ﹤0.01% |
54,163
+4,257
| +9% | +$11.2K |
|
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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.