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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 | |
|---|---|---|---|---|---|---|
1526
Huntsman Corp
HUN
$1.71B
| $115K | ﹤0.01% |
+11,060
| New | +$135K |
|
1527
CEMIG Preferred Shares
CIG
$6.26B
| $111K | ﹤0.01% |
56,433
-1,002
| -2% | -$1.83K |
|
1528
Organon & Co
OGN
$3.56B
| $110K | ﹤0.01% |
11,387
-8,005
| -41% | -$82.6K |
|
1529
Orion
OEC
$381M
| $109K | ﹤0.01% |
10,361
| – | – |
|
|
DFTX
1530
Definium Therapeutics
DFTX
$5.78B
| $108K | ﹤0.01% |
16,579
| – | – |
|
1531
CALL
Vanguard Energy ETF
VDE
$10.1B
| – | – |
0
| – | – |
|
|
HDSN
1532
Hudson Technologies
HDSN
$254M
| $104K | ﹤0.01% |
12,825
-3,700
| -22% | -$25.4K |
|
1533
Cemex
CX
$17.1B
| $103K | ﹤0.01% |
14,819
+2,068
| +16% | +$13.1K |
|
1534
Genworth Financial
GNW
$3.76B
| $98.7K | ﹤0.01% |
12,688
+111
| +0.9% | +$776 |
|
1535
BlackRock Enhanced International Dividend Trust
BGY
$524M
| $98.4K | ﹤0.01% |
16,996
-6,426
| -27% | -$36.1K |
|
|
BDN
1536
Brandywine Realty Trust
BDN
$524M
| $95.8K | ﹤0.01% |
22,333
-1,763
| -7% | -$7.32K |
|
|
TEF
1537
DELISTED
Telefonica
TEF
| $91.1K | ﹤0.01% |
17,425
+156
| +0.9% | +$784 |
|
|
DEFT
1538
Defi Technologies
DEFT
$156M
| $88.3K | ﹤0.01% |
+30,124
| New | +$101K |
|
1539
Kohl's
KSS
$2.17B
| $87.7K | ﹤0.01% |
+10,339
| New | +$79.5K |
|
1540
PUT
McDonald's
MCD
$192B
| – | – |
0
| – | – |
|
|
PMF
1541
DELISTED
PIMCO Municipal Income Fund
PMF
| $87.3K | ﹤0.01% |
+10,937
| New | +$88.1K |
|
1542
Stabilis Solutions
SLNG
$87.8M
| $83K | ﹤0.01% |
+17,464
| New | +$90.3K |
|
|
EDF
1543
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$167M
| $82.5K | ﹤0.01% |
16,345
| – | – |
|
|
ACP
1544
abrdn Income Credit Strategies Fund
ACP
$635M
| $81.9K | ﹤0.01% |
13,877
| – | – |
|
1545
Compass Diversified
CODI
$758M
| $69.5K | ﹤0.01% |
11,061
+23
| +0.2% | +$256 |
|
1546
NIO
NIO
$12.2B
| $67K | ﹤0.01% |
19,520
-6,214
| -24% | -$23.2K |
|
1547
Evolv Technologies
EVLV
$995M
| $66.1K | ﹤0.01% |
10,591
-43
| -0.4% | -$199 |
|
1548
B&G Foods
BGS
$287M
| $65.6K | ﹤0.01% |
+15,506
| New | +$81K |
|
1549
StealthGas
GASS
$332M
| $64.9K | ﹤0.01% |
10,120
| – | – |
|
1550
Agilon Health
AGL
$1.53B
| $63.4K | ﹤0.01% |
1,102
| – | – |
|
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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.