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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
Cap. Flow
+$519M
Cap. Flow %
3.55%
Top 10 Hldgs %
32.51%
Holding
1,652
New
268
Increased
858
Reduced
376
Closed
59

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$40.6M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$36.3M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$31.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.2M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$25.4M

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$35.8M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.4M
3
BND icon
Vanguard Total Bond Market
BND
+$21.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.6M
5
CZR icon
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
DFS
1601
DELISTED
Discover Financial Services
DFS
– –
-6,124
Closed -$1.05M
DIVB icon
1602
iShares Core Dividend ETF
DIVB
$1.71B
– –
-6,432
Closed -$312K
DOCS icon
1603
Doximity
DOCS
$3.89B
– –
-5,352
Closed -$311K
EMLC icon
1604
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.76B
– –
-8,477
Closed -$202K
ESGV icon
1605
Vanguard ESG US Stock ETF
ESGV
$12.8B
– –
-4,365
Closed -$428K
EWJ icon
1606
iShares MSCI Japan ETF
EWJ
$21.2B
– –
-13,245
Closed -$908K
GLDD
1607
DELISTED
Great Lakes Dredge & Dock
GLDD
– –
-102,742
Closed -$894K
B
1608
Barrick Mining
B
$60.9B
– –
-20,795
Closed -$404K
GPK icon
1609
Graphic Packaging
GPK
$3.35B
– –
-59,759
Closed -$1.55M
GTLS
1610
DELISTED
Chart Industries
GTLS
– –
-10,454
Closed -$1.51M
HBI
1611
DELISTED
Hanesbrands
HBI
– –
-12,648
Closed -$73K
HYDB icon
1612
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
– –
-4,314
Closed -$203K
IPG
1613
DELISTED
Interpublic Group of Companies
IPG
– –
-7,836
Closed -$213K
IVT icon
1614
InvenTrust Properties
IVT
$2.79B
– –
-7,020
Closed -$206K
JAAA icon
1615
Janus Henderson AAA CLO ETF
JAAA
$29.1B
– –
-3,947
Closed -$200K
JBLU icon
1616
JetBlue
JBLU
$2.13B
– –
-13,888
Closed -$66.9K
KWY
1617
Kingsway Corp
KWY
$254M
– –
-23,620
Closed -$187K
KW
1618
DELISTED
Kennedy-Wilson Holdings
KW
– –
-15,770
Closed -$137K
KWEB icon
1619
CALL
KraneShares CSI China Internet ETF
KWEB
$5.5B
– –
0
– -$175K
KWEB icon
1620
KraneShares CSI China Internet ETF
KWEB
$5.5B
– –
-3,322
Closed -$116K
LDTC
1621
DELISTED
LeddarTech
LDTC
– –
-18,666
Closed -$8.59K
MBC icon
1622
MasterBrand
MBC
$1.09B
– –
-11,090
Closed -$145K
MRVL icon
1623
CALL
Marvell Technology
MRVL
$147B
– –
0
– -$6.16K
MTH icon
1624
Meritage Homes
MTH
$4.78B
– –
-3,901
Closed -$277K
MYN icon
1625
BlackRock MuniYield New York Quality Fund
MYN
$376M
– –
-10,677
Closed -$106K
63 64
65
66 67

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 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.