We are live on ! Find out more
SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+2.81%
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
$17.9B
AUM Growth
+$1.47B
Cap. Flow
+$1.06B
Cap. Flow %
5.91%
Top 10 Hldgs %
31.04%
Holding
2,004
New
242
Increased
1,165
Reduced
422
Closed
92

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$87.8M
2
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$69.7M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$49.1M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$47.7M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$45.5M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$91.1M
2
PLNT icon
Planet Fitness
PLNT
+$57.8M
3
WD icon
Walker & Dunlop
WD
+$21.9M
4
MTN icon
Vail Resorts
MTN
+$19M
5
GDEN
Golden Entertainment
GDEN
+$16.7M

Sector Composition

Rank Sector Weight
1 Technology 13.5%
2 Financials 7.42%
3 Industrials 5.01%
4 Consumer Discretionary 4.35%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
276
Intuitive Surgical
ISRG
$127B
$6.33M 0.04%
11,181
+2,083
+23% +$1.11M
KMI icon
277
Kinder Morgan
KMI
$71.7B
$6.33M 0.04%
230,285
+175
+0.1% +$4.73K
APP icon
278
Applovin
APP
$133B
$6.33M 0.04%
9,388
+4,285
+84% +$2.7M
IWV icon
279
iShares Russell 3000 ETF
IWV
$19.6B
$6.2M 0.03%
16,028
+4,354
+37% +$1.67M
TXT icon
280
Textron
TXT
$14.7B
$6.16M 0.03%
70,715
+5,994
+9% +$502K
VRTX icon
281
Vertex Pharmaceuticals
VRTX
$121B
$6.16M 0.03%
13,596
-384
-3% -$166K
AL
282
DELISTED
Air Lease Corp
AL
$6.14M 0.03%
95,522
+13,209
+16% +$843K
XLE icon
283
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$6.12M 0.03%
136,798
-19,936
-13% -$888K
UPS icon
284
United Parcel Service
UPS
$88.6B
$6.03M 0.03%
60,812
-23,767
-28% -$2.22M
GVI icon
285
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$6.03M 0.03%
56,131
-1,397
-2% -$150K
APH icon
286
Amphenol
APH
$198B
$6.03M 0.03%
44,585
+6,542
+17% +$875K
CVS icon
287
CVS Health
CVS
$133B
$6M 0.03%
75,546
+30,977
+70% +$2.44M
WAL icon
288
Western Alliance Bancorporation
WAL
$8.79B
$5.92M 0.03%
70,365
+986
+1% +$80.1K
COF icon
289
Capital One
COF
$128B
$5.89M 0.03%
24,301
+6,004
+33% +$1.34M
ZBH icon
290
Zimmer Biomet
ZBH
$18.2B
$5.85M 0.03%
65,014
-16,194
-20% -$1.54M
ASML icon
291
ASML
ASML
$626B
$5.83M 0.03%
5,452
+843
+18% +$879K
PGR icon
292
PUT
Progressive
PGR
$123B
– –
-25,500
Closed -$5.76M
GILD icon
293
Gilead Sciences
GILD
$162B
$5.79M 0.03%
47,152
+2,541
+6% +$309K
GM icon
294
General Motors
GM
$80.4B
$5.74M 0.03%
70,639
+14,617
+26% +$1.03M
NVS icon
295
Novartis
NVS
$297B
$5.74M 0.03%
41,635
-160
-0.4% -$21K
IVE icon
296
iShares S&P 500 Value ETF
IVE
$49B
$5.68M 0.03%
26,792
-545
-2% -$114K
IEUR icon
297
iShares Core MSCI Europe ETF
IEUR
$8.97B
$5.68M 0.03%
79,967
+7,995
+11% +$554K
A icon
298
Agilent Technologies
A
$39.1B
$5.66M 0.03%
41,570
-998
-2% -$143K
EVR icon
299
Evercore
EVR
$12.4B
$5.64M 0.03%
16,577
+1,538
+10% +$494K
KMB icon
300
Kimberly-Clark
KMB
$36.3B
$5.63M 0.03%
55,851
+2,153
+4% +$235K
10 11
12
13 14

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 Q4 2025 Portfolio in Review

As of Q4 2025, Sequoia Financial Advisors held 2,004 positions worth $17.9B, up 8.9% from $16.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Sequoia Financial Advisors deployed $1.06B of net new capital in Q4 2025, opening 242 new positions and adding to 1,165 existing holdings. Its largest new stake was Amplify CWP Enhanced Dividend Income ETF: 753,857 shares worth $33.5M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was TKO Group, an estimated $91.1M trimmed.

  • Sequoia Financial Advisors's largest Q4 2025 buy was Amplify CWP Enhanced Dividend Income ETF: 753,857 shares worth $33.5M.
  • Sequoia Financial Advisors added most to Apple in Q4 2025, an estimated $87.8M increase.
  • Sequoia Financial Advisors's biggest Q4 2025 reduction was TKO Group, cutting an estimated $91.1M.
  • Sequoia Financial Advisors fully exited Walker & Dunlop in Q4 2025, selling an estimated $21.9M.
  • Sequoia Financial Advisors's ten largest holdings make up 31% of its $17.9B portfolio in Q4 2025.
  • Sequoia Financial Advisors opened 242 new positions and closed 92 in Q4 2025.
  • Sequoia Financial Advisors's portfolio value rose 8.9% quarter-over-quarter to $17.9B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.