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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
+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
ROP icon
326
Roper Technologies
ROP
$38.8B
$5.07M 0.03%
11,400
+1,470
+15% +$681K
MDT icon
327
Medtronic
MDT
$109B
$5.07M 0.03%
52,733
+5,585
+12% +$543K
FFIV icon
328
F5
FFIV
$22.9B
$5.05M 0.03%
19,787
+311
+2% +$83.7K
HOOD icon
329
Robinhood
HOOD
$77.8B
$5M 0.03%
44,212
+24,096
+120% +$3.13M
SPGI icon
330
S&P Global
SPGI
$121B
$4.99M 0.03%
9,547
+871
+10% +$431K
VHT icon
331
Vanguard Health Care ETF
VHT
$18.1B
$4.93M 0.03%
17,110
-634
-4% -$177K
SYK icon
332
Stryker
SYK
$125B
$4.92M 0.03%
13,997
+966
+7% +$352K
CMPR icon
333
Cimpress
CMPR
$2.39B
$4.86M 0.03%
73,010
-1,104
-1% -$74.9K
HSBC icon
334
HSBC
HSBC
$365B
$4.86M 0.03%
61,723
+294
+0.5% +$21K
UBER icon
335
Uber
UBER
$143B
$4.84M 0.03%
59,252
+3,868
+7% +$348K
MAR icon
336
Marriott International
MAR
$98.3B
$4.83M 0.03%
15,564
+3,073
+25% +$878K
INTC icon
337
Intel
INTC
$455B
$4.83M 0.03%
130,801
+19,061
+17% +$720K
NLY icon
338
Annaly Capital Management
NLY
$17.1B
$4.81M 0.03%
215,243
+7,417
+4% +$161K
PSX icon
339
Phillips 66
PSX
$84.9B
$4.72M 0.03%
36,616
+5,940
+19% +$800K
GSY icon
340
Invesco Ultra Short Duration ETF
GSY
$3.86B
$4.72M 0.03%
+93,926
New +$4.72M
DXJ icon
341
WisdomTree Japan Hedged Equity Fund
DXJ
$7.08B
$4.68M 0.03%
32,474
+810
+3% +$111K
DLR icon
342
Digital Realty Trust
DLR
$69.7B
$4.67M 0.03%
30,214
-301
-1% -$49.4K
SCHV
343
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$4.66M 0.03%
157,532
+1,277
+0.8% +$37.3K
DGX icon
344
Quest Diagnostics
DGX
$25.7B
$4.63M 0.03%
26,702
+3,359
+14% +$612K
VTIP icon
345
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$4.61M 0.03%
93,240
-18,096
-16% -$905K
CORP icon
346
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$4.58M 0.03%
46,774
-22,186
-32% -$2.19M
BSX icon
347
Boston Scientific
BSX
$69.5B
$4.53M 0.03%
47,551
+5,678
+14% +$557K
XLV icon
348
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$4.47M 0.02%
28,890
+894
+3% +$134K
SPYG icon
349
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$4.38M 0.02%
41,050
-616
-1% -$65.3K
CEG icon
350
Constellation Energy
CEG
$93.8B
$4.38M 0.02%
12,388
+2,673
+28% +$971K
12 13
14
15 16

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
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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.