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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
NU icon
451
Nu Holdings
NU
$69.2B
$3.01M 0.02%
179,537
+2,789
+2% +$44.8K
BHP icon
452
BHP
BHP
$215B
$2.98M 0.02%
49,391
+102
+0.2% +$5.8K
JQUA icon
453
JPMorgan US Quality Factor ETF
JQUA
$8.21B
$2.98M 0.02%
47,175
-1,932
-4% -$121K
ESGV icon
454
Vanguard ESG US Stock ETF
ESGV
$13.1B
$2.97M 0.02%
24,588
-548
-2% -$65.7K
CTAS icon
455
Cintas
CTAS
$81.9B
$2.97M 0.02%
15,813
+4,870
+45% +$917K
MFC icon
456
Manulife Financial
MFC
$73.9B
$2.97M 0.02%
81,740
+6,545
+9% +$222K
SLB icon
457
SLB Ltd
SLB
$73.6B
$2.95M 0.02%
76,951
+989
+1% +$35.9K
INFY icon
458
Infosys
INFY
$48.7B
$2.94M 0.02%
164,991
+14,083
+9% +$244K
EA icon
459
Electronic Arts
EA
$53B
$2.93M 0.02%
14,352
+3,120
+28% +$630K
VSGX icon
460
Vanguard ESG International Stock ETF
VSGX
$6.52B
$2.93M 0.02%
40,842
-3,548
-8% -$250K
HWM icon
461
Howmet Aerospace
HWM
$113B
$2.91M 0.02%
14,190
+5,181
+58% +$1.03M
FIX icon
462
Comfort Systems
FIX
$60.9B
$2.91M 0.02%
3,117
+993
+47% +$917K
MCO icon
463
Moody's
MCO
$82.8B
$2.91M 0.02%
5,693
+1,092
+24% +$533K
ROST icon
464
Ross Stores
ROST
$80.5B
$2.89M 0.02%
16,058
+6,781
+73% +$1.13M
ED icon
465
Consolidated Edison
ED
$40.1B
$2.87M 0.02%
28,916
+6,729
+30% +$668K
EBAY icon
466
eBay
EBAY
$50.6B
$2.87M 0.02%
32,957
+8,429
+34% +$730K
CINF icon
467
Cincinnati Financial
CINF
$27.3B
$2.87M 0.02%
17,574
+3,216
+22% +$521K
EW icon
468
Edwards Lifesciences
EW
$49.6B
$2.85M 0.02%
33,380
+3,143
+10% +$258K
HII icon
469
Huntington Ingalls Industries
HII
$12.9B
$2.83M 0.02%
8,334
+1,463
+21% +$454K
NTRS icon
470
Northern Trust
NTRS
$33.3B
$2.83M 0.02%
20,718
+4,206
+25% +$552K
SCHE icon
471
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$2.83M 0.02%
86,401
+1,872
+2% +$62.4K
VRT icon
472
Vertiv
VRT
$93B
$2.81M 0.02%
17,355
+3,708
+27% +$644K
SMH icon
473
VanEck Semiconductor ETF
SMH
$67.9B
$2.8M 0.02%
7,785
+5,038
+183% +$1.77M
CDW icon
474
CDW
CDW
$18.9B
$2.8M 0.02%
20,535
-2,363
-10% -$348K
BBVA icon
475
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$2.79M 0.02%
119,626
+14,058
+13% +$294K
17 18
19
20 21

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.