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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
CBRE icon
476
CBRE Group
CBRE
$43.7B
$2.78M 0.02%
17,314
+3,762
+28% +$591K
SAP icon
477
SAP
SAP
$226B
$2.75M 0.02%
11,328
-2,745
-20% -$699K
AFL icon
478
Aflac
AFL
$63.7B
$2.75M 0.02%
24,939
+5,296
+27% +$583K
PRU icon
479
Prudential Financial
PRU
$42.9B
$2.73M 0.02%
24,164
+3,049
+14% +$327K
O icon
480
Realty Income
O
$58.7B
$2.72M 0.02%
48,258
-1,767
-4% -$102K
FMHI icon
481
First Trust Municipal High Income ETF
FMHI
$998M
$2.71M 0.02%
56,586
-3,715
-6% -$178K
CAH icon
482
Cardinal Health
CAH
$54.7B
$2.71M 0.02%
13,193
+3,793
+40% +$714K
HDB icon
483
HDFC Bank
HDB
$123B
$2.71M 0.02%
74,198
+345
+0.5% +$12.4K
ZTS icon
484
Zoetis
ZTS
$31.9B
$2.71M 0.02%
21,547
-1,190
-5% -$155K
VOOG icon
485
Vanguard S&P 500 Growth ETF
VOOG
$27B
$2.71M 0.02%
36,570
-198
-0.5% -$14.6K
HLT icon
486
Hilton Worldwide
HLT
$70.2B
$2.7M 0.02%
9,413
+1,707
+22% +$465K
IWP icon
487
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$2.7M 0.02%
19,711
-101
-0.5% -$14.1K
IDXX icon
488
Idexx Laboratories
IDXX
$46.4B
$2.7M 0.02%
3,985
+748
+23% +$509K
XLP icon
489
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$2.69M 0.02%
34,589
-23
-0.1% -$1.79K
RING icon
490
iShares MSCI Global Gold Miners ETF
RING
$2.2B
$2.69M 0.02%
36,471
+2,001
+6% +$135K
CRH icon
491
CRH
CRH
$65.8B
$2.68M 0.02%
21,485
+5,903
+38% +$703K
SCHQ
492
Schwab Long-Term US Treasury ETF
SCHQ
$799M
$2.66M 0.01%
83,780
+25,709
+44% +$831K
CDNS icon
493
Cadence Design Systems
CDNS
$93.8B
$2.65M 0.01%
8,492
+1,067
+14% +$348K
NVDA icon
494
PUT
NVIDIA
NVDA
$5.13T
– –
-8,900
Closed -$1.66M
URI icon
495
United Rentals
URI
$71.6B
$2.62M 0.01%
3,241
+1,109
+52% +$963K
TEL icon
496
TE Connectivity
TEL
$62.9B
$2.62M 0.01%
11,508
+3,173
+38% +$734K
BIL icon
497
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$2.61M 0.01%
28,608
+4,074
+17% +$373K
STX icon
498
Seagate
STX
$192B
$2.61M 0.01%
9,478
+2,539
+37% +$659K
CFG icon
499
Citizens Financial Group
CFG
$31.1B
$2.6M 0.01%
44,558
+7,717
+21% +$415K
KR icon
500
Kroger
KR
$35.4B
$2.58M 0.01%
41,342
+10,463
+34% +$684K
18 19
20
21 22

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.