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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
XOM icon
526
PUT
ExxonMobil
XOM
$644B
– –
-7,500
Closed -$870K
MDLZ icon
527
Mondelez International
MDLZ
$79.5B
$2.32M 0.01%
43,093
+3,202
+8% +$184K
DVN icon
528
Devon Energy
DVN
$52.1B
$2.31M 0.01%
63,197
+2,850
+5% +$99.5K
CASY icon
529
Casey's General Stores
CASY
$32.2B
$2.31M 0.01%
4,179
+873
+26% +$480K
TD icon
530
Toronto Dominion Bank
TD
$198B
$2.3M 0.01%
24,439
+288
+1% +$24.3K
GWW icon
531
W.W. Grainger
GWW
$65.3B
$2.29M 0.01%
2,272
+701
+45% +$680K
CTVA icon
532
Corteva
CTVA
$52.6B
$2.29M 0.01%
34,143
+5,569
+19% +$360K
REGN icon
533
Regeneron Pharmaceuticals
REGN
$78.5B
$2.28M 0.01%
2,949
+295
+11% +$200K
UNM icon
534
Unum
UNM
$13.6B
$2.27M 0.01%
29,289
+3,870
+15% +$296K
PSLV icon
535
Sprott Physical Silver Trust
PSLV
$12B
$2.26M 0.01%
95,505
+937
+1% +$17.2K
FAST icon
536
Fastenal
FAST
$54.7B
$2.23M 0.01%
55,664
+6,000
+12% +$253K
ASX icon
537
ASE Group
ASX
$77.3B
$2.23M 0.01%
138,624
+5,710
+4% +$81.2K
TM icon
538
Toyota
TM
$224B
$2.23M 0.01%
10,412
+472
+5% +$95.7K
RYN icon
539
Rayonier
RYN
$6.55B
$2.23M 0.01%
102,936
-2,699
-3% -$61K
PEG icon
540
Public Service Enterprise Group
PEG
$38.2B
$2.22M 0.01%
27,657
+3,117
+13% +$254K
WIT icon
541
Wipro
WIT
$19.6B
$2.21M 0.01%
779,143
+129,475
+20% +$354K
DFEV icon
542
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$2.21M 0.01%
65,458
-2,595
-4% -$85.6K
SPOT icon
543
Spotify
SPOT
$103B
$2.21M 0.01%
3,799
+273
+8% +$171K
CUBE icon
544
CubeSmart
CUBE
$9.39B
$2.2M 0.01%
61,088
+1,114
+2% +$42.3K
EXPE icon
545
Expedia Group
EXPE
$35.4B
$2.2M 0.01%
7,763
+3,137
+68% +$775K
JLL icon
546
Jones Lang LaSalle
JLL
$16.3B
$2.17M 0.01%
6,456
+2,977
+86% +$933K
HHH icon
547
Howard Hughes
HHH
$3.81B
$2.17M 0.01%
27,193
+147
+0.5% +$12.2K
PYPL icon
548
PayPal
PYPL
$48.9B
$2.17M 0.01%
37,144
+5,145
+16% +$334K
EGP icon
549
EastGroup Properties
EGP
$11.2B
$2.17M 0.01%
12,160
+1,315
+12% +$234K
FE icon
550
FirstEnergy
FE
$28B
$2.15M 0.01%
48,001
+5,262
+12% +$242K
20 21
22
23 24

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.