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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
AZO icon
551
AutoZone
AZO
$49.2B
$2.15M 0.01%
633
+100
+19% +$378K
SYY icon
552
Sysco
SYY
$40.8B
$2.15M 0.01%
29,133
+5,417
+23% +$412K
AVUS icon
553
Avantis US Equity ETF
AVUS
$14B
$2.14M 0.01%
+19,189
New +$2.11M
WF icon
554
Woori Financial
WF
$16.7B
$2.12M 0.01%
36,037
+2,791
+8% +$155K
BUD icon
555
AB InBev
BUD
$170B
$2.11M 0.01%
32,876
+3,465
+12% +$215K
ECL icon
556
Ecolab
ECL
$78.1B
$2.1M 0.01%
8,003
+2,036
+34% +$542K
NWBI icon
557
Northwest Bancshares
NWBI
$2.3B
$2.1M 0.01%
175,059
+8,825
+5% +$107K
AGM icon
558
Federal Agricultural Mortgage
AGM
$2.47B
$2.09M 0.01%
11,913
+2
+0% +$336
MRVL icon
559
Marvell Technology
MRVL
$168B
$2.09M 0.01%
24,611
+4,681
+23% +$410K
BDX icon
560
Becton Dickinson
BDX
$45.6B
$2.09M 0.01%
10,760
+806
+8% +$153K
JKHY icon
561
Jack Henry & Associates
JKHY
$10.9B
$2.07M 0.01%
+11,343
New +$1.89M
SPUS icon
562
SP Funds S&P 500 Sharia ETF
SPUS
$2.85B
$2.06M 0.01%
40,357
+1,977
+5% +$100K
PFF icon
563
iShares Preferred and Income Securities ETF
PFF
$13.3B
$2.06M 0.01%
66,559
-74,848
-53% -$2.33M
DOC icon
564
Healthpeak Properties
DOC
$15.1B
$2.06M 0.01%
127,919
-27,480
-18% -$484K
STT icon
565
State Street
STT
$50.6B
$2.05M 0.01%
15,876
+5,102
+47% +$611K
VST icon
566
Vistra
VST
$50B
$2.04M 0.01%
12,627
-725
-5% -$132K
SHY icon
567
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$2.02M 0.01%
24,434
-272
-1% -$22.5K
PAYX icon
568
Paychex
PAYX
$41.6B
$2.01M 0.01%
17,947
-48,321
-73% -$5.66M
EEMV icon
569
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.44B
$2.01M 0.01%
31,388
-1,745
-5% -$113K
ATO icon
570
Atmos Energy
ATO
$28.8B
$2.01M 0.01%
11,987
+1,440
+14% +$249K
NVO
571
Novo Nordisk
NVO
$208B
$2.01M 0.01%
39,408
+5,991
+18% +$306K
LION icon
572
Lionsgate Studios
LION
$3.95B
$2M 0.01%
219,576
+22,898
+12% +$163K
FISV
573
Fiserv Inc
FISV
$28.8B
$2M 0.01%
29,719
-67,267
-69% -$5.63M
WSBC icon
574
WesBanco
WSBC
$3.97B
$1.99M 0.01%
60,016
+53
+0.1% +$1.71K
KEY icon
575
KeyCorp
KEY
$24.2B
$1.98M 0.01%
96,032
+14,796
+18% +$275K
21 22
23
24 25

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.