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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
APD icon
576
Air Products & Chemicals
APD
$65.7B
$1.97M 0.01%
7,981
+895
+13% +$227K
MET icon
577
MetLife
MET
$61.9B
$1.97M 0.01%
24,963
+3,251
+15% +$257K
RDY icon
578
Dr. Reddy's Laboratories
RDY
$9.87B
$1.96M 0.01%
139,507
+14,452
+12% +$203K
D icon
579
Dominion Energy
D
$60.8B
$1.96M 0.01%
33,404
+7,016
+27% +$423K
IWO icon
580
iShares Russell 2000 Growth ETF
IWO
$14.3B
$1.96M 0.01%
6,057
+123
+2% +$40K
IBDS icon
581
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$1.94M 0.01%
80,005
– –
IBDR icon
582
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$1.94M 0.01%
79,971
– –
IUSG icon
583
iShares Core S&P US Growth ETF
IUSG
$31.7B
$1.93M 0.01%
11,518
-154
-1% -$25.7K
AAPL icon
584
PUT
Apple
AAPL
$4.54T
– –
-11,000
Closed -$2.95M
ESML icon
585
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$1.93M 0.01%
41,904
-1,050
-2% -$47.9K
PRF icon
586
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$1.92M 0.01%
40,911
-949
-2% -$43.7K
SMFG icon
587
Sumitomo Mitsui Financial
SMFG
$164B
$1.92M 0.01%
99,231
+1,601
+2% +$27.8K
JHG
588
DELISTED
Janus Henderson
JHG
$1.92M 0.01%
40,283
+12,164
+43% +$538K
LNT icon
589
Alliant Energy
LNT
$18.3B
$1.91M 0.01%
29,455
+5,702
+24% +$382K
GNTX icon
590
Gentex
GNTX
$4.97B
$1.91M 0.01%
82,216
+6,058
+8% +$146K
NUE icon
591
Nucor
NUE
$58.6B
$1.91M 0.01%
11,712
+4,431
+61% +$666K
ESGU icon
592
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$1.9M 0.01%
12,744
+418
+3% +$61.8K
FTNT icon
593
Fortinet
FTNT
$119B
$1.89M 0.01%
23,836
+7,973
+50% +$661K
IQV icon
594
IQVIA
IQV
$38.7B
$1.89M 0.01%
8,390
+1,989
+31% +$433K
HLAL icon
595
Wahed FTSE USA Shariah ETF
HLAL
$912M
$1.89M 0.01%
30,428
+1,644
+6% +$101K
NDSN icon
596
Nordson
NDSN
$16.6B
$1.89M 0.01%
7,843
+2,566
+49% +$603K
WTM icon
597
White Mountains Insurance
WTM
$5.2B
$1.88M 0.01%
906
+88
+11% +$172K
CMG icon
598
Chipotle Mexican Grill
CMG
$47.2B
$1.87M 0.01%
50,506
+15,215
+43% +$550K
ULTA icon
599
Ulta Beauty
ULTA
$22B
$1.87M 0.01%
3,085
+1,028
+50% +$565K
ABNB icon
600
Airbnb
ABNB
$89.9B
$1.86M 0.01%
13,731
+1,855
+16% +$231K
22 23
24
25 26

Similar funds

EIM
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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
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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.