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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
JNJ icon
601
PUT
Johnson & Johnson
JNJ
$618B
– –
-3,700
Closed -$732K
EXC icon
602
Exelon
EXC
$47.2B
$1.86M 0.01%
42,716
+15,201
+55% +$694K
AEM icon
603
Agnico Eagle Mines
AEM
$73.6B
$1.86M 0.01%
10,978
+873
+9% +$147K
BIIB icon
604
Biogen
BIIB
$30B
$1.86M 0.01%
10,564
+1,468
+16% +$240K
RACE icon
605
Ferrari
RACE
$69.2B
$1.86M 0.01%
5,027
+96
+2% +$38.4K
FCX icon
606
Freeport-McMoran
FCX
$90B
$1.85M 0.01%
36,374
-1,574
-4% -$68.2K
JBL icon
607
Jabil
JBL
$33B
$1.84M 0.01%
8,085
+2,512
+45% +$536K
TTE icon
608
TotalEnergies
TTE
$195B
$1.84M 0.01%
28,137
+2,569
+10% +$162K
MSCI icon
609
MSCI
MSCI
$41.6B
$1.84M 0.01%
3,205
+418
+15% +$234K
NKE icon
610
Nike
NKE
$61.9B
$1.82M 0.01%
28,644
+2,676
+10% +$174K
FHI icon
611
Federated Hermes
FHI
$4.55B
$1.82M 0.01%
35,013
+9,488
+37% +$482K
UAL icon
612
United Airlines
UAL
$39.4B
$1.82M 0.01%
16,255
+8,481
+109% +$857K
AMT icon
613
American Tower
AMT
$80.8B
$1.81M 0.01%
10,316
+624
+6% +$114K
CBC
614
Central Bancompany Inc
CBC
$7.86B
$1.81M 0.01%
+75,000
New +$1.76M
SKM icon
615
SK Telecom
SKM
$12.1B
$1.8M 0.01%
87,862
+18,463
+27% +$379K
L icon
616
Loews
L
$23.9B
$1.8M 0.01%
17,076
+4,826
+39% +$498K
GDX icon
617
VanEck Gold Miners ETF
GDX
$22.6B
$1.8M 0.01%
20,959
-3,960
-16% -$313K
STLD icon
618
Steel Dynamics
STLD
$36B
$1.79M 0.01%
10,554
+4,208
+66% +$668K
AME icon
619
Ametek
AME
$55.4B
$1.79M 0.01%
8,701
+2,676
+44% +$521K
IHI icon
620
iShares US Medical Devices ETF
IHI
$3.13B
$1.78M 0.01%
28,642
-2,393
-8% -$148K
CIEN icon
621
Ciena
CIEN
$53.4B
$1.78M 0.01%
7,604
+3,648
+92% +$708K
BP icon
622
BP
BP
$116B
$1.78M 0.01%
51,168
-3,831
-7% -$134K
IVLU icon
623
iShares MSCI Intl Value Factor ETF
IVLU
$4.42B
$1.77M 0.01%
46,597
-4,531
-9% -$166K
BTI icon
624
British American Tobacco
BTI
$131B
$1.77M 0.01%
31,186
+117
+0.4% +$6.38K
SUSA icon
625
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$1.76M 0.01%
12,631
-3,510
-22% -$485K
23 24
25
26 27

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.