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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
ING icon
626
ING
ING
$99.8B
$1.75M 0.01%
62,675
-23
-0% -$593
FNDA icon
627
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$1.75M 0.01%
55,610
-5,211
-9% -$162K
AS icon
628
Amer Sports
AS
$20.7B
$1.74M 0.01%
46,639
+4,131
+10% +$142K
SEIC icon
629
SEI Investments
SEIC
$12.4B
$1.74M 0.01%
21,223
+1,713
+9% +$141K
UBS icon
630
UBS Group
UBS
$173B
$1.74M 0.01%
37,559
-1,797
-5% -$72.6K
ODFL icon
631
Old Dominion Freight Line
ODFL
$44.1B
$1.74M 0.01%
11,088
+5,479
+98% +$785K
DASH icon
632
DoorDash
DASH
$85.5B
$1.73M 0.01%
7,630
-566
-7% -$133K
EME icon
633
Emcor
EME
$35.2B
$1.73M 0.01%
2,821
+1,355
+92% +$877K
VOT icon
634
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$1.72M 0.01%
6,174
+1,592
+35% +$456K
RIO icon
635
Rio Tinto
RIO
$158B
$1.72M 0.01%
21,528
+2,093
+11% +$151K
MTB icon
636
M&T Bank
MTB
$35.7B
$1.72M 0.01%
8,519
+2,108
+33% +$403K
ES icon
637
Eversource Energy
ES
$26.9B
$1.71M 0.01%
25,449
+4,625
+22% +$325K
WTRG icon
638
Essential Utilities
WTRG
$11.3B
$1.71M 0.01%
44,460
+6,733
+18% +$265K
PHM icon
639
Pultegroup
PHM
$24.1B
$1.7M 0.01%
14,465
+6,026
+71% +$739K
QLTA icon
640
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$1.69M 0.01%
35,231
-24,718
-41% -$1.2M
MTG icon
641
MGIC Investment
MTG
$6.16B
$1.69M 0.01%
57,845
+35,225
+156% +$989K
EEM icon
642
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$1.69M 0.01%
30,799
+10,735
+54% +$584K
KGC icon
643
Kinross Gold
KGC
$27.4B
$1.68M 0.01%
59,809
+5,582
+10% +$145K
SNA icon
644
Snap-on
SNA
$21.2B
$1.68M 0.01%
4,875
+2,119
+77% +$725K
SPG icon
645
Simon Property Group
SPG
$74.4B
$1.68M 0.01%
9,073
+1,370
+18% +$249K
GLPI icon
646
Gaming and Leisure Properties
GLPI
$12.7B
$1.68M 0.01%
37,573
+3,352
+10% +$149K
HPE icon
647
Hewlett Packard
HPE
$63.4B
$1.68M 0.01%
69,880
+22,511
+48% +$530K
FICO icon
648
Fair Isaac
FICO
$24.3B
$1.68M 0.01%
991
+343
+53% +$590K
ALNY icon
649
Alnylam Pharmaceuticals
ALNY
$27.5B
$1.67M 0.01%
4,212
-94
-2% -$41.6K
WMT icon
650
CALL
Walmart Inc
WMT
$885B
– –
0
– –
24 25
26
27 28

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.