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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
PPC icon
651
Pilgrim's Pride
PPC
$6.51B
$1.67M 0.01%
42,829
+4,832
+13% +$186K
FITB
652
Fifth Third Bancorp
FITB
$51.2B
$1.67M 0.01%
35,597
+5,856
+20% +$258K
GSK icon
653
GSK
GSK
$104B
$1.66M 0.01%
33,805
+1,131
+3% +$52.8K
OMC icon
654
Omnicom Group
OMC
$21.6B
$1.65M 0.01%
20,462
+10,187
+99% +$778K
LPLA icon
655
LPL Financial
LPLA
$28.3B
$1.64M 0.01%
4,582
+2,645
+137% +$936K
KB icon
656
KB Financial Group
KB
$41.4B
$1.63M 0.01%
18,909
+1,862
+11% +$157K
NJUL icon
657
Innovator Growth-100 Power Buffer ETF July
NJUL
$251M
$1.63M 0.01%
22,400
-859
-4% -$61.7K
CELH icon
658
Celsius Holdings
CELH
$7.47B
$1.63M 0.01%
35,542
+7,379
+26% +$372K
ARGX icon
659
argenx
ARGX
$53.4B
$1.62M 0.01%
1,929
+34
+2% +$29.1K
PCAR icon
660
PACCAR
PCAR
$69.8B
$1.62M 0.01%
14,778
+5,756
+64% +$590K
DTM icon
661
DT Midstream
DTM
$14.1B
$1.61M 0.01%
13,434
+3,380
+34% +$388K
PCOR icon
662
Procore
PCOR
$8.26B
$1.6M 0.01%
22,044
+2,275
+12% +$168K
EOG icon
663
EOG Resources
EOG
$79.2B
$1.6M 0.01%
15,253
-492
-3% -$52.8K
WAB icon
664
Wabtec
WAB
$49.1B
$1.6M 0.01%
7,490
+1,663
+29% +$342K
BKH icon
665
Black Hills Corp
BKH
$5.42B
$1.6M 0.01%
23,023
+7,241
+46% +$488K
EQIX icon
666
Equinix
EQIX
$101B
$1.59M 0.01%
2,081
-7
-0.3% -$5.49K
UTHR icon
667
United Therapeutics
UTHR
$25.8B
$1.59M 0.01%
3,271
+1,487
+83% +$692K
SF
668
Stifel
SF
$12.6B
$1.59M 0.01%
19,091
+6,369
+50% +$509K
RSPT icon
669
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$1.59M 0.01%
34,943
-85
-0.2% -$3.86K
INGR icon
670
Ingredion
INGR
$6.27B
$1.59M 0.01%
14,417
+4,972
+53% +$561K
SHG icon
671
Shinhan Financial Group
SHG
$32.8B
$1.58M 0.01%
29,529
+3,253
+12% +$172K
HOLX
672
DELISTED
Hologic
HOLX
$1.58M 0.01%
21,255
+1,719
+9% +$126K
AVAV icon
673
AeroVironment
AVAV
$7.56B
$1.57M 0.01%
6,511
+4,738
+267% +$1.49M
CARR icon
674
Carrier Global
CARR
$51B
$1.57M 0.01%
29,749
+10,801
+57% +$600K
XAR icon
675
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$1.57M 0.01%
6,514
+676
+12% +$161K
25 26
27
28 29

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.