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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
DSI icon
701
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.49M 0.01%
11,555
-2,419
-17% -$309K
CNC icon
702
Centene
CNC
$30.7B
$1.49M 0.01%
36,148
+13,663
+61% +$511K
SYF icon
703
Synchrony
SYF
$24.7B
$1.49M 0.01%
17,806
+7,077
+66% +$541K
ORI icon
704
Old Republic International
ORI
$10.5B
$1.48M 0.01%
32,526
+9,235
+40% +$401K
RJF icon
705
Raymond James Financial
RJF
$33.8B
$1.48M 0.01%
9,237
+2,589
+39% +$418K
CVNA icon
706
Carvana
CVNA
$68.6B
$1.48M 0.01%
17,510
+4,660
+36% +$346K
CHT icon
707
Chunghwa Telecom
CHT
$33.1B
$1.47M 0.01%
35,278
-5,195
-13% -$220K
NGG icon
708
National Grid
NGG
$80.4B
$1.46M 0.01%
18,831
+1,982
+12% +$149K
EAGG icon
709
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$1.45M 0.01%
30,338
-2,526
-8% -$121K
NTAP icon
710
NetApp
NTAP
$35B
$1.45M 0.01%
13,544
+2,538
+23% +$290K
PPG icon
711
PPG Industries
PPG
$24.6B
$1.45M 0.01%
14,138
+6,905
+95% +$694K
SOLV icon
712
Solventum
SOLV
$14.8B
$1.45M 0.01%
18,239
+867
+5% +$66.4K
WDAY icon
713
Workday
WDAY
$39.6B
$1.44M 0.01%
6,700
+1,062
+19% +$241K
GRMN
714
Garmin
GRMN
$56.7B
$1.44M 0.01%
7,088
+409
+6% +$88.9K
EPD icon
715
Enterprise Products Partners
EPD
$82.3B
$1.43M 0.01%
44,523
+17,548
+65% +$555K
AAAU icon
716
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
$1.43M 0.01%
+33,500
New +$1.37M
TER icon
717
Teradyne
TER
$57.6B
$1.42M 0.01%
7,350
+2,139
+41% +$367K
CCL icon
718
Carnival Corporation Ltd
CCL
$38.1B
$1.42M 0.01%
46,343
+14,252
+44% +$397K
JHX icon
719
James Hardie Industries
JHX
$15.3B
$1.42M 0.01%
68,196
-5,433
-7% -$109K
HSY icon
720
Hershey
HSY
$35.2B
$1.41M 0.01%
7,774
+1,624
+26% +$297K
CPNG icon
721
Coupang
CPNG
$29.3B
$1.41M 0.01%
59,898
-5,602
-9% -$159K
VGK icon
722
Vanguard FTSE Europe ETF
VGK
$30.7B
$1.41M 0.01%
16,886
+4,163
+33% +$338K
BTC
723
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$1.41M 0.01%
36,448
-729
-2% -$32.3K
SFLR icon
724
Innovator Equity Managed Floor ETF
SFLR
$2.11B
$1.41M 0.01%
38,197
– –
PKG icon
725
Packaging Corp of America
PKG
$21.9B
$1.41M 0.01%
6,819
-576
-8% -$117K
27 28
29
30 31

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.