We are live on ! Find out more
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
SJM icon
726
J.M. Smucker
SJM
$12.6B
$1.4M 0.01%
14,354
+875
+6% +$90.5K
AVY icon
727
Avery Dennison
AVY
$13B
$1.4M 0.01%
7,715
+1,690
+28% +$292K
NET icon
728
Cloudflare
NET
$101B
$1.4M 0.01%
7,113
+712
+11% +$151K
CACI icon
729
CACI
CACI
$11.2B
$1.4M 0.01%
2,627
+748
+40% +$423K
DLTR icon
730
Dollar Tree
DLTR
$24.8B
$1.4M 0.01%
11,371
+3,520
+45% +$377K
LEN icon
731
Lennar Class A
LEN
$20.3B
$1.4M 0.01%
13,595
+2,283
+20% +$276K
MGA icon
732
Magna International
MGA
$18.5B
$1.39M 0.01%
26,165
+6,194
+31% +$303K
Q
733
Qnity Electronics Inc
Q
$27.9B
$1.39M 0.01%
+17,032
New +$1.45M
PB icon
734
Prosperity Bancshares
PB
$9.01B
$1.39M 0.01%
20,109
+7,857
+64% +$530K
NRG icon
735
NRG Energy
NRG
$29.3B
$1.39M 0.01%
8,705
+4,016
+86% +$664K
FTV icon
736
Fortive
FTV
$18B
$1.38M 0.01%
25,026
+14,482
+137% +$752K
SMOM
737
Symmetry Panoramic Sector Momentum ETF
SMOM
$70.3M
$1.38M 0.01%
53,477
+45,433
+565% +$1.17M
XLG icon
738
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$1.37M 0.01%
23,191
+203
+0.9% +$11.9K
RMD icon
739
ResMed
RMD
$31.3B
$1.37M 0.01%
5,694
+245
+4% +$62.7K
B
740
Barrick Mining
B
$62.1B
$1.36M 0.01%
31,212
+302
+1% +$11.3K
VRSK icon
741
Verisk Analytics
VRSK
$25B
$1.36M 0.01%
6,060
+2,815
+87% +$635K
DCI icon
742
Donaldson
DCI
$11B
$1.36M 0.01%
15,288
+4,121
+37% +$358K
ZM icon
743
Zoom
ZM
$28.8B
$1.35M 0.01%
15,666
+4,323
+38% +$364K
AWK icon
744
American Water Works
AWK
$26.2B
$1.35M 0.01%
10,357
+2,856
+38% +$382K
RGTI icon
745
Rigetti Computing
RGTI
$5.35B
$1.35M 0.01%
60,803
-21,362
-26% -$696K
RPM icon
746
RPM International
RPM
$14B
$1.34M 0.01%
12,895
-1,535
-11% -$166K
EMB icon
747
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$1.33M 0.01%
13,862
-319
-2% -$30.7K
EZU icon
748
iShare MSCI Eurozone ETF
EZU
$9.7B
$1.33M 0.01%
20,805
– –
CWK icon
749
Cushman & Wakefield Ltd
CWK
$3.18B
$1.33M 0.01%
+82,250
New +$1.3M
ETR icon
750
Entergy
ETR
$50.4B
$1.33M 0.01%
14,383
+3,911
+37% +$371K
28 29
30
31 32

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.