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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
INCY icon
751
Incyte
INCY
$24.3B
$1.33M 0.01%
13,455
+3,301
+33% +$319K
LECO icon
752
Lincoln Electric
LECO
$14.4B
$1.33M 0.01%
5,540
+2,133
+63% +$505K
APA icon
753
APA Corp
APA
$13.2B
$1.32M 0.01%
54,129
+8,151
+18% +$197K
PXH icon
754
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.94B
$1.32M 0.01%
51,034
-157
-0.3% -$4.05K
NYT icon
755
New York Times
NYT
$12.2B
$1.32M 0.01%
18,961
+6,256
+49% +$388K
IGSB icon
756
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$1.31M 0.01%
24,827
-2,151
-8% -$114K
CNQ icon
757
Canadian Natural Resources
CNQ
$97.6B
$1.31M 0.01%
38,729
+1,185
+3% +$38.4K
PNR icon
758
Pentair
PNR
$10.7B
$1.31M 0.01%
12,551
+3,177
+34% +$339K
AON icon
759
PUT
Aon
AON
$76.3B
– –
-1,300
Closed -$454K
FN icon
760
Fabrinet
FN
$16B
$1.3M 0.01%
2,865
+785
+38% +$341K
PFG icon
761
Principal Financial Group
PFG
$24.7B
$1.3M 0.01%
14,775
+5,625
+61% +$475K
RF icon
762
Regions Financial
RF
$26.7B
$1.3M 0.01%
48,012
+16,783
+54% +$429K
MTD icon
763
Mettler-Toledo International
MTD
$29B
$1.3M 0.01%
933
+172
+23% +$240K
TAK icon
764
Takeda Pharmaceutical
TAK
$54.1B
$1.3M 0.01%
83,232
-20,632
-20% -$295K
ESNT icon
765
Essent Group
ESNT
$6.19B
$1.3M 0.01%
19,957
+7,472
+60% +$464K
PCG icon
766
PG&E
PCG
$37.8B
$1.29M 0.01%
80,389
+17,257
+27% +$276K
SHV icon
767
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.29M 0.01%
11,709
-523
-4% -$57.7K
SOFI icon
768
SoFi Technologies
SOFI
$22.6B
$1.29M 0.01%
49,222
+30,160
+158% +$840K
CAG icon
769
Conagra Brands
CAG
$7.07B
$1.28M 0.01%
74,189
+41,412
+126% +$735K
HAL icon
770
Halliburton
HAL
$26.8B
$1.28M 0.01%
45,345
+10,204
+29% +$269K
YUMC icon
771
Yum China
YUMC
$16.6B
$1.28M 0.01%
26,838
+6,002
+29% +$275K
XME icon
772
State Street SPDR S&P Metals & Mining ETF
XME
$3.9B
$1.28M 0.01%
12,364
+1
+0% +$99
USIG icon
773
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$1.27M 0.01%
24,539
-1,736
-7% -$90.4K
IVZ icon
774
Invesco
IVZ
$13.4B
$1.27M 0.01%
48,344
+20,503
+74% +$501K
SON icon
775
Sonoco
SON
$5.56B
$1.27M 0.01%
29,006
+5,894
+26% +$244K
29 30
31
32 33

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.