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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
E icon
776
ENI
E
$78.9B
$1.27M 0.01%
33,351
+2,520
+8% +$92.6K
WPM icon
777
Wheaton Precious Metals
WPM
$50.2B
$1.27M 0.01%
10,766
+150
+1% +$16.1K
PKX icon
778
POSCO
PKX
$16B
$1.26M 0.01%
23,757
+3,870
+19% +$204K
NOV icon
779
NOV
NOV
$6.93B
$1.26M 0.01%
80,833
+17,738
+28% +$263K
JBHT icon
780
JB Hunt Transport Services
JBHT
$25.4B
$1.25M 0.01%
6,447
+1,180
+22% +$203K
AVB icon
781
AvalonBay Communities
AVB
$26.7B
$1.25M 0.01%
6,891
+756
+12% +$137K
MUR icon
782
Murphy Oil
MUR
$5.54B
$1.25M 0.01%
39,933
+9,852
+33% +$296K
ALGN icon
783
Align Technology
ALGN
$12.3B
$1.25M 0.01%
7,986
+6,085
+320% +$872K
CLS icon
784
Celestica
CLS
$38.6B
$1.24M 0.01%
4,201
+1,308
+45% +$394K
SSNC icon
785
SS&C Technologies
SSNC
$18.5B
$1.24M 0.01%
14,193
+3,793
+36% +$323K
EXPD icon
786
Expeditors International
EXPD
$21.9B
$1.24M 0.01%
8,314
+3,007
+57% +$409K
PPL
787
PPL Corp
PPL
$26.4B
$1.24M 0.01%
35,336
-8,798
-20% -$317K
CHD icon
788
Church & Dwight Co
CHD
$23.7B
$1.24M 0.01%
14,752
+3,267
+28% +$279K
CLOA icon
789
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$1.24M 0.01%
23,894
+5,868
+33% +$304K
DDS icon
790
Dillards
DDS
$9.46B
$1.24M 0.01%
2,037
+470
+30% +$296K
SWK icon
791
Stanley Black & Decker
SWK
$14.6B
$1.23M 0.01%
16,613
+2,434
+17% +$171K
LUV icon
792
Southwest Airlines
LUV
$22.6B
$1.23M 0.01%
29,852
+8,643
+41% +$302K
OUNZ icon
793
VanEck Merk Gold Trust
OUNZ
$2.5B
$1.23M 0.01%
29,736
– –
SUSB icon
794
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$1.23M 0.01%
48,563
+6,018
+14% +$152K
ADM icon
795
Archer Daniels Midland
ADM
$37.7B
$1.22M 0.01%
21,278
+1,940
+10% +$116K
SNY icon
796
Sanofi
SNY
$102B
$1.22M 0.01%
25,207
-1,567
-6% -$77.7K
CPRT icon
797
Copart
CPRT
$27.1B
$1.22M 0.01%
31,046
+4,500
+17% +$187K
CPT icon
798
Camden Property Trust
CPT
$10.9B
$1.21M 0.01%
11,030
+8,504
+337% +$884K
DLX icon
799
Deluxe
DLX
$1.23B
$1.21M 0.01%
54,369
+1,202
+2% +$24.2K
DIA icon
800
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$1.21M 0.01%
2,518
-340
-12% -$161K
30 31
32
33 34

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.