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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
CPAY icon
801
Corpay
CPAY
$25B
$1.2M 0.01%
4,002
+2,507
+168% +$728K
WTW icon
802
Willis Towers Watson
WTW
$31.7B
$1.2M 0.01%
3,650
+2,011
+123% +$658K
BALI icon
803
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.32B
$1.2M 0.01%
37,805
-8,504
-18% -$269K
IYR icon
804
iShares US Real Estate ETF
IYR
$4.66B
$1.2M 0.01%
12,735
-400
-3% -$38.1K
ALC icon
805
Alcon
ALC
$34B
$1.19M 0.01%
15,159
+1,044
+7% +$80.4K
PNW icon
806
Pinnacle West Capital
PNW
$12.2B
$1.19M 0.01%
13,417
+7,009
+109% +$628K
ESLT icon
807
Elbit Systems
ESLT
$38.7B
$1.19M 0.01%
2,056
+10
+0.5% +$5.01K
RL icon
808
Ralph Lauren
RL
$22.3B
$1.18M 0.01%
3,344
+1,186
+55% +$404K
BCS icon
809
Barclays
BCS
$93B
$1.18M 0.01%
46,317
-459
-1% -$10.2K
MFG icon
810
Mizuho Financial
MFG
$124B
$1.18M 0.01%
160,924
+9,441
+6% +$64.5K
OHI icon
811
Omega Healthcare
OHI
$14.7B
$1.17M 0.01%
26,421
+1,899
+8% +$81.8K
FTCS icon
812
First Trust Capital Strength ETF
FTCS
$7.83B
$1.17M 0.01%
12,647
-281
-2% -$26K
SUSC icon
813
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.17M 0.01%
49,833
+6,214
+14% +$146K
AMG icon
814
Affiliated Managers Group
AMG
$9.9B
$1.16M 0.01%
4,021
+1,562
+64% +$404K
DPZ icon
815
Domino's
DPZ
$12B
$1.16M 0.01%
2,772
+825
+42% +$344K
WEC icon
816
WEC Energy
WEC
$35.6B
$1.15M 0.01%
10,920
+3,853
+55% +$427K
SLF icon
817
Sun Life Financial
SLF
$45.9B
$1.15M 0.01%
18,438
+345
+2% +$20.8K
EMN icon
818
Eastman Chemical
EMN
$8.21B
$1.14M 0.01%
17,871
+9,282
+108% +$572K
CNO icon
819
CNO Financial Group
CNO
$5.23B
$1.14M 0.01%
26,816
-421
-2% -$17.2K
FTS icon
820
Fortis
FTS
$28.7B
$1.13M 0.01%
21,836
+4,774
+28% +$245K
SNDK
821
Sandisk
SNDK
$189B
$1.13M 0.01%
4,772
+1,559
+49% +$312K
FNB icon
822
FNB Corp
FNB
$6.8B
$1.13M 0.01%
66,124
+9,746
+17% +$159K
AER icon
823
AerCap
AER
$24B
$1.13M 0.01%
7,862
-3
-0% -$397
EXAS
824
DELISTED
Exact Sciences
EXAS
$1.13M 0.01%
11,120
+1,895
+21% +$152K
MTBA icon
825
Simplify MBS ETF
MTBA
$1.51B
$1.13M 0.01%
22,391
+11,291
+102% +$570K
31 32
33
34 35

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.