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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
RS icon
851
Reliance Steel & Aluminium
RS
$20.9B
$1.08M 0.01%
3,726
+965
+35% +$271K
TEAM icon
852
Atlassian
TEAM
$26.3B
$1.08M 0.01%
6,637
+3,742
+129% +$587K
CP icon
853
Canadian Pacific Kansas City
CP
$79.7B
$1.07M 0.01%
14,578
-77
-0.5% -$5.67K
IXJ icon
854
iShares Global Healthcare ETF
IXJ
$4.08B
$1.07M 0.01%
11,002
-1
-0% -$95
CHYM
855
Chime Financial
CHYM
$9.24B
$1.07M 0.01%
+42,382
New +$900K
HELO icon
856
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.66B
$1.07M 0.01%
16,054
-2,762
-15% -$181K
TWLO icon
857
Twilio
TWLO
$29.8B
$1.07M 0.01%
7,495
+4,223
+129% +$523K
DGII icon
858
Digi International
DGII
$2.65B
$1.07M 0.01%
24,610
+4
+0% +$160
G icon
859
Genpact
G
$5.96B
$1.06M 0.01%
22,739
+7,153
+46% +$309K
TDY icon
860
Teledyne Technologies
TDY
$31.1B
$1.06M 0.01%
2,080
+718
+53% +$378K
VTRS icon
861
Viatris
VTRS
$20.5B
$1.06M 0.01%
85,045
+10,918
+15% +$118K
FSK icon
862
FS KKR Capital
FSK
$3.11B
$1.06M 0.01%
71,426
-10,173
-12% -$154K
KEP icon
863
Korea Electric Power
KEP
$15.5B
$1.06M 0.01%
63,941
-461
-0.7% -$7.3K
TLH icon
864
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$1.05M 0.01%
10,366
+756
+8% +$78K
GIS icon
865
General Mills
GIS
$19.2B
$1.05M 0.01%
22,638
+6,988
+45% +$332K
AEE icon
866
Ameren
AEE
$30.3B
$1.05M 0.01%
10,469
-385
-4% -$39.5K
PRFZ icon
867
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$1.04M 0.01%
22,713
-373
-2% -$17K
TRP icon
868
TC Energy
TRP
$68.6B
$1.04M 0.01%
18,900
+1,168
+7% +$62.3K
AFG icon
869
American Financial Group
AFG
$11.8B
$1.04M 0.01%
7,587
+1,912
+34% +$262K
OXY icon
870
Occidental Petroleum
OXY
$55.2B
$1.04M 0.01%
25,213
-3,530
-12% -$147K
INSM icon
871
Insmed
INSM
$21.3B
$1.03M 0.01%
5,940
+3,633
+157% +$663K
SUSL icon
872
iShares ESG MSCI USA Leaders ETF
SUSL
$1.18B
$1.03M 0.01%
8,514
-180
-2% -$21.5K
BURL icon
873
Burlington
BURL
$23.2B
$1.03M 0.01%
3,573
+950
+36% +$258K
OMF icon
874
OneMain Financial
OMF
$7.44B
$1.03M 0.01%
15,198
+3,721
+32% +$226K
GNSS icon
875
Genasys
GNSS
$78.3M
$1.03M 0.01%
477,883
– –
33 34
35
36 37

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.