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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
WST icon
876
West Pharmaceutical
WST
$24.5B
$1.02M 0.01%
3,704
+830
+29% +$227K
TRMB icon
877
Trimble
TRMB
$13.5B
$1.02M 0.01%
13,004
+3,114
+31% +$248K
ITA icon
878
iShares US Aerospace & Defense ETF
ITA
$14.4B
$1.02M 0.01%
4,746
+536
+13% +$112K
AKAM icon
879
Akamai
AKAM
$17.1B
$1.02M 0.01%
11,675
+668
+6% +$54.9K
SPDW icon
880
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$1.02M 0.01%
22,936
+1,000
+5% +$43.7K
UHS icon
881
Universal Health Services
UHS
$10.2B
$1.01M 0.01%
4,650
+266
+6% +$58.8K
PBA icon
882
Pembina Pipeline
PBA
$28B
$1.01M 0.01%
26,583
-446
-2% -$17.2K
AFRM icon
883
Affirm
AFRM
$25.3B
$1.01M 0.01%
13,507
+2,595
+24% +$187K
VONE icon
884
Vanguard Russell 1000 ETF
VONE
$8.39B
$1M 0.01%
3,245
-65
-2% -$19.9K
ARES icon
885
Ares Management
ARES
$31.3B
$997K 0.01%
6,171
+2,233
+57% +$348K
GMAB icon
886
Genmab
GMAB
$17.6B
$996K 0.01%
32,337
+5,941
+23% +$185K
VTHR icon
887
Vanguard Russell 3000 ETF
VTHR
$4.75B
$995K 0.01%
3,314
+3
+0.1% +$894
OVV icon
888
Ovintiv
OVV
$17.1B
$995K 0.01%
25,391
-7,303
-22% -$283K
HLI icon
889
Houlihan Lokey
HLI
$8.77B
$994K 0.01%
5,707
-1,658
-23% -$304K
TMHC
890
DELISTED
Taylor Morrison
TMHC
$993K 0.01%
16,862
+4,607
+38% +$282K
BNS icon
891
Scotiabank
BNS
$108B
$990K 0.01%
13,430
+113
+0.8% +$7.68K
KIM icon
892
Kimco Realty
KIM
$17.1B
$988K 0.01%
48,736
-9,541
-16% -$198K
MAA icon
893
Mid-America Apartment Communities
MAA
$15.5B
$987K 0.01%
7,102
+5,404
+318% +$720K
VTR icon
894
Ventas
VTR
$46.6B
$986K 0.01%
12,746
+4,495
+54% +$339K
ALLY icon
895
Ally Financial
ALLY
$13.4B
$985K 0.01%
21,753
+13,569
+166% +$559K
THG icon
896
Hanover Insurance
THG
$8.09B
$984K 0.01%
5,383
+1,832
+52% +$329K
QQQM icon
897
Invesco NASDAQ 100 ETF
QQQM
$99B
$982K 0.01%
3,882
+750
+24% +$189K
HSIC icon
898
Henry Schein
HSIC
$9.85B
$978K 0.01%
12,936
+4,471
+53% +$315K
CMS icon
899
CMS Energy
CMS
$22.5B
$975K 0.01%
13,941
+1,960
+16% +$143K
CSW
900
CSW Industrials
CSW
$5.6B
$972K 0.01%
3,313
+254
+8% +$67.7K
34 35
36
37 38

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.