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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
VGIT icon
926
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$927K 0.01%
15,469
-5,433
-26% -$327K
GOVT icon
927
iShares US Treasury Bond ETF
GOVT
$43.5B
$924K 0.01%
40,145
+994
+3% +$23K
WCN
928
Waste Connections
WCN
$42.3B
$919K 0.01%
5,241
+541
+12% +$93.5K
EXPO icon
929
Exponent
EXPO
$3.31B
$914K 0.01%
13,158
+7,551
+135% +$530K
JD icon
930
JD.com
JD
$44.6B
$913K 0.01%
31,818
+16,369
+106% +$512K
AOR icon
931
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$913K 0.01%
14,040
-2,722
-16% -$177K
MEDP icon
932
Medpace
MEDP
$16B
$912K 0.01%
1,624
+574
+55% +$326K
FCN icon
933
FTI Consulting
FCN
$4.37B
$912K 0.01%
5,338
+146
+3% +$24.1K
TDC icon
934
Teradata
TDC
$3.02B
$911K 0.01%
+29,935
New +$783K
PHYS icon
935
Sprott Physical Gold
PHYS
$14.6B
$908K 0.01%
27,498
+733
+3% +$23.2K
KDP icon
936
Keurig Dr Pepper
KDP
$42.1B
$907K 0.01%
32,373
+22,052
+214% +$606K
CBT icon
937
Cabot Corp
CBT
$4.62B
$906K 0.01%
13,676
+3,666
+37% +$244K
BXMT icon
938
Blackstone Mortgage Trust
BXMT
$2.46B
$905K 0.01%
47,319
+179
+0.4% +$3.39K
DB icon
939
Deutsche Bank
DB
$69.8B
$905K 0.01%
23,467
-433
-2% -$15.6K
LULU icon
940
lululemon athletica
LULU
$14B
$902K 0.01%
4,343
+2,581
+146% +$468K
ALLE icon
941
Allegion
ALLE
$13.7B
$902K 0.01%
5,663
+2,192
+63% +$365K
TPR icon
942
Tapestry
TPR
$31.4B
$901K 0.01%
7,054
+3,557
+102% +$407K
FBLA
943
FB Bancorp
FBLA
$250M
$900K 0.01%
70,008
+4
+0% +$50
IYW icon
944
iShares US Technology ETF
IYW
$24.1B
$897K 0.01%
4,495
+36
+0.8% +$7.2K
VRSN icon
945
VeriSign
VRSN
$27B
$896K 0.01%
3,687
+608
+20% +$153K
FIS icon
946
Fidelity National Information Services
FIS
$23.1B
$895K 0.01%
13,467
+4,515
+50% +$298K
NWG icon
947
NatWest
NWG
$77.3B
$892K 0.01%
50,974
-1,968
-4% -$31.2K
RGA icon
948
Reinsurance Group of America
RGA
$15.5B
$892K 0.01%
4,382
+2,383
+119% +$461K
ILMN icon
949
Illumina
ILMN
$30B
$891K 0.01%
6,797
+601
+10% +$70.6K
SR icon
950
Spire
SR
$4.73B
$889K 0.01%
10,748
+1,416
+15% +$121K
36 37
38
39 40

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.