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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
DBEF icon
976
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.21B
$846K ﹤0.01%
17,590
+1,712
+11% +$82.1K
RBLX icon
977
Roblox
RBLX
$26.2B
$842K ﹤0.01%
10,393
-346
-3% -$36.7K
JNK icon
978
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.9B
$841K ﹤0.01%
8,647
-10,842
-56% -$1.05M
SCHR
979
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$840K ﹤0.01%
33,483
-3,560
-10% -$89.6K
CHTR icon
980
Charter Communications
CHTR
$17.2B
$840K ﹤0.01%
4,022
+1,202
+43% +$270K
KHC icon
981
Kraft Heinz
KHC
$31.3B
$836K ﹤0.01%
34,457
-20,675
-38% -$514K
FNDE icon
982
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.73B
$833K ﹤0.01%
23,087
+1,829
+9% +$66.8K
HPQ icon
983
HP
HPQ
$24.8B
$832K ﹤0.01%
37,352
+5,983
+19% +$153K
XSLV icon
984
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
$830K ﹤0.01%
17,909
-4,442
-20% -$205K
DDOG icon
985
Datadog
DDOG
$97.4B
$823K ﹤0.01%
6,054
+1,795
+42% +$284K
IYG icon
986
iShares US Financial Services ETF
IYG
$2.19B
$821K ﹤0.01%
8,898
+35
+0.4% +$3.12K
AGO icon
987
Assured Guaranty
AGO
$3.72B
$819K ﹤0.01%
9,109
+4,860
+114% +$419K
RNR icon
988
RenaissanceRe
RNR
$13.4B
$817K ﹤0.01%
2,906
+1,635
+129% +$430K
H icon
989
Hyatt Hotels
H
$16.2B
$817K ﹤0.01%
5,093
+1,018
+25% +$156K
AHR icon
990
American Healthcare REIT
AHR
$10.6B
$817K ﹤0.01%
17,351
+1,078
+7% +$50K
RKT icon
991
Rocket Companies
RKT
$38.7B
$816K ﹤0.01%
42,142
+31,758
+306% +$568K
AIT icon
992
Applied Industrial Technologies
AIT
$13B
$815K ﹤0.01%
3,176
+520
+20% +$133K
NBIX icon
993
Neurocrine Biosciences
NBIX
$16.7B
$815K ﹤0.01%
5,743
+1,356
+31% +$196K
DXC icon
994
DXC Technology
DXC
$1.78B
$815K ﹤0.01%
55,598
+27,668
+99% +$380K
EXLS icon
995
EXL Service
EXLS
$5.19B
$813K ﹤0.01%
19,166
+8,105
+73% +$331K
TNL icon
996
Travel + Leisure Co
TNL
$4.72B
$812K ﹤0.01%
11,517
+2,311
+25% +$151K
TKR icon
997
Timken Company
TKR
$9.85B
$807K ﹤0.01%
9,596
+2,274
+31% +$181K
OEF icon
998
iShares S&P 100 ETF
OEF
$20.1B
$806K ﹤0.01%
2,351
-162
-6% -$55K
MDB icon
999
MongoDB
MDB
$28.8B
$803K ﹤0.01%
1,914
+819
+75% +$298K
UBSI icon
1000
United Bankshares
UBSI
$6.7B
$803K ﹤0.01%
20,909
-3,838
-16% -$143K
38 39
40
41 42

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.