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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
OTIS icon
1026
Otis Worldwide
OTIS
$27.5B
$770K ﹤0.01%
8,813
+1,985
+29% +$178K
HWC icon
1027
Hancock Whitney
HWC
$6.26B
$770K ﹤0.01%
12,084
+651
+6% +$39.5K
IRM icon
1028
Iron Mountain
IRM
$36.9B
$769K ﹤0.01%
9,273
-841
-8% -$78.7K
PAVE icon
1029
Global X US Infrastructure Development ETF
PAVE
$14.9B
$769K ﹤0.01%
16,089
-312
-2% -$15K
BMO icon
1030
Bank of Montreal
BMO
$126B
$769K ﹤0.01%
5,923
+253
+4% +$32K
EQT icon
1031
EQT Corp
EQT
$33.5B
$767K ﹤0.01%
14,310
+5,053
+55% +$284K
BSMV icon
1032
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$187M
$767K ﹤0.01%
+36,270
New +$766K
NXST icon
1033
Nexstar Media Group
NXST
$5.88B
$766K ﹤0.01%
3,772
+1,357
+56% +$265K
FXH icon
1034
First Trust Health Care AlphaDEX Fund
FXH
$1.06B
$765K ﹤0.01%
6,724
– –
SSB icon
1035
SouthState Bank Corp
SSB
$10.5B
$764K ﹤0.01%
8,122
+832
+11% +$77.1K
BSMY
1036
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$139M
$764K ﹤0.01%
+31,062
New +$764K
ZBRA icon
1037
Zebra Technologies
ZBRA
$13.9B
$763K ﹤0.01%
3,141
-57
-2% -$15.2K
FWONK icon
1038
Liberty Media Series C
FWONK
$24.5B
$763K ﹤0.01%
7,742
+3,123
+68% +$307K
EXEL icon
1039
Exelixis
EXEL
$13.8B
$761K ﹤0.01%
17,355
+9,974
+135% +$413K
USFD icon
1040
US Foods
USFD
$21.9B
$754K ﹤0.01%
10,015
+4,487
+81% +$337K
SANM icon
1041
Sanmina
SANM
$10.4B
$754K ﹤0.01%
5,022
+1,651
+49% +$244K
BBY icon
1042
Best Buy
BBY
$18B
$753K ﹤0.01%
11,246
+3,270
+41% +$249K
AOS icon
1043
A.O. Smith
AOS
$8.25B
$752K ﹤0.01%
11,251
+4,900
+77% +$331K
AB icon
1044
AllianceBernstein
AB
$3.46B
$752K ﹤0.01%
19,547
-908
-4% -$36K
FBTC icon
1045
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$752K ﹤0.01%
9,859
+504
+5% +$44K
KNX icon
1046
Knight Transportation
KNX
$11.1B
$751K ﹤0.01%
14,369
-3,519
-20% -$165K
EQNR icon
1047
Equinor
EQNR
$94.8B
$750K ﹤0.01%
31,744
+4,381
+16% +$103K
EXR icon
1048
Extra Space Storage
EXR
$31.6B
$749K ﹤0.01%
5,752
+2,372
+70% +$323K
ALB icon
1049
Albemarle
ALB
$14B
$749K ﹤0.01%
5,295
+642
+14% +$72.9K
AMX icon
1050
America Movil
AMX
$74.9B
$749K ﹤0.01%
36,232
+13,933
+62% +$307K
40 41
42
43 44

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.