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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
TROW icon
1051
T. Rowe Price
TROW
$24.3B
$749K ﹤0.01%
7,313
+1,538
+27% +$159K
WBS icon
1052
Webster Financial
WBS
$12.6B
$748K ﹤0.01%
11,878
+4,046
+52% +$240K
VOD icon
1053
Vodafone
VOD
$35.9B
$744K ﹤0.01%
56,352
+4,312
+8% +$52.2K
IX icon
1054
ORIX
IX
$43.7B
$740K ﹤0.01%
25,330
+564
+2% +$14.9K
TAP icon
1055
Molson Coors Class B
TAP
$7.86B
$740K ﹤0.01%
15,845
+3,184
+25% +$147K
REXR icon
1056
Rexford Industrial Realty
REXR
$8.4B
$738K ﹤0.01%
19,065
-2,056
-10% -$84.8K
HMC icon
1057
Honda
HMC
$38.4B
$738K ﹤0.01%
25,033
-3,927
-14% -$119K
SEB icon
1058
Seaboard Corp
SEB
$4.21B
$738K ﹤0.01%
166
+47
+39% +$186K
RHI icon
1059
Robert Half
RHI
$3.96B
$737K ﹤0.01%
27,129
+16,024
+144% +$457K
CCK icon
1060
Crown Holdings
CCK
$13B
$736K ﹤0.01%
7,152
+2,912
+69% +$284K
EQR icon
1061
Equity Residential
EQR
$25.3B
$735K ﹤0.01%
11,666
+7,660
+191% +$470K
CTRA
1062
DELISTED
Coterra Energy
CTRA
$733K ﹤0.01%
27,838
+6,168
+28% +$155K
ERIC icon
1063
Ericsson
ERIC
$33.1B
$732K ﹤0.01%
75,880
+31,596
+71% +$299K
BLD
1064
DELISTED
TopBuild
BLD
$732K ﹤0.01%
1,755
+581
+49% +$249K
NVDL icon
1065
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.46B
$732K ﹤0.01%
24,945
-42,000
-63% -$1.27M
UMBF icon
1066
UMB Financial
UMBF
$11.2B
$731K ﹤0.01%
6,351
+2,944
+86% +$334K
BR icon
1067
Broadridge
BR
$18.2B
$724K ﹤0.01%
3,246
+77
+2% +$17.6K
SBAC icon
1068
SBA Communications
SBAC
$19B
$722K ﹤0.01%
3,732
+234
+7% +$45.2K
BEN icon
1069
Franklin Resources
BEN
$18.3B
$719K ﹤0.01%
30,107
+12,957
+76% +$298K
PODD icon
1070
Insulet
PODD
$11.8B
$718K ﹤0.01%
2,527
+96
+4% +$30K
ACI icon
1071
Albertsons Companies
ACI
$5.58B
$717K ﹤0.01%
41,763
-4,729
-10% -$84.3K
ELAN icon
1072
Elanco Animal Health
ELAN
$12.8B
$716K ﹤0.01%
31,645
+10,875
+52% +$237K
EG icon
1073
Everest Group
EG
$14.4B
$715K ﹤0.01%
2,106
-271
-11% -$89.5K
SCMB icon
1074
Schwab Municipal Bond ETF
SCMB
$3.91B
$710K ﹤0.01%
27,573
+13,226
+92% +$341K
DKS icon
1075
Dick's Sporting Goods
DKS
$18B
$709K ﹤0.01%
3,580
+861
+32% +$188K
41 42
43
44 45

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.