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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
PGX icon
1151
Invesco Preferred ETF
PGX
$3.81B
$623K ﹤0.01%
55,411
-6,527
-11% -$74.4K
GEN icon
1152
Gen Digital
GEN
$16.8B
$621K ﹤0.01%
22,851
+10,434
+84% +$281K
KNSL icon
1153
Kinsale Capital Group
KNSL
$8.15B
$621K ﹤0.01%
1,588
+58
+4% +$23.7K
HYGW icon
1154
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$619K ﹤0.01%
20,731
-6,299
-23% -$189K
ONB icon
1155
Old National Bancorp
ONB
$10.3B
$618K ﹤0.01%
27,714
+9,457
+52% +$204K
KEX icon
1156
Kirby Corp
KEX
$7B
$618K ﹤0.01%
+5,606
New +$570K
EFOR
1157
Everforth Inc
EFOR
$1.23B
$617K ﹤0.01%
12,807
+8,556
+201% +$394K
GPOR icon
1158
Gulfport Energy Corp
GPOR
$2.94B
$615K ﹤0.01%
2,959
+94
+3% +$18.7K
MGK icon
1159
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.3B
$614K ﹤0.01%
7,435
+130
+2% +$10.7K
CLFD icon
1160
Clearfield
CLFD
$434M
$613K ﹤0.01%
21,023
-26
-0.1% -$836
EQH icon
1161
Equitable Holdings
EQH
$13.2B
$613K ﹤0.01%
12,856
+7,994
+164% +$379K
HR icon
1162
Healthcare Realty
HR
$7.1B
$612K ﹤0.01%
36,092
-3,133
-8% -$55.7K
FENI icon
1163
Fidelity Enhanced International ETF
FENI
$11B
$612K ﹤0.01%
16,723
+29
+0.2% +$1.04K
MHK icon
1164
Mohawk Industries
MHK
$7.97B
$610K ﹤0.01%
5,584
+517
+10% +$59.4K
SJNK icon
1165
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.74B
$610K ﹤0.01%
24,092
-24,698
-51% -$626K
QSR icon
1166
Restaurant Brands International
QSR
$25.5B
$609K ﹤0.01%
8,929
+874
+11% +$60.2K
RNST icon
1167
Renasant Corp
RNST
$4.02B
$609K ﹤0.01%
17,287
+3,068
+22% +$109K
PECO icon
1168
Phillips Edison & Co
PECO
$5.43B
$608K ﹤0.01%
17,093
+3,795
+29% +$132K
CLX icon
1169
Clorox
CLX
$11.8B
$607K ﹤0.01%
6,022
-308
-5% -$33.4K
LYG icon
1170
Lloyds Banking Group
LYG
$90.7B
$606K ﹤0.01%
114,330
+1,448
+1% +$7.01K
VMI icon
1171
Valmont Industries
VMI
$9.39B
$606K ﹤0.01%
1,506
+571
+61% +$232K
FLS icon
1172
Flowserve
FLS
$9.75B
$606K ﹤0.01%
8,730
+2,279
+35% +$146K
ASB icon
1173
Associated Banc-Corp
ASB
$5.94B
$605K ﹤0.01%
23,479
+3,100
+15% +$79.7K
SPGP icon
1174
Invesco S&P 500 GARP ETF
SPGP
$2.28B
$605K ﹤0.01%
5,311
-1,282
-19% -$145K
AMH icon
1175
American Homes 4 Rent
AMH
$12.3B
$604K ﹤0.01%
18,805
+12,296
+189% +$394K
45 46
47
48 49

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.