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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
CF icon
1201
CF Industries
CF
$18.1B
$579K ﹤0.01%
7,488
+3,599
+93% +$296K
SMCI icon
1202
Super Micro Computer
SMCI
$18.5B
$578K ﹤0.01%
19,748
-2,461
-11% -$101K
WSO icon
1203
Watsco Inc
WSO
$13B
$577K ﹤0.01%
1,713
+1,024
+149% +$366K
SHLD icon
1204
Global X Defense Tech ETF
SHLD
$7.15B
$576K ﹤0.01%
8,893
– –
YETI icon
1205
Yeti Holdings
YETI
$3.85B
$575K ﹤0.01%
13,029
+3,791
+41% +$146K
SIVR icon
1206
abrdn Physical Silver Shares ETF
SIVR
$4.03B
$574K ﹤0.01%
8,489
+1,253
+17% +$65.8K
SCHZ icon
1207
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$571K ﹤0.01%
24,417
-12,166
-33% -$286K
EMLC icon
1208
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$570K ﹤0.01%
+22,092
New +$565K
CRDO icon
1209
Credo Technology Group
CRDO
$40.8B
$570K ﹤0.01%
3,958
+1,262
+47% +$194K
BALL icon
1210
Ball Corp
BALL
$17.4B
$568K ﹤0.01%
+10,731
New +$528K
R icon
1211
Ryder
R
$9.99B
$566K ﹤0.01%
2,958
+442
+18% +$79.4K
IP icon
1212
International Paper
IP
$22B
$566K ﹤0.01%
14,368
-4,204
-23% -$173K
ARW icon
1213
Arrow Electronics
ARW
$11.1B
$565K ﹤0.01%
5,129
+1,756
+52% +$199K
OKLO
1214
Oklo
OKLO
$7.23B
$564K ﹤0.01%
+7,854
New +$876K
INVH icon
1215
Invitation Homes
INVH
$18.1B
$563K ﹤0.01%
20,257
+484
+2% +$13.5K
HRL icon
1216
Hormel Foods
HRL
$13.9B
$562K ﹤0.01%
23,732
+13,982
+143% +$326K
SIGI icon
1217
Selective Insurance
SIGI
$5.68B
$562K ﹤0.01%
6,722
+2,217
+49% +$178K
MMS icon
1218
Maximus
MMS
$3.27B
$561K ﹤0.01%
6,503
+1,939
+42% +$166K
TFX icon
1219
Teleflex
TFX
$6.16B
$559K ﹤0.01%
4,580
-1,260
-22% -$153K
APG icon
1220
APi Group
APG
$17.2B
$558K ﹤0.01%
14,583
+7,060
+94% +$261K
IVOG icon
1221
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
$556K ﹤0.01%
4,629
+4
+0.1% +$480
IEX icon
1222
IDEX
IEX
$17.2B
$556K ﹤0.01%
+3,122
New +$533K
AVT icon
1223
Avnet
AVT
$7.29B
$555K ﹤0.01%
11,551
-755
-6% -$37.1K
FHB icon
1224
First Hawaiian
FHB
$3.42B
$553K ﹤0.01%
21,844
+5,567
+34% +$138K
FXD icon
1225
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
$552K ﹤0.01%
8,073
– –
47 48
49
50 51

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.