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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
RCI icon
1226
Rogers Communications
RCI
$18.4B
$551K ﹤0.01%
14,603
-1,509
-9% -$56.6K
GPI icon
1227
Group 1 Automotive
GPI
$3.45B
$551K ﹤0.01%
1,400
+450
+47% +$185K
SAIA icon
1228
Saia
SAIA
$9.3B
$550K ﹤0.01%
1,685
+626
+59% +$189K
EPAM icon
1229
EPAM Systems
EPAM
$5.5B
$550K ﹤0.01%
2,683
+559
+26% +$99.7K
LBRDK icon
1230
Liberty Broadband Class C
LBRDK
$4.97B
$549K ﹤0.01%
11,289
+1,230
+12% +$64K
GWRE icon
1231
Guidewire Software
GWRE
$13B
$547K ﹤0.01%
2,719
+134
+5% +$29.6K
VALE icon
1232
Vale
VALE
$61.9B
$546K ﹤0.01%
41,921
+13,242
+46% +$161K
ROKU icon
1233
Roku
ROKU
$21.7B
$546K ﹤0.01%
5,032
+370
+8% +$37.6K
MKC icon
1234
McCormick & Company Non-Voting
MKC
$13.8B
$546K ﹤0.01%
8,014
+3,287
+70% +$218K
HAS icon
1235
Hasbro
HAS
$13.2B
$543K ﹤0.01%
+6,626
New +$520K
NTR icon
1236
Nutrien
NTR
$32.3B
$543K ﹤0.01%
8,801
+2,071
+31% +$122K
PHG icon
1237
Philips
PHG
$25.5B
$543K ﹤0.01%
20,804
+2,090
+11% +$55.7K
CSL icon
1238
Carlisle Companies
CSL
$14.6B
$543K ﹤0.01%
1,698
+930
+121% +$301K
UFPI icon
1239
UFP Industries
UFPI
$5.07B
$541K ﹤0.01%
5,946
+1,981
+50% +$181K
CNI icon
1240
Canadian National Railway
CNI
$76.4B
$540K ﹤0.01%
5,463
+436
+9% +$41.9K
PBH icon
1241
Prestige Consumer Healthcare
PBH
$2.47B
$538K ﹤0.01%
8,723
+126
+1% +$7.71K
AU icon
1242
AngloGold Ashanti
AU
$41.4B
$538K ﹤0.01%
6,306
+726
+13% +$56.6K
PINS icon
1243
Pinterest
PINS
$13.5B
$537K ﹤0.01%
20,746
+3,592
+21% +$103K
DKNG icon
1244
DraftKings
DKNG
$11.6B
$537K ﹤0.01%
15,574
-366,797
-96% -$12.1M
WDFC icon
1245
WD-40
WDFC
$3.08B
$537K ﹤0.01%
2,725
+635
+30% +$125K
PEBO icon
1246
Peoples Bancorp
PEBO
$1.49B
$536K ﹤0.01%
17,863
-185
-1% -$5.5K
ESE icon
1247
ESCO Technologies
ESE
$8.25B
$536K ﹤0.01%
2,745
+523
+24% +$110K
HUBS icon
1248
HubSpot
HUBS
$12.5B
$536K ﹤0.01%
1,336
+204
+18% +$84.5K
ESBA icon
1249
Empire State Realty Series ES
ESBA
$1.35B
$535K ﹤0.01%
+84,909
New +$593K
PXF icon
1250
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.89B
$534K ﹤0.01%
8,141
– –
48 49
50
51 52

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.