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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
PAAS icon
1276
Pan American Silver
PAAS
$18.2B
$507K ﹤0.01%
9,788
+49
+0.5% +$2.05K
BAX icon
1277
Baxter International
BAX
$14.3B
$507K ﹤0.01%
26,527
+7,926
+43% +$159K
TOST icon
1278
Toast
TOST
$19B
$504K ﹤0.01%
14,200
+8,149
+135% +$294K
CIBR icon
1279
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.5B
$504K ﹤0.01%
7,055
+435
+7% +$32.6K
CYBR
1280
DELISTED
CyberArk
CYBR
$504K ﹤0.01%
1,129
-491
-30% -$236K
DOX icon
1281
Amdocs
DOX
$5.95B
$501K ﹤0.01%
6,225
-5,347
-46% -$430K
AMCR icon
1282
Amcor
AMCR
$21.1B
$501K ﹤0.01%
12,014
+5,734
+91% +$237K
AN icon
1283
AutoNation
AN
$7.31B
$499K ﹤0.01%
+2,417
New +$503K
BSCY
1284
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$552M
$499K ﹤0.01%
+23,730
New +$500K
NCLH icon
1285
Norwegian Cruise Line
NCLH
$8.81B
$498K ﹤0.01%
22,320
+12,736
+133% +$269K
SAM icon
1286
Boston Beer
SAM
$1.93B
$492K ﹤0.01%
2,521
+208
+9% +$42.9K
PEGA icon
1287
Pegasystems
PEGA
$5.09B
$491K ﹤0.01%
8,218
+3,345
+69% +$196K
IEI icon
1288
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$491K ﹤0.01%
4,110
-743
-15% -$88.9K
NAPR icon
1289
Innovator Growth-100 Power Buffer ETF April
NAPR
$210M
$489K ﹤0.01%
9,109
– –
DY icon
1290
Dycom Industries
DY
$12.4B
$488K ﹤0.01%
1,445
+671
+87% +$212K
XPO icon
1291
XPO
XPO
$23.6B
$488K ﹤0.01%
3,592
+2,033
+130% +$277K
IDCC icon
1292
InterDigital
IDCC
$7.89B
$488K ﹤0.01%
1,532
+622
+68% +$220K
IYJ icon
1293
iShares US Industrials ETF
IYJ
$2B
$488K ﹤0.01%
3,291
-27
-0.8% -$3.94K
RPG icon
1294
Invesco S&P 500 Pure Growth ETF
RPG
$2.02B
$486K ﹤0.01%
10,423
-168
-2% -$7.87K
ITUB icon
1295
Itaú Unibanco
ITUB
$93.8B
$486K ﹤0.01%
67,901
+105
+0.2% +$747
PMAY icon
1296
Innovator US Equity Power Buffer ETF May
PMAY
$811M
$485K ﹤0.01%
12,250
– –
FSS icon
1297
Federal Signal
FSS
$7.91B
$485K ﹤0.01%
4,466
+1,332
+43% +$152K
PAPR icon
1298
Innovator US Equity Power Buffer ETF April
PAPR
$956M
$485K ﹤0.01%
12,396
+420
+4% +$16.2K
BOKF icon
1299
BOK Financial
BOKF
$8.69B
$484K ﹤0.01%
4,082
+2,072
+103% +$232K
SGI
1300
Somnigroup International
SGI
$13.9B
$483K ﹤0.01%
5,414
+1,621
+43% +$142K
50 51
52
53 54

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.