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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
NICE icon
1351
Nice
NICE
$5.79B
$438K ﹤0.01%
3,872
+1,528
+65% +$185K
JXN icon
1352
Jackson Financial
JXN
$8.53B
$438K ﹤0.01%
4,104
+1,810
+79% +$180K
SBS icon
1353
Sabesp
SBS
$19.1B
$437K ﹤0.01%
91,863
-630
-0.7% -$3.04K
LVS icon
1354
Las Vegas Sands
LVS
$31.7B
$437K ﹤0.01%
6,720
+2,503
+59% +$153K
BSCT icon
1355
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$437K ﹤0.01%
+23,208
New +$437K
AXTA icon
1356
Axalta
AXTA
$7.66B
$435K ﹤0.01%
13,472
+1,685
+14% +$49.4K
BSCV icon
1357
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$435K ﹤0.01%
+26,072
New +$436K
TPL icon
1358
Texas Pacific Land
TPL
$27.8B
$435K ﹤0.01%
+1,514
New +$462K
VIOO icon
1359
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$434K ﹤0.01%
3,915
-632
-14% -$70.3K
BSCR icon
1360
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$434K ﹤0.01%
+21,993
New +$434K
SILJ icon
1361
Amplify Junior Silver Miners ETF
SILJ
$3.18B
$432K ﹤0.01%
15,626
+1,022
+7% +$25.2K
GPK icon
1362
Graphic Packaging
GPK
$3.17B
$432K ﹤0.01%
28,656
+9,899
+53% +$163K
BAP icon
1363
Credicorp
BAP
$31.8B
$431K ﹤0.01%
1,502
-30
-2% -$7.94K
FWONA icon
1364
Liberty Media Series A
FWONA
$22.5B
$426K ﹤0.01%
4,765
+530
+13% +$47.6K
CGNX icon
1365
Cognex
CGNX
$10.9B
$426K ﹤0.01%
11,835
+427
+4% +$17.3K
CELC icon
1366
Celcuity
CELC
$4.21B
$425K ﹤0.01%
+4,265
New +$351K
FSCO
1367
FS Credit Opportunities Corp
FSCO
$1B
$425K ﹤0.01%
67,473
-6,096
-8% -$39K
LSTR icon
1368
Landstar System
LSTR
$5.93B
$425K ﹤0.01%
+2,958
New +$394K
NTNX icon
1369
Nutanix
NTNX
$16B
$425K ﹤0.01%
8,214
+2,573
+46% +$157K
ARTY
1370
iShares Future AI & Tech ETF
ARTY
$3.49B
$424K ﹤0.01%
+8,806
New +$424K
SW
1371
Smurfit Westrock
SW
$24.1B
$423K ﹤0.01%
10,951
+4,603
+73% +$176K
SPYD icon
1372
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.71B
$423K ﹤0.01%
+9,781
New +$424K
BF.B icon
1373
Brown-Forman Class B
BF.B
$13.2B
$422K ﹤0.01%
16,201
+7,849
+94% +$221K
FRT icon
1374
Federal Realty Investment Trust
FRT
$10.7B
$422K ﹤0.01%
+4,187
New +$412K
PHO icon
1375
Invesco Water Resources ETF
PHO
$2.01B
$421K ﹤0.01%
5,978
+249
+4% +$17.9K
53 54
55
56 57

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.