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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
KRG icon
1376
Kite Realty
KRG
$5.81B
$418K ﹤0.01%
17,449
+4,974
+40% +$113K
FOX icon
1377
Fox Class B
FOX
$21.8B
$418K ﹤0.01%
+6,438
New +$376K
TIP icon
1378
iShares TIPS Bond ETF
TIP
$14.6B
$417K ﹤0.01%
3,797
-574
-13% -$63.7K
KOF icon
1379
Coca-Cola Femsa
KOF
$22.7B
$417K ﹤0.01%
4,398
+867
+25% +$76.5K
NMR icon
1380
Nomura Holdings
NMR
$28.3B
$416K ﹤0.01%
49,640
-5,325
-10% -$39.8K
SNEX icon
1381
StoneX
SNEX
$9.26B
$416K ﹤0.01%
9,846
+2,335
+31% +$97.9K
LYB icon
1382
LyondellBasell Industries
LYB
$20B
$416K ﹤0.01%
9,608
+2,140
+29% +$96.9K
PUK icon
1383
Prudential
PUK
$37.6B
$414K ﹤0.01%
13,316
+63
+0.5% +$1.81K
UI icon
1384
Ubiquiti
UI
$33.7B
$414K ﹤0.01%
748
+66
+10% +$41.8K
ALSN icon
1385
Allison Transmission
ALSN
$9.5B
$413K ﹤0.01%
+4,215
New +$369K
ICL icon
1386
ICL Group
ICL
$6.53B
$412K ﹤0.01%
71,634
-16,622
-19% -$96.2K
IMNM icon
1387
Immunome
IMNM
$2.58B
$411K ﹤0.01%
19,127
+56
+0.3% +$983
GEF icon
1388
Greif
GEF
$4.92B
$409K ﹤0.01%
+6,047
New +$379K
PAG icon
1389
Penske Automotive Group
PAG
$14.3B
$408K ﹤0.01%
+2,577
New +$424K
SNV
1390
DELISTED
Synovus
SNV
$405K ﹤0.01%
+8,098
New +$389K
TTC icon
1391
Toro Company
TTC
$8.75B
$405K ﹤0.01%
5,147
+571
+12% +$42.2K
SNN icon
1392
Smith & Nephew
SNN
$13.3B
$405K ﹤0.01%
12,330
-1,815
-13% -$62.1K
P
1393
Everpure Inc
P
$25.7B
$404K ﹤0.01%
6,033
+1,606
+36% +$134K
PTNQ icon
1394
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
$404K ﹤0.01%
5,135
– –
DTD icon
1395
WisdomTree US Total Dividend Fund
DTD
$1.65B
$403K ﹤0.01%
4,748
+13
+0.3% +$1.09K
GTES icon
1396
Gates Industrial Corporation Ltd.
GTES
$7.08B
$403K ﹤0.01%
18,762
+2,183
+13% +$50.4K
BOOT icon
1397
Boot Barn
BOOT
$4.51B
$403K ﹤0.01%
2,282
+689
+43% +$129K
HDEF icon
1398
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
$401K ﹤0.01%
12,952
+3,573
+38% +$108K
LBRT icon
1399
Liberty Energy
LBRT
$3.05B
$401K ﹤0.01%
21,740
+3,639
+20% +$60.8K
SPIB icon
1400
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$400K ﹤0.01%
11,845
+2,944
+33% +$99.7K
54 55
56
57 58

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.