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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
RDN icon
1426
Radian Group
RDN
$5.18B
$384K ﹤0.01%
10,665
+896
+9% +$31.3K
HUN icon
1427
Huntsman Corp
HUN
$1.71B
$382K ﹤0.01%
38,156
+16,128
+73% +$148K
IBP icon
1428
Installed Building Products
IBP
$6.01B
$380K ﹤0.01%
1,464
+464
+46% +$120K
PSO icon
1429
Pearson
PSO
$10.2B
$379K ﹤0.01%
27,007
-11,770
-30% -$163K
XLRE icon
1430
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$379K ﹤0.01%
9,389
-1,843
-16% -$75.8K
VOYA icon
1431
Voya Financial
VOYA
$9.01B
$379K ﹤0.01%
5,086
+1,409
+38% +$103K
IBOC icon
1432
International Bancshares
IBOC
$4.76B
$379K ﹤0.01%
5,701
+1,884
+49% +$128K
IMO icon
1433
Imperial Oil
IMO
$62.7B
$378K ﹤0.01%
4,375
-937
-18% -$85.3K
UDR icon
1434
UDR
UDR
$12.3B
$378K ﹤0.01%
+10,293
New +$366K
ADT icon
1435
ADT
ADT
$5.58B
$377K ﹤0.01%
46,663
-9,933
-18% -$82.6K
DVA icon
1436
DaVita
DVA
$15.4B
$376K ﹤0.01%
3,313
+1,269
+62% +$154K
PJUN icon
1437
Innovator US Equity Power Buffer ETF June
PJUN
$958M
$376K ﹤0.01%
8,974
– –
MATX icon
1438
Matsons
MATX
$6.13B
$376K ﹤0.01%
3,040
+824
+37% +$88.5K
RRX icon
1439
Regal Rexnord
RRX
$13.7B
$375K ﹤0.01%
2,672
+937
+54% +$133K
ABCB icon
1440
Ameris Bancorp
ABCB
$5.85B
$375K ﹤0.01%
5,046
+1,583
+46% +$118K
MOS icon
1441
The Mosaic Company
MOS
$7.03B
$374K ﹤0.01%
15,540
+4,379
+39% +$118K
SSD icon
1442
Simpson Manufacturing
SSD
$7.72B
$373K ﹤0.01%
+2,312
New +$391K
TMF icon
1443
CALL
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.12B
– –
0
– –
DHS icon
1444
WisdomTree US High Dividend Fund
DHS
$1.56B
$373K ﹤0.01%
3,660
+20
+0.5% +$2.02K
SPNT icon
1445
SiriusPoint
SPNT
$2.75B
$372K ﹤0.01%
16,994
+873
+5% +$17.5K
DV icon
1446
DoubleVerify
DV
$1.73B
$372K ﹤0.01%
32,513
+12,425
+62% +$137K
EXE
1447
Expand Energy Corp
EXE
$21.8B
$371K ﹤0.01%
3,362
+1,186
+55% +$132K
PR
1448
Permian Resources
PR
$17.8B
$371K ﹤0.01%
26,413
-12,163
-32% -$163K
ESS icon
1449
Essex Property Trust
ESS
$18.3B
$370K ﹤0.01%
1,415
+543
+62% +$141K
FPE icon
1450
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$368K ﹤0.01%
20,206
+628
+3% +$11.5K
56 57
58
59 60

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.