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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
HUBG icon
1451
HUB Group
HUBG
$2.85B
$367K ﹤0.01%
+8,610
New +$327K
CIVI
1452
DELISTED
Civitas Resources
CIVI
$366K ﹤0.01%
13,521
-3,722
-22% -$108K
EBC icon
1453
Eastern Bankshares
EBC
$5.26B
$366K ﹤0.01%
19,868
+4,348
+28% +$79.6K
XPEV icon
1454
XPeng
XPEV
$12.4B
$366K ﹤0.01%
18,036
-153
-0.8% -$3.32K
TDS icon
1455
Telephone and Data Systems
TDS
$3.82B
$364K ﹤0.01%
8,879
+1,120
+14% +$43.6K
CIB icon
1456
Grupo Cibest SA
CIB
$22B
$363K ﹤0.01%
+5,714
New +$342K
NSA
1457
DELISTED
National Storage Affiliates Trust
NSA
$362K ﹤0.01%
+12,838
New +$382K
MMSI icon
1458
Merit Medical Systems
MMSI
$5.08B
$361K ﹤0.01%
4,101
+1,501
+58% +$128K
FMNB icon
1459
Farmers National Banc Corp
FMNB
$939M
$360K ﹤0.01%
27,050
+66
+0.2% +$903
OLN icon
1460
Olin
OLN
$2.11B
$360K ﹤0.01%
17,287
-1,757
-9% -$37.9K
FYBR
1461
DELISTED
Frontier Communications
FYBR
$359K ﹤0.01%
+9,443
New +$357K
HAE icon
1462
Haemonetics
HAE
$3.89B
$359K ﹤0.01%
+4,480
New +$301K
MAIN icon
1463
Main Street Capital
MAIN
$5.06B
$358K ﹤0.01%
5,935
+2,775
+88% +$164K
MAN icon
1464
ManpowerGroup
MAN
$2.44B
$358K ﹤0.01%
12,042
+6,092
+102% +$190K
MTSI icon
1465
MACOM Technology Solutions
MTSI
$19.2B
$358K ﹤0.01%
2,089
+280
+15% +$44.4K
TTEK icon
1466
Tetra Tech
TTEK
$8.49B
$358K ﹤0.01%
10,666
+4,338
+69% +$147K
OZK icon
1467
Bank OZK
OZK
$5.6B
$358K ﹤0.01%
+7,770
New +$363K
PIPR icon
1468
Piper Sandler
PIPR
$5.12B
$357K ﹤0.01%
4,208
+964
+30% +$81.4K
CIGI icon
1469
Colliers International
CIGI
$5.04B
$357K ﹤0.01%
2,424
– –
CRBG icon
1470
Corebridge Financial
CRBG
$14.1B
$355K ﹤0.01%
+11,779
New +$362K
MP icon
1471
MP Materials
MP
$7.36B
$354K ﹤0.01%
7,012
+3,072
+78% +$195K
DEO icon
1472
Diageo
DEO
$49B
$351K ﹤0.01%
4,070
-1,414
-26% -$130K
NXT icon
1473
Nextpower Inc
NXT
$13.6B
$351K ﹤0.01%
+4,027
New +$365K
PAYC icon
1474
Paycom
PAYC
$7.64B
$351K ﹤0.01%
2,201
+840
+62% +$149K
XLB icon
1475
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$348K ﹤0.01%
7,682
-1,298
-14% -$57.4K
57 58
59
60 61

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.