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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
GRAB icon
1476
Grab
GRAB
$14.3B
$348K ﹤0.01%
69,808
-2,770
-4% -$15.3K
Z icon
1477
Zillow
Z
$7.79B
$348K ﹤0.01%
+5,106
New +$370K
RH icon
1478
RH
RH
$3.13B
$348K ﹤0.01%
+1,943
New +$332K
STRL icon
1479
Sterling Infrastructure
STRL
$18.3B
$347K ﹤0.01%
1,134
+312
+38% +$107K
HALO icon
1480
Halozyme
HALO
$9.79B
$346K ﹤0.01%
5,148
+1,212
+31% +$81.5K
CR icon
1481
Crane Co
CR
$12.3B
$346K ﹤0.01%
1,878
+733
+64% +$136K
NGVT icon
1482
Ingevity
NGVT
$2.51B
$345K ﹤0.01%
5,836
-3,198
-35% -$174K
GLOB icon
1483
Globant
GLOB
$1.58B
$344K ﹤0.01%
+5,256
New +$330K
RSPH icon
1484
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$764M
$342K ﹤0.01%
10,736
– –
CVBF icon
1485
CVB Financial
CVBF
$3.94B
$341K ﹤0.01%
18,348
+2,958
+19% +$56.6K
MTCH icon
1486
Match Group
MTCH
$9.19B
$341K ﹤0.01%
10,568
-198
-2% -$6.51K
QLD icon
1487
ProShares Ultra QQQ
QLD
$12.7B
$341K ﹤0.01%
4,837
-1
-0% -$71
MKTX icon
1488
MarketAxess Holdings
MKTX
$5.71B
$340K ﹤0.01%
1,877
-270
-13% -$46.1K
HIW icon
1489
Highwoods Properties
HIW
$3.65B
$339K ﹤0.01%
13,139
-14,636
-53% -$413K
LDUR icon
1490
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$339K ﹤0.01%
3,534
-92
-3% -$8.84K
OPCH icon
1491
Option Care Health
OPCH
$3.45B
$339K ﹤0.01%
+10,641
New +$312K
DAR icon
1492
Darling Ingredients
DAR
$9.64B
$339K ﹤0.01%
+9,409
New +$318K
GLBE icon
1493
Global E Online
GLBE
$6.6B
$338K ﹤0.01%
8,587
-393
-4% -$14.6K
GIL icon
1494
Gildan
GIL
$10.3B
$336K ﹤0.01%
5,386
+1,719
+47% +$102K
REYN icon
1495
Reynolds Consumer Products
REYN
$5.26B
$336K ﹤0.01%
+14,668
New +$354K
VOOV icon
1496
Vanguard S&P 500 Value ETF
VOOV
$6.59B
$336K ﹤0.01%
1,640
-51
-3% -$10.3K
FBT icon
1497
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$336K ﹤0.01%
1,625
– –
FTDR icon
1498
Frontdoor
FTDR
$5.1B
$335K ﹤0.01%
5,815
+803
+16% +$47.2K
FSSL
1499
FS Specialty Lending Fund
FSSL
$846M
$335K ﹤0.01%
+23,718
New +$324K
TDIV icon
1500
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.18B
$335K ﹤0.01%
3,461
– –
58 59
60
61 62

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.