We are live on ! Find out more
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
ARMK icon
1526
Aramark
ARMK
$14.9B
$321K ﹤0.01%
+8,710
New +$332K
SAIC icon
1527
Saic
SAIC
$5.08B
$319K ﹤0.01%
3,173
+115
+4% +$11K
BCPC
1528
Balchem Corp
BCPC
$5.53B
$319K ﹤0.01%
2,082
+518
+33% +$79.1K
QRVO icon
1529
Qorvo
QRVO
$7.89B
$319K ﹤0.01%
3,775
+1,000
+36% +$88.3K
ZG icon
1530
Zillow
ZG
$8.19B
$317K ﹤0.01%
4,646
+1,754
+61% +$123K
CLOX icon
1531
Panagram AAA CLO ETF
CLOX
$324M
$317K ﹤0.01%
12,410
+158
+1% +$4.04K
VC icon
1532
Visteon
VC
$2.82B
$316K ﹤0.01%
3,327
+638
+24% +$67.6K
VCRM
1533
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
$316K ﹤0.01%
+4,185
New +$317K
APPF icon
1534
AppFolio
APPF
$6.79B
$316K ﹤0.01%
+1,358
New +$323K
FMUB
1535
Fidelity Municipal Bond Opportunities ETF
FMUB
$242M
$316K ﹤0.01%
+6,199
New +$317K
BBWI icon
1536
Bath & Body Works
BBWI
$4.23B
$315K ﹤0.01%
15,690
+4,212
+37% +$93K
ABEV icon
1537
Ambev
ABEV
$47.1B
$315K ﹤0.01%
127,485
-17,067
-12% -$40.6K
GWX icon
1538
State Street SPDR S&P International Small Cap ETF
GWX
$874M
$314K ﹤0.01%
7,678
-63
-0.8% -$2.53K
BILI icon
1539
Bilibili
BILI
$8.05B
$313K ﹤0.01%
12,733
+180
+1% +$4.84K
BHC icon
1540
CALL
Bausch Health
BHC
$2.62B
– –
-20,000
Closed -$132K
MIDD icon
1541
Middleby
MIDD
$6.14B
$312K ﹤0.01%
2,099
+199
+10% +$26.1K
TREX icon
1542
Trex
TREX
$4.66B
$312K ﹤0.01%
8,886
+4,514
+103% +$183K
UHAL.B icon
1543
U-Haul Holding Co Series N
UHAL.B
$12.4B
$311K ﹤0.01%
6,660
+2,230
+50% +$109K
BC icon
1544
Brunswick
BC
$5.16B
$311K ﹤0.01%
+4,193
New +$284K
SITE icon
1545
SiteOne Landscape Supply
SITE
$4.33B
$311K ﹤0.01%
+2,499
New +$316K
DOCU
1546
DocuSign
DOCU
$10.5B
$311K ﹤0.01%
4,544
+570
+14% +$39.4K
VPL icon
1547
Vanguard FTSE Pacific ETF
VPL
$8.13B
$310K ﹤0.01%
3,426
-93
-3% -$8.41K
TLT icon
1548
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$308K ﹤0.01%
3,532
-17
-0.5% -$1.52K
CLF icon
1549
Cleveland-Cliffs
CLF
$6.4B
$308K ﹤0.01%
23,158
-15,263
-40% -$193K
CGGO icon
1550
Capital Group Global Growth Equity ETF
CGGO
$11.6B
$306K ﹤0.01%
8,818
+518
+6% +$17.9K
60 61
62
63 64

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.