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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
NOVT icon
1551
Novanta
NOVT
$5.08B
$305K ﹤0.01%
+2,565
New +$292K
IGV icon
1552
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$304K ﹤0.01%
2,878
– –
DSGX icon
1553
Descartes Systems
DSGX
$6.44B
$303K ﹤0.01%
+3,457
New +$309K
LSCC icon
1554
Lattice Semiconductor
LSCC
$17.6B
$302K ﹤0.01%
4,111
+272
+7% +$19.4K
FNCL icon
1555
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$302K ﹤0.01%
+3,879
New +$293K
SUI icon
1556
Sun Communities
SUI
$15.2B
$301K ﹤0.01%
2,433
-1,004
-29% -$126K
CGGR icon
1557
Capital Group Growth ETF
CGGR
$23.8B
$301K ﹤0.01%
6,777
+454
+7% +$20K
FDIF icon
1558
Fidelity Disruptors ETF
FDIF
$101M
$301K ﹤0.01%
8,415
+8
+0.1% +$285
USLM icon
1559
United States Lime & Minerals
USLM
$3.16B
$300K ﹤0.01%
2,504
-378
-13% -$46.9K
IOCT icon
1560
Innovator International Developed Power Buffer ETF October
IOCT
$168M
$299K ﹤0.01%
+8,590
New +$295K
PFBC icon
1561
Preferred Bank
PFBC
$1.24B
$299K ﹤0.01%
3,170
-587
-16% -$54.7K
CPB icon
1562
Campbell Soup
CPB
$6.55B
$299K ﹤0.01%
10,738
+3,330
+45% +$100K
CADE
1563
DELISTED
Cadence Bank
CADE
$299K ﹤0.01%
+6,977
New +$276K
RXI icon
1564
iShares Global Consumer Discretionary ETF
RXI
$260M
$299K ﹤0.01%
1,456
+1
+0.1% +$206
AAON icon
1565
Aaon
AAON
$7.3B
$298K ﹤0.01%
3,906
+1,125
+40% +$104K
BUFR icon
1566
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$298K ﹤0.01%
+8,687
New +$293K
EEFT icon
1567
Euronet Worldwide
EEFT
$2.72B
$297K ﹤0.01%
+3,901
New +$304K
SN icon
1568
SharkNinja
SN
$22.9B
$297K ﹤0.01%
+2,652
New +$261K
PRGO icon
1569
Perrigo
PRGO
$1.4B
$296K ﹤0.01%
+21,281
New +$355K
BVN icon
1570
Compañía de Minas Buenaventura
BVN
$7.69B
$296K ﹤0.01%
10,639
-785
-7% -$19.6K
VIOG icon
1571
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
$295K ﹤0.01%
2,432
-3
-0.1% -$365
FBIN icon
1572
Fortune Brands Innovations
FBIN
$5.88B
$295K ﹤0.01%
+5,893
New +$296K
WING icon
1573
Wingstop
WING
$3.53B
$295K ﹤0.01%
1,235
+318
+35% +$78.8K
VTEC icon
1574
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.79B
$294K ﹤0.01%
2,935
– –
GRFS
1575
Grifois
GRFS
$5.36B
$294K ﹤0.01%
31,419
+1,016
+3% +$9.24K
61 62
63
64 65

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.