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
GSLC icon
1601
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$277K ﹤0.01%
2,091
-960
-31% -$126K
HESM icon
1602
Hess Midstream
HESM
$5.24B
$276K ﹤0.01%
8,001
+501
+7% +$16.8K
KD icon
1603
Kyndryl
KD
$2.99B
$276K ﹤0.01%
+10,388
New +$282K
PJUL icon
1604
Innovator US Equity Power Buffer ETF July
PJUL
$1.23B
$276K ﹤0.01%
5,941
-1,140
-16% -$52.3K
IRT icon
1605
Independence Realty Trust
IRT
$3.92B
$276K ﹤0.01%
15,775
+444
+3% +$7.36K
MCY icon
1606
Mercury Insurance
MCY
$5.93B
$276K ﹤0.01%
+2,930
New +$254K
MNKD icon
1607
MannKind Corp
MNKD
$1.21B
$275K ﹤0.01%
48,536
-298
-0.6% -$1.64K
BDC icon
1608
Belden
BDC
$4.85B
$275K ﹤0.01%
+2,361
New +$275K
GOSS icon
1609
Gossamer Bio
GOSS
$82.9M
$274K ﹤0.01%
88,467
-29,033
-25% -$82.8K
KT icon
1610
KT
KT
$8.62B
$274K ﹤0.01%
14,425
-751
-5% -$14K
ARKK icon
1611
ARK Innovation ETF
ARKK
$5.66B
$273K ﹤0.01%
3,548
-136
-4% -$11.3K
XMHQ icon
1612
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$273K ﹤0.01%
2,662
-786
-23% -$81.1K
PRK icon
1613
Park National Corp
PRK
$3.76B
$272K ﹤0.01%
1,790
+378
+27% +$59.5K
QFIN icon
1614
Qfin Holdings
QFIN
$1.69B
$272K ﹤0.01%
14,111
+4,932
+54% +$111K
FELC icon
1615
Fidelity Enhanced Large Cap Core ETF
FELC
$7.98B
$271K ﹤0.01%
+7,093
New +$267K
GOVI icon
1616
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
$271K ﹤0.01%
9,826
+2,044
+26% +$57K
EPP icon
1617
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$270K ﹤0.01%
5,359
– –
FVCB icon
1618
FVCBankcorp
FVCB
$335M
$270K ﹤0.01%
19,429
– –
CCEP icon
1619
Coca-Cola Europacific Partners
CCEP
$48.3B
$270K ﹤0.01%
2,979
-9
-0.3% -$813
LBRDA icon
1620
Liberty Broadband Class A
LBRDA
$4.89B
$270K ﹤0.01%
+5,596
New +$290K
SCHK icon
1621
Schwab 1000 Index ETF
SCHK
$5.71B
$270K ﹤0.01%
8,230
+2
+0% +$65
PRI icon
1622
Primerica
PRI
$9.98B
$270K ﹤0.01%
+1,044
New +$272K
THC icon
1623
Tenet Healthcare
THC
$20.5B
$269K ﹤0.01%
1,355
+79
+6% +$16K
KSS icon
1624
Kohl's
KSS
$2.17B
$268K ﹤0.01%
13,140
+35
+0.3% +$656
NVMI
1625
Nova
NVMI
$12.4B
$268K ﹤0.01%
815
+66
+9% +$21.2K
63 64
65
66 67

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.