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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
HWKN icon
1626
Hawkins
HWKN
$2.67B
$268K ﹤0.01%
1,883
-770
-29% -$113K
KRYS icon
1627
Krystal Biotech
KRYS
$10.1B
$267K ﹤0.01%
+1,083
New +$228K
GGB icon
1628
Gerdau
GGB
$9.74B
$267K ﹤0.01%
72,343
+7,608
+12% +$26.6K
PBR icon
1629
Petrobras
PBR
$125B
$267K ﹤0.01%
22,507
+3,019
+15% +$36.9K
ZJAN
1630
DELISTED
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$266K ﹤0.01%
9,726
– –
OLLI icon
1631
Ollie's Bargain Outlet
OLLI
$4.44B
$266K ﹤0.01%
2,424
+645
+36% +$77.8K
WMS icon
1632
Advanced Drainage Systems
WMS
$10.6B
$265K ﹤0.01%
+1,833
New +$265K
LPX icon
1633
Louisiana-Pacific
LPX
$5.06B
$265K ﹤0.01%
+3,285
New +$278K
INDB icon
1634
Independent Bank
INDB
$3.99B
$265K ﹤0.01%
3,624
+497
+16% +$35.3K
VVV icon
1635
Valvoline
VVV
$4.9B
$265K ﹤0.01%
9,112
+3,153
+53% +$101K
TCBI icon
1636
Texas Capital Bancshares
TCBI
$4.3B
$265K ﹤0.01%
+2,922
New +$257K
EPRT icon
1637
Essential Properties Realty Trust
EPRT
$6.77B
$264K ﹤0.01%
+8,913
New +$272K
ETHA
1638
iShares Ethereum Trust ETF
ETHA
$5.43B
$264K ﹤0.01%
11,779
+4,470
+61% +$117K
STWD icon
1639
Starwood Property Trust
STWD
$5.92B
$264K ﹤0.01%
14,632
-5,226
-26% -$96.1K
BOND icon
1640
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$264K ﹤0.01%
2,831
– –
VIAV icon
1641
Viavi Solutions
VIAV
$9.12B
$263K ﹤0.01%
14,773
+3,386
+30% +$54.7K
AES icon
1642
AES
AES
$10.5B
$263K ﹤0.01%
18,320
+6,842
+60% +$96.4K
UPST icon
1643
Upstart Holdings
UPST
$2.63B
$263K ﹤0.01%
6,007
+49
+0.8% +$2.26K
BXP icon
1644
Boston Properties
BXP
$11.2B
$263K ﹤0.01%
3,892
+290
+8% +$20.6K
SPHD icon
1645
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$262K ﹤0.01%
5,457
+1,043
+24% +$50.3K
PLXS icon
1646
Plexus
PLXS
$6.72B
$261K ﹤0.01%
+1,778
New +$261K
UTES icon
1647
Virtus Reaves Utilities ETF
UTES
$1.33B
$260K ﹤0.01%
+3,295
New +$272K
CUK
1648
DELISTED
Carnival PLC
CUK
$260K ﹤0.01%
8,570
+11
+0.1% +$284
CVSA
1649
Covista Inc
CVSA
$4.25B
$259K ﹤0.01%
+2,506
New +$287K
SMA
1650
SmartStop Self Storage REIT
SMA
$1.86B
$259K ﹤0.01%
+8,372
New +$283K
64 65
66
67 68

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.