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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
KTB icon
1676
Kontoor Brands
KTB
$4.63B
$249K ﹤0.01%
4,072
+944
+30% +$70.1K
BMRN icon
1677
BioMarin Pharmaceuticals
BMRN
$11.6B
$249K ﹤0.01%
4,184
-2,470
-37% -$134K
HTGC icon
1678
Hercules Capital
HTGC
$3.07B
$248K ﹤0.01%
+13,201
New +$238K
ALKS icon
1679
Alkermes
ALKS
$8.22B
$248K ﹤0.01%
8,850
+1,057
+14% +$31.7K
ACT icon
1680
Enact Holdings
ACT
$6.61B
$247K ﹤0.01%
+6,235
New +$235K
DRS icon
1681
Leonardo DRS
DRS
$12.3B
$246K ﹤0.01%
7,228
+322
+5% +$11.9K
PII icon
1682
Polaris
PII
$3.82B
$245K ﹤0.01%
+3,871
New +$255K
SQM icon
1683
Sociedad Química y Minera de Chile
SQM
$19.2B
$245K ﹤0.01%
+3,557
New +$196K
PK icon
1684
Park Hotels & Resorts
PK
$3.03B
$244K ﹤0.01%
23,367
+4,051
+21% +$43.4K
ESAB icon
1685
ESAB
ESAB
$5.38B
$243K ﹤0.01%
+2,178
New +$249K
BE icon
1686
Bloom Energy
BE
$60.6B
$243K ﹤0.01%
+2,799
New +$294K
NE icon
1687
Noble Corp
NE
$6.77B
$243K ﹤0.01%
+8,598
New +$254K
MAT icon
1688
Mattel
MAT
$4.38B
$243K ﹤0.01%
+12,224
New +$236K
ROOT icon
1689
Root
ROOT
$857M
$242K ﹤0.01%
3,352
+2
+0.1% +$159
W icon
1690
Wayfair
W
$11.2B
$242K ﹤0.01%
+2,410
New +$232K
MSFT icon
1691
CALL
Microsoft
MSFT
$3.45T
– –
0
– –
RNG icon
1692
RingCentral
RNG
$4.66B
$242K ﹤0.01%
8,367
-1,089
-12% -$31K
ETSY icon
1693
Etsy
ETSY
$7.75B
$242K ﹤0.01%
+4,358
New +$266K
ARWR icon
1694
Arrowhead Research
ARWR
$11.9B
$242K ﹤0.01%
+3,638
New +$178K
WFRD icon
1695
Weatherford International
WFRD
$6.29B
$241K ﹤0.01%
+3,076
New +$223K
BKLC icon
1696
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.49B
$241K ﹤0.01%
5,520
– –
IPGP icon
1697
IPG Photonics
IPGP
$3.61B
$241K ﹤0.01%
+3,361
New +$274K
CORT icon
1698
Corcept Therapeutics
CORT
$12.4B
$240K ﹤0.01%
6,904
+247
+4% +$19.4K
AAL icon
1699
American Airlines Group
AAL
$10.1B
$240K ﹤0.01%
+15,661
New +$211K
RPV icon
1700
Invesco S&P 500 Pure Value ETF
RPV
$1.65B
$240K ﹤0.01%
2,320
+90
+4% +$9.07K
66 67
68
69 70

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.