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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
IGM icon
1701
iShares Expanded Tech Sector ETF
IGM
$10.7B
$240K ﹤0.01%
1,856
+144
+8% +$18.7K
BBIO icon
1702
BridgeBio Pharma
BBIO
$16.2B
$240K ﹤0.01%
+3,134
New +$206K
SPB icon
1703
Spectrum Brands
SPB
$2.11B
$239K ﹤0.01%
+4,052
New +$228K
AX icon
1704
Axos Financial
AX
$5.91B
$239K ﹤0.01%
+2,778
New +$229K
ABG icon
1705
Asbury Automotive
ABG
$3.97B
$239K ﹤0.01%
+1,029
New +$243K
PLNT icon
1706
Planet Fitness
PLNT
$4.48B
$239K ﹤0.01%
2,202
-561,388
-100% -$57.8M
LBTYA icon
1707
Liberty Global Class A
LBTYA
$3.59B
$239K ﹤0.01%
21,410
+5,059
+31% +$56K
FLTR icon
1708
VanEck IG Floating Rate ETF
FLTR
$2.97B
$238K ﹤0.01%
9,360
+238
+3% +$6.07K
WTBA icon
1709
West Bancorporation
WTBA
$479M
$238K ﹤0.01%
10,737
-33
-0.3% -$713
USFR icon
1710
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$238K ﹤0.01%
4,730
-2,487
-34% -$125K
DAY
1711
DELISTED
Dayforce
DAY
$238K ﹤0.01%
+3,437
New +$237K
KMX icon
1712
CarMax
KMX
$8.07B
$238K ﹤0.01%
+6,149
New +$246K
UGP icon
1713
Ultrapar
UGP
$6.73B
$238K ﹤0.01%
63,023
+5,362
+9% +$21.2K
BUZZ icon
1714
VanEck Social Sentiment ETF
BUZZ
$99.2M
$236K ﹤0.01%
+7,275
New +$256K
GLXY
1715
Galaxy Digital Inc
GLXY
$3.71B
$236K ﹤0.01%
10,543
-417
-4% -$12.9K
CHDN icon
1716
Churchill Downs
CHDN
$6.09B
$235K ﹤0.01%
+2,069
New +$215K
WIX icon
1717
WIX.com
WIX
$2.78B
$235K ﹤0.01%
+2,263
New +$274K
WPP icon
1718
WPP
WPP
$4.44B
$235K ﹤0.01%
10,468
-341
-3% -$7.33K
MFA
1719
MFA Financial
MFA
$921M
$235K ﹤0.01%
25,246
-328
-1% -$3.06K
BMNR
1720
BitMine Immersion Technologies
BMNR
$11B
$235K ﹤0.01%
8,645
-1,211
-12% -$49.1K
PRM icon
1721
Perimeter Solutions
PRM
$5.74B
$235K ﹤0.01%
+8,524
New +$215K
AEG icon
1722
Aegon
AEG
$14B
$234K ﹤0.01%
30,306
+216
+0.7% +$1.65K
BRC icon
1723
Brady Corp
BRC
$4.61B
$233K ﹤0.01%
2,979
-70
-2% -$5.42K
FAF icon
1724
First American
FAF
$7.68B
$233K ﹤0.01%
+3,794
New +$238K
HMY icon
1725
Harmony Gold Mining
HMY
$11.3B
$233K ﹤0.01%
11,712
+439
+4% +$8.19K
67 68
69
70 71

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.