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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
-0.7%
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
-$49.5M
Cap. Flow
+$390M
Cap. Flow %
2.18%
Top 10 Hldgs %
30.22%
Holding
2,089
New
182
Increased
905
Reduced
752
Closed
153

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$40.9M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$39.9M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$36.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.5M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$44.8M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$21.5M
3
NXPI icon
NXP Semiconductors
NXPI
+$21.1M
4
VICI icon
VICI Properties
VICI
+$20.6M
5
NSC icon
Norfolk Southern
NSC
+$18.5M

Sector Composition

Rank Sector Weight
1 Technology 12.04%
2 Financials 6.67%
3 Industrials 5.56%
4 Consumer Discretionary 4.12%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COLD icon
1751
Americold
COLD
$4.02B
$216K ﹤0.01%
18,880
-1,032
-5% -$12.9K
DON icon
1752
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$216K ﹤0.01%
4,116
-335
-8% -$18.1K
CENTA icon
1753
Central Garden & Pet Co Class A
CENTA
$2.37B
$216K ﹤0.01%
6,668
-1,187
-15% -$37.9K
KD icon
1754
Kyndryl
KD
$2.99B
$216K ﹤0.01%
16,463
+6,075
+58% +$107K
TFI icon
1755
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$214K ﹤0.01%
4,728
+103
+2% +$4.73K
SCHH icon
1756
Schwab US REIT ETF
SCHH
$11.5B
$214K ﹤0.01%
9,957
+342
+4% +$7.5K
BCH icon
1757
Banco de Chile
BCH
$20.9B
$213K ﹤0.01%
+5,760
New +$237K
THO icon
1758
Thor Industries
THO
$3.9B
$213K ﹤0.01%
2,667
-1,837
-41% -$187K
ELF icon
1759
e.l.f. Beauty
ELF
$4.89B
$213K ﹤0.01%
+3,511
New +$286K
SUPN icon
1760
Supernus Pharmaceuticals
SUPN
$2.59B
$212K ﹤0.01%
+4,099
New +$209K
BMNR
1761
BitMine Immersion Technologies
BMNR
$10.4B
$211K ﹤0.01%
10,684
+2,039
+24% +$48K
AXIA
1762
AXIA Energia
AXIA
$23.9B
$210K ﹤0.01%
18,654
+802
+4% +$8.67K
YELP icon
1763
Yelp
YELP
$1.45B
$210K ﹤0.01%
+8,491
New +$215K
AMCR icon
1764
Amcor
AMCR
$20.8B
$210K ﹤0.01%
5,278
-6,736
-56% -$298K
WLDN icon
1765
Willdan Group
WLDN
$1.04B
$210K ﹤0.01%
+2,739
New +$290K
RIG icon
1766
Transocean
RIG
$5.89B
$210K ﹤0.01%
31,604
-541
-2% -$3.05K
INDB icon
1767
Independent Bank
INDB
$3.99B
$209K ﹤0.01%
2,783
-841
-23% -$65.9K
IDU icon
1768
iShares US Utilities ETF
IDU
$1.35B
$209K ﹤0.01%
+1,803
New +$205K
BUZZ icon
1769
VanEck Social Sentiment ETF
BUZZ
$90.5M
$209K ﹤0.01%
7,275
– –
BC icon
1770
Brunswick
BC
$5.13B
$209K ﹤0.01%
2,876
-1,317
-31% -$106K
BIO icon
1771
Bio-Rad Laboratories Class A
BIO
$8.71B
$209K ﹤0.01%
+750
New +$216K
VTWO icon
1772
Vanguard Russell 2000 ETF
VTWO
$17.3B
$209K ﹤0.01%
+2,084
New +$217K
DRIV icon
1773
Global X Autonomous & Electric Vehicles ETF
DRIV
$377M
$209K ﹤0.01%
6,833
-707
-9% -$22.5K
GAM
1774
General American Investors Company
GAM
$1.56B
$208K ﹤0.01%
3,564
– –
DMC
1775
Del Monte Corp
DMC
$1.41B
$208K ﹤0.01%
+5,173
New +$206K
69 70
71
72 73

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 Q1 2026 Portfolio in Review

As of Q1 2026, Sequoia Financial Advisors held 2,089 positions worth $17.9B, down 0.28% from $17.9B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors's Q1 2026 filing shows 182 new, 905 increased, 752 reduced and 153 closed positions. Its largest new stake was iShares Core Universal USD Bond ETF: 70,333 shares worth $3.25M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $44.8M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.

  • Sequoia Financial Advisors's largest Q1 2026 buy was iShares Core Universal USD Bond ETF: 70,333 shares worth $3.25M.
  • Sequoia Financial Advisors added most to PIMCO Multi Sector Bond Active ETF in Q1 2026, an estimated $40.9M increase.
  • Sequoia Financial Advisors's biggest Q1 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $44.8M.
  • Sequoia Financial Advisors fully exited PENN Entertainment in Q1 2026, selling an estimated $6.38M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $17.9B portfolio in Q1 2026.
  • Sequoia Financial Advisors opened 182 new positions and closed 153 in Q1 2026.
  • Sequoia Financial Advisors's portfolio value fell 0.28% quarter-over-quarter to $17.9B.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.