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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
HOMB icon
1801
Home BancShares
HOMB
$6.23B
$205K ﹤0.01%
+7,363
New +$204K
IGEB icon
1802
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$204K ﹤0.01%
4,478
+133
+3% +$6.11K
FULT icon
1803
Fulton Financial
FULT
$4.66B
$204K ﹤0.01%
+10,557
New +$194K
NNI icon
1804
Nelnet
NNI
$4.88B
$204K ﹤0.01%
+1,534
New +$201K
ATHM icon
1805
Autohome
ATHM
$2.67B
$204K ﹤0.01%
9,159
+1,326
+17% +$33.2K
GATX icon
1806
GATX Corp
GATX
$6.35B
$204K ﹤0.01%
+1,202
New +$198K
FTA icon
1807
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
$203K ﹤0.01%
+2,361
New +$199K
SMTC icon
1808
Semtech
SMTC
$11B
$203K ﹤0.01%
+2,754
New +$195K
GKOS icon
1809
Glaukos
GKOS
$9.83B
$203K ﹤0.01%
+1,796
New +$172K
AEO icon
1810
American Eagle Outfitters
AEO
$2.88B
$202K ﹤0.01%
+7,669
New +$152K
SEE
1811
DELISTED
Sealed Air
SEE
$202K ﹤0.01%
+4,874
New +$189K
CDE icon
1812
Coeur Mining
CDE
$15.4B
$202K ﹤0.01%
+11,323
New +$197K
CNM icon
1813
Core & Main
CNM
$8.23B
$202K ﹤0.01%
+3,881
New +$199K
CART icon
1814
Maplebear
CART
$10.5B
$201K ﹤0.01%
+4,470
New +$183K
WEAV icon
1815
Weave Communications
WEAV
$520M
$201K ﹤0.01%
26,489
+2,354
+10% +$15.6K
LI icon
1816
Li Auto
LI
$13.4B
$201K ﹤0.01%
+11,866
New +$235K
SCHH icon
1817
Schwab US REIT ETF
SCHH
$11.5B
$201K ﹤0.01%
9,615
-747
-7% -$15.8K
STM icon
1818
STMicroelectronics
STM
$46.7B
$200K ﹤0.01%
7,726
-5,117
-40% -$131K
GLD icon
1819
CALL
SPDR Gold Trust
GLD
$131B
$200K ﹤0.01%
100
-300
-75% -$115K
VFC icon
1820
VF Corp
VFC
$5.63B
$200K ﹤0.01%
+11,039
New +$179K
CX icon
1821
Cemex
CX
$17.1B
$193K ﹤0.01%
16,802
+913
+6% +$9.44K
BEKE icon
1822
KE Holdings
BEKE
$18.7B
$191K ﹤0.01%
12,131
-1,846
-13% -$31.7K
ICLN icon
1823
iShares Global Clean Energy ETF
ICLN
$2.31B
$189K ﹤0.01%
11,519
+1,312
+13% +$21.9K
JBS
1824
JBS N.V.
JBS
$46.1B
$188K ﹤0.01%
13,003
+908
+8% +$12.5K
BBD icon
1825
Banco Bradesco
BBD
$39.3B
$182K ﹤0.01%
54,698
+1
+0% +$3
71 72
73
74 75

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.