We are live on ! Find out more
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
MTUS icon
1826
Metallus
MTUS
$838M
$180K ﹤0.01%
10,476
-8
-0.1% -$137
CLM icon
1827
Cornerstone Strategic Value Fund
CLM
$2.22B
$179K ﹤0.01%
21,400
– –
NMRK icon
1828
Newmark Group
NMRK
$2.66B
$178K ﹤0.01%
+10,281
New +$180K
PAYO icon
1829
Payoneer
PAYO
$2.42B
$178K ﹤0.01%
31,677
+2,368
+8% +$13.7K
MPT
1830
Medical Properties Trust
MPT
$2.77B
$178K ﹤0.01%
35,602
+14,419
+68% +$75.1K
PSKY
1831
Paramount Skydance Corp
PSKY
$8.91B
$178K ﹤0.01%
13,279
-332
-2% -$5.18K
NVG icon
1832
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$177K ﹤0.01%
+13,951
New +$175K
BHC icon
1833
Bausch Health
BHC
$2.58B
$175K ﹤0.01%
25,158
+1,000
+4% +$6.58K
NWL icon
1834
Newell Brands
NWL
$2.38B
$174K ﹤0.01%
+46,898
New +$189K
COST icon
1835
CALL
Costco
COST
$422B
– –
0
– –
ILPT
1836
Industrial Logistics Properties Trust
ILPT
$575M
$171K ﹤0.01%
30,894
+340
+1% +$1.88K
SSL icon
1837
Sasol
SSL
$7.5B
$171K ﹤0.01%
26,278
+536
+2% +$3.39K
S icon
1838
SentinelOne
S
$6.53B
$167K ﹤0.01%
11,161
-5,214
-32% -$85.4K
FLG
1839
Flagstar Bank National Association
FLG
$5.93B
$167K ﹤0.01%
+13,256
New +$158K
LINK icon
1840
Interlink Electronics
LINK
$65M
$166K ﹤0.01%
42,675
– –
RIV
1841
RiverNorth Opportunities Fund
RIV
$311M
$164K ﹤0.01%
14,000
– –
AXIA
1842
AXIA Energia
AXIA
$23.9B
$164K ﹤0.01%
17,852
-4,663
-21% -$40.3K
KOPN icon
1843
Kopin
KOPN
$652M
$159K ﹤0.01%
68,113
+7,971
+13% +$23K
PBR.A icon
1844
Petrobras Class A
PBR.A
$111B
$150K ﹤0.01%
13,335
+97
+0.7% +$1.12K
PBFS icon
1845
Pioneer Bancorp
PBFS
$432M
$148K ﹤0.01%
10,967
– –
ONDS icon
1846
Ondas Inc
ONDS
$4.27B
$146K ﹤0.01%
15,000
-85,030
-85% -$683K
TAL icon
1847
TAL Education Group
TAL
$6.93B
$146K ﹤0.01%
13,407
+277
+2% +$3.15K
AVTR icon
1848
Avantor
AVTR
$9.32B
$145K ﹤0.01%
12,636
-3,345
-21% -$41.2K
HOPE icon
1849
Hope Bancorp
HOPE
$1.79B
$144K ﹤0.01%
13,131
-404
-3% -$4.35K
FNWB icon
1850
First Northwest Bancorp
FNWB
$109M
$141K ﹤0.01%
15,000
– –
72 73
74
75 76

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.