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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
ALIT icon
1901
Alight
ALIT
$447M
$43.8K ﹤0.01%
+1,124
New +$56K
RCKT icon
1902
Rocket Pharmaceuticals
RCKT
$340M
$42.3K ﹤0.01%
+12,051
New +$41.3K
RXRX icon
1903
Recursion Pharmaceuticals
RXRX
$1.59B
$40.9K ﹤0.01%
+10,006
New +$49.6K
PROP icon
1904
Prairie Operating Co
PROP
$69.8M
$34.7K ﹤0.01%
20,509
+1,700
+9% +$3.09K
AVGO icon
1905
CALL
Broadcom
AVGO
$1.85T
– –
0
– –
AMGN icon
1906
CALL
Amgen
AMGN
$208B
– –
0
– –
SEER icon
1907
Seer Inc
SEER
$122M
$30.4K ﹤0.01%
16,600
– –
RC
1908
Ready Capital
RC
$258M
$27.4K ﹤0.01%
+12,577
New +$35.2K
MRVL icon
1909
CALL
Marvell Technology
MRVL
$168B
– –
0
– –
FLNT
1910
Fluent
FLNT
$102M
$24.5K ﹤0.01%
10,190
– –
NAK
1911
Northern Dynasty Minerals
NAK
$784M
$24.2K ﹤0.01%
12,296
+1,500
+14% +$2.9K
TLYS icon
1912
Tilly's
TLYS
$116M
$24K ﹤0.01%
12,039
– –
M icon
1913
PUT
Macy's
M
$6.53B
– –
0
– –
SOFI icon
1914
CALL
SoFi Technologies
SOFI
$21B
– –
0
– –
AGL icon
1915
Agilon Health
AGL
$1.53B
$19.2K ﹤0.01%
1,113
+8
+0.7% +$155
TMF icon
1916
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.16B
$18K ﹤0.01%
+481
New +$19.5K
REI icon
1917
Ring Energy
REI
$315M
$13.9K ﹤0.01%
15,941
– –
SLV icon
1918
CALL
iShares Silver Trust
SLV
$28B
– –
-900
Closed -$45.1K
SLV icon
1919
PUT
iShares Silver Trust
SLV
$28B
– –
0
– –
MLSS icon
1920
Milestone Scientific
MLSS
$35.3M
$11.9K ﹤0.01%
43,422
– –
TNYA icon
1921
Tenaya Therapeutics
TNYA
$161M
$7.63K ﹤0.01%
+10,725
New +$14.6K
RIO icon
1922
CALL
Rio Tinto
RIO
$158B
$2.02K ﹤0.01%
+500
New +$36K
HL icon
1923
CALL
Hecla Mining
HL
$9.47B
$1.87K ﹤0.01%
+400
New +$6.11K
UEC icon
1924
CALL
Uranium Energy
UEC
$4.75B
$1.48K ﹤0.01%
+1,100
New +$14.4K
JBHT icon
1925
CALL
JB Hunt Transport Services
JBHT
$25.5B
$1.24K ﹤0.01%
+100
New +$17.2K
75 76
77
78 79

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.