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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
IWF icon
176
iShares Russell 1000 Growth ETF
IWF
$120B
$13.3M 0.07%
112,644
+25,164
+29% +$2.98M
AMD icon
177
Advanced Micro Devices
AMD
$791B
$13.2M 0.07%
61,553
+3,463
+6% +$778K
VXUS icon
178
Vanguard Total International Stock ETF
VXUS
$155B
$13.1M 0.07%
173,371
-50,639
-23% -$3.78M
SUB icon
179
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$13M 0.07%
122,239
-6,452
-5% -$688K
VZ icon
180
Verizon
VZ
$193B
$13M 0.07%
319,967
+41,608
+15% +$1.69M
BDVL
181
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.72B
$12.9M 0.07%
520,187
+17,468
+3% +$437K
MMM icon
182
3M
MMM
$90.8B
$12.6M 0.07%
78,450
+906
+1% +$148K
MU icon
183
Micron Technology
MU
$988B
$12.4M 0.07%
43,499
-1,155
-3% -$265K
SCHB icon
184
Schwab US Broad Market ETF
SCHB
$43B
$12.3M 0.07%
469,139
-28,446
-6% -$741K
XLI icon
185
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$12.1M 0.07%
78,303
-180
-0.2% -$27.7K
AMAT icon
186
Applied Materials
AMAT
$398B
$12.1M 0.07%
47,112
+1,341
+3% +$321K
HBAN icon
187
Huntington Bancshares
HBAN
$34.5B
$12M 0.07%
691,202
+93,369
+16% +$1.53M
T icon
188
AT&T
T
$159B
$11.8M 0.07%
473,089
+29,019
+7% +$735K
LOW icon
189
Lowe's Companies
LOW
$118B
$11.5M 0.06%
47,515
+1,398
+3% +$336K
VT icon
190
Vanguard Total World Stock ETF
VT
$76.9B
$11.3M 0.06%
80,119
+5,183
+7% +$724K
APO icon
191
Apollo Global Management
APO
$69.3B
$11.3M 0.06%
77,766
+2,923
+4% +$388K
VOE icon
192
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$11.2M 0.06%
63,199
+3,666
+6% +$642K
ITOT icon
193
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
$11.1M 0.06%
74,339
+5,022
+7% +$741K
JEF icon
194
Jefferies Financial Group
JEF
$12.7B
$10.9M 0.06%
176,605
+5,618
+3% +$322K
BA icon
195
Boeing
BA
$175B
$10.9M 0.06%
50,362
+1,771
+4% +$364K
IWM icon
196
iShares Russell 2000 ETF
IWM
$80.2B
$10.9M 0.06%
44,128
-2,756
-6% -$678K
IQLT icon
197
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$10.7M 0.06%
235,569
-7,816
-3% -$350K
SCHD icon
198
Schwab US Dividend Equity ETF
SCHD
$103B
$10.7M 0.06%
389,715
-17,632
-4% -$479K
NEE icon
199
NextEra Energy
NEE
$183B
$10.7M 0.06%
133,063
+6,509
+5% +$539K
LUMN icon
200
Lumen
LUMN
$6.76B
$10.6M 0.06%
1,368,968
+14,544
+1% +$120K
6 7
8
9 10

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.