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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
OKTA icon
1976
CALL
Okta
OKTA
$24.7B
– –
-300
Closed -$554
PAAS icon
1977
CALL
Pan American Silver
PAAS
$18.2B
– –
-600
Closed -$23.2K
PAC icon
1978
Grupo Aeroportuario del Pacifico
PAC
$12.9B
– –
-919
Closed -$218K
PRVA icon
1979
Privia Health
PRVA
$2.98B
– –
-9,861
Closed -$246K
PVH icon
1980
PVH
PVH
$4B
– –
-2,468
Closed -$207K
PXSAW
1981
DELISTED
Pyxis Tankers Inc Warrant
PXSAW
– –
-64,000
Closed -$487
RITM icon
1982
Rithm Capital
RITM
$5.52B
– –
-14,348
Closed -$163K
SCYX icon
1983
SCYNEXIS
SCYX
$48.1M
– –
-6,606
Closed -$40.7K
SM icon
1984
SM Energy
SM
$7.8B
– –
-9,686
Closed -$242K
SPY icon
1985
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$790B
– –
-33,000
Closed -$530K
STN icon
1986
Stantec
STN
$8.04B
– –
-2,267
Closed -$244K
TJX icon
1987
CALL
TJX Companies
TJX
$174B
– –
-1,000
Closed -$145K
TLRY icon
1988
Tilray
TLRY
$618M
– –
-1,345
Closed -$23.3K
TLSI icon
1989
TriSalus Life Sciences
TLSI
$279M
– –
-19,456
Closed -$90.5K
TPH
1990
DELISTED
Tri Pointe Homes
TPH
– –
-7,760
Closed -$264K
TQQQ icon
1991
ProShares UltraPro QQQ
TQQQ
$32.1B
– –
-4,348
Closed -$225K
TSLA icon
1992
CALL
Tesla
TSLA
$1.23T
– –
-100
Closed -$44.5K
TU icon
1993
Telus
TU
$14.9B
– –
-10,016
Closed -$158K
UPS icon
1994
PUT
United Parcel Service
UPS
$88.6B
– –
-6,600
Closed -$551K
VTWO icon
1995
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-2,215
Closed -$217K
WD icon
1996
Walker & Dunlop
WD
$1.71B
– –
-261,927
Closed -$21.9M
XLC icon
1997
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
– –
-400
Closed -$47.3K
XLY icon
1998
PUT
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
– –
-800
Closed -$95.9K
IMAR icon
1999
Innovator International Developed Power Buffer ETF March
IMAR
$114M
– –
-10,150
Closed -$294K
NBIS
2000
Nebius Group N.V.
NBIS
$48.3B
– –
-2,349
Closed -$264K
77 78 79
80
81

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.