SEQUOIA FINANCIAL ADVISORS, LLC Information

3500 EMBASSY PARKWAY, AKRON, Ohio, 44333, (330) 375-9480

Report Date: 03/31/2015

Position Statistics

Total Positions 197
New Positions 36
Increased Positions 119
Decreased Positions 67
Positions with Activity 186
Sold Out Positions 14
Total Mkt Value (in $ millions) 214

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.83%
Capital Goods 0.47%
Conglomerates
Consumer Cyclical 0.29%
Consumer/Non-Cyclical 3.27%
Energy 2.15%
Financial 67.87%
Healthcare 5.13%
Services 5.2%
Technology 9.69%
Transportation 1.21%
Utilities 1.23%

197 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR INDEX SHS FDS DJ GLB RL ES ETF 26,946 17,541 186.51 568,959
JPMORGAN CHASE & CO ALERIAN ML ETN 12,006 2,085 21.02 312,505
SCHWAB STRATEGIC TR US LCAP VA ETF 7,755 983 14.52 179,469
ISHARES EAFE VALUE ETF 7,538 7,538 New 143,563
ISHARES TR RUS 1000 VAL ETF 7,023 6,331 914.81 68,591
SCHWAB STRATEGIC TR US AGGREGATE B 5,831 5,831 New 112,333
APPLE INC COM 5,411 110 2.07 43,858
RYDEX ETF TRUST GUG S&P500 PU GR 4,575 4,575 New 54,907
INDEXIQ ETF TR HEDGE MLTI ETF 3,777 3,777 New 127,866
POWERSHARES ETF TRUST DYNM LRG CP VL 3,751 1,030 37.85 121,659
SCHWAB STRATEGIC TR SCHWB FDT INT LG 3,691 3,691 New 138,344
SCHWAB STRATEGIC TR INTL EQTY ETF 3,446 3,446 New 113,015
SPDR INDEX SHS FDS S&P GBLINF ETF 3,177 3,177 New 68,387
SPDR GOLD TRUST GOLD SHS 3,169 8 .26 30,179
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3,118 3,118 New 137,057
CISCO SYS INC COM 3,088 1,167 60.75 109,457
HUMANA INC COM 2,897 98 3.51 15,701
HUNTINGTON BANCSHARES INC COM 2,878 -60 (2.05) 246,200
BECTON DICKINSON & CO COM 2,873 198 7.40 19,169
GILEAD SCIENCES INC COM 2,771 1,420 105.12 24,506


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