SEQUOIA FINANCIAL ADVISORS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 196
New Positions 36
Increased Positions 118
Decreased Positions 67
Positions with Activity 185
Sold Out Positions 14
Total Mkt Value (in $ millions) 222

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

Sector Weighting

Basic Materials 1.97%
Capital Goods 0.47%
Conglomerates
Consumer Cyclical 0.28%
Consumer/Non-Cyclical 3.13%
Energy 2.38%
Financial 67.94%
Healthcare 4.89%
Services 5.07%
Technology 9.82%
Transportation 1.1%
Utilities 1.31%

196 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 27,338 17,797 186.51 568,959
JPMORGAN CHASE & CO ALERIAN ML ETN 13,535 2,351 21.02 312,505
SCHWAB STRATEGIC TR US LCAP VA ETF 7,967 1,010 14.52 179,469
ISHARES EAFE VALUE ETF 7,929 7,929 New 143,563
ISHARES TR RUS 1000 VAL ETF 7,221 6,510 914.81 68,591
SCHWAB STRATEGIC TR US AGGREGATE B 5,838 5,838 New 112,333
APPLE INC COM 5,700 115 2.07 43,858
RYDEX ETF TRUST GUG S&P500 PU GR 4,572 4,572 New 54,907
POWERSHARES ETF TRUST DYNM LRG CP VL 3,845 1,056 37.85 121,659
SCHWAB STRATEGIC TR SCHWB FDT INT LG 3,838 3,838 New 138,344
INDEXIQ ETF TR HEDGE MLTI ETF 3,833 3,833 New 127,866
SCHWAB STRATEGIC TR INTL EQTY ETF 3,551 3,551 New 113,015
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3,458 3,458 New 137,057
SPDR GOLD TRUST GOLD SHS 3,454 9 .26 30,179
SPDR INDEX SHS FDS S&P GBLINF ETF 3,374 3,374 New 68,387
HUMANA INC COM 3,372 114 3.51 15,701
CISCO SYS INC COM 3,183 1,203 60.75 109,457
GILEAD SCIENCES INC COM 2,792 1,431 105.12 24,506
HUNTINGTON BANCSHARES INC COM 2,750 -57 (2.05) 246,200
BECTON DICKINSON & CO COM 2,693 185 7.40 19,169