Sequoia Financial Advisors, LLC

Q4 2020 13F-HR Holdings

Location
Akron, OH
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
419
Total value ($000)
$2,187,222
Net value change ($000)
+291,226 (15.4%)
New positions
45
Sold out positions
15
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2020 Next filing: 5/14/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 52,167 18.6%
IXUS 27,196 16.4%
VONG 11,737 11.7%
IWM 10,222 37.1%
ACWI 8,519 54.1%
AAPL 8,384 17.9%
AGG 7,389 5.9%
SCHX 7,148 10.9%
GII 7,083 11.8%
DD 5,382 145.7%
Top Reduces (Value $000, Stocks/ETFs)
STE -2,696 -39.6%
BABA -1,428 -18.5%
MFIC -1,128 -80.1%
EMN -1,015 -100.0%
CASH -837 -100.0%
MINT -465 -3.0%
SCHR -450 -1.9%
CRM -383 -4.6%
ZM -383 -100.0%
GDX -361 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type