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Home > Institutional Investor > Sequoia Financial Advisors, Llc > Profile

Instuitional Investor - Sequoia Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sequoia Financial Advisors, Llc
Portfolio Value $8,064,014,180
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 2,702,206 $641,017,290 7.94%
2.
Ishares Tr
 4,541,429 $294,874,981 3.65%
3.
Vanguard Scottsdale Funds
 3,290,989 $256,762,962 3.18%
4.
Apple Inc.
 AAPL 1,262,924 $243,150,749 3.01%
5.
Ishares Trust
 IEF 2,080,764 $206,515,812 2.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)