FIRST ALLIED ASSET MANAGEMENT, INC. Information

655 W. BROADWAY, SAN DIEGO, California, 92101, (866) 299-4864

Report Date: 03/31/2013

Position Statistics:

Total Positions 188
New Positions 27
Increased Positions 115
Decreased Positions 70
Positions with Activity 185
Sold Out Positions 42
Total Mkt Value
(in $ millions)
593

Sector Weighting

Basic Materials 1.78%
Capital Goods 2.08%
Conglomerates
Consumer Cyclical 0.87%
Consumer/Non-Cyclical 1.92%
Energy 5.05%
Financial 73.55%
Healthcare 3.24%
Services 3.54%
Technology 7.1%
Transportation
Utilities 0.86%

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

188 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBVIE INC COM -836 Sold Out 0
BANK NEW YORK MELLON CORP COM -2,352 Sold Out 0
BARCLAYS BK PLC DJUBS CMDT ETN36 -303 Sold Out 0
BAXTER INTL INC COM -304 Sold Out 0
BECTON DICKINSON & CO COM -2,591 Sold Out 0
BRISTOL MYERS SQUIBB CO COM -3,065 Sold Out 0
BUNGE LIMITED COM -1,919 Sold Out 0
CAPITALSOURCE INC COM -114 Sold Out 0
CME GROUP INC COM -2,265 Sold Out 0
DOW CHEM CO COM -2,504 Sold Out 0
EATON VANCE CORP COM NON VTG -5,581 Sold Out 0
ENTERPRISE PRODS PARTNERS L P COM -272 Sold Out 0
GUESS INC COM -2,376 Sold Out 0
INVESCO SR INCOME TR COM -491 Sold Out 0
ISHARES TR BARCLYS 3-7 YR -3,270 Sold Out 0
ISHARES TR BARCLYS 20+ YR -1,011 Sold Out 0
ISHARES TR JPMORGAN USD -311 Sold Out 0
ISHARES TR S&P NA NAT RES -288 Sold Out 0
ISHARES TR CORE S&P MCP ETF -4,831 Sold Out 0
ISHARES TR RUSSELL MIDCAP -2,323 Sold Out 0

Latest News Headlines

Create your free portfolio