ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

3350 RIVERWOOD PARKWAY, ATLANTA, Georgia, 30339, (404) 262-9283

Report Date: 06/30/2016

Position Statistics

Total Positions 581
New Positions 29
Increased Positions 82
Decreased Positions 365
Positions with Activity 447
Sold Out Positions 169
Total Mkt Value (in $ millions) 205

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

Sector Weighting

Basic Materials 0.08%
Capital Goods 0.12%
Conglomerates 0.01%
Consumer Cyclical 0.15%
Consumer/Non-Cyclical 0.41%
Energy 1.59%
Financial 85.75%
Healthcare 0.32%
Services 1.32%
Technology 0.52%
Transportation 0.19%
Utilities 0.8%

82 INCREASED Positions as of 06/30/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE US AGGBD ET 12,075 5,543 84.86 107,301
ALPS ETF TR ALERIAN MLP 11,165 2,561 29.76 864,797
ISHARES TR INTERM CR BD ETF 10,086 4,791 90.47 90,502
ADVISORSHARES TR NEWFLT MULSINC 9,703 3,820 64.92 198,100
ISHARES TR SELECT DIVID ETF 9,674 2,796 40.66 110,776
EATON VANCE LTD DUR INCOME FD COM 9,514 2,041 27.32 691,917
SPDR SERIES TRUST INTR TRM CORP BD 8,666 4,540 110.03 248,249
ISHARES TR MRG RL ES CP ETF 7,980 2,429 43.76 758,565
SALIENT MF TR MLP ERGY INFRA I 7,951 2,664 50.39 947,649
ISHARES TR IBOXX INV CP ETF 7,060 3,111 78.78 57,243
ISHARES TR MIN VOL EAFE ETF 6,910 2,344 51.35 103,403
VOYA GLBL EQTY DIV & PREM OPP COM 6,791 2,109 45.05 955,192
ISHARES TR U.S. REAL ES ETF 6,620 2,452 58.82 77,854
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 6,260 2,461 64.79 128,734
BLACKROCK CR ALLCTN INC TR COM 6,168 2,953 91.84 464,840
ISHARES TR CORE US CR BD 5,983 2,925 95.63 52,565
EATON VANCE TX MGD DIV EQ INCM COM 5,857 2,201 60.19 554,123
ISHARES TR MIN VOL USA ETF 5,834 3,182 120.02 123,653
SPDR SERIES TRUST BARC SHT TR CP 5,403 2,424 81.33 175,606
PUTNAM MASTER INTER INCOME TR SH BEN INT 5,173 2,005 63.30 1,167,764


Create your free portfolio