ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 689
New Positions 122
Increased Positions 202
Decreased Positions 301
Positions with Activity 503
Sold Out Positions 137
Total Mkt Value (in $ millions) 146

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

Sector Weighting

Basic Materials 0.14%
Capital Goods 0.15%
Conglomerates 0.11%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 0.72%
Energy 3.33%
Financial 80.35%
Healthcare 0.61%
Services 2.08%
Technology 0.92%
Transportation 0.45%
Utilities 1.96%

202 INCREASED Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALPS ETF TR ALERIAN MLP 8,237 3,398 70.22 666,448
EATON VANCE LTD DUR INCOME FD COM 7,179 2,396 50.11 543,447
ISHARES TR CORE US AGGBD ET 6,415 6,415 New 58,045
ISHARES TR SELECT DIVID ETF 6,370 3,843 152.10 78,757
ADVISORSHARES TR NEWFLT MULSINC 5,855 5,855 New 120,118
ISHARES TR MRG RL ES CP ETF 5,345 2,571 92.66 527,669
ISHARES TR INTERM CR BD ETF 5,208 5,208 New 47,514
SALIENT MF TR MLP ERGY INFRA I 4,928 3,544 256.16 630,133
VOYA GLBL EQTY DIV & PREM OPP COM 4,531 2,465 119.38 658,513
ISHARES TR MIN VOL EAFE ETF 4,528 2,703 148.14 68,322
SPDR SERIES TRUST INTR TRM CORP BD 4,055 4,055 New 118,199
ISHARES TR IBOXX INV CP ETF 3,808 3,808 New 32,018
ISHARES TR U.S. REAL ES ETF 3,765 2,555 211.24 49,020
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 3,720 2,451 193.14 78,120
EATON VANCE TX MGD DIV EQ INCM COM 3,577 2,655 288.21 345,916
PUTNAM MASTER INTER INCOME TR SH BEN INT 3,125 3,125 New 715,115
BLACKROCK CR ALLCTN INC TR COM 3,065 2,466 411.19 242,311
ISHARES TR CORE US CR BD 2,972 2,972 New 26,870
SPDR SERIES TRUST BARC SHT TR CP 2,962 2,962 New 96,843
ISHARES TR MIN VOL USA ETF 2,458 1,621 193.88 56,201