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) 149

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 0.15%
Conglomerates 0.09%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 0.74%
Energy 3.4%
Financial 80.07%
Healthcare 0.61%
Services 2.13%
Technology 0.93%
Transportation 0.47%
Utilities 2.05%

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 8,604 3,549 70.22 666,448
EATON VANCE LTD DUR INCOME FD COM 7,315 2,442 50.11 543,447
ISHARES TR SELECT DIVID ETF 6,664 4,021 152.10 78,757
ISHARES TR CORE US AGGBD ET 6,459 6,459 New 58,045
ADVISORSHARES TR NEWFLT MULSINC 5,864 5,864 New 120,118
ISHARES TR MRG RL ES CP ETF 5,287 2,543 92.66 527,669
ISHARES TR INTERM CR BD ETF 5,249 5,249 New 47,514
SALIENT MF TR MLP ERGY INFRA I 5,136 3,694 256.16 630,133
ISHARES TR MIN VOL EAFE ETF 4,615 2,755 148.14 68,322
VOYA GLBL EQTY DIV & PREM OPP COM 4,610 2,508 119.38 658,513
SPDR SERIES TRUST INTR TRM CORP BD 4,092 4,092 New 118,199
ISHARES TR U.S. REAL ES ETF 3,915 2,657 211.24 49,020
ISHARES TR IBOXX INV CP ETF 3,861 3,861 New 32,018
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 3,741 2,465 193.14 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 3,119 2,508 411.19 242,311
ISHARES TR CORE US CR BD 3,003 3,003 New 26,870
SPDR SERIES TRUST BARC SHT TR CP 2,974 2,974 New 96,843
ISHARES TR MIN VOL USA ETF 2,546 1,680 193.88 56,201