ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 688
New Positions 122
Increased Positions 203
Decreased Positions 300
Positions with Activity 503
Sold Out Positions 137
Total Mkt Value (in $ millions) 147

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.15%
Conglomerates 0.13%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 0.72%
Energy 3.34%
Financial 80.46%
Healthcare 0.62%
Services 2.12%
Technology 0.9%
Transportation 0.46%
Utilities 1.91%

122 New Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE US AGGBD ET 6,437 6,437 New 58,045
ADVISORSHARES TR NEWFLT MULSINC 5,850 5,850 New 120,118
ISHARES TR INTERM CR BD ETF 5,234 5,234 New 47,514
SPDR SERIES TRUST INTR TRM CORP BD 4,074 4,074 New 118,199
ISHARES TR IBOXX INV CP ETF 3,853 3,853 New 32,018
PUTNAM MASTER INTER INCOME TR SH BEN INT 3,168 3,168 New 715,115
ISHARES TR CORE US CR BD 2,993 2,993 New 26,870
SPDR SERIES TRUST BARC SHT TR CP 2,973 2,973 New 96,843
ISHARES TR NATIONAL MUN ETF 2,258 2,258 New 20,125
WESTERN ASSET INVT GRADE DEFIN COM 1,569 1,569 New 74,386
CLAYMORE EXCHANGE TRD FD TR GUGG BULSH 2021 1,399 1,399 New 65,693
CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 832 832 New 38,646
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 544 544 New 23,949
WESTERN ASSET MUN DEF OPP TR COM 529 529 New 22,154
VANGUARD BD INDEX FD INC INTERMED TERM 432 432 New 5,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 401 401 New 5,000
VANGUARD BD INDEX FD INC SHORT TRM BOND 242 242 New 3,000
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 222 222 New 10,436
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 221 221 New 10,000
PIMCO CORPORATE INCOME STRATEG COM 217 217 New 15,198