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 0.15%
Capital Goods 0.15%
Conglomerates 0.13%
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 0.72%
Energy 3.33%
Financial 80.46%
Healthcare 0.62%
Services 2.13%
Technology 0.92%
Transportation 0.47%
Utilities 1.88%

137 Sold Out Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AIM COUNSELOR SER TR INV GWTH&INCM Y -4 Sold Out 0
ALGER FDS SMID CAP GRW Z -1 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -15 Sold Out 0
ALLIANCE RES PARTNER L P UT LTD PART -8 Sold Out 0
ALLIANZ FDS ALGI NFJ DIV A -2 Sold Out 0
ALLIANZ FDS ALGI NFJ INSTL -5 Sold Out 0
ALON USA PARTNERS LP UT LTDPART INT -5 Sold Out 0
AMCAP FD INC CL A -5 Sold Out 0
AMERICAN BALANCED FD CL B SHS -2 Sold Out 0
AMERICAN BALANCED FD CL C -2 Sold Out 0
AMERICAN BALANCED FD CL A -19 Sold Out 0
AMERICAN FUNDS INC CL A -1 Sold Out 0
ARLINGTON ASSET INVT CORP CL A NEW -5 Sold Out 0
ATLAS RESOURCE PARTNERS LP COM UNT LTD PR -1 Sold Out 0
AUTOMATIC DATA PROCESSING INC COM -22 Sold Out 0
BARON INVT FDS TR SMCAP FD INST -3 Sold Out 0
BB&T CORP COM -7 Sold Out 0
BECTON DICKINSON & CO COM -32 Sold Out 0
BLACKROCK FDS II STRG OPP INSTL -71 Sold Out 0
BLACKROCK FLOATING RATE INCOME COM -9 Sold Out 0


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