ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 281
New Positions 75
Increased Positions 140
Decreased Positions 40
Positions with Activity 180
Sold Out Positions 0
Total Mkt Value (in $ millions) 40

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

Sector Weighting

Basic Materials 0.9%
Capital Goods 1.19%
Conglomerates 0.06%
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 2.85%
Energy 12.65%
Financial 62.51%
Healthcare 3.58%
Services 5.8%
Technology 3.43%
Transportation 1.41%
Utilities 3.54%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
INDEXIQ ETF TR IQ REAL RTN ETF 13 -213 (94.12) 500
ARES CAP CORP COM 3 -17 (83.33) 200
ISHARES TR CORE S&P500 ETF 210 -318 (60.26) 1,055
ISHARES NAT AMT FREE BD 16 -22 (57.14) 150
COMMONWEALTH REIT COM SH BEN INT 21 -27 (56.18) 780
MV OIL TR TR UNITS 85 -64 (42.86) 3,200
CAPITAL PRODUCT PARTNERS L P COM UNIT LP 104 -78 (42.81) 9,350
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 5 -4 (42.11) 286
LEGACY RESVS LP UNIT LP INT 49 -32 (39.79) 1,513
RENTECH NITROGEN PARTNERS L P COM UNIT 60 -36 (37.17) 3,550
CVR PARTNERS LP COM 83 -48 (36.85) 4,370
RHINO RESOURCE PARTNERS LP COM UNIT REPST 130 -69 (34.78) 9,000
QR ENERGY LP UNIT LTD PRTNS 134 -69 (33.76) 6,670
FERRELLGAS PARTNERS L.P. UNIT LTD PART 602 -266 (30.68) 23,495
HI-CRUSH PARTNERS LP COM UNIT LTD 297 -122 (29.13) 4,500
KKR & CO L P DEL COM UNITS 202 -79 (28.19) 8,150
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 131 -39 (23.18) 2,900
ROYAL DUTCH SHELL PLC SPONS ADR A 140 -42 (22.84) 1,713
LINN ENERGY LLC UNIT LTD LIAB 221 -59 (21.14) 7,093
ENBRIDGE ENERGY PARTNERS L P COM 58 -14 (19.75) 1,625