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) 148

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 0.16%
Conglomerates 0.14%
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 0.71%
Energy 3.38%
Financial 80.3%
Healthcare 0.62%
Services 2.14%
Technology 0.93%
Transportation 0.48%
Utilities 1.91%

688 Positions as of 03/31/2016

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 34 -3 (8.68) 200
ABBOTT LABS COM 21 -7 (24.16) 471
ABBVIE INC COM 42 16 62.95 686
ABERDEEN CHILE FD INC COM 1 New 209
ACACIA RESH CORP ACACIA TCH COM 5 New 1,136
ACTRON INC COM New 800
ADVISORSHARES TR NEWFLT MULSINC 5,837 5,837 New 120,118
AFLAC INC COM 243 -19 (7.26) 3,500
AIM COUNSELOR SER TR INV GWTH&INCM Y -4 Sold Out 0
AIM EQUITY FDS INVESCO EQT FDS INVSC CHRTR FD A 16 New 860
ALCOA INC COM 3 -8 (70) 300
ALGER FDS SMID CAP GRW Z -1 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -16 Sold Out 0
ALLEGIANCE TELECOM INC COM New 5,000
ALLIANCE RES PARTNER L P UT LTD PART -8 Sold Out 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 989 -452 (31.37) 40,418
ALLIANZ FDS ALGI NFJ DIV A -2 Sold Out 0
ALLIANZ FDS ALGI NFJ INSTL -6 Sold Out 0
ALLIANZGI CONV & INCOME FD COM 12 12 New 2,000
ALON USA PARTNERS LP UT LTDPART INT -5 Sold Out 0