TRANSAMERICA FINANCIAL ADVISORS, INC.
570 CARILLON PARKWAY, ST PETERSBURG, Florida, 33716, (727) 299-1800
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 640 |
| New Positions | 31 |
| Increased Positions | 216 |
| Decreased Positions | 398 |
| Positions with Activity | 614 |
| Sold Out Positions | 264 |
| Total Mkt Value (in $ millions) |
520 |
Sector Weighting
| Basic Materials | 0.23% |
| Capital Goods | 0.09% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 0.15% |
| Consumer/Non-Cyclical | 0.83% |
| Energy | 0.56% |
| Financial | 93.11% |
| Healthcare | 0.75% |
| Services | 1.93% |
| Technology | 0.74% |
| Transportation | 0.13% |
| Utilities | 0.67% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
398 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | DJ US FINL SEC | 4,108 | -184 | (4.29) | 56,367 |
| VANGUARD BD INDEX FD INC | INTERMED TERM | 3,220 | -4,920 | (60.44) | 37,687 |
| VANGUARD BD INDEX FD INC | SHORT TRM BOND | 2,862 | -704 | (19.75) | 35,531 |
| ISHARES TR | JPMORGAN USD | 2,526 | -1,916 | (43.14) | 22,595 |
| ISHARES TR | IBOXX INV CPBD | 2,047 | -256 | (11.11) | 17,587 |
| SPDR SERIES TRUST | NUVN BRCLY MUNI | 1,938 | -495 | (20.34) | 82,975 |
| ISHARES TR | INTL INFL LKD | 1,609 | -142 | (8.09) | 33,800 |
| VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 1,497 | -1,072 | (41.74) | 28,987 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1,163 | -297 | (20.32) | 13,648 |
| ISHARES TR | EAFE MIN VOLAT | 1,150 | -306 | (21.03) | 19,491 |
| SPDR GOLD TRUST | GOLD SHS | 1,149 | -2,706 | (70.2) | 8,693 |
| JOHNSON & JOHNSON | COM | 1,122 | -488 | (30.3) | 12,992 |
| SPDR SERIES TRUST | BARCLYS TIPS ETF | 1,085 | -670 | (38.18) | 19,078 |
| APPLE INC | COM | 955 | -127 | (11.77) | 2,211 |
| KIMBERLY CLARK CORP | COM | 954 | -7 | (0.71) | 9,591 |
| HEALTHCARE TR AMER INC | CL A | 934 | -74 | (7.31) | 79,900 |
| AT&T INC | COM | 916 | -44 | (4.56) | 25,314 |
| ISHARES TR | MSCI EMERG MKT | 888 | -66 | (6.96) | 22,300 |
| VANGUARD BD INDEX FD INC | LONG TERM BOND | 867 | -1,568 | (64.4) | 9,890 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 819 | -1,802 | (68.76) | 9,467 |
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