TRANSAMERICA FINANCIAL ADVISORS, INC. Information

570 CARILLON PARKWAY, ST PETERSBURG, Florida, 33716, (727) 299-1800

Report Date: 03/31/2015

Position Statistics

Total Positions 945
New Positions 215
Increased Positions 478
Decreased Positions 279
Positions with Activity 757
Sold Out Positions 55
Total Mkt Value (in $ millions) 1,419

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

Sector Weighting

Basic Materials 0.1%
Capital Goods 0.19%
Conglomerates 0.01%
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 1.4%
Energy 0.66%
Financial 81.61%
Healthcare 2.22%
Services 4.71%
Technology 2.11%
Transportation 0.5%
Utilities 1.08%

945 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WAL-MART STORES INC COM 3,237 494 17.99 45,045
SPDR SERIES TRUST NUVN BRCLY MUNI 3,192 2,810 734.91 134,963
SELECT SECTOR SPDR TR TECHNOLOGY 3,182 799 33.54 76,231
MARSH & MCLENNAN COS INC COM 3,162 3,157 64,950.59 55,293
EDISON INTL COM 3,092 435 16.35 53,729
FISERV INC COM 3,085 3,076 34,281.31 36,788
CATAMARAN CORP COM 3,058 476 18.46 50,000
PAYCHEX INC COM 3,027 2,981 6,497.20 63,531
ISHARES TR SP SMCP600VL ETF 2,995 2,995 New 25,494
FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 2,964 2,964 New 156,487
INTUIT COM 2,952 425 16.82 29,109
LABORATORY CORP AMER HLDGS COM NEW 2,929 2,918 27,153.93 24,256
SPDR SERIES TRUST BRCLYS LG TRS ET 2,876 2,593 918.39 42,589
SPDR SERIES TRUST BRC BLD AMER BD 2,868 2,595 951.49 49,683
SPDR SERIES TRUST LNG TRM CORP BD 2,849 2,579 954.01 74,761
GENERAL MLS INC COM 2,714 1,824 204.83 47,569
ISHARES NAT AMT FREE BD 2,702 1,304 93.33 24,982
ISHARES MBS ETF 2,694 -2,315 (46.22) 24,866
ISHARES TR 20+ YR TR BD ETF 2,673 2,183 445.21 23,046
ISHARES TR CORE S&P500 ETF 2,665 2,645 13,206.25 12,774


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