VALMARK ADVISERS, INC.
130 SPRINGSIDE DRIVE, AKRON, Ohio, 44333, (330) 576-1234
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 55 |
| New Positions | 8 |
| Increased Positions | 46 |
| Decreased Positions | 8 |
| Positions with Activity | 54 |
| Sold Out Positions | 0 |
| Total Mkt Value (in $ millions) |
2,726 |
Sector Weighting
| Basic Materials | 0.17% |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 0.01% |
| Energy | 0.01% |
| Financial | 94.55% |
| Healthcare | |
| Services | |
| Technology | 0.02% |
| Transportation | |
| Utilities | 0.01% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
8 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| PIMCO ETF TR | 1-5 US TIP IDX | 48,647 | 48,647 | New | 909,120 |
| APPLE INC | COM | 334 | 334 | New | 755 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 286 | 286 | New | 5,505 |
| ISHARES TR | BARCLYS 1-3YR CR | 270 | 270 | New | 2,562 |
| ISHARES TR | DJ INTL SEL DIVD | 219 | 219 | New | 6,267 |
| WISDOMTREE TRUST | LARGECAP DIVID | 219 | 219 | New | 3,538 |
| ISHARES SILVER TRUST | ISHARES | 181 | 181 | New | 8,284 |
| FIRST BUSEY CORP | COM | 58 | 58 | New | 13,229 |
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