VALMARK ADVISERS, INC. Information

130 SPRINGSIDE DRIVE, AKRON, Ohio, 44333, (330) 576-1234

Report Date: 03/31/2014

Position Statistics

Total Positions 62
New Positions 2
Increased Positions 38
Decreased Positions 17
Positions with Activity 55
Sold Out Positions 8
Total Mkt Value (in $ millions) 4,015

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

Sector Weighting

Basic Materials 0.12%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.01%
Energy 0.01%
Financial 89.3%
Healthcare
Services 0.01%
Technology 0.04%
Transportation
Utilities 0.01%

2 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ILLUMINA INC COM 509 509 New 2,976
SPDR SERIES TRUST BRC CNV SECS ETF 260 260 New 5,180


Create your free portfolio