VSR FINANCIAL SERVICES, INC. Information

8620 W 110TH ST, OVERLAND PARK, Kansas, 66210, (913) 234-8342

Report Date: 03/31/2015

Position Statistics

Total Positions 619
New Positions 50
Increased Positions 288
Decreased Positions 273
Positions with Activity 561
Sold Out Positions 63
Total Mkt Value (in $ millions) 940

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

Sector Weighting

Basic Materials 1.31%
Capital Goods 1.8%
Conglomerates 0.06%
Consumer Cyclical 1.03%
Consumer/Non-Cyclical 4.21%
Energy 3.36%
Financial 63.24%
Healthcare 2.6%
Services 6.18%
Technology 4.26%
Transportation 0.73%
Utilities 1.49%

288 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 25,099 647 2.65 117,864
SPDR S&P 500 ETF TR TR UNIT 24,790 2,878 13.13 117,170
UNITED DEV FDG IV COM 20,331 1,655 8.86 1,148,649
ISHARES TR RUS MID-CAP ETF 17,678 1,817 11.45 101,413
ISHARES TR MSCI EAFE ETF 11,138 1,097 10.93 167,597
VANGUARD INDEX FDS SMALL CP ETF 9,636 39 .40 78,485
ISHARES TR RUSSELL 2000 ETF 9,500 1,386 17.08 76,441
RYDEX ETF TRUST GUG S&P500 EQ WT 9,438 966 11.41 114,957
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 9,289 8,281 821.87 632,335
ISHARES INTERM CR BD ETF 8,854 661 8.06 80,847
POWERSHARES GLOBAL ETF TRUST I-30 LAD TREAS 8,368 8,368 New 258,897
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 8,299 770 10.22 196,158
APPLE INC COM 7,995 348 4.55 61,245
BERKSHIRE HATHAWAY INC DEL CL B NEW 7,877 61 .78 54,949
EXXON MOBIL CORP COM 7,501 81 1.09 88,113
MARKET VECTORS ETF TR HG YLD MUN ETF 7,009 1,046 17.55 227,936
VANGUARD INDEX FDS MCAP GR IDXVIP 6,942 543 8.49 64,185
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 6,884 1,249 22.17 122,217
ISHARES TR TIPS BD ETF 6,792 1,097 19.26 60,369
MONOGRAM RESIDENTIAL TR INC COM 6,476 406 6.69 678,848


Latest News Headlines

View All Latest Headlines
Create your free portfolio