VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 650
New Positions 63
Increased Positions 272
Decreased Positions 330
Positions with Activity 602
Sold Out Positions 81
Total Mkt Value (in $ millions) 905

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

Sector Weighting

Basic Materials 1.62%
Capital Goods 1.52%
Conglomerates 0.01%
Consumer Cyclical 0.81%
Consumer/Non-Cyclical 4.83%
Energy 3.58%
Financial 62.51%
Healthcare 2.61%
Services 6.79%
Technology 4.18%
Transportation 0.8%
Utilities 1.68%

650 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 7,745 170 2.25 87,164
APPLE INC COM 7,554 -608 (7.45) 58,580
ISHARES MBS ETF 7,082 6,845 2,886.48 64,478
COHEN & STEERS SLT PFD INCM FD COM 6,647 113 1.73 252,736
VANGUARD BD INDEX FD INC TOTAL BND MRKT 6,449 -51 (0.79) 78,174
VANGUARD INDEX FDS MCAP GR IDXVIP 6,401 404 6.74 59,163
PROCTER & GAMBLE CO COM 6,306 -229 (3.5) 78,545
VERIZON COMMUNICATIONS INC COM 6,204 405 6.99 123,076
MONOGRAM RESIDENTIAL TR INC COM 6,064 6,064 New 636,258
MARKET VECTORS ETF TR HG YLD MUN ETF 5,996 3,423 133.02 193,914
PIMCO DYNAMIC CR INCOME FD COM SHS 5,829 718 14.05 273,913
ISHARES TR TIPS BD ETF 5,765 332 6.10 50,619
VANGUARD INDEX FDS GROWTH ETF 5,720 759 15.30 52,549
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 5,699 117 2.09 100,038
ISHARES NAT AMT FREE BD 5,599 5,241 1,460.05 51,310
FIRST TR EXCHANGE TRADED FD II HLTH CARE ALPH 5,277 990 23.09 80,489
WELLS FARGO & CO NEW COM 5,215 -321 (5.8) 94,490
ISHARES 1-3 YR CR BD ETF 4,982 92 1.89 47,217
INTERNATIONAL BUSINESS MACHS COM 4,976 377 8.19 28,651
POWERSHARES ETF TRUST II SENIOR LN PORT 4,955 -3,444 (41.01) 204,396


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