VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 630
New Positions 64
Increased Positions 366
Decreased Positions 224
Positions with Activity 590
Sold Out Positions 44
Total Mkt Value (in $ millions) 847

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

Sector Weighting

Basic Materials 1.78%
Capital Goods 1.89%
Conglomerates 0.13%
Consumer Cyclical 0.77%
Consumer/Non-Cyclical 5.4%
Energy 3.97%
Financial 61.02%
Healthcare 2.82%
Services 6.9%
Technology 4.73%
Transportation 1%
Utilities 2.03%

630 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES GRWT ALLOCAT ETF 2,357 385 19.51 58,104
ROYAL DUTCH SHELL PLC SPONS ADR A 2,300 -153 (6.24) 33,614
SPDR SERIES TRUST BRC HGH YLD BD 2,284 -403 (14.99) 58,457
SPDR INDEX SHS FDS S&P EM MKT DIV 2,281 246 12.09 66,943
CHAMBERS STR PPTYS COM 2,274 -104 (4.37) 276,671
GENERAL MLS INC COM 2,259 187 9.05 41,590
FREEPORT-MCMORAN INC CL B 2,256 90 4.18 98,472
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 2,254 -280 (11.04) 35,250
ISHARES TR S&P 500 VAL ETF 2,249 -42 (1.85) 23,728
CARDINAL HEALTH INC COM 2,241 763 51.61 27,310
SELECT SECTOR SPDR TR SBI INT-FINL 2,237 26 1.20 89,659
VANGUARD INDEX FDS EXTEND MKT ETF 2,229 754 51.14 25,307
MCDONALDS CORP COM 2,193 -149 (6.35) 23,371
FIRST TR US IPO INDEX FD SHS 2,183 -350 (13.8) 42,854
UNION PAC CORP COM 2,181 -18 (0.82) 18,128
JPMORGAN CHASE & CO COM 2,168 -499 (18.7) 34,701
MERCK & CO INC NEW COM 2,157 169 8.49 37,546
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2,150 -549 (20.34) 8,086
VANGUARD INDEX FDS MCAP VL IDXVIP 2,129 157 7.97 23,590
POWERSHARES ETF TRUST FTSE RAFI 1000 2,122 502 30.97 22,985


Latest News Headlines

View All
Create your free portfolio