FOUNDERS FINANCIAL SECURITIES LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+30,091
(25.2%)
New positions
19
Sold out positions
19
Turnover %
47.4%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| IWM | 18,341 | 5841.1% |
| IWD | 11,929 | NEW |
| ACWX | 6,095 | NEW |
| KBE | 4,551 | NEW |
| VT | 4,492 | NEW |
| IWP | 4,458 | NEW |
| IYT | 3,012 | NEW |
| VTV | 2,110 | 85.7% |
| F | 1,590 | NEW |
| VWO | 1,246 | 36.8% |
Top Reduces (Value $000, Stocks/ETFs)
| INVSC QQQ TRUST SRS 1 ETF | -13,874 | -100.0% |
| ATMP | -5,333 | -100.0% |
| SPY | -3,805 | -16.9% |
| SCHD | -3,591 | -100.0% |
| ITA | -2,859 | -100.0% |
| IVV | -1,675 | -10.6% |
| TGT | -1,220 | -100.0% |
| POWERSHARES | -400 | -100.0% |
| EFA | -313 | -6.5% |
| EWG | -300 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|