Financial Advisory Service, Inc.

Q2 2014 13F-HR Holdings

Location
Leawood, KS
Holdings as of
6/30/2014
Date filed
7/16/2014
Form type
13F-HR
Num holdings
92
Total value ($000)
$173,736
Net value change ($000)
+26,294 (17.8%)
New positions
13
Sold out positions
10
Turnover %
80.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
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)
ACWV 48,852 NEW
SCHB 24,351 NEW
ITOT 17,796 NEW
SCHG 10,907 NEW
IVW 7,931 2038.8%
IWF 4,295 NEW
ARCB 1,321 NEW
T 677 74.5%
AGG 446 164.6%
VV 426 NEW
Top Reduces (Value $000, Stocks/ETFs)
IGSB -46,147 -99.4%
VNQ -28,261 -100.0%
VTI -14,418 -57.5%
ARKANSAS BEST CORP DEL COM -928 -100.0%
CERNER Corp -388 -10.4%
MYGN -385 -100.0%
MARKWEST ENERGY PARTNERS LP -372 -100.0%
KO -306 -14.3%
Dow Chemical Company -284 -100.0%
Alphabet Inc. Class C -259 -47.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type