Raymond James Financial Services Advisors, Inc.
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
499
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
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)
| Guggenheim S&P 500 Equal Weigh | 46,468 | — |
| SPY | 42,894 | — |
| VIG | 35,180 | — |
| TIP | 29,586 | — |
| EFA | 28,823 | — |
| SDY | 24,836 | — |
| JPM | 24,653 | — |
| XOM | 24,459 | — |
| INVESCO EXCHANGE-TRADED FUND TRUST | 22,852 | — |
| INVSC QQQ TRUST SRS 1 ETF | 22,839 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
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 |
|---|