VSR Financial Services, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 798,224
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/5/2014 | 566 | 798,224 | 13F-HR | VSR Financial Services, Inc. |
| Q1 2014 | 5/5/2014 | 572 | 708,503 | 13F-HR | VSR Financial Services, Inc. |
| Q4 2013 | 2/7/2014 | 561 | 651,621 | 13F-HR | VSR Financial Services, Inc. |
| Q4 2013 | 2/7/2014 | 561 | 651,621 | 13F-HR/A | VSR Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 414.3 K | 52.2% | 59.31 K | 0 | 59.31 K |
| ETFs | 364.5 K | 45.9% | 25.18 K | 0 | 25.18 K |
| Debt | 14.51 K | 1.8% | 4.139 K | 0 | 4.139 K |
| Other | 0 | 0.0% | 0 | 243 | -243 |
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Fund Snapshot
Q2 2014
Latest filed
8/5/2014
Total value ($000)
798,224
Holdings
566
QoQ value change ($000)
89,721
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.