USCA RIA LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 278,383
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 5/12/2014 | 270 | 278,383 | 13F-HR | USCA RIA LLC |
| Q4 2013 | 2/5/2014 | 254 | 250,551 | 13F-HR | USCA RIA LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 264.3 K | 95.1% | 27.94 K | 0 | 27.94 K |
| ETFs | 12.98 K | 4.7% | 0 | 240 | -240 |
| Other | 739 | 0.3% | 157 | 0 | 157 |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/12/2014
Total value ($000)
278,383
Holdings
270
QoQ value change ($000)
27,832
(11.1%)
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.