Simply Money Advisors
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 657,542
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 7/17/2014 | 21 | 657,542 | 13F-HR | Simply Money Advisors |
| Q1 2014 | 4/24/2014 | 44 | 643,526 | 13F-HR | Simply Money Advisors |
| Q4 2013 | 1/22/2014 | 88 | 594,678 | 13F-HR | Financial Network Group, Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.89 K | 5.0% | 0 | 706 | -706 |
| ETFs | 561.7 K | 85.4% | 16.04 K | 0 | 16.04 K |
| Debt | 62.99 K | 9.6% | 0 | 1.32 K | -1.32 K |
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Fund Snapshot
Q2 2014
Latest filed
7/17/2014
Total value ($000)
657,542
Holdings
21
QoQ value change ($000)
14,016
(2.2%)
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.