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FAAS

First Allied Advisory Services Portfolio holdings

AUM $2.98B
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
+2.8%
1 Year Est. Return
+15.89%
3 Year Est. Return
+33.5%
5 Year Est. Return
+71.76%
10 Year Est. Return
AUM
$2.89B
AUM Growth
-$22.9M
Cap. Flow
-$90.9M
Cap. Flow %
-3.14%
Top 10 Hldgs %
17.13%
Holding
1,266
New
111
Increased
467
Reduced
567
Closed
69
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTR icon
1226
Nutrien
NTR
$33.9B
-3,835
Closed -$202K
NVAX icon
1227
Novavax
NVAX
$1.22B
-7,025
Closed -$77K
OC icon
1228
Owens Corning
OC
$11.2B
-12,963
Closed -$612K
OCSL icon
1229
Oaktree Specialty Lending
OCSL
$1.03B
-3,950
Closed -$62K
PEX icon
1230
ProShares Global Listed Private Equity ETF
PEX
$11.5M
-7,957
Closed -$262K
ROL icon
1231
Rollins
ROL
$18.5B
-11,120
Closed -$308K
RVTY icon
1232
Revvity
RVTY
$12.7B
-4,125
Closed -$398K
RXL icon
1233
ProShares Ultra Health Care
RXL
$85.4M
-203,856
Closed -$5.33M
SCHZ icon
1234
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
-23,594
Closed -$614K
SNAP icon
1235
Snap
SNAP
$7.89B
-10,495
Closed -$115K
SPHB icon
1236
Invesco S&P 500 High Beta ETF
SPHB
$970M
-30,060
Closed -$1.25M
SQNS
1237
Sequans Communications SA
SQNS
$37.1M
-144
Closed -$14K
SRG
1238
Seritage Growth Properties
SRG
$137M
-4,929
Closed -$219K
SRPT icon
1239
Sarepta Therapeutics
SRPT
$1.64B
-2,754
Closed -$328K
TEI
1240
Templeton Emerging Markets Income Fund
TEI
$314M
-10,730
Closed -$109K
UMC icon
1241
United Microelectronic
UMC
$47.5B
-26,126
Closed -$48K
VALE icon
1242
Vale
VALE
$63.8B
-10,102
Closed -$139K
VEON icon
1243
VEON
VEON
$3.66B
-403
Closed -$21K
VTHR icon
1244
Vanguard Russell 3000 ETF
VTHR
$4.65B
-9,275
Closed -$1.2M
WDFC icon
1245
WD-40
WDFC
$3.06B
-1,500
Closed -$254K
WMT icon
1246
PUT
Walmart Inc
WMT
$884B
-44,700
Closed -$1K
WTMF icon
1247
WisdomTree Managed Futures Strategy Fund
WTMF
$245M
-5,154
Closed -$201K
XLC icon
1248
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
-4,339
Closed -$206K
GAP
1249
The Gap Inc
GAP
$7.34B
-206,040
Closed -$5.42M
BIG
1250
DELISTED
Big Lots, Inc.
BIG
-6,076
Closed -$233K

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First Allied Advisory Services's Q2 2019 Portfolio in Review

As of Q2 2019, First Allied Advisory Services held 1,266 positions worth $2.89B, down 0.79% from $2.92B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

First Allied Advisory Services withdrew a net $90.9M in Q2 2019, closing 69 positions and reducing 567 holdings. Its most notable exit was The Gap Inc, an estimated $5.42M position sold in full.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, up from 6.9% a quarter earlier, followed by Financials and Healthcare.

Against the trend, First Allied Advisory Services opened a new position in Pacer Global Cash Cows Dividend ETF worth $4.71M.

  • First Allied Advisory Services's largest Q2 2019 buy was Pacer Global Cash Cows Dividend ETF: 154,374 shares worth $4.71M.
  • First Allied Advisory Services added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019, an estimated $10.5M increase.
  • First Allied Advisory Services's biggest Q2 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $35.5M.
  • First Allied Advisory Services fully exited The Gap Inc in Q2 2019, selling an estimated $5.42M.
  • First Allied Advisory Services's ten largest holdings make up 17% of its $2.89B portfolio in Q2 2019.
  • First Allied Advisory Services opened 111 new positions and closed 69 in Q2 2019.
  • First Allied Advisory Services's portfolio value fell 0.79% quarter-over-quarter to $2.89B.

Based on First Allied Advisory Services's 13F filing for Q2 2019, filed 12 Aug 2019.