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First Allied Advisory Services, Inc.13F | |
| First Allied Advisory Services, Inc. | |
| Last update 2020-11-22 | 1080 Stocks (128 new) |
| Value $2.84 Bil | Turnover 11 % |
First Allied Advisory Services... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,431,656 | 165,800.0 | +0.17% | 5.840 | +0.01% | 0.010 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 506,654 | 86,288.0 | -8.59% | 3.040 | -0.29% | 0.040 | +18.95% | +8.50% | 478,431.4 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 190,332 | 52,882.0 | New Holding | 1.860 | +1.86% | 0.040 | +24.17% | +10.57% | 359,485.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,396,835 | 51,770.0 | -5.25% | 1.820 | -0.11% | 0.110 | +16.09% | +3.97% | 98,717.1 | ||
AMZN | Amazon.com Inc | 313,940 | 49,426.0 | +4.71% | 1.740 | +0.08% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
IVV | iShares Core S&P 500 ETF | 144,669 | 48,618.0 | +4.01% | 1.710 | +0.07% | 0.020 | +18.87% | +8.94% | 642,209.1 | ||
MSFT | Microsoft Corp | 227,369 | 47,823.0 | +0.56% | 1.680 | +0.01% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
BND | Vanguard Total Bond Market ETF | 436,120 | 38,475.0 | -5.68% | 1.350 | -0.09% | 0.040 | +1.67% | +3.53% | 127,758.4 | ||
DGRO | iShares Core Dividend Growth ETF | 833,734 | 33,174.0 | -14.71% | 1.170 | -0.21% | 0.190 | +12.49% | +8.34% | 32,849.7 | ||
VXUS | Vanguard Total International Stock | 615,087 | 32,089.0 | -3.90% | 1.130 | -0.05% | 0.070 | +14.52% | +21.84% | 94,497.9 |
First Allied Advisory Services, Inc.'s Historical Top Holdings Breakdowns
First Allied Advisory Services, Inc. Total Holding History ($B)
First Allied Advisory Services, Inc.'s Asset Allocation
First Allied Advisory Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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First Allied Advisory Services, Inc.'s Hypothetical Growth since 2020-09-30
First Allied Advisory Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
First Allied Advisory Services, Inc.'s Holdings Heat Map
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First Allied Advisory Services, Inc.'s Holdings Bubble Chart
First Allied Advisory Services, Inc. News
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