Latest statistics and disclosures from Simply Money Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, CIU, IVW, PRF, LQD. These five stock positions account for 52.80% of Simply Money Advisors's total stock portfolio.
- Added to shares of these 10 stocks: PFF (+$14.38M), AGG (+$12.11M), LQD (+$8.78M), CIU, PRF, Ishares High Dividend Equity F, Wisdomtree Tr intl hedge eqt, VWO, SDY, Powershares Senior Loan Portfo mf.
- Reduced shares in these 10 stocks: Wisdomtree Tr blmbg us bull (-$38.40M), PEBO, QQQQ, AAPL, IVW, ISHARES TR MSCI Small Cap msci small cap, SPY, MDY, MBB, IJS.
- Sold out of its positions in AAPL, PEBO, Wisdomtree Tr blmbg us bull.
- As of June 30, 2015, Simply Money Advisors has $679.34M in assets under management (AUM). Assets under management dropped from a total value of $690.82M to $679.34M.
- Independent of market fluctuations, Simply Money Advisors was a net seller by $3.45M worth of stocks in the most recent quarter.
Simply Money Advisors portfolio companies for June 2015 quarter
Past 13F-HR SEC Filings for Simply Money Advisors
- Simply Money Advisors 2015 Q1 - filed April 6, 2015
- Simply Money Advisors 2014 Q4 - filed Jan. 12, 2015
- Simply Money Advisors 2014 Q3 - filed Oct. 10, 2014
- Simply Money Advisors 2014 Q2 - filed July 17, 2014
- Simply Money Advisors 2014 Q1 - filed April 24, 2014
- Financial Network 2013 Q4 - filed Jan. 22, 2014
- Financial Network 2013 Q3 amended - filed Oct. 17, 2013
- Financial Network 2013 Q3 - filed Oct. 15, 2013
- Financial Network 2013 Q2 - filed July 15, 2013
- Financial Network 2013 Q1 - filed April 22, 2013
- Financial Network 2012 Q4 - filed Jan. 24, 2013
- Financial Network 2012 Q3 - filed Nov. 5, 2012
- Financial Network 2012 Q2 - filed July 24, 2012
- Financial Network 2012 Q1 - filed April 11, 2012
- Financial Network 2011 Q4 - filed Jan. 19, 2012