First Allied Securities, Inc.

data from 30/06/2012

Capitalization

$ 683.174 M -5.51 %

Average holding period

8 ans

Performance

$ -425.400 M -4 491.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in First Allied Securities, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2012/06/30 AAPL APPLE INC 2.54% 17.344 M $ 29698 2010/09/30 -359.851 K $ -2.57 %
2012/06/30 XOM EXXON MOBIL CORP 1.40% 9.597 M $ 112146 2009/12/31 -130.372 K $ -1.34 %
2012/06/30 TIP ISHARES TR 1.26% 8.599 M $ 71841 2009/12/31 135.597 K $ 1.74 %
2012/06/30 T AT&T INC 1.23% 8.390 M $ 235277 2009/12/31 1.088 M $ 14.21 %
2012/06/30 IJS ISHARES TR 1.11% 7.605 M $ 102319 2009/12/31 -480.599 K $ -5.40 %
2012/06/30 BSV VANGUARD BD INDEX FD INC 0.97% 6.627 M $ 81688 2010/03/31 9.844 K $ 0.23 %
2012/06/30 VZ VERIZON COMMUNICATIONS INC 0.96% 6.570 M $ 147843 2009/12/31 943.777 K $ 16.24 %
2012/06/30 GE GENERAL ELECTRIC CO 0.94% 6.416 M $ 307865 2009/12/31 150.305 K $ 2.38 %
2012/06/30 LQD ISHARES TR 0.89% 6.098 M $ 51861 2009/12/31 107.631 K $ 1.70 %
2012/06/30 PG PROCTER & GAMBLE CO 0.83% 5.685 M $ 92815 2009/12/31 -552.396 K $ -8.87 %
2012/06/30 NLY ANNALY CAP MGMT INC 0.80% 5.461 M $ 325439 2010/09/30 326.530 K $ 6.07 %
2012/06/30 HYG ISHARES TR 0.76% 5.210 M $ 57074 2009/12/31 30.708 K $ 0.63 %
2012/06/30 AGG ISHARES TR 0.74% 5.033 M $ 45219 2009/12/31 101.260 K $ 1.32 %
2012/06/30 GLD SPDR GOLD TRUST 0.71% 4.861 M $ 31320 2009/12/31 -257.290 K $ -4.21 %
2012/06/30 IJT ISHARES TR 0.71% 4.844 M $ 59997 2009/12/31 -111.953 K $ -2.25 %
2012/06/30 QCOM QUALCOMM INC 0.69% 4.719 M $ 84758 2009/12/31 -940.595 K $ -18.19 %
2012/06/30 IJJ ISHARES TR 0.68% 4.654 M $ 57024 2009/12/31 -255.245 K $ -4.45 %
2012/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.65% 4.438 M $ 22692 2009/12/31 -314.551 K $ -6.26 %
2012/06/30 QQQ POWERSHARES QQQ TRUST 0.65% 4.428 M $ 69007 2009/12/31 -513.151 K $ -5.02 %
2012/06/30 VWO VANGUARD INTL EQUITY INDEX F 0.64% 4.385 M $ 109821 2009/12/31 -363.203 K $ -8.14 %
2012/06/30 VDE VANGUARD WORLD FDS 0.64% 4.380 M $ 45020 2009/12/31 -364.794 K $ -7.50 %
2012/06/30 BMY BRISTOL MYERS SQUIBB CO 0.61% 4.185 M $ 116424 2009/12/31 255.512 K $ 6.52 %
2012/06/30 JNJ JOHNSON & JOHNSON 0.60% 4.080 M $ 60387 2009/12/31 91.267 K $ 2.43 %
2012/06/30 MO ALTRIA GROUP INC 0.59% 4.019 M $ 116315 2009/12/31 434.048 K $ 11.92 %
2012/06/30 IJK ISHARES TR 0.57% 3.916 M $ 36997 2009/12/31 -234.920 K $ -5.83 %
2012/06/30 CHRW C H ROBINSON WORLDWIDE INC 0.57% 3.886 M $ 66389 2009/12/31 -462.067 K $ -10.63 %
2012/06/30 DIS DISNEY WALT CO 0.57% 3.866 M $ 79714 2009/12/31 391.934 K $ 10.78 %
2012/06/30 MSFT MICROSOFT CORP 0.56% 3.806 M $ 124404 2009/12/31 -196.064 K $ -5.18 %
2012/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.56% 3.796 M $ 45550 2010/09/30 103.308 K $ 2.69 %
2012/06/30 EEM ISHARES TR 0.55% 3.764 M $ 96180 2009/12/31 -496.260 K $ -8.90 %
2012/06/30 MGC VANGUARD WORLD FD 0.55% 3.735 M $ 79819 2010/06/30 -123.892 K $ -3.03 %
2012/06/30 CELG CELGENE CORP 0.52% 3.553 M $ 55383 2009/12/31 -728.160 K $ -17.23 %
2012/06/30 IEF ISHARES TR 0.50% 3.406 M $ 31557 2010/03/31 15.517 K $ 4.50 %
2012/06/30 POWERSHARES DB CMDTY IDX TRA 0.50% 3.399 M $ 131985 2009/12/31 -448.773 K $ -10.59 %
2012/06/30 ABT ABBOTT LABS 0.50% 3.386 M $ 52516 2010/09/30 167.013 K $ 5.17 %
2012/06/30 IAU ISHARES COMEX GOLD TR 0.48% 3.293 M $ 211607 2009/12/31 -135.086 K $ -4.36 %
2012/06/30 IGSB ISHARES TR 0.48% 3.278 M $ 31307 2009/12/31 -13.092 K $ -0.36 %
2012/06/30 AMERICAN CAPITAL AGENCY CORP 0.48% 3.275 M $ 97451 2009/12/31 295.286 K $ 13.78 %
2012/06/30 CVX CHEVRON CORP NEW 0.47% 3.230 M $ 30611 2009/12/31 -49.278 K $ -1.60 %
2012/06/30 KINDER MORGAN ENERGY PARTNER 0.47% 3.223 M $ 41019 2009/12/31 -182.566 K $ -5.04 %
2012/06/30 INTC INTEL CORP 0.46% 3.172 M $ 119007 2009/12/31 -176.225 K $ -5.23 %
2012/06/30 KO COCA COLA CO 0.45% 3.061 M $ 39144 2009/12/31 187.496 K $ 5.67 %
2012/06/30 IWS ISHARES TR 0.44% 3.035 M $ 65523 2009/12/31 -129.462 K $ -3.76 %
2012/06/30 SPY SPDR S&P 500 ETF TR 0.44% 3.006 M $ 22082 2009/12/31 -259.699 K $ -3.34 %
2012/06/30 SHY ISHARES TR 0.44% 3.000 M $ 35557 2009/12/31 1.608 K $ 0.06 %
2012/06/30 IWR ISHARES TR 0.44% 2.979 M $ 28270 2009/12/31 -151.875 K $ -4.84 %
2012/06/30 IMCG ISHARES TR 0.43% 2.967 M $ 29370 2009/12/31 -194.525 K $ -6.08 %
2012/06/30 O REALTY INCOME CORP 0.43% 2.908 M $ 69612 2009/12/31 212.376 K $ 7.83 %
2012/06/30 EMB ISHARES TR 0.42% 2.897 M $ 25253 2010/03/31 44.491 K $ 1.78 %
2012/06/30 CAT CATERPILLAR INC DEL 0.42% 2.853 M $ 33597 2009/12/31 -659.213 K $ -20.29 %
2012/06/30 PEP PEPSICO INC 0.41% 2.827 M $ 40009 2009/12/31 148.126 K $ 6.50 %
2012/06/30 PFF ISHARES TR 0.41% 2.800 M $ 71735 2009/12/31 -695.000 $ -0.03 %
2012/06/30 GOOGL GOOGLE INC 0.40% 2.753 M $ 4746 2009/12/31 -249.324 K $ -9.53 %
2012/06/30 CSCO CISCO SYS INC 0.40% 2.746 M $ 159929 2009/12/31 -631.351 K $ -18.82 %
2012/06/30 EPD ENTERPRISE PRODS PARTNERS L 0.40% 2.736 M $ 53387 2009/12/31 46.716 K $ 1.51 %
2012/06/30 RYDEX ETF TRUST 0.40% 2.703 M $ 54591 2009/12/31 -158.716 K $ -4.53 %
2012/06/30 PFE PFIZER INC 0.38% 2.614 M $ 113669 2009/12/31 39.305 K $ 1.54 %
2012/06/30 USB US BANCORP DEL 0.38% 2.580 M $ 80209 2009/12/31 38.691 K $ 1.52 %
2012/06/30 IVE ISHARES TR 0.37% 2.509 M $ 40289 2009/12/31 -144.970 K $ -4.08 %
2012/06/30 ISCB ISHARES TR 0.36% 2.489 M $ 27827 2009/12/31 -148.353 K $ -5.61 %
2012/06/30 CHI CALAMOS CONV OPP AND INC FD 0.36% 2.479 M $ 201224 2009/12/31 -99.762 K $ -3.60 %
2012/06/30 DUKE ENERGY CORP NEW 0.36% 2.471 M $ 107169 2010/06/30 219.448 K $ 9.76 %
2012/06/30 EFA ISHARES TR 0.36% 2.461 M $ 49262 2009/12/31 -206.857 K $ -8.98 %
2012/06/30 TLT ISHARES TR 0.34% 2.356 M $ 18817 2009/12/31 21.710 K $ 11.59 %
2012/06/30 EVV EATON VANCE LTD DUR INCOME F 0.33% 2.285 M $ 140187 2009/12/31 33.068 K $ 1.56 %
2012/06/30 XLU SELECT SECTOR SPDR TR 0.33% 2.261 M $ 61131 2009/12/31 101.318 K $ 5.54 %
2012/06/30 IWM ISHARES TR 0.33% 2.260 M $ 28400 2009/12/31 -72.923 K $ -3.92 %
2012/06/30 VNQ VANGUARD INDEX FDS 0.32% 2.184 M $ 33381 2009/12/31 58.868 K $ 2.80 %
2012/06/30 ED CONSOLIDATED EDISON INC 0.32% 2.177 M $ 35014 2009/12/31 132.824 K $ 6.45 %
2012/06/30 ORCL ORACLE CORP 0.32% 2.165 M $ 72896 2009/12/31 36.749 K $ 1.85 %
2012/06/30 MRK MERCK & CO INC NEW 0.32% 2.160 M $ 51732 2009/12/31 159.560 K $ 8.71 %
2012/06/30 TNH TERRA NITROGEN CO L P 0.31% 2.139 M $ 10100 2009/12/31 -397.800 K $ -15.55 %
2012/06/30 PM PHILIP MORRIS INTL INC 0.31% 2.139 M $ 24507 2009/12/31 -33.404 K $ -1.52 %
2012/06/30 SO SOUTHERN CO 0.31% 2.127 M $ 45948 2009/12/31 64.724 K $ 3.05 %
2012/06/30 BAC BANK OF AMERICA CORPORATION 0.31% 2.104 M $ 257262 2010/09/30 -381.527 K $ -14.52 %
2012/06/30 VUG VANGUARD INDEX FDS 0.31% 2.103 M $ 30929 2009/12/31 -88.382 K $ -4.17 %
2012/06/30 GDV GABELLI DIVD & INCOME TR 0.30% 2.076 M $ 133854 2009/12/31 -123.199 K $ -5.60 %
2012/06/30 JPM JPMORGAN CHASE & CO 0.30% 2.075 M $ 58063 2009/12/31 -527.249 K $ -22.29 %
2012/06/30 EWC ISHARES INC 0.30% 2.033 M $ 78669 2010/03/31 -197.570 K $ -8.82 %
2012/06/30 STONEMOR PARTNERS L P 0.30% 2.031 M $ 78365 2009/12/31 134.156 K $ 6.40 %
2012/06/30 JNK SPDR SERIES TRUST 0.29% 1.997 M $ 50602 2010/03/31 4.282 K $ 0.23 %
2012/06/30 F FORD MTR CO DEL 0.29% 1.995 M $ 207993 2009/12/31 -475.133 K $ -23.17 %
2012/06/30 LINN ENERGY LLC 0.28% 1.909 M $ 50108 2009/12/31 -2.741 K $ -0.13 %
2012/06/30 MCD MCDONALDS CORP 0.27% 1.813 M $ 20477 2009/12/31 -187.705 K $ -9.76 %
2012/06/30 WMT WAL MART STORES INC 0.26% 1.809 M $ 25942 2009/12/31 221.468 K $ 13.92 %
2012/06/30 SLV ISHARES SILVER TRUST 0.26% 1.780 M $ 66809 2009/12/31 -343.577 K $ -15.07 %
2012/06/30 POTASH CORP SASK INC 0.26% 1.780 M $ 40740 2009/12/31 -80.656 K $ -4.38 %
2012/06/30 VIG VANGUARD SPECIALIZED PORTFOL 0.26% 1.771 M $ 31236 2010/06/30 -53.551 K $ -3.18 %
2012/06/30 BP BP PLC 0.26% 1.748 M $ 43123 2010/09/30 -150.556 K $ -9.91 %
2012/06/30 SBUX STARBUCKS CORP 0.25% 1.718 M $ 32212 2009/12/31 -79.569 K $ -4.62 %
2012/06/30 FRI FIRST TR S&P REIT INDEX FD 0.25% 1.682 M $ 95906 2011/03/31 40.464 K $ 2.33 %
2012/06/30 ZBH ZIMMER HLDGS INC 0.25% 1.680 M $ 26110 2009/12/31 2.118 K $ 0.13 %
2012/06/30 XLK SELECT SECTOR SPDR TR 0.24% 1.672 M $ 58223 2009/12/31 -106.003 K $ -4.74 %
2012/06/30 IVV ISHARES TR 0.23% 1.601 M $ 11710 2009/12/31 -57.386 K $ -3.16 %
2012/06/30 JPS NUVEEN QUALITY PFD INCOME FD 0.23% 1.583 M $ 175932 2009/12/31 66.712 K $ 4.41 %
2012/06/30 PDM PIEDMONT OFFICE REALTY TR IN 0.23% 1.583 M $ 91976 2010/03/31 -57.387 K $ -3.04 %
2012/06/30 PPT PUTNAM PREMIER INCOME TR 0.23% 1.575 M $ 294323 2009/12/31 -40.378 K $ -2.90 %
2012/06/30 VAW VANGUARD WORLD FDS 0.23% 1.551 M $ 19950 2010/06/30 -102.191 K $ -5.43 %
2012/06/30 NUV NUVEEN MUN VALUE FD INC 0.22% 1.526 M $ 148156 2009/12/31 26.638 K $ 2.28 %
2012/06/30 PCN PIMCO CORPORATE INCOME FD 0.22% 1.507 M $ 91327 2009/12/31 41.320 K $ 2.87 %