First Allied Advisory Services, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.92B
13F filings
1
Latest filing
Jan 3, 2019

Top 10 holdings

VTI $129.29M
4.43% of AUM
AAPL $89.15M
3.06% of AUM
IJH $48.74M
1.67% of AUM
BND $40.65M
1.39% of AUM
IVV $39.99M
1.37% of AUM
VXUS $36.14M
1.24% of AUM
SPY $35.62M
1.22% of AUM
MSFT $34.82M
1.19% of AUM
AGG $33.17M
1.14% of AUM
IJR $27.06M
0.93% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from First Allied Advisory Services, Inc.. Reported assets under management total $2.92B.

View live First Allied Advisory Services, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does First Allied Advisory Services, Inc. have under management?
Per First Allied Advisory Services, Inc.'s most recent SEC Form 13F filing dated Jan 3, 2019, total assets under management are $2.92B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has First Allied Advisory Services, Inc. submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from First Allied Advisory Services, Inc.. Filings are due 45 days after quarter-end.
Where does First Allied Advisory Services, Inc.'s holdings data come from?
Every position shown on this page sources back to First Allied Advisory Services, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.