Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
40
3
3
1
1
0
20
1
2
FINANCIAL ADVISORY SERVICE INC

Time Period2017-12-31

Total Holdings171

Total Value ($x1000)380,718
Activities
New5

Increased93

Unchanged23

Decreased50

Sold Out7

Top 10 Stock Holdingstotal 49.72%
USMV14.11

IVW7.18

MDYG6.69

SLYG6.56

SCHG3.42

 
AGG2.85

EFV2.63

SCZ2.29

SCHZ2.01

DVY1.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
14.11%
USA MIN VOL ETF
IVW
7.18%
S&P 500 GRWT ETF
MDYG
6.69%
S&P 400 MDCP GRW
SLYG
6.56%
S&P 600 SMCP GRW
SCHG
3.42%
US LCAP GR ETF
AGG
2.85%
CORE TOTUSBD ETF
EFV
2.63%
EAFE VALUE ETF
SCZ
2.29%
EAFE SML CP ETF
SCHZ
2.01%
US AGGREGATE B
DVY
1.98%
SELECT DIVID ETF
SCHV
1.73%
US LCAP VA ETF
SCHF
1.7%
INTL EQTY ETF
BNDX
1.56%
INTL BD IDX ETF
MDYV
1.5%
S&P 400 MDCP VAL
ITR
1.36%
INTR TRM CORP BD
VTI
1.32%
TOTAL STK MKT
SLYV
1.23%
S&P 600 SMCP VAL
VCSH
1.18%
SHRT TRM CORP BD
MBG
1.16%
BRC MTG BCKD BD
AAPL
1.14%
COM
CERN
1.01%
COM
SCHE
0.93%
EMRG MKTEQ ETF
IEFA
0.9%
CORE MSCI EAFE
GVI
0.88%
INTRM GOV/CR ETF
SCHX
0.84%
US LRG CAP ETF
IJS
0.82%
SP SMCP600VL ETF
NOBL
0.77%
S&P 500 ARISTO
MUB
0.76%
NAT AMT FREE BD
SCHM
0.74%
US MID-CAP ETF
IWF
0.74%
RUS 1000 GRW ETF
MDT
0.69%
SHS
ACIM
0.67%
MSCI ACWI ETF
SHM
0.6%
NUVN BR SHT MUNI
IVV
0.59%
CORE S&P500 ETF
SCHA
0.58%
US SML CAP ETF
JNJ
0.56%
COM
PHB
0.56%
FDM HG YLD RAFI
VIG
0.55%
DIV APP ETF
ARCB
0.53%
COM
INTC
0.53%
COM
XOM
0.53%
COM
VBR
0.52%
SM CP VAL ETF
BRK.B
0.52%
CL B NEW
MSFT
0.46%
COM
IJR
0.46%
CORE S&P SCP ETF
IEMG
0.45%
CORE MSCI EMKT
IJH
0.43%
CORE S&P MCP ETF
PG
0.41%
COM
CVX
0.41%
COM
IWM
0.41%
RUSSELL 2000 ETF
HYG
0.37%
IBOXX HI YD ETF
T
0.37%
COM
DWX
0.36%
S&P INTL ETF
CBND
0.36%
BRC ISSUER SCORD
MCD
0.33%
COM
SCHR
0.31%
INTRM TRM TRES
HYMB
0.3%
NUV HGHYLD MUN
SCHB
0.29%
US BRD MKT ETF
KO
0.29%
COM
LQD
0.28%
IBOXX INV CP ETF
PFE
0.28%
COM
WY
0.26%
COM
FNDX
0.25%
SCHWAB FDT US LG
VZ
0.24%
COM
SEB
0.23%
COM
GLD
0.23%
GOLD SHS
MTUM
0.22%
MSCI USAMOMFCT
LMT
0.22%
COM
EFAV
0.22%
EAFE MIN VOL ETF
SCHC
0.21%
INTL SCEQT ETF
BA
0.21%
COM
AMZN
0.21%
COM
MO
0.21%
COM
AMGN
0.21%
COM
IP
0.2%
COM
COP
0.2%
COM
MRK
0.2%
COM
SDY
0.2%
S&P DIVID ETF
BND
0.19%
TOTAL BND MRKT
IDV
0.18%
INTL SEL DIV ETF
IWN
0.18%
RUS 2000 VAL ETF
WMT
0.17%
COM
IWR
0.17%
RUS MID-CAP ETF
PM
0.17%
COM
FNDA
0.17%
SCHWAB FDT US SC
EFA
0.17%
MSCI EAFE ETF
UN
0.17%
N Y SHS NEW
TENX
0.17%
COM
BTI
0.16%
SPONSORED ADR
RZG
0.16%
GUG S&P SC600 PG
CAT
0.16%
COM
IBM
0.16%
COM
CLX
0.16%
COM
DWDP
0.16%
COM
WM
0.16%
COM
NKE
0.16%
CL B
BMY
0.15%
COM
SPY
0.15%
TR UNIT
CSCO
0.15%
COM
GSK
0.15%
SPONSORED ADR
UYG
0.15%
ULTRA FNCLS NEW
BAC
0.15%
COM
JPM
0.15%
COM
DUK
0.14%
COM NEW
BP
0.14%
SPONSORED ADR
FB
0.14%
CL A
GOOG
0.14%
CAP STK CL C
MDY
0.13%
UTSER1 S&PDCRP
VEA
0.13%
FTSE DEV MKT ETF
CBSH
0.13%
COM
LUV
0.13%
COM
XLE
0.13%
SBI INT-ENERGY
VV
0.13%
LARGE CAP ETF
MMM
0.12%
COM
PIE
0.12%
DWA EMRG MKTS
MNA
0.12%
IQ MRGR ARB ETF
IWO
0.12%
RUS 2000 GRW ETF
AGZ
0.12%
AGENCY BOND ETF
LLY
0.11%
COM
F
0.11%
COM PAR $0.01
CUT
0.11%
GUGG TIMBER ETF
EXAS
0.11%
COM
WFC
0.11%
COM
DIS
0.11%
COM DISNEY
GOOGL
0.1%
CAP STK CL A
OKE
0.1%
COM
VB
0.1%
PRN
IJT
0.1%
SP SMCP600GR ETF
RTN
0.1%
COM NEW
BLK
0.1%
COM
VGT
0.09%
INF TECH ETF
GE
0.09%
COM
TQQQ
0.09%
ULTRAPRO QQQ
XLV
0.09%
SBI HEALTHCARE
MMP
0.09%
COM UNIT RP LP
QQQ
0.09%
UNIT SER 1
VHT
0.09%
HEALTH CAR ETF
HEDJ
0.09%
EUROPE HEDGED EQ
IWD
0.09%
RUS 1000 VAL ETF
TXN
0.08%
COM
ABBV
0.08%
COM
PEP
0.08%
COM
FCX
0.08%
COM
FDN
0.08%
DJ INTERNT IDX
CAG
0.08%
COM
KMB
0.08%
COM
ECL
0.08%
COM
PSX
0.08%
COM
MBB
0.08%
MBS ETF
BRK.A
0.08%
CL A
GOVT
0.08%
U.S. TRS BD ETF
VT
0.08%
TT WRLD ST ETF
IVE
0.08%
S&P 500 VAL ETF
SBUX
0.08%
COM
IWB
0.07%
RUS 1000 ETF
RRGB
0.07%
COM
HD
0.07%
COM
TYG
0.07%
COM
NSC
0.07%
COM
USB
0.07%
COM NEW
EEM
0.06%
MSCI EMG MKT ETF
VWO
0.06%
FTSE EMR MKT ETF
KR
0.06%
COM
EPD
0.06%
COM
KHC
0.06%
COM
FBHS
0.06%
COM
ACWV
0.05%
CNTRY MIN VL ETF
SO
0.05%
COM
SMDV
0.05%
RUSS 2000 DIVD
KIM
0.05%
COM
S
0.02%
COM SER 1
JKE
0.07%
MRNGSTR LG-CP GR
MPLX
0.06%
COM UNIT REP LTD
SLB
0.06%
COM
KMI
0.05%
COM
AMLP
0.04%
ALERIAN MLP
CRTN
0.01%
COM
CMLS
< 0.01%
CL A NEW