$991 Million is the total value of Transamerica Financial Advisors, Inc.'s 388 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| GD | GENERAL DYNAMICS CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EWP | ISHARESmsci span cp etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IEV | ISHARES TReurope etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| IFGL | ISHARES TRintl dev re etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IEUS | ISHARES TRdevsmcp exna etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SHV | ISHARES TRshrt trs bd etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IHF | ISHARES TRus hlthcr pr etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| EFG | ISHARES TReafe grwth etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BOND | PIMCO ETF TRttl rtn actv etf | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| PHDG | POWERSHARES ACTIVE MNG ETFt s&p500 dwnhdge | $3,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
| PWC | POWERSHARES ETF TRUSTdynamic mkt pt | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PBP | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PHB | POWERSHARES ETF TR IIfdm hg yld rafi | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| SJB | PROSHARES TRshrt hgh yield | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| CSM | PROSHARES TR | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EUM | PROSHARES TR | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| RYT | RYDEX ETF TRUSTgug s&p500eqwtte | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| SPLB | SPDR SERIES TRUSTlng trm corp bd | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| XTN | SPDR SERIES TRUSTs&p transn etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| KRE | SPDR SERIES TRUSTs&p regl bkg | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| UCI | UBS AG JERSEY BRHcmci etn 38 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| DIM | WISDOMTREE TRintl midcap dv | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 12.8% |
| ISHARES TR | 42 | Q3 2023 | 8.7% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.7% |
| ISHARES TR | 42 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 3.4% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| SPDR SER TR | 42 | Q3 2023 | 1.3% |
View Transamerica Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Transamerica Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.