Value Financial Advisers Inc
|
CRD # | 107321 |
SEC # | 801-37987 |
CIK # | |
AUM |
$100.2 MM (88% Disc, 100% US)
|
Employees | 5 (80% Investors, 40% Brokers) |
Phone | 303-770-3030 |
Address | 9185 E Kenyon Ave Ste 250 Denver, CO 80237 |
Source |
IAPD
Website
|
Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
ORCL |
188,990.0 |
240.3 |
|
IAU |
|
235.0 |
|
MA |
250,210.0 |
226.7 |
|
NWSA |
7,630.0 |
217.2 |
|
BAC |
279,520.0 |
199.6 |
|
SLB |
58,320.0 |
146.2 |
|
XEC |
6,970.0 |
134.9 |
|
EXPD |
13,080.0 |
106.1 |
|
DOX |
7,640.0 |
98.2 |
|
BIDU |
58,200.0 |
95.0 |
View All
|
[{"dt": "2014-02-12", "sector": "Basic Industries", "value": 0.035467}, {"dt": "2014-02-12", "sector": "Capital Goods", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Services", "value": 0.143648}, {"dt": "2014-02-12", "sector": "Energy", "value": 0.622744}, {"dt": "2014-02-12", "sector": "Exchange-Traded Fund", "value": 0.123868}, {"dt": "2014-02-12", "sector": "Finance", "value": 0.428892}, {"dt": "2014-02-12", "sector": "Health Care", "value": 0.101017}, {"dt": "2014-02-12", "sector": "Miscellaneous", "value": 0.137645}, {"dt": "2014-02-12", "sector": "n/a", "value": 0}, {"dt": "2014-02-12", "sector": "Public Utilities", "value": 0}, {"dt": "2014-02-12", "sector": "Technology", "value": 0.671433}, {"dt": "2014-02-12", "sector": "Transportation", "value": 0.227174}, {"dt": "2015-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2015-02-13", "sector": "Capital Goods", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Services", "value": 0.5903}, {"dt": "2015-02-13", "sector": "Energy", "value": 0.697923}, {"dt": "2015-02-13", "sector": "Exchange-Traded Fund", "value": 0.146553}, {"dt": "2015-02-13", "sector": "Finance", "value": 0.381502}, {"dt": "2015-02-13", "sector": "Health Care", "value": 0.139053}, {"dt": "2015-02-13", "sector": "Miscellaneous", "value": 0.188561}, {"dt": "2015-02-13", "sector": "n/a", "value": 0}, {"dt": "2015-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2015-02-13", "sector": "Technology", "value": 0.699567}, {"dt": "2015-02-13", "sector": "Transportation", "value": 0.268943}, {"dt": "2016-02-12", "sector": "Basic Industries", "value": 0}, {"dt": "2016-02-12", "sector": "Capital Goods", "value": 0.115791}, {"dt": "2016-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Services", "value": 0.487495}, {"dt": "2016-02-12", "sector": "Energy", "value": 0.342646}, {"dt": "2016-02-12", "sector": "Exchange-Traded Fund", "value": 0.179681}, {"dt": "2016-02-12", "sector": "Finance", "value": 0.305434}, {"dt": "2016-02-12", "sector": "Health Care", "value": 0.130043}, {"dt": "2016-02-12", "sector": "Miscellaneous", "value": 0.197631}, {"dt": "2016-02-12", "sector": "n/a", "value": 0}, {"dt": "2016-02-12", "sector": "Public Utilities", "value": 0}, {"dt": "2016-02-12", "sector": "Technology", "value": 0.695762}, {"dt": "2016-02-12", "sector": "Transportation", "value": 0.208194}, {"dt": "2017-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2017-02-13", "sector": "Capital Goods", "value": 0.115453}, {"dt": "2017-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Services", "value": 0.327857}, {"dt": "2017-02-13", "sector": "Energy", "value": 0.084305}, {"dt": "2017-02-13", "sector": "Exchange-Traded Fund", "value": 0.220384}, {"dt": "2017-02-13", "sector": "Finance", "value": 0.488622}, {"dt": "2017-02-13", "sector": "Health Care", "value": 0.180128}, {"dt": "2017-02-13", "sector": "Miscellaneous", "value": 0.171751}, {"dt": "2017-02-13", "sector": "n/a", "value": 0}, {"dt": "2017-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2017-02-13", "sector": "Technology", "value": 0.494898}, {"dt": "2017-02-13", "sector": "Transportation", "value": 0.099668}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.137641}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.019504}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.366353}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.281086}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0.235022}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.535114}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.08566}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.226724}, {"dt": "2018-02-13", "sector": "n/a", "value": 0}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.618791}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.106089}]
[{"x": 2001.2410958904109, "y": 0.065262325}, {"x": 2001.9205479452055, "y": 0.065262325}, {"x": 2002.4136986301369, "y": 0.072332249}, {"x": 2002.772602739726, "y": 0.072332249}, {"x": 2003.331506849315, "y": 0.05255722}, {"x": 2003.9013698630138, "y": 0.05255722}, {"x": 2004.331506849315, "y": 0.066911008}, {"x": 2004.9506849315069, "y": 0.066911008}, {"x": 2005.0904109589042, "y": 0.066911008}, {"x": 2005.0904109589042, "y": 0.066911008}, {"x": 2005.0904109589042, "y": 0.066911008}, {"x": 2005.3260273972603, "y": 0.072335337}, {"x": 2006.2931506849316, "y": 0.074253598}, {"x": 2006.4767123287672, "y": 0.074253598}, {"x": 2007.0931506849315, "y": 0.074253598}, {"x": 2007.323287671233, "y": 0.079275284}, {"x": 2008.282191780822, "y": 0.086981008}, {"x": 2009.309589041096, "y": 0.082518076}, {"x": 2010.2876712328766, "y": 0.101038739}, {"x": 2011.331506849315, "y": 0.119947572}, {"x": 2012.3287671232877, "y": 0.119981119}, {"x": 2013.3205479452056, "y": 0.139506323}, {"x": 2014.317808219178, "y": 0.128236336}, {"x": 2015.3205479452056, "y": 0.117094785}, {"x": 2016.309589041096, "y": 0.099865587}, {"x": 2017.3205479452056, "y": 0.100645501}, {"x": 2017.3205479452056, "y": 0.100645501}, {"x": 2018.3260273972603, "y": 0.109513419}, {"x": 2018.3260273972603, "y": 0.109513419}, {"x": 2019.323287671233, "y": 0.109513419}, {"x": 2019.3260273972603, "y": 0.100230031}, {"x": 2019.331506849315, "y": 0.100230031}]
{"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color"}
{"uid": 2262668, "pid": -1, "pid_color_d": {}, "name": "", "email": "", "paywall_f": false, "paywall_n": 0}