ARCHER INVESTMENT CORP INDIANAPOLIS, IN Investment Advisor How do I update this listing?

Archer Investment Corp is based out of Indianapolis. Archer Investment Corp is a large advisory firm with 1961 clients and discretionary assets under management (AUM) of $370,963,000 (Form ADV from 2019-10-01). Their last reported 13F filing for Q4 2019 included $189,366,000 in managed 13F securities and a top 10 holdings concentration of 34.11%. Archer Investment Corp's largest holding is First Trust Capital Strength ETF with shares held of 182,993. Whalewisdom has at least 3 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $189.399 Million
  • Prior Market Value $165.343 Million
  • New Purchases152 stocks
  • Additional Purchases145 stocks
  • Sold out of51 stocks
  • Reduced holdings in59 stocks
  • Top 10 Holdings % 34.11 %
  • Turnover % [1]:32.12%
  • Turnover Alt % [2]: 13.28 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.67%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

Country: United States

Business Phone: 317-581-1776
Fax: 317-581-1812
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IN
Number of employees: 75
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 1961
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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