CAPTRUST FINANCIAL ADVISORS Diversified Active

CIK: 0001512024 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 8, 2016

Total Value ($000): $936,096 (100.0% shares, 0.0% debt)

Holdings (211)

SPY SPDR S&P 500 ETF TR EXPIRING 0 35.7%
Value ($000) $333,783 Shares 1,637,233 Est. Cost $60203.29 Unrealized
EFA ISHARES TR MSCI EAFE FD MSCI E 8.8%
Value ($000) $82,184 Shares 1,399,596 Est. Cost $62.64 Unrealized
IVV ISHARES CORE S&P ETF S&P 500 I 6.5%
Value ($000) $60,629 Shares 295,940 Est. Cost $186.43 Unrealized
IYR ISHARES TR DOW JONES RE US REA 5.8%
Value ($000) $54,401 Shares 724,577 Est. Cost $68.12 Unrealized
VEA VANGUARD EUROPE PACIFIC ETF 5.1%
Value ($000) $47,559 Shares 1,295,171 Est. Cost $36.73 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 5.0%
Value ($000) $46,364 Shares 182,506 Est. Cost $1993.55 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 4.4%
Value ($000) $41,035 Shares 508,107 Est. Cost $80.76 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE 3.6%
Value ($000) $33,775 Shares 1,243,556 Est. Cost $27.16 Unrealized
IWM ISHARES TR RUSSELL 2000 INDEX 3.5%
Value ($000) $32,580 Shares 289,291 Est. Cost $4444.10 Unrealized
AGG ISHARES CORE TOTAL ETF US BOND 3.3%
Value ($000) $31,179 Shares 288,665 Est. Cost $5264.02 Unrealized
DJP BARCLAYS BANK IPATH ETN DJ UBS 2.3%
Value ($000) $21,636 Shares 1,007,750 Est. Cost $23.01 Unrealized
IWV ISHARES TR RUSSELL 3000 RUSSEL 2.1%
Value ($000) $20,015 Shares 166,363 Est. Cost $21883.30 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUIT 1.9%
Value ($000) $17,545 Shares 636,627 Est. Cost $27.40 Unrealized
VIG VANGUARD DIV APPRCIATION 1.2%
Value ($000) $10,854 Shares 139,579 Est. Cost $12248.25 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 1.1%
Value ($000) $10,164 Shares 207,260 Est. Cost $46.38 Unrealized
IJH ISHARES TR S&P MIDCAP 400 INDE 0.7%
Value ($000) $6,710 Shares 48,164 Est. Cost $2440.79 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.6%
Value ($000) $6,064 Shares 50,484 Est. Cost $116.67 Unrealized
IJR ISHARES TR S&P SMLCAP 600 0.6%
Value ($000) $5,462 Shares 49,608 Est. Cost $110.23 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS 0.5%
Value ($000) $4,385 Shares 87,905 Est. Cost $53.46 Unrealized
LQD ISHARES IBOXX INVESTOP IBOXX $ 0.4%
Value ($000) $3,741 Shares 32,815 Est. Cost $114.18 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.4%
Value ($000) $3,664 Shares 34,443 Est. Cost $101.55 Unrealized
DVY ISHARES TRUST DOW JONES SELECT 0.4%
Value ($000) $3,614 Shares 48,089 Est. Cost $7186.69 Unrealized
QAI INDEX IQ TR IQ ETF HEDGE MFCE 0.4%
Value ($000) $3,511 Shares 123,360 Est. Cost $28.81 Unrealized
IWB ISHARES TR RUSSELL 1000 0.4%
Value ($000) $3,457 Shares 30,506 Est. Cost $1279.57 Unrealized
IEV ISHARES TR EUROPE ETF 0.3%
Value ($000) $3,131 Shares 78,051 Est. Cost $40.11 Unrealized
IEF ISHARES BARCLAYS 7-10 YR TREAS 0.3%
Value ($000) $3,104 Shares 29,393 Est. Cost $6796.45 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,504 Shares 34,029 Est. Cost $74.29 Unrealized
TIP ISHARES TR BARCLAYS TIPS BOND 0.2%
Value ($000) $2,290 Shares 20,883 Est. Cost $5202.68 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.2%
Value ($000) $2,261 Shares 20,439 Est. Cost $107.95 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $2,111 Shares 40,984 Est. Cost $51.51 Unrealized
JP MORGAN EXCH TRADED NT ALERI 0.2%
Value ($000) $2,092 Shares 72,223 Est. Cost $9396.94 Unrealized
VWO VANGUARD INTL EQUITY INDEX FD 0.2%
Value ($000) $1,994 Shares 60,970 Est. Cost $32.94 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.2%
Value ($000) $1,448 Shares 26,915 Est. Cost $473.70 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.1%
Value ($000) $1,383 Shares 16,963 Est. Cost $79.17 Unrealized
VTI VANGUARD INDEX FDS STK MRK ETF 0.1%
Value ($000) $1,192 Shares 11,431 Est. Cost $106214.65 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $1,129 Shares 11,539 Est. Cost $97.86 Unrealized
PFF ISHARES S&P U S PFD FUND S&P U 0.1%
Value ($000) $1,043 Shares 26,855 Est. Cost $39.28 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDE 0.1%
Value ($000) $965 Shares 6,024 Est. Cost $86644.78 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.1%
Value ($000) $912 Shares 4,877 Est. Cost $175.80 Unrealized
VOT VANGUARD MID CAP GROWTH 0.1%
Value ($000) $888 Shares 8,907 Est. Cost $86.68 Unrealized
VBK VANGUARD SMALL CAP GRWTH 0.1%
Value ($000) $876 Shares 7,213 Est. Cost $115.52 Unrealized
IWN ISHARES TR RUSSELL 2000 RUSSEL 0.1%
Value ($000) $821 Shares 8,934 Est. Cost $4736.40 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH 0.1%
Value ($000) $772 Shares 5,543 Est. Cost $139.48 Unrealized
IWP ISHARES TR RUSSELL MID CAP GRO 0.1%
Value ($000) $745 Shares 8,106 Est. Cost $2638.44 Unrealized
BOND PIMCO ETF TR TOTAL RETURN EXCH 0.1%
Value ($000) $701 Shares 6,729 Est. Cost $104.26 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $698 Shares 29,305 Est. Cost $23.55 Unrealized
VNQ VANGUARD REIT 0.1%
Value ($000) $698 Shares 8,754 Est. Cost $37538.13 Unrealized
RYDEX ETF TR GUGGENHEIM S&P 50 0.1%
Value ($000) $619 Shares 8,082 Est. Cost $76.06 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.1%
Value ($000) $609 Shares 50,513 Est. Cost $85.15 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE C 0.1%
Value ($000) $607 Shares 11,485 Est. Cost $52.85 Unrealized
POWERSHARES EXCHANGE-TRADED FD 0.1%
Value ($000) $600 Shares 15,557 Est. Cost $36.14 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.1%
Value ($000) $582 Shares 5,893 Est. Cost $956.59 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH C 0.1%
Value ($000) $532 Shares 7,385 Est. Cost $71.81 Unrealized
FXL FIRST TRUST TECHNOLOGY 0.1%
Value ($000) $517 Shares 15,540 Est. Cost $33.27 Unrealized
GLD SPDR GOLD TRUST SPDR GOLD SHAR 0.1%
Value ($000) $513 Shares 5,059 Est. Cost $17556.57 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.1%
Value ($000) $483 Shares 4,857 Est. Cost $98.60 Unrealized
GSG ISHARES S&P GSCI CMDTY COMMODI 0.0%
Value ($000) $457 Shares 32,143 Est. Cost $9621.70 Unrealized
RECON CAP SER TR FTSE 100 ETF 0.0%
Value ($000) $433 Shares 20,751 Est. Cost $20.87 Unrealized
VOE VANGUARD MID CAP VALUE 0.0%
Value ($000) $429 Shares 4,993 Est. Cost $80.22 Unrealized
IVOO VANGUARD ADMIRAL FDS INC S&P M 0.0%
Value ($000) $403 Shares 4,293 Est. Cost $14282.17 Unrealized
IBB ISHARES TR NASDAQ BIO INDEX 0.0%
Value ($000) $401 Shares 1,185 Est. Cost $30736.28 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DO 0.0%
Value ($000) $400 Shares 5,360 Est. Cost $74.63 Unrealized
CWI SPDR MSCI ACWI EX-US 0.0%
Value ($000) $373 Shares 12,124 Est. Cost $32.87 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value ($000) $373 Shares 9,686 Est. Cost $39410.08 Unrealized
XLY SELECT SECTOR SPDR FD CONSUMER 0.0%
Value ($000) $360 Shares 4,600 Est. Cost $78.26 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DI 0.0%
Value ($000) $334 Shares 5,000 Est. Cost $2518.36 Unrealized
OEF ISHARES TR S&P 100 INDEX FD 0.0%
Value ($000) $330 Shares 3,615 Est. Cost $91.21 Unrealized
VXUS VANGUARD STAR FD VANGUARD TOTA 0.0%
Value ($000) $281 Shares 6,236 Est. Cost $45.06 Unrealized
DHS WISDOMTREE TR EQUITY INCOME FD 0.0%
Value ($000) $272 Shares 4,600 Est. Cost $54.64 Unrealized
VEU VANGUARD INTL EQUITY INDEX FTS 0.0%
Value ($000) $250 Shares 5,765 Est. Cost $8489.52 Unrealized
XLK SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $249 Shares 5,810 Est. Cost $42.86 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ET 0.0%
Value ($000) $249 Shares 6,275 Est. Cost $39.68 Unrealized
NUVEEN N C PREM INCOME MUN FD 0.0%
Value ($000) $248 Shares 18,901 Est. Cost $3811.90 Unrealized
EWG ISHARES MSCI GERMANY INDEX FD 0.0%
Value ($000) $246 Shares 9,375 Est. Cost $26.24 Unrealized
SPDR BARCLAYS ETF HIGH YIELD V 0.0%
Value ($000) $236 Shares 6,958 Est. Cost $36.41 Unrealized
UNITED STATES OIL FUND LP UNIT 0.0%
Value ($000) $220 Shares 20,000 Est. Cost $14.92 Unrealized
SPDR BARCLAYS CAPITAL MUNICIPA 0.0%
Value ($000) $203 Shares 8,332 Est. Cost $22.90 Unrealized
POWERSHARES INTL DIVD ACHIEVER 0.0%
Value ($000) $196 Shares 14,411 Est. Cost $17440.01 Unrealized
MUB ISHARES TRUST S&P NATL AMT FRE 0.0%
Value ($000) $192 Shares 1,730 Est. Cost $110.31 Unrealized
ITB ISHARES TR DOW JONES US HOME C 0.0%
Value ($000) $189 Shares 6,965 Est. Cost $27.14 Unrealized
IGSB ISHARES TR BARCLYS 1-3YR CR 0.0%
Value ($000) $186 Shares 1,776 Est. Cost $104.98 Unrealized
SPDR NUVEEN BARCLAY EFT MANAGE 0.0%
Value ($000) $185 Shares 7,603 Est. Cost $24.11 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P S 0.0%
Value ($000) $182 Shares 1,831 Est. Cost $17001.50 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT 0.0%
Value ($000) $175 Shares 2,197 Est. Cost $80.06 Unrealized
NUVEEN SELECT QUALITY MUN FD C 0.0%
Value ($000) $170 Shares 12,083 Est. Cost $13.55 Unrealized
HYG ISHARES TRUST IBOXX $ HIGH YIE 0.0%
Value ($000) $168 Shares 2,091 Est. Cost $14415.47 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS 0.0%
Value ($000) $146 Shares 2,530 Est. Cost $60.08 Unrealized
IBND SPDR SER TR BARCLAYS INTL CORP 0.0%
Value ($000) $142 Shares 4,615 Est. Cost $34.37 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR 0.0%
Value ($000) $141 Shares 1,168 Est. Cost $123.34 Unrealized
IWS ISHARES TR RUSSELL MCP VL 0.0%
Value ($000) $139 Shares 2,026 Est. Cost $3335.50 Unrealized
SPSB SPDR SER TR SPDR BARCLAYS CAPI 0.0%
Value ($000) $126 Shares 4,155 Est. Cost $30.57 Unrealized
NUVEEN QUALITY PFD INCOME FD 2 0.0%
Value ($000) $125 Shares 13,762 Est. Cost $8.69 Unrealized
IJK ISHARES S&P MIDCAP 400 GRTH FD 0.0%
Value ($000) $114 Shares 710 Est. Cost $160.90 Unrealized
ROYCE VALUE TR INC COM 0.0%
Value ($000) $112 Shares 9,542 Est. Cost $1373.01 Unrealized
TBF PROSHARES TR SHORT 20+ YR TREA 0.0%
Value ($000) $99 Shares 4,000 Est. Cost $25.44 Unrealized
EEM ISHARES MSCI EMRG MKT FD EMERG 0.0%
Value ($000) $98 Shares 3,042 Est. Cost $2141.36 Unrealized
PIMCO CORPORATE OPP FD COM 0.0%
Value ($000) $94 Shares 7,073 Est. Cost $2162.11 Unrealized
EATON VANCE ENH EQTY INC FD II 0.0%
Value ($000) $85 Shares 6,225 Est. Cost $13.82 Unrealized
XLE SECTOR SPDR ENERGY 0.0%
Value ($000) $84 Shares 1,389 Est. Cost $60.48 Unrealized
DIV GLOBAL X FDS GLOBAL X SUPERDIV 0.0%
Value ($000) $82 Shares 3,410 Est. Cost $28.89 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.0%
Value ($000) $82 Shares 8,057 Est. Cost $10.36 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR DOBLEL 0.0%
Value ($000) $81 Shares 1,673 Est. Cost $49.61 Unrealized
XLP SECTOR SPDR CONSMRS STPL 0.0%
Value ($000) $78 Shares 1,545 Est. Cost $50.49 Unrealized
POWERSHARES ETF TRUST FINL PFD 0.0%
Value ($000) $77 Shares 4,069 Est. Cost $18.56 Unrealized
VGT VANGUARD WORLD FDS VANGUARD IN 0.0%
Value ($000) $77 Shares 710 Est. Cost $104.23 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CO 0.0%
Value ($000) $76 Shares 585 Est. Cost $126989.71 Unrealized
ACWI ISHARES MSCI ACWI INDEX MSCI A 0.0%
Value ($000) $69 Shares 1,242 Est. Cost $58.69 Unrealized
EZU ISHARES INC MSCI EMU ETF 0.0%
Value ($000) $69 Shares 1,955 Est. Cost $35.29 Unrealized
EATON VANCE TAX ADVT DIV INCM 0.0%
Value ($000) $68 Shares 3,500 Est. Cost $19.43 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING 0.0%
Value ($000) $67 Shares 1,705 Est. Cost $47.28 Unrealized
POWERSHS DB COMMDTY INDX 0.0%
Value ($000) $66 Shares 4,949 Est. Cost $3324.09 Unrealized
BABSON CAP GLOBAL SHORT DURATI 0.0%
Value ($000) $66 Shares 4,000 Est. Cost $20.25 Unrealized
ICF I-SHARES TR COHEN & STEERS REA 0.0%
Value ($000) $64 Shares 640 Est. Cost $96.88 Unrealized
DIA SPDR DOW JONES INDL AVERAGE TR 0.0%
Value ($000) $60 Shares 344 Est. Cost $177.33 Unrealized
POWERSHS EXCH TRAD FD TR INSUR 0.0%
Value ($000) $59 Shares 2,309 Est. Cost $25.35 Unrealized
EMB ISHARES JPMORGAN EMERGING MARK 0.0%
Value ($000) $57 Shares 537 Est. Cost $110.64 Unrealized
CURRENCYSHARES SWISS FRANC TR 0.0%
Value ($000) $48 Shares 500 Est. Cost $96.00 Unrealized
POWERSHARES ETF TRUST WATER RE 0.0%
Value ($000) $47 Shares 2,146 Est. Cost $25.65 Unrealized
SHY ISHARES TR BARCLYS 1-3 YR TREA 0.0%
Value ($000) $46 Shares 541 Est. Cost $85.03 Unrealized
FLAHERTY & CRMN/CLYMR PFD SEC 0.0%
Value ($000) $46 Shares 2,271 Est. Cost $19.44 Unrealized
EATON VANCE FLTING RATE INC TR 0.0%
Value ($000) $44 Shares 3,500 Est. Cost $14.00 Unrealized
VCIT VANGUARD SCOTTSDALE FDS VANGUA 0.0%
Value ($000) $44 Shares 526 Est. Cost $85.89 Unrealized
HANCOCK JOHN PFD INCOME FD III 0.0%
Value ($000) $44 Shares 2,480 Est. Cost $7831.60 Unrealized
EATON VANCE TAX MANAGED 0.0%
Value ($000) $43 Shares 3,822 Est. Cost $11350.08 Unrealized
NUVEEN MULTI STRAT INC GR FD 2 0.0%
Value ($000) $43 Shares 5,500 Est. Cost $8.73 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.0%
Value ($000) $41 Shares 377 Est. Cost $109.75 Unrealized
ALLIANCEBERNSTEIN INCOME FUND 0.0%
Value ($000) $41 Shares 5,290 Est. Cost $7.56 Unrealized
PIMCO FLOATING RATE INCOME FD 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $1497.17 Unrealized
NUVEEN PREM INCOME MUN FD 2 CO 0.0%
Value ($000) $39 Shares 2,667 Est. Cost $14.25 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL C 0.0%
Value ($000) $38 Shares 731 Est. Cost $51.98 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $37 Shares 405 Est. Cost $86.42 Unrealized
POWERSHARES EXCH TRD FD TR FTS 0.0%
Value ($000) $36 Shares 412 Est. Cost $85.09 Unrealized
NUVEEN INSD QUALITY MUN FD INC 0.0%
Value ($000) $36 Shares 2,665 Est. Cost $13.13 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $22.00 Unrealized
WTV WISDOMTREE TR LARGECAP VALUE F 0.0%
Value ($000) $32 Shares 500 Est. Cost $62.00 Unrealized
RXL PROSHARES TR PROSHARES ULTRA H 0.0%
Value ($000) $32 Shares 484 Est. Cost $99.17 Unrealized
SPYM SPDR RUSSELL 1000 ETF 0.0%
Value ($000) $32 Shares 329 Est. Cost $91.19 Unrealized
POWERSHARES GLOBAL EXH FTSE DE 0.0%
Value ($000) $31 Shares 850 Est. Cost $35.88 Unrealized
MARKET VECTORS ETF TR OIL SVCS 0.0%
Value ($000) $31 Shares 1,175 Est. Cost $26.38 Unrealized
BLACKROCK INCOME TR INC COM 0.0%
Value ($000) $30 Shares 4,687 Est. Cost $6.37 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $30 Shares 602 Est. Cost $50.53 Unrealized
DXJ WISDOMTREE JPN HDGD EQTY JAPAN 0.0%
Value ($000) $30 Shares 606 Est. Cost $48.13 Unrealized
VMBS VANGUARD SCOTTSDALE FDS VANGUA 0.0%
Value ($000) $30 Shares 578 Est. Cost $51.90 Unrealized
HYS PIMCO ETF 0-5 YR HIGH YIELD CO 0.0%
Value ($000) $29 Shares 317 Est. Cost $1534.25 Unrealized
SJNK SPDR SER TR SHORT TERM HIGH YI 0.0%
Value ($000) $29 Shares 1,127 Est. Cost $714.27 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM 0.0%
Value ($000) $28 Shares 2,111 Est. Cost $12.32 Unrealized
MORGAN STANLEY MARKET VECTORS 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $16980.00 Unrealized
ISHARES INC MSCI TAIWAN 0.0%
Value ($000) $24 Shares 1,875 Est. Cost $15.36 Unrealized
IYK ISHARES US CONSUMER 0.0%
Value ($000) $24 Shares 225 Est. Cost $106.67 Unrealized
EWL ISHARES MSCI SWITZERLAND INDEX 0.0%
Value ($000) $23 Shares 742 Est. Cost $32.46 Unrealized
EWH ISHARES INC MSCI HONG KONG 0.0%
Value ($000) $23 Shares 1,139 Est. Cost $19701.85 Unrealized
EWD ISHARES MSCI SWEDEN INDEX FD 0.0%
Value ($000) $22 Shares 768 Est. Cost $28.65 Unrealized
EWY ISHARES MSCI MSCI S KOREA IND 0.0%
Value ($000) $22 Shares 440 Est. Cost $48315.92 Unrealized
ISHARES INC MSCI SINGAPORE 0.0%
Value ($000) $22 Shares 2,100 Est. Cost $277.44 Unrealized
TBT PROSHARES TR PROSHARES ULTRASH 0.0%
Value ($000) $22 Shares 500 Est. Cost $41870.00 Unrealized
EWP ISHARES MSCI SPAIN INDEX FD 0.0%
Value ($000) $21 Shares 742 Est. Cost $32.76 Unrealized
MDYV SPDR S&P 400 MID CAP 0.0%
Value ($000) $20 Shares 264 Est. Cost $75.76 Unrealized
ISHARES TR MTG REAL ESTATE CAP 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $11.60 Unrealized
CLEARBRIDGE ENERGY MLP FD INC 0.0%
Value ($000) $19 Shares 1,230 Est. Cost $27.64 Unrealized
SLV ISHARES SILVER TRUST INDEX FUN 0.0%
Value ($000) $18 Shares 1,400 Est. Cost $12.86 Unrealized
XBI SPDR SER TR S&P BIOTECH ETF 0.0%
Value ($000) $17 Shares 240 Est. Cost $70.83 Unrealized
DFE WISDOMTREE TR EUROPE SMALLCAP 0.0%
Value ($000) $17 Shares 307 Est. Cost $52.12 Unrealized
IGE ISHARES TR S&P GSSI NATURAL RE 0.0%
Value ($000) $17 Shares 610 Est. Cost $29.51 Unrealized
MARKET VECTORS ETF TR BUSINESS 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $5622.40 Unrealized
PROSHARES SHORT DOW ETF 30 0.0%
Value ($000) $16 Shares 700 Est. Cost $24.08 Unrealized
CALAMOS CONV OPP AND INC FD SH 0.0%
Value ($000) $16 Shares 1,621 Est. Cost $12.92 Unrealized
WESTERN ASSET HIGH INCOME FD I 0.0%
Value ($000) $15 Shares 1,895 Est. Cost $7.39 Unrealized
NUVEEN PREM INCOME MUN FD 4 CO 0.0%
Value ($000) $14 Shares 1,018 Est. Cost $13.75 Unrealized
IVW ISHARES TR S&P500 GRW 0.0%
Value ($000) $14 Shares 124 Est. Cost $112.90 Unrealized
MARKET VECTORS ETF TR EMERGING 0.0%
Value ($000) $14 Shares 617 Est. Cost $2399.60 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUA 0.0%
Value ($000) $14 Shares 178 Est. Cost $78.65 Unrealized
MARKET VECTORS ETF TR UNCONVEN 0.0%
Value ($000) $14 Shares 1,073 Est. Cost $21490.22 Unrealized
NVGS NAVIGATOR HLDGS LTD SHS ISIN#M 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $16.02 Unrealized -17.7%
AGZ ISHARES TR AGENCY BD ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $112.00 Unrealized
NUVEEN PA INVT QUALITY MUN FUN 0.0%
Value ($000) $13 Shares 984 Est. Cost $13.21 Unrealized
ALLIANCEBERNSTEIN NATL MUNI IN 0.0%
Value ($000) $13 Shares 915 Est. Cost $14.21 Unrealized
POWERSHARES GLOBAL EXCH RAFU A 0.0%
Value ($000) $12 Shares 276 Est. Cost $40.15 Unrealized
NUVEEN EGY MLP TOTAL RTN 0.0%
Value ($000) $12 Shares 1,119 Est. Cost $314.35 Unrealized
VPL VANGUARD INTL EQUITY INDEX PAC 0.0%
Value ($000) $12 Shares 219 Est. Cost $54.79 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $3969.35 Unrealized
SYLD CAMBRIA ETF TR SHAREHOLDER YIE 0.0%
Value ($000) $11 Shares 380 Est. Cost $31.58 Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUM V 0.0%
Value ($000) $11 Shares 171 Est. Cost $64.33 Unrealized
IGOV ISHARES TR S&P/CITIGROUP INTL 0.0%
Value ($000) $11 Shares 118 Est. Cost $93.22 Unrealized
IJT ISHARE S&P S/C 600 GRW 0.0%
Value ($000) $10 Shares 84 Est. Cost $119.05 Unrealized
LEMB ISHARES INC EMERGING MKTS LOCA 0.0%
Value ($000) $10 Shares 244 Est. Cost $44008.19 Unrealized
IVE ISHARES TR S&P 500 /BAR VAL 0.0%
Value ($000) $9 Shares 106 Est. Cost $94.34 Unrealized
NUVEEN AMT-FREE MUN INCOME FD 0.0%
Value ($000) $8 Shares 605 Est. Cost $13.22 Unrealized
DOUBLELINE INCOME SOLUTIONS FD 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.00 Unrealized
ROYCE GLOBAL VALUE TR INC COM 0.0%
Value ($000) $8 Shares 1,117 Est. Cost $716.41 Unrealized
FTC FIRST TR LARGE CAP GROWTH ALPH 0.0%
Value ($000) $7 Shares 148 Est. Cost $47.30 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
PROSHARES SHORT S&P 500 NON-TR 0.0%
Value ($000) $7 Shares 350 Est. Cost $22.86 Unrealized
PROSHARES TR II ULTRA BLOOMBER 0.0%
Value ($000) $7 Shares 536 Est. Cost $44.78 Unrealized
GAMCO GLOBAL GOLD NAT RES & IN 0.0%
Value ($000) $6 Shares 1,221 Est. Cost $7.10 Unrealized
HANCOCK JOHN PFD INCOME FD SH 0.0%
Value ($000) $6 Shares 295 Est. Cost $20.34 Unrealized
KRE SPDR SER TR KBW REGL BKG ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
IWY ISHARES TR RUSSELL TOP 200 GRO 0.0%
Value ($000) $5 Shares 89 Est. Cost $22710.64 Unrealized
VTIP VANGUARD MALVERN SHORT-TERM IN 0.0%
Value ($000) $5 Shares 107 Est. Cost $46.73 Unrealized
CLAYMORE ETF TR GUGGENHEIM BUL 0.0%
Value ($000) $5 Shares 220 Est. Cost $22.73 Unrealized
CLAYMORE ETF TR GUGGENHEIM BUL 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
ISHARES MSCI JAPAN ETF INDEX 0.0%
Value ($000) $4 Shares 370 Est. Cost $10.81 Unrealized
GUGGENHEIM ENHANCED EQUITY STR 0.0%
Value ($000) $4 Shares 231 Est. Cost $17.32 Unrealized
FAS DIREXION SHS ETF TR DAILY FINL 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.50 Unrealized
XLI SECTOR SPDR INDL SELECT SHARES 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
DIREXION SHS ETF TR CHINA BULL 0.0%
Value ($000) $2 Shares 98 Est. Cost $34.48 Unrealized
BKF ISHARES INC MSCI BRIC INDX 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
IEI ISHARES TR BARCLAYS BOND BARCL 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.62 Unrealized
PROSHARES TR ULTRASHORT REAL E 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
VONE VANGUARD SCOTTSDALE FDS VANGUA 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MARKET VECTOR GOLD MINERS 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
EDV VANGUARD EXTENDED DURATION TRE 0.0%
Value ($000) $0 Shares 2 Est. Cost $129905.47 Unrealized