Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $307,552 (100.0% shares, 0.0% debt)

Holdings (249)

VOO VANGUARD INDEX FDS 3.9%
Value ($000) $12,100 Shares 52,447 Est. Cost $211.92 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $8,951 Shares 58,123 Est. Cost $34.43 Unrealized +5.0%
MSFT MICROSOFT CORP 2.1%
Value ($000) $6,337 Shares 85,120 Est. Cost $62.55 Unrealized +6.6%
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $6,177 Shares 47,671 Est. Cost $124.40 Unrealized
SBUX STARBUCKS CORP 1.6%
Value ($000) $5,040 Shares 93,907 Est. Cost $50.21 Unrealized -8.0%
META FACEBOOK INC 1.6%
Value ($000) $4,862 Shares 28,373 Est. Cost $147.92 Unrealized +12.0%
BA BOEING CO 1.5%
Value ($000) $4,468 Shares 17,605 Est. Cost $174.89 Unrealized +26.0%
NVDA NVIDIA CORP 1.4%
Value ($000) $4,449 Shares 24,852 Est. Cost $3.13 Unrealized +31.0%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $4,228 Shares 16,828 Est. Cost $195.54 Unrealized
T AT&T INC 1.3%
Value ($000) $3,940 Shares 100,327 Est. Cost $15.89 Unrealized -1.8%
ADBE ADOBE SYS INC 1.2%
Value ($000) $3,664 Shares 24,586 Est. Cost $136.92 Unrealized +9.0%
POWERSHARES ETF TRUST 1.1%
Value ($000) $3,342 Shares 68,820 Est. Cost $46.91 Unrealized
BAC BANK AMER CORP 1.1%
Value ($000) $3,244 Shares 127,959 Est. Cost $19.10 Unrealized +4.5%
AGG ISHARES TR 1.0%
Value ($000) $2,987 Shares 27,257 Est. Cost $107.32 Unrealized
TXN TEXAS INSTRS INC 1.0%
Value ($000) $2,966 Shares 33,099 Est. Cost $63.16 Unrealized +3.2%
POWERSHARES QQQ TRUST 1.0%
Value ($000) $2,962 Shares 20,307 Est. Cost $138.08 Unrealized
AFL AFLAC INC 0.9%
Value ($000) $2,894 Shares 35,541 Est. Cost $31.79 Unrealized +4.2%
ALTABA INC 0.9%
Value ($000) $2,867 Shares 43,264 Est. Cost $54.38 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,854 Shares 118,306 Est. Cost $26.93 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,845 Shares 35,469 Est. Cost $80.16 Unrealized
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $2,841 Shares 44,308 Est. Cost $49.03 Unrealized +21.9%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,789 Shares 17,004 Est. Cost $150.98 Unrealized -7.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,726 Shares 20,919 Est. Cost $100.51 Unrealized +4.4%
POWERSHARES ETF TRUST 0.9%
Value ($000) $2,692 Shares 69,784 Est. Cost $36.57 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,670 Shares 40,318 Est. Cost $62.87 Unrealized
POWERSHARES ETF TRUST 0.9%
Value ($000) $2,656 Shares 29,276 Est. Cost $85.69 Unrealized
DOWDUPONT INC 0.9%
Value ($000) $2,636 Shares 38,049 Est. Cost $69.28 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,452 Shares 34,412 Est. Cost $67.82 Unrealized
POWERSHARES ETF TRUST 0.8%
Value ($000) $2,370 Shares 24,147 Est. Cost $90.38 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,343 Shares 39,623 Est. Cost $39.24 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $2,289 Shares 15,985 Est. Cost $138.96 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $2,278 Shares 12,172 Est. Cost $126.31 Unrealized +8.9%
VIG VANGUARD SPECIALIZED PORTFOL 0.7%
Value ($000) $2,109 Shares 22,235 Est. Cost $90.28 Unrealized
QLD PROSHARES TR 0.7%
Value ($000) $2,082 Shares 32,393 Est. Cost $90.42 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,080 Shares 39,465 Est. Cost $50.08 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,064 Shares 21,510 Est. Cost $68.59 Unrealized +7.4%
C CITIGROUP INC 0.7%
Value ($000) $2,048 Shares 28,150 Est. Cost $51.91 Unrealized 0.0%
KO COCA COLA CO 0.7%
Value ($000) $2,009 Shares 44,620 Est. Cost $33.73 Unrealized +3.6%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,002 Shares 20,335 Est. Cost $102.06 Unrealized -5.0%
WTPI WISDOMTREE TR 0.6%
Value ($000) $1,982 Shares 67,222 Est. Cost $29.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,958 Shares 75,745 Est. Cost $24.02 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,915 Shares 35,354 Est. Cost $15.23 Unrealized +0.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,897 Shares 38,443 Est. Cost $29.61 Unrealized +2.1%
VGK VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,872 Shares 32,127 Est. Cost $54.11 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.6%
Value ($000) $1,860 Shares 36,929 Est. Cost $50.22 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $1,831 Shares 21,682 Est. Cost $84.60 Unrealized
SSO PROSHARES TR 0.6%
Value ($000) $1,825 Shares 18,823 Est. Cost $89.63 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,804 Shares 19,876 Est. Cost $70.19 Unrealized +4.0%
POWERSHARES ETF TRUST 0.6%
Value ($000) $1,780 Shares 45,758 Est. Cost $36.02 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $1,747 Shares 31,434 Est. Cost $41.04 Unrealized +10.2%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,718 Shares 20,972 Est. Cost $55.47 Unrealized -2.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,707 Shares 14,480 Est. Cost $73.39 Unrealized +3.8%
FS INVT CORP 0.5%
Value ($000) $1,677 Shares 198,722 Est. Cost $8.78 Unrealized
POWERSHARES ETF TRUST 0.5%
Value ($000) $1,645 Shares 15,329 Est. Cost $103.35 Unrealized
SHV ISHARES TR 0.5%
Value ($000) $1,623 Shares 14,689 Est. Cost $110.52 Unrealized
F FORD MTR CO DEL 0.5%
Value ($000) $1,620 Shares 134,950 Est. Cost $7.12 Unrealized +1.9%
PFE PFIZER INC 0.5%
Value ($000) $1,599 Shares 44,786 Est. Cost $21.60 Unrealized +3.0%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,585 Shares 18,005 Est. Cost $87.59 Unrealized
URI UNITED RENTALS INC 0.5%
Value ($000) $1,585 Shares 11,433 Est. Cost $108.13 Unrealized +7.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,559 Shares 24,645 Est. Cost $39.29 Unrealized -8.1%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,551 Shares 22,754 Est. Cost $64.31 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,546 Shares 22,663 Est. Cost $61.81 Unrealized
MVV PROSHARES TR 0.5%
Value ($000) $1,531 Shares 13,923 Est. Cost $103.73 Unrealized
AIG AMERICAN INTL GROUP INC 0.5%
Value ($000) $1,494 Shares 24,333 Est. Cost $50.15 Unrealized 0.0%
GWG HLDGS INC 0.5%
Value ($000) $1,494 Shares 1,494,000 Est. Cost $1.00 Unrealized
GLOBAL X FDS 0.5%
Value ($000) $1,466 Shares 66,742 Est. Cost $21.60 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.5%
Value ($000) $1,451 Shares 84,202 Est. Cost $9.66 Unrealized +0.6%
TCW STRATEGIC INCOME FUND IN 0.5%
Value ($000) $1,424 Shares 245,375 Est. Cost $5.65 Unrealized
AA ALCOA CORP 0.5%
Value ($000) $1,401 Shares 30,105 Est. Cost $38.20 Unrealized 0.0%
ALPS ETF TR 0.5%
Value ($000) $1,389 Shares 123,919 Est. Cost $11.96 Unrealized
UWM PROSHARES TR 0.5%
Value ($000) $1,387 Shares 20,792 Est. Cost $93.81 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $1,377 Shares 27,182 Est. Cost $47.68 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,340 Shares 15,101 Est. Cost $89.76 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,336 Shares 21,022 Est. Cost $39.90 Unrealized +8.1%
EOG EOG RES INC 0.4%
Value ($000) $1,310 Shares 13,490 Est. Cost $68.68 Unrealized -1.8%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $1,299 Shares 12,140 Est. Cost $71.07 Unrealized +1.4%
ABBV ABBVIE INC 0.4%
Value ($000) $1,276 Shares 14,312 Est. Cost $46.96 Unrealized +14.3%
V VISA INC 0.4%
Value ($000) $1,267 Shares 12,031 Est. Cost $88.10 Unrealized +8.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,262 Shares 10,524 Est. Cost $77.32 Unrealized +7.2%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $1,256 Shares 11,349 Est. Cost $92.93 Unrealized +3.3%
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,208 Shares 9,920 Est. Cost $117.60 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,206 Shares 22,976 Est. Cost $38.61 Unrealized +6.6%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $1,185 Shares 15,401 Est. Cost $46.03 Unrealized +7.4%
INTC INTEL CORP 0.4%
Value ($000) $1,180 Shares 30,909 Est. Cost $29.57 Unrealized +0.1%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,178 Shares 11,822 Est. Cost $96.44 Unrealized
VWOB VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $1,160 Shares 14,298 Est. Cost $80.12 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,158 Shares 16,691 Est. Cost $55.72 Unrealized -6.9%
POWERSHARES ETF TRUST 0.4%
Value ($000) $1,154 Shares 23,233 Est. Cost $45.80 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,149 Shares 13,394 Est. Cost $71.32 Unrealized +1.1%
SCZ ISHARES TR 0.4%
Value ($000) $1,135 Shares 18,304 Est. Cost $51.01 Unrealized
DELL TECHNOLOGIES INC 0.4%
Value ($000) $1,111 Shares 14,250 Est. Cost $61.12 Unrealized
POWERSHARES ETF TRUST 0.4%
Value ($000) $1,098 Shares 38,118 Est. Cost $27.87 Unrealized
LUV SOUTHWEST AIRLS CO 0.4%
Value ($000) $1,089 Shares 19,455 Est. Cost $52.33 Unrealized -3.3%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,074 Shares 24,657 Est. Cost $40.85 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $1,064 Shares 19,484 Est. Cost $52.78 Unrealized
BSV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $1,063 Shares 13,318 Est. Cost $80.09 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $1,039 Shares 42,267 Est. Cost $24.05 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,038 Shares 21,376 Est. Cost $40.52 Unrealized +8.4%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,038 Shares 12,888 Est. Cost $48.32 Unrealized +15.8%
SOUTHERN NATL BANCORP OF VA 0.3%
Value ($000) $1,030 Shares 60,576 Est. Cost $17.49 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,000 Shares 11,016 Est. Cost $70.40 Unrealized +8.9%
AIA ISHARES TR 0.3%
Value ($000) $997 Shares 16,241 Est. Cost $57.17 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 0.3%
Value ($000) $981 Shares 57,815 Est. Cost $16.52 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $961 Shares 7,519 Est. Cost $96.85 Unrealized
EEMV ISHARES INC 0.3%
Value ($000) $961 Shares 16,542 Est. Cost $55.39 Unrealized
SPINNAKER ETF TR 0.3%
Value ($000) $954 Shares 35,800 Est. Cost $26.65 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.3%
Value ($000) $952 Shares 11,768 Est. Cost $77.97 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $950 Shares 18,306 Est. Cost $44.24 Unrealized -4.4%
GENESEE & WYO INC 0.3%
Value ($000) $942 Shares 12,750 Est. Cost $67.67 Unrealized
BKF ISHARES INC 0.3%
Value ($000) $942 Shares 21,871 Est. Cost $37.24 Unrealized
FJP FIRST TR EXCH TRD ALPHA FD I 0.3%
Value ($000) $926 Shares 16,725 Est. Cost $44.80 Unrealized
FIRST TR VALUE LINE 100 ETF 0.3%
Value ($000) $923 Shares 41,224 Est. Cost $21.27 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $920 Shares 8,103 Est. Cost $113.47 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $902 Shares 5,933 Est. Cost $131.44 Unrealized
VFH VANGUARD WORLD FDS 0.3%
Value ($000) $899 Shares 13,751 Est. Cost $58.74 Unrealized
NKE NIKE INC 0.3%
Value ($000) $898 Shares 17,393 Est. Cost $48.29 Unrealized +4.3%
POWERSHARES ETF TRUST 0.3%
Value ($000) $889 Shares 54,914 Est. Cost $15.44 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $889 Shares 38,951 Est. Cost $24.46 Unrealized -4.3%
CENTRAL SECS CORP 0.3%
Value ($000) $886 Shares 34,197 Est. Cost $24.89 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $883 Shares 23,776 Est. Cost $36.02 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $880 Shares 5,776 Est. Cost $127.28 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $877 Shares 15,720 Est. Cost $55.79 Unrealized
VAW VANGUARD WORLD FDS 0.3%
Value ($000) $873 Shares 6,793 Est. Cost $115.26 Unrealized
VPU VANGUARD WORLD FDS 0.3%
Value ($000) $864 Shares 7,395 Est. Cost $114.42 Unrealized
POWERSHARES ETF TR II 0.3%
Value ($000) $860 Shares 28,892 Est. Cost $29.27 Unrealized
AIVL WISDOMTREE TR 0.3%
Value ($000) $849 Shares 10,078 Est. Cost $82.26 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $849 Shares 15,117 Est. Cost $39.52 Unrealized +4.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $847 Shares 22,131 Est. Cost $31.92 Unrealized +0.3%
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $840 Shares 6,255 Est. Cost $128.64 Unrealized
EET PROSHARES TR 0.3%
Value ($000) $837 Shares 10,187 Est. Cost $72.03 Unrealized
VYMI VANGUARD WHITEHALL FDS INC 0.3%
Value ($000) $815 Shares 12,409 Est. Cost $62.65 Unrealized
VCR VANGUARD WORLD FDS 0.3%
Value ($000) $814 Shares 5,682 Est. Cost $136.45 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $805 Shares 16,668 Est. Cost $33.54 Unrealized +8.1%
LOW LOWES COS INC 0.3%
Value ($000) $802 Shares 10,081 Est. Cost $69.62 Unrealized -5.7%
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $797 Shares 5,753 Est. Cost $137.82 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $795 Shares 10,127 Est. Cost $62.53 Unrealized +5.0%
ELLSWORTH GROWTH & INCOME FD 0.3%
Value ($000) $791 Shares 85,630 Est. Cost $9.14 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $789 Shares 10,273 Est. Cost $63.85 Unrealized 0.0%
XILINX INC 0.3%
Value ($000) $778 Shares 11,062 Est. Cost $64.09 Unrealized
BAX BAXTER INTL INC 0.3%
Value ($000) $773 Shares 12,334 Est. Cost $49.09 Unrealized +9.0%
DOL WISDOMTREE TR 0.3%
Value ($000) $773 Shares 15,710 Est. Cost $47.11 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $772 Shares 25,014 Est. Cost $29.78 Unrealized
XHB SPDR SERIES TRUST 0.2%
Value ($000) $764 Shares 19,292 Est. Cost $38.53 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $760 Shares 11,853 Est. Cost $46.55 Unrealized +0.3%
EBAY EBAY INC 0.2%
Value ($000) $748 Shares 19,484 Est. Cost $30.45 Unrealized +6.2%
POWERSHARES ETF TRUST 0.2%
Value ($000) $748 Shares 11,355 Est. Cost $62.62 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $741 Shares 21,857 Est. Cost $24.03 Unrealized -1.6%
CBS CORP NEW 0.2%
Value ($000) $723 Shares 12,363 Est. Cost $63.90 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $719 Shares 13,502 Est. Cost $36.97 Unrealized +2.1%
SO SOUTHERN CO 0.2%
Value ($000) $711 Shares 14,331 Est. Cost $35.09 Unrealized -2.2%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $703 Shares 17,340 Est. Cost $43.21 Unrealized
SUNTRUST BKS INC 0.2%
Value ($000) $700 Shares 11,715 Est. Cost $57.33 Unrealized
BWX SPDR SERIES TRUST 0.2%
Value ($000) $699 Shares 24,881 Est. Cost $54.53 Unrealized
CMBS ISHARES TR 0.2%
Value ($000) $688 Shares 13,344 Est. Cost $51.42 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $668 Shares 19,862 Est. Cost $25.04 Unrealized -1.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $660 Shares 13,183 Est. Cost $35.49 Unrealized -2.9%
FTNT FORTINET INC 0.2%
Value ($000) $658 Shares 18,302 Est. Cost $7.75 Unrealized -2.0%
EFG ISHARES TR 0.2%
Value ($000) $645 Shares 8,335 Est. Cost $77.38 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $641 Shares 13,309 Est. Cost $44.31 Unrealized +2.2%
POWERSHARES DB CMDTY IDX TRA 0.2%
Value ($000) $635 Shares 41,655 Est. Cost $14.40 Unrealized
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $629 Shares 13,234 Est. Cost $47.57 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $617 Shares 5,370 Est. Cost $108.14 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $611 Shares 11,118 Est. Cost $42.17 Unrealized -0.1%
TRIBUNE MEDIA CO 0.2%
Value ($000) $605 Shares 15,004 Est. Cost $40.19 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $591 Shares 13,327 Est. Cost $40.94 Unrealized
IEV ISHARES TR 0.2%
Value ($000) $588 Shares 12,520 Est. Cost $44.34 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $588 Shares 10,383 Est. Cost $34.75 Unrealized +5.1%
POWERSHARES ETF TRUST 0.2%
Value ($000) $584 Shares 15,634 Est. Cost $36.14 Unrealized
SPDR SERIES TRUST 0.2%
Value ($000) $579 Shares 15,469 Est. Cost $37.25 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $578 Shares 10,615 Est. Cost $51.93 Unrealized
FQF TR 0.2%
Value ($000) $577 Shares 19,133 Est. Cost $29.58 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $571 Shares 14,089 Est. Cost $36.64 Unrealized -5.3%
MET METLIFE INC 0.2%
Value ($000) $569 Shares 10,973 Est. Cost $34.63 Unrealized +5.8%
KEY KEYCORP NEW 0.2%
Value ($000) $561 Shares 29,607 Est. Cost $12.40 Unrealized +0.5%
XRT SPDR SERIES TRUST 0.2%
Value ($000) $558 Shares 13,420 Est. Cost $40.88 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $547 Shares 24,531 Est. Cost $21.73 Unrealized
CWB SPDR SERIES TRUST 0.2%
Value ($000) $544 Shares 10,616 Est. Cost $49.51 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $525 Shares 28,085 Est. Cost $21.98 Unrealized -4.6%
BP BP PLC 0.2%
Value ($000) $519 Shares 13,500 Est. Cost $34.57 Unrealized
EZM WISDOMTREE TR 0.2%
Value ($000) $508 Shares 13,646 Est. Cost $35.83 Unrealized
EATON VANCE SH TM DR DIVR IN 0.2%
Value ($000) $506 Shares 35,591 Est. Cost $14.10 Unrealized
NORDSTROM INC 0.2%
Value ($000) $502 Shares 10,677 Est. Cost $48.13 Unrealized
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $502 Shares 19,066 Est. Cost $28.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $496 Shares 19,081 Est. Cost $27.07 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $491 Shares 28,645 Est. Cost $16.80 Unrealized
APACHE CORP 0.2%
Value ($000) $487 Shares 10,690 Est. Cost $47.26 Unrealized
GDX VANECK VECTORS ETF TR 0.2%
Value ($000) $485 Shares 21,118 Est. Cost $22.08 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $481 Shares 25,269 Est. Cost $19.15 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $458 Shares 23,401 Est. Cost $16.29 Unrealized
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $449 Shares 74,392 Est. Cost $5.65 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $446 Shares 13,436 Est. Cost $33.27 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $444 Shares 5,422 Est. Cost $82.09 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.1%
Value ($000) $438 Shares 21,214 Est. Cost $19.85 Unrealized
BANK AMER CORP 0.1%
Value ($000) $436 Shares 33,015 Est. Cost $12.02 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $423 Shares 47,108 Est. Cost $8.51 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $419 Shares 12,612 Est. Cost $33.30 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.1%
Value ($000) $417 Shares 11,143 Est. Cost $36.17 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $408 Shares 27,232 Est. Cost $15.00 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $406 Shares 10,334 Est. Cost $28.55 Unrealized +8.1%
NAVI NAVIENT CORPORATION 0.1%
Value ($000) $403 Shares 26,516 Est. Cost $15.09 Unrealized -3.3%
POWERSHARES ETF TRUST 0.1%
Value ($000) $399 Shares 20,785 Est. Cost $18.14 Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $393 Shares 20,983 Est. Cost $14.17 Unrealized +1.4%
QAI INDEXIQ ETF TR 0.1%
Value ($000) $390 Shares 13,130 Est. Cost $29.39 Unrealized
MCDERMOTT INTL INC 0.1%
Value ($000) $386 Shares 52,989 Est. Cost $7.21 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $373 Shares 5,963 Est. Cost $62.55 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $373 Shares 4,562 Est. Cost $79.05 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $370 Shares 6,515 Est. Cost $43.41 Unrealized
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $370 Shares 39,496 Est. Cost $8.61 Unrealized
SNY SANOFI 0.1%
Value ($000) $369 Shares 7,406 Est. Cost $47.74 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $361 Shares 6,810 Est. Cost $51.86 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $357 Shares 11,667 Est. Cost $30.17 Unrealized
CAJPY CANON INC 0.1%
Value ($000) $357 Shares 10,415 Est. Cost $34.20 Unrealized
LMNR LIMONEIRA CO 0.1%
Value ($000) $356 Shares 15,360 Est. Cost $19.28 Unrealized 0.0%
MACQUARIE GLBL INFRA TOTL RE 0.1%
Value ($000) $352 Shares 13,380 Est. Cost $24.51 Unrealized
AEGON N V 0.1%
Value ($000) $348 Shares 60,057 Est. Cost $5.64 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $342 Shares 6,337 Est. Cost $50.47 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $336 Shares 3,730 Est. Cost $78.19 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $335 Shares 11,070 Est. Cost $29.18 Unrealized
TWITTER INC 0.1%
Value ($000) $326 Shares 19,324 Est. Cost $18.07 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $324 Shares 11,927 Est. Cost $21.17 Unrealized +8.8%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $323 Shares 6,558 Est. Cost $49.51 Unrealized
HANCOCK JOHN TAX-ADV DIV INC 0.1%
Value ($000) $322 Shares 12,443 Est. Cost $25.64 Unrealized
DISCOVERY COMMUNICATNS NEW 0.1%
Value ($000) $315 Shares 15,017 Est. Cost $20.98 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $315 Shares 3,341 Est. Cost $94.28 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $314 Shares 25,768 Est. Cost $11.76 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $312 Shares 8,038 Est. Cost $39.16 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $302 Shares 45,600 Est. Cost $6.69 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $297 Shares 10,779 Est. Cost $27.64 Unrealized
BLACKROCK ENH CAP & INC FD I 0.1%
Value ($000) $295 Shares 18,898 Est. Cost $14.71 Unrealized
GABELLI MULTIMEDIA TR INC 0.1%
Value ($000) $282 Shares 28,988 Est. Cost $8.97 Unrealized
FRANKS INTL N V 0.1%
Value ($000) $270 Shares 34,836 Est. Cost $8.18 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $264 Shares 12,417 Est. Cost $20.93 Unrealized
BBX CAP CORP NEW 0.1%
Value ($000) $257 Shares 34,794 Est. Cost $7.39 Unrealized
TOTAL S A 0.1%
Value ($000) $253 Shares 4,726 Est. Cost $50.06 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $249 Shares 29,371 Est. Cost $8.68 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $244 Shares 23,935 Est. Cost $10.03 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $238 Shares 12,624 Est. Cost $17.35 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $234 Shares 10,708 Est. Cost $21.57 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $234 Shares 2,361 Est. Cost $54.53 Unrealized 0.0%
EATON VANCE TX ADV GLBL DIV 0.1%
Value ($000) $224 Shares 12,867 Est. Cost $17.42 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $223 Shares 7,848 Est. Cost $28.70 Unrealized
LA QUINTA HLDGS INC 0.1%
Value ($000) $217 Shares 12,414 Est. Cost $14.66 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value ($000) $212 Shares 32,960 Est. Cost $6.43 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $207 Shares 10,306 Est. Cost $20.09 Unrealized
AMERICAN INTL GROUP INC 0.1%
Value ($000) $207 Shares 10,350 Est. Cost $20.10 Unrealized
AHRT ARMADA HOFFLER PPTYS INC 0.0%
Value ($000) $138 Shares 10,000 Est. Cost $13.00 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $129 Shares 14,171 Est. Cost $9.35 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $127 Shares 22,007 Est. Cost $5.77 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $123 Shares 20,609 Est. Cost $6.16 Unrealized