Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $313,833 (100.0% shares, 0.0% debt)

Holdings (215)

VOO VANGUARD INDEX FDS 4.9%
Value ($000) $15,451 Shares 61,914 Est. Cost $226.63 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $10,211 Shares 55,080 Est. Cost $34.81 Unrealized +22.8%
MSFT MICROSOFT CORP 2.4%
Value ($000) $7,656 Shares 77,516 Est. Cost $62.55 Unrealized +43.5%
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $6,347 Shares 23,385 Est. Cost $246.05 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $6,205 Shares 22,737 Est. Cost $270.48 Unrealized
SHV ISHARES TR 1.9%
Value ($000) $6,027 Shares 54,465 Est. Cost $110.66 Unrealized
ADBE ADOBE SYS INC 1.9%
Value ($000) $6,021 Shares 24,719 Est. Cost $137.81 Unrealized +71.6%
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $5,904 Shares 42,000 Est. Cost $130.82 Unrealized
NVDA NVIDIA CORP 1.7%
Value ($000) $5,473 Shares 23,038 Est. Cost $3.13 Unrealized +91.8%
BA BOEING CO 1.7%
Value ($000) $5,396 Shares 16,081 Est. Cost $174.89 Unrealized +88.9%
META FACEBOOK INC 1.7%
Value ($000) $5,325 Shares 27,383 Est. Cost $149.89 Unrealized +19.7%
SBUX STARBUCKS CORP 1.4%
Value ($000) $4,414 Shares 90,360 Est. Cost $48.70 Unrealized -1.3%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $3,979 Shares 47,908 Est. Cost $51.45 Unrealized +54.5%
BAC BANK AMER CORP 1.2%
Value ($000) $3,699 Shares 131,463 Est. Cost $20.09 Unrealized +23.7%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $3,612 Shares 32,739 Est. Cost $63.16 Unrealized +38.2%
T AT&T INC 1.0%
Value ($000) $3,182 Shares 99,754 Est. Cost $15.72 Unrealized -7.6%
ALTABA INC 1.0%
Value ($000) $3,080 Shares 42,042 Est. Cost $54.38 Unrealized
VOT VANGUARD INDEX FDS 1.0%
Value ($000) $2,996 Shares 22,262 Est. Cost $127.69 Unrealized
DOWDUPONT INC 0.9%
Value ($000) $2,881 Shares 43,662 Est. Cost $69.26 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,856 Shares 37,463 Est. Cost $62.87 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,820 Shares 40,200 Est. Cost $68.82 Unrealized
TIP ISHARES TR 0.9%
Value ($000) $2,811 Shares 25,024 Est. Cost $112.82 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $2,787 Shares 15,164 Est. Cost $130.81 Unrealized +7.2%
RESONANT INC 0.9%
Value ($000) $2,733 Shares 484,565 Est. Cost $7.40 Unrealized
QLD PROSHARES TR 0.9%
Value ($000) $2,710 Shares 31,299 Est. Cost $90.14 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $2,507 Shares 15,406 Est. Cost $147.03 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,479 Shares 34,492 Est. Cost $69.35 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,349 Shares 64,472 Est. Cost $22.52 Unrealized +7.9%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,324 Shares 29,722 Est. Cost $81.89 Unrealized
BSV VANGUARD BD INDEX FD INC 0.7%
Value ($000) $2,317 Shares 29,588 Est. Cost $78.97 Unrealized
CSX CSX CORP 0.7%
Value ($000) $2,317 Shares 36,425 Est. Cost $15.43 Unrealized +20.5%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,297 Shares 264,689 Est. Cost $100.18 Unrealized -0.2%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,290 Shares 27,664 Est. Cost $55.58 Unrealized +1.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,276 Shares 21,948 Est. Cost $75.14 Unrealized +18.5%
VGK VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,268 Shares 40,257 Est. Cost $56.16 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,266 Shares 10,849 Est. Cost $151.66 Unrealized +17.2%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,238 Shares 32,300 Est. Cost $46.71 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,234 Shares 18,477 Est. Cost $101.77 Unrealized -1.0%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,100 Shares 20,162 Est. Cost $101.77 Unrealized -4.5%
C CITIGROUP INC 0.7%
Value ($000) $2,094 Shares 31,226 Est. Cost $57.57 Unrealized -7.9%
F FORD MTR CO DEL 0.7%
Value ($000) $2,087 Shares 189,430 Est. Cost $7.26 Unrealized +6.6%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,080 Shares 78,574 Est. Cost $24.21 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,052 Shares 16,249 Est. Cost $75.58 Unrealized +17.9%
QCOM QUALCOMM INC 0.7%
Value ($000) $2,041 Shares 36,178 Est. Cost $46.74 Unrealized -1.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,028 Shares 40,240 Est. Cost $30.39 Unrealized +6.0%
WTPI WISDOMTREE TR 0.6%
Value ($000) $1,992 Shares 67,570 Est. Cost $29.09 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,944 Shares 44,317 Est. Cost $34.39 Unrealized -1.1%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,918 Shares 25,161 Est. Cost $65.65 Unrealized
DVY ISHARES TR 0.6%
Value ($000) $1,875 Shares 19,124 Est. Cost $97.30 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,857 Shares 22,217 Est. Cost $87.08 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $1,820 Shares 35,659 Est. Cost $41.60 Unrealized +6.2%
AXON AXON ENTERPRISE INC 0.6%
Value ($000) $1,761 Shares 27,912 Est. Cost $24.46 Unrealized +121.2%
SSO PROSHARES TR 0.6%
Value ($000) $1,749 Shares 15,722 Est. Cost $89.63 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $1,740 Shares 11,781 Est. Cost $110.74 Unrealized +42.9%
VIG VANGUARD GROUP 0.6%
Value ($000) $1,733 Shares 17,074 Est. Cost $93.26 Unrealized
GM GENERAL MTRS CO 0.6%
Value ($000) $1,729 Shares 43,885 Est. Cost $35.71 Unrealized -1.9%
V VISA INC 0.5%
Value ($000) $1,644 Shares 12,473 Est. Cost $89.80 Unrealized +35.9%
UWM PROSHARES TR 0.5%
Value ($000) $1,630 Shares 20,465 Est. Cost $93.27 Unrealized
MVV PROSHARES TR 0.5%
Value ($000) $1,622 Shares 37,903 Est. Cost $63.98 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $1,609 Shares 13,017 Est. Cost $68.68 Unrealized +27.0%
VFH VANGUARD WORLD FDS 0.5%
Value ($000) $1,606 Shares 23,760 Est. Cost $66.80 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,588 Shares 13,736 Est. Cost $115.46 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,588 Shares 31,984 Est. Cost $30.62 Unrealized +47.1%
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,585 Shares 30,503 Est. Cost $54.65 Unrealized
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $1,532 Shares 13,799 Est. Cost $69.48 Unrealized +18.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,514 Shares 19,342 Est. Cost $69.26 Unrealized -10.8%
VYMI VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $1,509 Shares 24,202 Est. Cost $64.87 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $1,509 Shares 27,476 Est. Cost $53.31 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,502 Shares 35,126 Est. Cost $33.46 Unrealized +3.9%
VIS VANGUARD WORLD FDS 0.5%
Value ($000) $1,479 Shares 10,844 Est. Cost $132.16 Unrealized
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $1,423 Shares 11,265 Est. Cost $96.58 Unrealized +32.2%
GENERAL ELECTRIC CO 0.5%
Value ($000) $1,422 Shares 105,330 Est. Cost $26.69 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,370 Shares 34,037 Est. Cost $41.49 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,353 Shares 23,876 Est. Cost $38.29 Unrealized -15.9%
NWBI NORTHWEST BANCSHARES INC MD 0.4%
Value ($000) $1,352 Shares 78,092 Est. Cost $9.66 Unrealized +11.4%
NKE NIKE INC 0.4%
Value ($000) $1,348 Shares 16,905 Est. Cost $48.29 Unrealized +32.2%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,343 Shares 16,707 Est. Cost $66.43 Unrealized +9.4%
LGLV SPDR SER TR 0.4%
Value ($000) $1,330 Shares 14,713 Est. Cost $89.16 Unrealized
TCW STRATEGIC INCOME FUND IN 0.4%
Value ($000) $1,290 Shares 235,094 Est. Cost $5.66 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,290 Shares 13,920 Est. Cost $49.24 Unrealized +43.2%
AFL AFLAC INC 0.4%
Value ($000) $1,285 Shares 29,859 Est. Cost $33.95 Unrealized +10.6%
ALPS ETF TR 0.4%
Value ($000) $1,279 Shares 126,611 Est. Cost $11.94 Unrealized
SNY SANOFI 0.4%
Value ($000) $1,278 Shares 31,936 Est. Cost $40.30 Unrealized
GLOBAL X FDS 0.4%
Value ($000) $1,270 Shares 60,929 Est. Cost $21.60 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,245 Shares 17,972 Est. Cost $38.08 Unrealized +36.0%
SPINNAKER ETF TR 0.4%
Value ($000) $1,222 Shares 41,859 Est. Cost $26.97 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $1,215 Shares 10,994 Est. Cost $66.54 Unrealized +2.7%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,214 Shares 18,278 Est. Cost $55.17 Unrealized -0.2%
DELL TECHNOLOGIES INC 0.4%
Value ($000) $1,212 Shares 14,324 Est. Cost $61.60 Unrealized
VDE VANGUARD WORLD FDS 0.4%
Value ($000) $1,188 Shares 11,326 Est. Cost $104.61 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,151 Shares 10,801 Est. Cost $78.03 Unrealized +7.3%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,149 Shares 16,132 Est. Cost $50.58 Unrealized +4.2%
EEM ISHARES TR 0.4%
Value ($000) $1,139 Shares 26,444 Est. Cost $43.47 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,138 Shares 10,903 Est. Cost $103.85 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,136 Shares 11,621 Est. Cost $72.21 Unrealized +22.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,133 Shares 24,558 Est. Cost $39.21 Unrealized +20.5%
NUVEEN DOW 30 DYN OVERWRITE 0.4%
Value ($000) $1,109 Shares 57,327 Est. Cost $16.52 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,086 Shares 25,497 Est. Cost $44.55 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $1,075 Shares 11,587 Est. Cost $71.83 Unrealized -3.0%
GENESEE & WYO INC 0.3%
Value ($000) $1,075 Shares 13,280 Est. Cost $68.43 Unrealized
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $1,074 Shares 20,214 Est. Cost $48.06 Unrealized -7.9%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,060 Shares 12,362 Est. Cost $71.33 Unrealized +3.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,057 Shares 19,052 Est. Cost $41.79 Unrealized -2.8%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,046 Shares 18,952 Est. Cost $55.19 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $1,044 Shares 16,739 Est. Cost $7.75 Unrealized +52.8%
IEV ISHARES TR 0.3%
Value ($000) $1,039 Shares 23,288 Est. Cost $45.46 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $1,039 Shares 28,808 Est. Cost $24.49 Unrealized +10.5%
FS INVT CORP 0.3%
Value ($000) $1,020 Shares 138,971 Est. Cost $8.63 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,014 Shares 14,457 Est. Cost $39.61 Unrealized +51.5%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $1,003 Shares 19,660 Est. Cost $52.35 Unrealized -8.7%
EMR EMERSON ELEC CO 0.3%
Value ($000) $978 Shares 14,169 Est. Cost $54.95 Unrealized +6.7%
KRE SPDR SERIES TRUST 0.3%
Value ($000) $970 Shares 15,871 Est. Cost $60.57 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $969 Shares 41,700 Est. Cost $24.61 Unrealized
AEGON N V 0.3%
Value ($000) $965 Shares 163,438 Est. Cost $6.45 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $957 Shares 20,073 Est. Cost $48.68 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $944 Shares 16,325 Est. Cost $60.59 Unrealized
TOTAL S A 0.3%
Value ($000) $939 Shares 15,486 Est. Cost $61.26 Unrealized
FIRST TR VALUE LINE 100 ETF 0.3%
Value ($000) $922 Shares 40,045 Est. Cost $21.27 Unrealized
CENTRAL SECS CORP 0.3%
Value ($000) $915 Shares 32,789 Est. Cost $24.89 Unrealized
SOUTHERN NATL BANCORP OF VA 0.3%
Value ($000) $910 Shares 51,061 Est. Cost $17.50 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $904 Shares 14,458 Est. Cost $57.07 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $865 Shares 19,804 Est. Cost $40.52 Unrealized +1.6%
AEO AMERICAN EAGLE OUTFITTERS NE 0.3%
Value ($000) $844 Shares 36,500 Est. Cost $18.16 Unrealized 0.0%
MS MORGAN STANLEY 0.3%
Value ($000) $828 Shares 17,565 Est. Cost $34.60 Unrealized +19.7%
ELLSWORTH GRWTH AND INCOME L 0.3%
Value ($000) $813 Shares 86,146 Est. Cost $9.14 Unrealized
AIA ISHARES TR 0.3%
Value ($000) $809 Shares 12,935 Est. Cost $62.58 Unrealized
EET PROSHARES TR 0.2%
Value ($000) $784 Shares 10,084 Est. Cost $72.03 Unrealized
ANGL VANECK VECTORS ETF TR 0.2%
Value ($000) $777 Shares 27,161 Est. Cost $30.01 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $777 Shares 20,771 Est. Cost $37.17 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $768 Shares 23,434 Est. Cost $31.15 Unrealized -13.8%
EEMV ISHARES INC 0.2%
Value ($000) $756 Shares 13,119 Est. Cost $57.87 Unrealized
XHB SPDR SERIES TRUST 0.2%
Value ($000) $753 Shares 19,151 Est. Cost $38.55 Unrealized
TWITTER INC 0.2%
Value ($000) $731 Shares 16,725 Est. Cost $18.73 Unrealized
DOL WISDOMTREE TR 0.2%
Value ($000) $719 Shares 15,088 Est. Cost $47.11 Unrealized
BKF ISHARES INC 0.2%
Value ($000) $705 Shares 16,823 Est. Cost $44.83 Unrealized
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $697 Shares 14,113 Est. Cost $28.52 Unrealized
XILINX INC 0.2%
Value ($000) $693 Shares 10,544 Est. Cost $64.09 Unrealized
ARCC ARES CAP CORP 0.2%
Value ($000) $692 Shares 42,059 Est. Cost $7.67 Unrealized +3.5%
EBAY EBAY INC 0.2%
Value ($000) $689 Shares 18,996 Est. Cost $30.45 Unrealized +13.7%
VANECK VECTORS ETF TR 0.2%
Value ($000) $688 Shares 26,192 Est. Cost $27.23 Unrealized
HEWJ ISHARES TR 0.2%
Value ($000) $683 Shares 21,179 Est. Cost $33.93 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $674 Shares 22,678 Est. Cost $32.51 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $667 Shares 18,655 Est. Cost $35.19 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $661 Shares 11,940 Est. Cost $42.48 Unrealized +2.0%
SO SOUTHERN CO 0.2%
Value ($000) $631 Shares 13,590 Est. Cost $32.15 Unrealized +2.2%
MRK MERCK & CO INC 0.2%
Value ($000) $623 Shares 10,325 Est. Cost $46.47 Unrealized -4.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $621 Shares 14,982 Est. Cost $35.41 Unrealized -5.8%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $610 Shares 12,333 Est. Cost $44.31 Unrealized +11.5%
LEN LENNAR CORP 0.2%
Value ($000) $604 Shares 11,459 Est. Cost $52.86 Unrealized -9.2%
USB US BANCORP DEL 0.2%
Value ($000) $600 Shares 12,018 Est. Cost $37.01 Unrealized +0.7%
EZM WISDOMTREE TR 0.2%
Value ($000) $587 Shares 14,648 Est. Cost $40.07 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $581 Shares 10,753 Est. Cost $52.12 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $569 Shares 25,355 Est. Cost $21.79 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $568 Shares 10,910 Est. Cost $35.11 Unrealized +3.5%
TRIBUNE MEDIA CO 0.2%
Value ($000) $567 Shares 14,817 Est. Cost $40.15 Unrealized
NORBORD INC 0.2%
Value ($000) $551 Shares 13,706 Est. Cost $39.60 Unrealized
NORDSTROM INC 0.2%
Value ($000) $542 Shares 10,402 Est. Cost $52.11 Unrealized
APACHE CORP 0.2%
Value ($000) $541 Shares 11,634 Est. Cost $46.71 Unrealized
KEY KEYCORP NEW 0.2%
Value ($000) $532 Shares 27,157 Est. Cost $12.40 Unrealized +12.7%
BLACKSTONE GROUP L P 0.2%
Value ($000) $526 Shares 16,284 Est. Cost $32.84 Unrealized
GLW CORNING INC 0.2%
Value ($000) $518 Shares 19,248 Est. Cost $24.88 Unrealized -10.0%
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $512 Shares 10,664 Est. Cost $46.87 Unrealized
BANK AMER CORP 0.2%
Value ($000) $506 Shares 31,015 Est. Cost $12.02 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $504 Shares 15,851 Est. Cost $31.07 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $504 Shares 78,415 Est. Cost $5.69 Unrealized
AA ALCOA CORP 0.2%
Value ($000) $497 Shares 10,425 Est. Cost $47.30 Unrealized +1.5%
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $495 Shares 22,224 Est. Cost $19.91 Unrealized
BWX SPDR SERIES TRUST 0.2%
Value ($000) $490 Shares 17,645 Est. Cost $28.67 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $483 Shares 15,422 Est. Cost $31.36 Unrealized
ADAM NAT RES FD INC 0.2%
Value ($000) $482 Shares 23,209 Est. Cost $20.76 Unrealized
MET METLIFE INC 0.2%
Value ($000) $479 Shares 11,109 Est. Cost $34.90 Unrealized +2.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $464 Shares 16,652 Est. Cost $26.84 Unrealized
AQUA AMERICA INC 0.1%
Value ($000) $462 Shares 13,140 Est. Cost $33.27 Unrealized
REDFIN CORP 0.1%
Value ($000) $456 Shares 19,749 Est. Cost $21.58 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $452 Shares 10,399 Est. Cost $26.75 Unrealized +3.2%
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $436 Shares 48,527 Est. Cost $8.53 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $429 Shares 16,179 Est. Cost $26.91 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $424 Shares 10,912 Est. Cost $36.02 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.1%
Value ($000) $417 Shares 11,143 Est. Cost $36.17 Unrealized
APPTIO INC 0.1%
Value ($000) $398 Shares 10,991 Est. Cost $36.21 Unrealized
BBX CAP CORP NEW 0.1%
Value ($000) $391 Shares 43,744 Est. Cost $8.94 Unrealized
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $388 Shares 38,701 Est. Cost $8.63 Unrealized
LMNR LIMONEIRA CO 0.1%
Value ($000) $378 Shares 15,360 Est. Cost $18.74 Unrealized +13.4%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $377 Shares 11,197 Est. Cost $31.78 Unrealized -7.9%
BLACKROCK ENH CAP & INC FD I 0.1%
Value ($000) $374 Shares 22,305 Est. Cost $14.97 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $368 Shares 29,115 Est. Cost $11.80 Unrealized
HPQ HP INC 0.1%
Value ($000) $354 Shares 15,924 Est. Cost $17.35 Unrealized -0.7%
EPS WISDOMTREE TR 0.1%
Value ($000) $351 Shares 11,415 Est. Cost $31.10 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $341 Shares 19,287 Est. Cost $11.04 Unrealized -4.2%
RDN RADIAN GROUP INC 0.1%
Value ($000) $332 Shares 20,748 Est. Cost $14.17 Unrealized -4.4%
MACQUARIE GLBL INFRA TOTL RE 0.1%
Value ($000) $322 Shares 14,302 Est. Cost $24.51 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $319 Shares 11,077 Est. Cost $21.17 Unrealized +30.6%
ARCONIC INC 0.1%
Value ($000) $316 Shares 18,932 Est. Cost $27.53 Unrealized
HANCOCK JOHN TAX-ADV DIV INC 0.1%
Value ($000) $310 Shares 13,261 Est. Cost $25.58 Unrealized
DISCOVERY INC 0.1%
Value ($000) $293 Shares 10,500 Est. Cost $23.58 Unrealized
NAVI NAVIENT CORPORATION 0.1%
Value ($000) $291 Shares 22,366 Est. Cost $15.09 Unrealized -9.7%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $291 Shares 10,083 Est. Cost $31.08 Unrealized 0.0%
SPROTT FOCUS TR INC 0.1%
Value ($000) $278 Shares 35,544 Est. Cost $7.71 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $278 Shares 43,100 Est. Cost $6.69 Unrealized
SPHY SPDR SER TR 0.1%
Value ($000) $272 Shares 10,778 Est. Cost $25.29 Unrealized
GABELLI MULTIMEDIA TR INC 0.1%
Value ($000) $257 Shares 27,027 Est. Cost $8.97 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $255 Shares 11,664 Est. Cost $21.59 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $250 Shares 44,204 Est. Cost $5.73 Unrealized
ERIC ERICSSON 0.1%
Value ($000) $248 Shares 32,953 Est. Cost $6.94 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $245 Shares 12,702 Est. Cost $21.98 Unrealized -12.4%
ISHARES GOLD TRUST 0.1%
Value ($000) $234 Shares 19,530 Est. Cost $12.83 Unrealized
RITE AID CORP 0.1%
Value ($000) $221 Shares 127,184 Est. Cost $1.74 Unrealized
FIRST TR ENHANCED EQTY INC F 0.1%
Value ($000) $209 Shares 12,893 Est. Cost $16.13 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $207 Shares 21,756 Est. Cost $9.22 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $142 Shares 13,100 Est. Cost $246.05 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $21 Shares 4,517 Est. Cost Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $20 Shares 6,700 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $18 Shares 7,400 Est. Cost $246.05 Unrealized
WTPI WISDOMTREE TR 0.0%
Value ($000) $4 Shares 14,400 Est. Cost $29.09 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $48.70 Unrealized -1.3%