Migdal Insurance & Financial Holdings Ltd. Diversified Active

CIK: 0001415912 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 24, 2023

Total Value ($000): $4,325 (100.0% shares, 0.0% debt)

Holdings (506)

XLC COMM SERV SELEC 7.2%
Value ($000) $310 Shares 4,767,073 Est. Cost $23.54 Unrealized
XLI INDUSTRIAL SELE 6.2%
Value ($000) $270 Shares 2,513,651 Est. Cost $55.10 Unrealized
IGV ISHSS PLUS P GSTI SO 6.2%
Value ($000) $266 Shares 770,312 Est. Cost $82.91 Unrealized
NICE NICE 5.8%
Value ($000) $249 Shares 1,206,675 Est. Cost $87.09 Unrealized
XLK TECH SPDR 5.0%
Value ($000) $216 Shares 1,241,561 Est. Cost $120.01 Unrealized
TEVA TEVA PHARMACEUT 4.1%
Value ($000) $178 Shares 23,646,440 Est. Cost $10.83 Unrealized
XLF FINANCIAL SPDR 3.5%
Value ($000) $153 Shares 4,532,008 Est. Cost $32.68 Unrealized
XLP CONSUMER STAPLE 2.9%
Value ($000) $127 Shares 1,714,464 Est. Cost $49.37 Unrealized
NVMI NOVA MEASURING 2.9%
Value ($000) $123 Shares 1,051,685 Est. Cost $28.93 Unrealized +253.6%
ORA ORMAT 2.1%
Value ($000) $90 Shares 1,123,526 Est. Cost $52.30 Unrealized +59.3%
KBE KBW BANK 2.0%
Value ($000) $87 Shares 2,420,000 Est. Cost $0.04 Unrealized
SEDG SOLAREDGE TECH 1.8%
Value ($000) $76 Shares 284,281 Est. Cost $67.15 Unrealized +327.0%
AVGO BROADCOM LTD 1.6%
Value ($000) $68 Shares 78,511 Est. Cost $52.02 Unrealized +32.1%
MSFT MICROSOFT CORP 1.5%
Value ($000) $66 Shares 195,179 Est. Cost $276.60 Unrealized +11.1%
PFE PFIZER INC 1.5%
Value ($000) $66 Shares 1,789,447 Est. Cost $34.80 Unrealized -4.5%
SMH VANECK SEMICON 1.5%
Value ($000) $65 Shares 429,000 Est. Cost $0.15 Unrealized
BA BOEING 1.4%
Value ($000) $63 Shares 297,000 Est. Cost $163.57 Unrealized +27.0%
PERI PERION NET LTD 1.4%
Value ($000) $60 Shares 1,959,039 Est. Cost $22.25 Unrealized +54.4%
GOOG ALPHABET INC-CL 1.4%
Value ($000) $60 Shares 492,225 Est. Cost $107.42 Unrealized +7.0%
TSM TAIWAN SEMICOND 1.3%
Value ($000) $56 Shares 548,882 Est. Cost $1.37 Unrealized
CAMT CAMTEK 1.3%
Value ($000) $55 Shares 1,531,973 Est. Cost $15.21 Unrealized +85.3%
XLY CONSUMER DISCRE 1.3%
Value ($000) $54 Shares 319,028 Est. Cost $43.54 Unrealized
PANW PALO ALTO 1.2%
Value ($000) $53 Shares 208,920 Est. Cost $72.79 Unrealized +43.0%
MS MORGAN STANLEY 1.1%
Value ($000) $48 Shares 559,065 Est. Cost $60.27 Unrealized +30.0%
XLU UTILITIES SPDR 1.1%
Value ($000) $47 Shares 722,224 Est. Cost $62.51 Unrealized
LQD ISHARES IBOXX I 1.1%
Value ($000) $47 Shares 430,000 Est. Cost $108.06 Unrealized
META META PLATFORMS 1.1%
Value ($000) $46 Shares 159,948 Est. Cost $138.26 Unrealized +77.2%
BUG GLOBAL X CYBERS 1.0%
Value ($000) $45 Shares 1,837,690 Est. Cost $1.31 Unrealized
XLE ENERGY SELECT S 1.0%
Value ($000) $43 Shares 531,781 Est. Cost $56.40 Unrealized
BLACKROCK 0.9%
Value ($000) $41 Shares 59,200 Est. Cost $0.69 Unrealized
AMAT APPLIED MATERIA 0.9%
Value ($000) $38 Shares 265,418 Est. Cost $122.26 Unrealized +0.0%
V VISA 0.9%
Value ($000) $37 Shares 157,622 Est. Cost $223.44 Unrealized +0.4%
MA MASTERCARD A 0.9%
Value ($000) $37 Shares 95,087 Est. Cost $369.78 Unrealized +0.0%
COST COSTCO 0.8%
Value ($000) $37 Shares 68,000 Est. Cost $487.14 Unrealized 0.0%
BRK/A Berkshire INC 0.8%
Value ($000) $36 Shares 70 Est. Cost $497809.40 Unrealized 0.0%
QCOM QUALCOMM INC 0.8%
Value ($000) $35 Shares 298,352 Est. Cost $117.57 Unrealized -7.9%
RTX RAYTHEON TECH 0.8%
Value ($000) $35 Shares 360,055 Est. Cost $92.28 Unrealized +0.0%
NVDA NVIDIA CORP 0.8%
Value ($000) $34 Shares 81,525 Est. Cost $26.87 Unrealized +23.5%
JPM JPMORGAN 0.7%
Value ($000) $30 Shares 206,608 Est. Cost $125.98 Unrealized +2.9%
TSEM TOWER 0.7%
Value ($000) $29 Shares 780,806 Est. Cost $29.62 Unrealized +39.6%
INMD INMODE LTD 0.7%
Value ($000) $28 Shares 754,166 Est. Cost $48.92 Unrealized -28.6%
ANGL ANGL 0.6%
Value ($000) $28 Shares 1,002,595 Est. Cost $26.23 Unrealized
BAC BANK OF AMERICA 0.6%
Value ($000) $26 Shares 917,200 Est. Cost $26.69 Unrealized -0.3%
EMR EMERSON ELECTRI 0.6%
Value ($000) $25 Shares 280,000 Est. Cost $84.53 Unrealized -5.3%
SPIB SPDR PORTFOLIO 0.6%
Value ($000) $25 Shares 783,761 Est. Cost $28.31 Unrealized
GLBE GLOBAL-E ONLINE 0.5%
Value ($000) $24 Shares 581,000 Est. Cost $26.74 Unrealized +23.1%
WIX WIX.COM LTD 0.5%
Value ($000) $23 Shares 292,034 Est. Cost $102.30 Unrealized -19.6%
AGCO AGCO CORP 0.5%
Value ($000) $23 Shares 173,000 Est. Cost $122.69 Unrealized -6.2%
TSLA TESLA INC 0.5%
Value ($000) $21 Shares 81,499 Est. Cost $199.59 Unrealized +0.2%
MNDY MNDY US 0.5%
Value ($000) $21 Shares 122,669 Est. Cost $120.68 Unrealized +23.8%
SPY SPDR S&P 500 ET 0.5%
Value ($000) $21 Shares 47,347 Est. Cost $323.46 Unrealized
CHKP CHECK POINT SOF 0.5%
Value ($000) $21 Shares 165,029 Est. Cost $103.48 Unrealized +21.7%
AMZN AMAZON.COM INC 0.5%
Value ($000) $20 Shares 155,175 Est. Cost $98.21 Unrealized +16.3%
HYG ISHARES H/Y CO 0.4%
Value ($000) $19 Shares 250,970 Est. Cost $0.22 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $19 Shares 60,000 Est. Cost $276.41 Unrealized 0.0%
KRNT KORNIT DIGITAL 0.4%
Value ($000) $18 Shares 598,682 Est. Cost $28.14 Unrealized -19.7%
CRWD CRWD US 0.4%
Value ($000) $17 Shares 118,828 Est. Cost $135.88 Unrealized +2.6%
CYBERARK SOFT 0.4%
Value ($000) $16 Shares 104,000 Est. Cost $103.95 Unrealized
FTNT FORTINET 0.4%
Value ($000) $16 Shares 214,870 Est. Cost $54.09 Unrealized +25.7%
CORP PIMCO INV GRADE 0.3%
Value ($000) $15 Shares 155,471 Est. Cost $39.33 Unrealized
SSYS STRATASYS 0.3%
Value ($000) $13 Shares 743,580 Est. Cost $15.66 Unrealized 0.0%
S SENTINELONE INC 0.3%
Value ($000) $11 Shares 749,382 Est. Cost $17.72 Unrealized -4.5%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $11 Shares 27,111 Est. Cost $330.28 Unrealized
BYTE ACQUISITIO 0.2%
Value ($000) $11 Shares 1,000,000 Est. Cost $0.01 Unrealized
SMWB SIMILARWEB LTD 0.2%
Value ($000) $10 Shares 1,586,950 Est. Cost $19.76 Unrealized -69.3%
JNK SPDR ETF 0.2%
Value ($000) $10 Shares 111,937 Est. Cost $89.06 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.2%
Value ($000) $10 Shares 129,978 Est. Cost $74.49 Unrealized
TBLA Taboola 0.2%
Value ($000) $10 Shares 3,063,235 Est. Cost $9.10 Unrealized -69.9%
DT DYNATRACE INC 0.2%
Value ($000) $9 Shares 175,000 Est. Cost $46.87 Unrealized 0.0%
DRS LEONARDO DRS IN 0.2%
Value ($000) $9 Shares 514,257 Est. Cost $10.65 Unrealized +43.8%
DDOG DATADOG INC 0.2%
Value ($000) $8 Shares 86,000 Est. Cost $83.62 Unrealized 0.0%
NTAP NETAPP INC 0.2%
Value ($000) $8 Shares 110,000 Est. Cost $63.79 Unrealized 0.0%
QLTA ISHARES TR A RATE CP BD ETF 0.2%
Value ($000) $8 Shares 175,723 Est. Cost $0.95 Unrealized
PSTG PURE STORAGE 0.2%
Value ($000) $8 Shares 225,000 Est. Cost $28.33 Unrealized 0.0%
BSJO INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 0.2%
Value ($000) $8 Shares 361,972 Est. Cost $11.31 Unrealized
VGSH VANGUARD S.T 0.2%
Value ($000) $8 Shares 133,385 Est. Cost $6.53 Unrealized
URGN UROGEN PHARMA 0.2%
Value ($000) $7 Shares 698,302 Est. Cost $36.91 Unrealized -70.1%
XLG INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 0.2%
Value ($000) $7 Shares 20,838 Est. Cost $0.35 Unrealized
SPTI SPDR INTER GOV 0.2%
Value ($000) $7 Shares 248,682 Est. Cost $4.40 Unrealized
FROG JFROG 0.2%
Value ($000) $7 Shares 250,000 Est. Cost $22.50 Unrealized +1.5%
INVZ INNOVIZ TECHNO 0.2%
Value ($000) $7 Shares 2,415,000 Est. Cost $4.50 Unrealized -38.6%
TIP ISHARES TR TIPS BD ETF 0.2%
Value ($000) $7 Shares 61,897 Est. Cost $122.25 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.1%
Value ($000) $6 Shares 56,359 Est. Cost $58.59 Unrealized
XAR SPDR SER TR AEROSPACE DEF 0.1%
Value ($000) $6 Shares 49,824 Est. Cost $88.77 Unrealized
PAYO PAYONEER GLOBAL 0.1%
Value ($000) $6 Shares 1,205,084 Est. Cost $5.02 Unrealized -0.3%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value ($000) $6 Shares 42,350 Est. Cost $8.48 Unrealized
RPV INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 0.1%
Value ($000) $5 Shares 68,718 Est. Cost $0.08 Unrealized
FVRR FIVERR INTERNA 0.1%
Value ($000) $5 Shares 199,753 Est. Cost $28.29 Unrealized +6.5%
SHY ISH BAR 1-3 Y 0.1%
Value ($000) $5 Shares 57,584 Est. Cost $8.23 Unrealized
VCSH VANGUARD S.T 0.1%
Value ($000) $5 Shares 61,341 Est. Cost $18.18 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $5 Shares 24,405 Est. Cost $25.42 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 0.1%
Value ($000) $5 Shares 100,425 Est. Cost $38.30 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.1%
Value ($000) $4 Shares 32,274 Est. Cost $34.36 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 0.1%
Value ($000) $4 Shares 86,616 Est. Cost $51.47 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $4 Shares 21,118 Est. Cost $116.45 Unrealized +47.8%
ARBE ARBE ROBOTICS 0.1%
Value ($000) $4 Shares 1,400,000 Est. Cost $10.07 Unrealized -75.3%
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value ($000) $4 Shares 41,363 Est. Cost $19.79 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $4 Shares 74,884 Est. Cost $40.92 Unrealized +11.2%
SOL GEL TECH 0.1%
Value ($000) $4 Shares 1,230,636 Est. Cost $8.42 Unrealized
SNPE XTRACKERS S&P 500 ESG ETF 0.1%
Value ($000) $4 Shares 90,803 Est. Cost $14.24 Unrealized
RSKD RISKIFIED 0.1%
Value ($000) $4 Shares 738,549 Est. Cost $5.18 Unrealized -3.1%
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.1%
Value ($000) $3 Shares 56,683 Est. Cost $2.67 Unrealized
CDNS CADENCE DESIGN SYS INC 0.1%
Value ($000) $3 Shares 12,710 Est. Cost $150.37 Unrealized +44.7%
AAXJ ISHARES TR MSCI AC ASIA ETF 0.1%
Value ($000) $3 Shares 43,731 Est. Cost $16.57 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $3 Shares 13,659 Est. Cost $145.98 Unrealized +38.2%
JETS US GLOBAL JETS ETF 0.1%
Value ($000) $3 Shares 132,615 Est. Cost $16.32 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $3 Shares 32,494 Est. Cost $71.85 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $3 Shares 5,820 Est. Cost $372.25 Unrealized
TALK TALK US 0.1%
Value ($000) $3 Shares 2,000,000 Est. Cost $5.49 Unrealized -82.3%
SPLUNK INC 0.1%
Value ($000) $3 Shares 24,002 Est. Cost $94.84 Unrealized
EBND SPDR SER TR BLOOMBERG EMERGI 0.1%
Value ($000) $2 Shares 115,219 Est. Cost $25.07 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value ($000) $2 Shares 4,680 Est. Cost $395.63 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 0.1%
Value ($000) $2 Shares 30,670 Est. Cost $47.69 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $2 Shares 17,652 Est. Cost $106.82 Unrealized +6.9%
ZS ZSCALER INC 0.0%
Value ($000) $2 Shares 14,415 Est. Cost $133.91 Unrealized -8.8%
ISHARES TR IBONDS DEC25 ETF 0.0%
Value ($000) $2 Shares 81,006 Est. Cost $0.02 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 0.0%
Value ($000) $2 Shares 97,464 Est. Cost $0.33 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $2 Shares 5,164 Est. Cost $269.76 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $2 Shares 41,343 Est. Cost $39.58 Unrealized -4.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $2 Shares 3,732 Est. Cost $353.34 Unrealized +22.1%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $2 Shares 54,358 Est. Cost $20.42 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T INVESCO MSCI 0.0%
Value ($000) $2 Shares 33,440 Est. Cost $0.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2 Shares 24,406 Est. Cost $93.58 Unrealized -27.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 24,716 Est. Cost $64.69 Unrealized -1.9%
NET CLOUDFLARE INC - CLASS A 0.0%
Value ($000) $2 Shares 25,000 Est. Cost $33.16 Unrealized +80.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 2,909 Est. Cost $91.10 Unrealized +9.7%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $2 Shares 2,200 Est. Cost $220.79 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $2 Shares 10,850 Est. Cost $171.33 Unrealized -17.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 17,278 Est. Cost $94.56 Unrealized -9.4%
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 0.0%
Value ($000) $2 Shares 73,953 Est. Cost $6.62 Unrealized
ESLT ELBIT SYSTEMS 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $152.89 Unrealized +23.8%
NXTG FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 0.0%
Value ($000) $1 Shares 20,401 Est. Cost $5.40 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $1 Shares 80,670 Est. Cost $15.37 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $1 Shares 6,530 Est. Cost $152.67 Unrealized +43.1%
JD JD.COM INC-ADR 0.0%
Value ($000) $1 Shares 41,593 Est. Cost $45.89 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 2,967 Est. Cost $495.09 Unrealized -6.1%
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 20,278 Est. Cost $120.41 Unrealized -36.9%
HTEC EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 0.0%
Value ($000) $1 Shares 44,124 Est. Cost $36.81 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 0.0%
Value ($000) $1 Shares 21,625 Est. Cost $0.95 Unrealized
SAPIENS INTERNA 0.0%
Value ($000) $1 Shares 46,998 Est. Cost $30.32 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 0.0%
Value ($000) $1 Shares 21,015 Est. Cost $56.24 Unrealized
HERO GLOBAL X FDS VDEO GAM ESPRT 0.0%
Value ($000) $1 Shares 59,344 Est. Cost $22.97 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $1 Shares 63,357 Est. Cost $16.51 Unrealized +0.4%
IGM ISHARES TR EXPND TEC SC ETF 0.0%
Value ($000) $1 Shares 2,849 Est. Cost $0.39 Unrealized
TENB TENABLE HOLDINGS INC 0.0%
Value ($000) $1 Shares 25,615 Est. Cost $32.11 Unrealized +27.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 9,585 Est. Cost $98.55 Unrealized +5.5%
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 36,968 Est. Cost $25.47 Unrealized
SAIC SCIENCE APPLICATIONS INTE 0.0%
Value ($000) $1 Shares 9,700 Est. Cost $82.41 Unrealized +26.0%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $1 Shares 40,068 Est. Cost $44.70 Unrealized -44.2%
MBLY MOBILEYE NV 0.0%
Value ($000) $1 Shares 27,571 Est. Cost $39.75 Unrealized +2.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 12,002 Est. Cost $87.08 Unrealized -5.2%
VONG VANGUARD RUSSELL 1000 GROWTH 0.0%
Value ($000) $1 Shares 14,996 Est. Cost $0.07 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 7,844 Est. Cost $167.39 Unrealized -19.4%
QLYS QUALYS INC 0.0%
Value ($000) $1 Shares 7,813 Est. Cost $95.96 Unrealized +28.2%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $1 Shares 16,020 Est. Cost $0.06 Unrealized
ZIM ZIM 0.0%
Value ($000) $1 Shares 80,000 Est. Cost $16.08 Unrealized 0.0%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $1 Shares 17,610 Est. Cost $33.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $1 Shares 2,825 Est. Cost $284.54 Unrealized +14.7%
EWA ISHARES INC MSCI AUST ETF 0.0%
Value ($000) $1 Shares 42,000 Est. Cost $0.02 Unrealized
ACWI ISHARES MSCI AC 0.0%
Value ($000) $1 Shares 8,993 Est. Cost $94.94 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 17,484 Est. Cost $44.19 Unrealized -3.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 45,897 Est. Cost $11.12 Unrealized +5.2%
ETFMG PRIME CYBER SECURITY E 0.0%
Value ($000) $1 Shares 15,200 Est. Cost $61.18 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 22,336 Est. Cost $30.15 Unrealized +1.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1 Shares 2,231 Est. Cost $240.99 Unrealized +27.8%
INFY INFOSYS LTD-SP ADR 0.0%
Value ($000) $1 Shares 43,909 Est. Cost $5.67 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $1 Shares 6,438 Est. Cost $80.98 Unrealized +23.0%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $1 Shares 9,840 Est. Cost $21.01 Unrealized
VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 0.0%
Value ($000) $1 Shares 14,835 Est. Cost $48.54 Unrealized
IBN ICICI BANK LTD-SPON ADR 0.0%
Value ($000) $1 Shares 26,399 Est. Cost $7.28 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $1 Shares 1,223 Est. Cost $323.56 Unrealized +24.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1 Shares 1,271 Est. Cost $217.03 Unrealized +85.6%
HDB HDFC BANK LTD- ADR 0.0%
Value ($000) $1 Shares 7,888 Est. Cost $46.29 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $1 Shares 11,616 Est. Cost $48.57 Unrealized -4.5%
FTSL FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 0.0%
Value ($000) $1 Shares 11,535 Est. Cost $47.91 Unrealized
DRUP GRANITESHARES ETF TR XOUT US LRG CP 0.0%
Value ($000) $1 Shares 12,640 Est. Cost $24.02 Unrealized
PSN PARSONS CORP 0.0%
Value ($000) $0 Shares 10,060 Est. Cost $35.90 Unrealized +27.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $0 Shares 2,347 Est. Cost $204.23 Unrealized -8.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $0 Shares 6,400 Est. Cost $73.86 Unrealized -5.2%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $0 Shares 12,061 Est. Cost $3.50 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $0 Shares 5,600 Est. Cost $0.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $0 Shares 5,793 Est. Cost $76.07 Unrealized
USB US BANCORP 0.0%
Value ($000) $0 Shares 13,936 Est. Cost $38.26 Unrealized -25.7%
VLN VLN 0.0%
Value ($000) $0 Shares 179,616 Est. Cost $3.83 Unrealized -33.7%
EPI WISDOMTREE INDIA EARNINGS 0.0%
Value ($000) $0 Shares 12,874 Est. Cost $23.21 Unrealized
ATEN A10 NETWORKS INC COM 0.0%
Value ($000) $0 Shares 30,204 Est. Cost $12.13 Unrealized +14.2%
INDY I SHARES S&P INDIA 50 0.0%
Value ($000) $0 Shares 9,700 Est. Cost $19.34 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $0 Shares 3,397 Est. Cost $135.07 Unrealized -18.3%
JOYY JOYY INC-ADR 0.0%
Value ($000) $0 Shares 13,878 Est. Cost $11.23 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.0%
Value ($000) $0 Shares 4,467 Est. Cost $87.88 Unrealized
NFTY FIRST TRUST INDIA NIFTY 50 E 0.0%
Value ($000) $0 Shares 8,800 Est. Cost $4.70 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 9,365 Est. Cost $42.47 Unrealized -24.6%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $0 Shares 1,640 Est. Cost $148.52 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $0 Shares 2,516 Est. Cost $38.08 Unrealized +28.6%
NTCT NETSCOUT SYSTEMS INC 0.0%
Value ($000) $0 Shares 12,651 Est. Cost $28.07 Unrealized +4.7%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 12,640 Est. Cost $37.31 Unrealized -27.8%
WIT WIPRO LTD-ADR 0.0%
Value ($000) $0 Shares 80,616 Est. Cost $2.47 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $0 Shares 9,239 Est. Cost $36.90 Unrealized 0.0%
RBLX ROBLOX CORP -CLASS A 0.0%
Value ($000) $0 Shares 9,519 Est. Cost $45.67 Unrealized -12.1%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $0 Shares 13,606 Est. Cost $20.54 Unrealized
NABL N-ABLE INC 0.0%
Value ($000) $0 Shares 24,531 Est. Cost $13.70 Unrealized +1.1%
MAS MASCO CORP COM 0.0%
Value ($000) $0 Shares 6,103 Est. Cost $54.24 Unrealized -8.0%
VMWARE INC-CLASSC A 0.0%
Value ($000) $0 Shares 2,338 Est. Cost $116.01 Unrealized
DGRW WISDOMTREE TR US QTLY DIV GRT 0.0%
Value ($000) $0 Shares 4,963 Est. Cost $0.06 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $0 Shares 5,363 Est. Cost $50.82 Unrealized +12.9%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $216.60 Unrealized -17.5%
FDT FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 0.0%
Value ($000) $0 Shares 6,166 Est. Cost $58.23 Unrealized
OSPN ONESPAN INC 0.0%
Value ($000) $0 Shares 20,989 Est. Cost $17.28 Unrealized -12.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $0 Shares 2,626 Est. Cost $72.97 Unrealized +43.2%
FTCS FIRST TRUST CAPITAL STRENGTH 0.0%
Value ($000) $0 Shares 3,840 Est. Cost $0.07 Unrealized
FCOM FIDELITY MSCI COMMUNICATION 0.0%
Value ($000) $0 Shares 6,900 Est. Cost $0.04 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $0 Shares 2,023 Est. Cost $111.39 Unrealized +20.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $0 Shares 1,330 Est. Cost $0.19 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $0 Shares 2,144 Est. Cost $110.64 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 1,315 Est. Cost $228.80 Unrealized -22.2%
PARAMOUNT GLOBAL-CLASS B 0.0%
Value ($000) $0 Shares 16,100 Est. Cost $30.58 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $0 Shares 3,180 Est. Cost $38.41 Unrealized
RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $0.14 Unrealized
ARQIT QUANTUM INC 0.0%
Value ($000) $0 Shares 190,112 Est. Cost $1.14 Unrealized
CVLT COMMVAULT SYSTEMS INC 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $54.11 Unrealized +20.1%
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $0 Shares 1,040 Est. Cost $0.22 Unrealized
SMARTSHEET INC-CLASS A 0.0%
Value ($000) $0 Shares 5,850 Est. Cost $24.69 Unrealized
FTEK FUEL TECH INC COM 0.0%
Value ($000) $0 Shares 5,840 Est. Cost $1.31 Unrealized 0.0%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $0 Shares 4,250 Est. Cost $50.38 Unrealized
JAMF HOLDING CORP 0.0%
Value ($000) $0 Shares 11,158 Est. Cost $0.02 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $0 Shares 12,021 Est. Cost $31.72 Unrealized -41.4%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $0 Shares 2,390 Est. Cost $107.95 Unrealized -14.3%
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 37,181 Est. Cost $4.84 Unrealized 0.0%
SPSB SPDR SER TR PORTFOLIO SHORT 0.0%
Value ($000) $0 Shares 6,618 Est. Cost $26.51 Unrealized
CLOU GLOBAL X FDS CLOUD COMPUTNG 0.0%
Value ($000) $0 Shares 9,627 Est. Cost $22.02 Unrealized
CEMB ISHARES INC JP MRG EM CRP BD 0.0%
Value ($000) $0 Shares 4,338 Est. Cost $38.60 Unrealized
RAMP LIVERAMP HOLDINGS INC 0.0%
Value ($000) $0 Shares 6,550 Est. Cost $64.11 Unrealized -61.3%
KWEB KRANESHARES TR CSI CHI INTERNET 0.0%
Value ($000) $0 Shares 6,810 Est. Cost $29.62 Unrealized
ENVIVA PARTNERS LP 0.0%
Value ($000) $0 Shares 16,204 Est. Cost $7.28 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $0 Shares 4,400 Est. Cost $23.14 Unrealized
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $0 Shares 3,036 Est. Cost $77.83 Unrealized
LVHD LEGG MASON ETF INVT FRANKLIN US LOW 0.0%
Value ($000) $0 Shares 4,710 Est. Cost $21.34 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPME 0.0%
Value ($000) $0 Shares 1,740 Est. Cost $42.55 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $2203.61 Unrealized +17.9%
MTZ MASTEC INC COM 0.0%
Value ($000) $0 Shares 1,285 Est. Cost $94.87 Unrealized +3.2%
ACSI TIDAL ETF TR AMEN CUST SATF 0.0%
Value ($000) $0 Shares 3,188 Est. Cost $50.84 Unrealized
SUNNOVA ENERGY INTERNATIONAL 0.0%
Value ($000) $0 Shares 8,402 Est. Cost $12.37 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 590 Est. Cost $197.30 Unrealized +9.5%
NKE NIKE INC -CL B 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $111.33 Unrealized 0.0%
MOMO MOMO INC-SPON ADR 0.0%
Value ($000) $0 Shares 14,640 Est. Cost $8.21 Unrealized
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $101.26 Unrealized
RDY DOCTOR REDDY'S LAB-ADR 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $44.76 Unrealized
STIP ISHARES TR 0-5 YR TIPS ETF 0.0%
Value ($000) $0 Shares 1,223 Est. Cost $91.86 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $69.88 Unrealized +43.7%
DFE WISDOMTREE TR EUROPE SMCP DV 0.0%
Value ($000) $0 Shares 2,083 Est. Cost $57.72 Unrealized
SNOW SNOWFLAKE INC-CLASS A 0.0%
Value ($000) $0 Shares 657 Est. Cost $172.98 Unrealized -6.0%
RSPS INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 0.0%
Value ($000) $0 Shares 662 Est. Cost $0.17 Unrealized
CACI CACI INTERNATIONAL INC CL A 0.0%
Value ($000) $0 Shares 321 Est. Cost $237.50 Unrealized +30.8%
SMTC SEMTECH CORP 0.0%
Value ($000) $0 Shares 4,311 Est. Cost $31.27 Unrealized -31.0%
WDAY WORKDAY INC-CLASS A 0.0%
Value ($000) $0 Shares 469 Est. Cost $186.75 Unrealized +7.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 1,145 Est. Cost $0.09 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $0 Shares 2,375 Est. Cost $40.69 Unrealized -0.5%
SITM SITIME CORP 0.0%
Value ($000) $0 Shares 833 Est. Cost $122.76 Unrealized -11.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,152 Est. Cost $74.27 Unrealized -0.6%
MXL MAXLINEAR INC 0.0%
Value ($000) $0 Shares 3,167 Est. Cost $36.23 Unrealized -20.2%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $449.31 Unrealized +3.6%
SHM SPDR SER TR NUVEEN BLMBRG SH 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $50.00 Unrealized
MTSI MACOM TECHNOLOGY SOLUTIONS H 0.0%
Value ($000) $0 Shares 1,541 Est. Cost $67.55 Unrealized -10.3%
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $0 Shares 503 Est. Cost $187.76 Unrealized -2.9%
FVD FIRST TR VALUE LINE DIVID IN SHS 0.0%
Value ($000) $0 Shares 2,444 Est. Cost $36.63 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $0 Shares 2,080 Est. Cost $42.80 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 883 Est. Cost $101.01 Unrealized -4.2%
SAP SAP SE-SPONSORED ADR 0.0%
Value ($000) $0 Shares 711 Est. Cost $67.32 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $0 Shares 541 Est. Cost $159.88 Unrealized -0.5%
SYNA SYNAPTICS INC 0.0%
Value ($000) $0 Shares 1,132 Est. Cost $115.26 Unrealized -24.7%
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 1,737 Est. Cost $0.06 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 1,201 Est. Cost $97.34 Unrealized -15.0%
SRLN SPDR BLACKSTONE/GSO SEN LOAN SRLN 0.0%
Value ($000) $0 Shares 2,285 Est. Cost $0.04 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 938 Est. Cost $101.44 Unrealized -5.4%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $0 Shares 611 Est. Cost $168.08 Unrealized -10.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 1,036 Est. Cost $73.80 Unrealized +12.1%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $0 Shares 5,329 Est. Cost $12.63 Unrealized -5.9%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $0 Shares 998 Est. Cost $79.89 Unrealized +0.8%
TCOM TRIP.COM GROUP LTD-ADR 0.0%
Value ($000) $0 Shares 2,679 Est. Cost $20.56 Unrealized
AMBA AMBARELLA INC 0.0%
Value ($000) $0 Shares 1,110 Est. Cost $85.61 Unrealized -14.6%
SIXG DEFIANCE NEXT GEN CONN ETF 0.0%
Value ($000) $0 Shares 2,760 Est. Cost $20.85 Unrealized
DIOD DIODES INC 0.0%
Value ($000) $0 Shares 1,008 Est. Cost $89.53 Unrealized -1.6%
RMBS RAMBUS INC 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $42.95 Unrealized +28.2%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $0 Shares 645 Est. Cost $130.36 Unrealized +6.9%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $0 Shares 645 Est. Cost $0.15 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,537 Est. Cost $41.65 Unrealized +15.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 481 Est. Cost $182.57 Unrealized +8.5%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 1,360 Est. Cost $181.99 Unrealized -66.6%
HYGV FLEXSHARES HIGH YIELD VALUE 0.0%
Value ($000) $0 Shares 2,175 Est. Cost $15.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 1,360 Est. Cost $60.32 Unrealized -2.3%
INDI INDIE SEMICONDUCTOR INC-A 0.0%
Value ($000) $0 Shares 9,135 Est. Cost $8.94 Unrealized +1.0%
GHYB GOLDMAN SACHS ACCESS HY CORP GHYB 0.0%
Value ($000) $0 Shares 2,010 Est. Cost $14.51 Unrealized
IYR ISHARES DJ US REAL ESTATE 0.0%
Value ($000) $0 Shares 975 Est. Cost $0.08 Unrealized
HYS PIMCO 0-5 YEAR H/Y CORP BOND HYS 0.0%
Value ($000) $0 Shares 905 Est. Cost $28.39 Unrealized
IFLN POWERSHARES FDMNL H/Y CORP B PHB 0.0%
Value ($000) $0 Shares 4,675 Est. Cost $3.35 Unrealized
HYLB DEUTSCHE X-TRACKERS HY CORP HYLB 0.0%
Value ($000) $0 Shares 2,360 Est. Cost $12.88 Unrealized
AMRC AMERESCO INC-CL A 0.0%
Value ($000) $0 Shares 1,591 Est. Cost $45.05 Unrealized 0.0%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $0 Shares 1,210 Est. Cost $78.59 Unrealized
BNTX BIONTECH SE-ADR 0.0%
Value ($000) $0 Shares 705 Est. Cost $0.15 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 233 Est. Cost $313.06 Unrealized -7.6%
TLT ISHARES 20 PLUS YEAR TREASURY BO TLT 0.0%
Value ($000) $0 Shares 700 Est. Cost $0.10 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 7,360 Est. Cost $5.61 Unrealized +38.1%
PI IMPINJ INC 0.0%
Value ($000) $0 Shares 839 Est. Cost $127.47 Unrealized -16.4%
ROBT FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $0 Shares 1,602 Est. Cost $52.11 Unrealized
PECO PHILLIPS EDISON & COMPANY IN 0.0%
Value ($000) $0 Shares 2,081 Est. Cost $0.03 Unrealized
DQ DAQO NEW ENERGY CORP-ADR 0.0%
Value ($000) $0 Shares 1,813 Est. Cost $34.85 Unrealized
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $0 Shares 3,067 Est. Cost $8.95 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $0 Shares 1,188 Est. Cost $68.77 Unrealized -12.6%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $0 Shares 582 Est. Cost $96.84 Unrealized -2.5%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 2,660 Est. Cost $53.29 Unrealized -52.8%
BRX BRIXMOR PROPERTY GROUP INC 0.0%
Value ($000) $0 Shares 3,020 Est. Cost $10.61 Unrealized
REG REGENCY CENTERS CORP 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $54.28 Unrealized -1.8%
JKS JINKOSOLAR HOLDING CO- ADR 0.0%
Value ($000) $0 Shares 1,537 Est. Cost $0.04 Unrealized
FRT FEDERAL REALTY INVS TRUST 0.0%
Value ($000) $0 Shares 684 Est. Cost $95.84 Unrealized -12.8%
SUNPOWER CORP. 0.0%
Value ($000) $0 Shares 6,738 Est. Cost $0.01 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $0 Shares 3,297 Est. Cost $18.44 Unrealized -10.3%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $0 Shares 939 Est. Cost $72.05 Unrealized -7.2%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $0 Shares 6,091 Est. Cost $20.96 Unrealized -46.6%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 1,016 Est. Cost $52.89 Unrealized -0.6%
SPIRIT REALTY CAPITAL INC 0.0%
Value ($000) $0 Shares 1,546 Est. Cost $20.33 Unrealized
NNN NATIONAL RETAIL PROPERTIES 0.0%
Value ($000) $0 Shares 1,416 Est. Cost $11.06 Unrealized
PLTK PLAYTIKA HOLDING CORP 0.0%
Value ($000) $0 Shares 5,183 Est. Cost $10.93 Unrealized -0.8%
EVERBRIDGE INC 0.0%
Value ($000) $0 Shares 2,155 Est. Cost $137.98 Unrealized
HTHT HUAZHU GROUP LTD-ADR 0.0%
Value ($000) $0 Shares 1,517 Est. Cost $29.63 Unrealized
VERINT SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,579 Est. Cost $24.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,490 Est. Cost $31.73 Unrealized -1.7%
SMART GLOBAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,047 Est. Cost $0.02 Unrealized
TWLO TWILIO INC - A 0.0%
Value ($000) $0 Shares 805 Est. Cost $161.42 Unrealized -63.4%
PINS PINTEREST INC- CLASS A 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $49.24 Unrealized -49.4%
SOLARWINDS CORP 0.0%
Value ($000) $0 Shares 4,850 Est. Cost $8.79 Unrealized
SITE CENTERS CORP 0.0%
Value ($000) $0 Shares 3,712 Est. Cost $7.13 Unrealized
FIW FIRST TR EXCHANGE TRADED FD WTR ETF 0.0%
Value ($000) $0 Shares 540 Est. Cost $60.19 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.0%
Value ($000) $0 Shares 910 Est. Cost $59.21 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 907 Est. Cost $129.57 Unrealized -59.1%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $0 Shares 302 Est. Cost $116.92 Unrealized
MAC MACERICH CO/THE 0.0%
Value ($000) $0 Shares 3,816 Est. Cost $4.70 Unrealized
FINX GLOBAL X FDS FINTECH ETF 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $6.33 Unrealized
SLX VANECK ETF TRUST STEEL ETF 0.0%
Value ($000) $0 Shares 652 Est. Cost $0.06 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 0.0%
Value ($000) $0 Shares 362 Est. Cost $121.70 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.0%
Value ($000) $0 Shares 1,866 Est. Cost $7.36 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 583 Est. Cost $0.06 Unrealized
FDN FIRST TRUST DJ INTERNET IND 0.0%
Value ($000) $0 Shares 250 Est. Cost $91.25 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $0 Shares 188 Est. Cost $228.82 Unrealized -10.6%
DSI ISHARES TR MSCI KLD400 SOC 0.0%
Value ($000) $0 Shares 470 Est. Cost $83.23 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 89 Est. Cost $35.03 Unrealized +5.1%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $0 Shares 1,111 Est. Cost $29.03 Unrealized -7.4%
INDA ISHARES MSCI INDIA INDEX FND 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.04 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $0 Shares 701 Est. Cost $51.59 Unrealized
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $0 Shares 400 Est. Cost $110.38 Unrealized
PCTY PAYLOCITY HOLDING CORP 0.0%
Value ($000) $0 Shares 186 Est. Cost $205.95 Unrealized -11.1%
DBX DROPBOX INC-CLASS A 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $21.34 Unrealized +6.8%
UE URBAN EDGE PROPERTIES 0.0%
Value ($000) $0 Shares 2,085 Est. Cost $8.03 Unrealized
SPSC SPS COMMERCE INC 0.0%
Value ($000) $0 Shares 164 Est. Cost $105.01 Unrealized +53.7%
PBR PETROLEO BRASILEIRO SA-ADR 0.0%
Value ($000) $0 Shares 2,180 Est. Cost $0.01 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $136.32 Unrealized
RETAIL OPPORTUNITY INVESTMEN 0.0%
Value ($000) $0 Shares 2,236 Est. Cost $8.27 Unrealized
GTY GETTY REALTY CORP 0.0%
Value ($000) $0 Shares 878 Est. Cost $13.62 Unrealized
HYEM VANECK EM HIGH YIELD BOND HYEM 0.0%
Value ($000) $0 Shares 1,585 Est. Cost $10.07 Unrealized
NTNX NUTANIX INC - A 0.0%
Value ($000) $0 Shares 1,037 Est. Cost $25.63 Unrealized +3.6%
IVT INVENTRUST PROPERTIES CORP 0.0%
Value ($000) $0 Shares 1,198 Est. Cost $13.38 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $0 Shares 230 Est. Cost $0.16 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND SHYG 0.0%
Value ($000) $0 Shares 645 Est. Cost $0.04 Unrealized
CEVA CEVA INC 0.0%
Value ($000) $0 Shares 1,078 Est. Cost $33.64 Unrealized -25.2%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $153.56 Unrealized -3.0%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $0 Shares 137 Est. Cost $139.95 Unrealized +12.4%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $0 Shares 113 Est. Cost $180.88 Unrealized +3.9%
HYLS FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 0.0%
Value ($000) $0 Shares 620 Est. Cost $48.62 Unrealized
FIVN FIVE9 INC 0.0%
Value ($000) $0 Shares 316 Est. Cost $84.71 Unrealized -20.8%
UPWK UPWORK INC 0.0%
Value ($000) $0 Shares 2,725 Est. Cost $17.87 Unrealized -49.3%
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.0%
Value ($000) $0 Shares 450 Est. Cost $67.80 Unrealized
CRH PLC ADR 0.0%
Value ($000) $0 Shares 390 Est. Cost $33.33 Unrealized
CRBN ISHARES TR MSCI LW CRB TG 0.0%
Value ($000) $0 Shares 140 Est. Cost $0.16 Unrealized
ITUB ITAU UNIBANCO HLDGS-PREF ADR 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $7.10 Unrealized
WK WORKIVA INC 0.0%
Value ($000) $0 Shares 212 Est. Cost $73.01 Unrealized +31.7%
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $0 Shares 48 Est. Cost $220.88 Unrealized
NULV NUSHARES ETF TR NUVEEN ESG LRGVL 0.0%
Value ($000) $0 Shares 575 Est. Cost $27.83 Unrealized
NTST NETSTREIT CORP 0.0%
Value ($000) $0 Shares 1,080 Est. Cost $0.02 Unrealized
BOX BOX INC - CLASS A 0.0%
Value ($000) $0 Shares 631 Est. Cost $24.96 Unrealized +10.9%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 982 Est. Cost $40.84 Unrealized -61.7%
SPIP SPDR SER TR PORTFLI TIPS ETF 0.0%
Value ($000) $0 Shares 649 Est. Cost $0.03 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 199 Est. Cost $106.78 Unrealized
RPT REALTY 0.0%
Value ($000) $0 Shares 1,538 Est. Cost $5.35 Unrealized
BFS SAUL CENTERS INC 0.0%
Value ($000) $0 Shares 424 Est. Cost $25.73 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 817 Est. Cost $24.48 Unrealized
NECESSITY RETAIL REIT INC/TH 0.0%
Value ($000) $0 Shares 2,381 Est. Cost $4.03 Unrealized
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $0 Shares 236 Est. Cost $42.68 Unrealized +32.4%
MSTR MICROSTRATEGY INC-CL A 0.0%
Value ($000) $0 Shares 44 Est. Cost $23.63 Unrealized +28.2%
APPF APPFOLIO INC - A 0.0%
Value ($000) $0 Shares 86 Est. Cost $117.12 Unrealized +24.3%
AI C3.AI INC-A 0.0%
Value ($000) $0 Shares 409 Est. Cost $66.15 Unrealized -57.4%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $0 Shares 300 Est. Cost $64.37 Unrealized
BLKB BLACKBAUD INC 0.0%
Value ($000) $0 Shares 196 Est. Cost $63.20 Unrealized +11.2%
PEP PEPSICO INC COM 0.0%
Value ($000) $0 Shares 68 Est. Cost $141.19 Unrealized +20.8%
CBL CBL & ASSOCIATES PROPERTIES 0.0%
Value ($000) $0 Shares 569 Est. Cost $0.02 Unrealized
NOK NOKIA CORP-SPONSORED ADR 0.0%
Value ($000) $0 Shares 3,060 Est. Cost $2.78 Unrealized
ICE INTERCONTINENTALEXCHANGE GRO 0.0%
Value ($000) $0 Shares 120 Est. Cost $100.76 Unrealized +3.9%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 159 Est. Cost $0.08 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $0 Shares 219 Est. Cost $67.94 Unrealized -18.3%
RNG RINGCENTRAL INC-CLASS A 0.0%
Value ($000) $0 Shares 376 Est. Cost $128.06 Unrealized -76.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1044.50 Unrealized +20.4%
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 0.0%
Value ($000) $0 Shares 110 Est. Cost $90.91 Unrealized
FRSH FRESHWORKS INC-CL A 0.0%
Value ($000) $0 Shares 632 Est. Cost $15.42 Unrealized -2.5%
DOCN DIGITALOCEAN HOLDINGS INC 0.0%
Value ($000) $0 Shares 273 Est. Cost $40.15 Unrealized -8.2%
KELLOGG CO COM 0.0%
Value ($000) $0 Shares 158 Est. Cost $49.36 Unrealized +18.1%
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.05 Unrealized
USMF WISDOMTREE TR US MULTIFACTOR 0.0%
Value ($000) $0 Shares 230 Est. Cost $39.34 Unrealized
PSI INVESCO EXCHANGE TRADED FD T DYNMC SEMICNDT 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.14 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 0.0%
Value ($000) $0 Shares 219 Est. Cost $57.38 Unrealized
INFORMATICA INC - CLASS A 0.0%
Value ($000) $0 Shares 503 Est. Cost $13.36 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.0%
Value ($000) $0 Shares 42 Est. Cost $238.10 Unrealized
FDRR FIDELITY COVINGTON TRUST DIVID ETF RISI 0.0%
Value ($000) $0 Shares 180 Est. Cost $29.80 Unrealized
INDS PACER FDS TR INDUSTRIAL RELET 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
CPRT COPART INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $29.84 Unrealized +38.9%
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.0%
Value ($000) $0 Shares 97 Est. Cost $62.52 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 85 Est. Cost $102.21 Unrealized -4.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $69.21 Unrealized +11.6%
NCNO NCINO INC 0.0%
Value ($000) $0 Shares 272 Est. Cost $38.86 Unrealized -34.5%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $0 Shares 115 Est. Cost $52.37 Unrealized +11.0%
TTD TRADE DESK INC/THE -CLASS A 0.0%
Value ($000) $0 Shares 95 Est. Cost $53.77 Unrealized +25.9%
PAYCOR HCM INC 0.0%
Value ($000) $0 Shares 290 Est. Cost $18.03 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $135.87 Unrealized -8.0%
XYZ SQUARE INC - A 0.0%
Value ($000) $0 Shares 111 Est. Cost $86.65 Unrealized -27.9%
ZUORA INC - CLASS A 0.0%
Value ($000) $0 Shares 579 Est. Cost $0.01 Unrealized
KCE SPDR SER TR S&P CAP MKTS 0.0%
Value ($000) $0 Shares 68 Est. Cost $92.78 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $0 Shares 150 Est. Cost $40.00 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $165.28 Unrealized -41.2%
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $0 Shares 33 Est. Cost $134.10 Unrealized +26.0%
PROS HOLDINGS INC 0.0%
Value ($000) $0 Shares 191 Est. Cost $28.49 Unrealized
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $0 Shares 39 Est. Cost $125.87 Unrealized +12.3%
MODEL N INC 0.0%
Value ($000) $0 Shares 164 Est. Cost $19.31 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $111.14 Unrealized -9.9%
FEM FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 0.0%
Value ($000) $0 Shares 255 Est. Cost $25.87 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.0%
Value ($000) $0 Shares 32 Est. Cost $117.09 Unrealized +11.7%
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 121 Est. Cost $44.05 Unrealized -4.1%
DAL DELTA AIR LINES 0.0%
Value ($000) $0 Shares 115 Est. Cost $33.74 Unrealized +6.4%
TEAD OUTBRAIN INC 0.0%
Value ($000) $0 Shares 723 Est. Cost $10.27 Unrealized -57.2%
DASH DOORDASH INC - A 0.0%
Value ($000) $0 Shares 52 Est. Cost $63.54 Unrealized +4.4%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $0 Shares 32 Est. Cost $197.39 Unrealized
CWAN CLEARWATER ANALYTICS HDS-A 0.0%
Value ($000) $0 Shares 273 Est. Cost $16.64 Unrealized -5.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $45.70 Unrealized +23.6%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $0 Shares 124 Est. Cost $19.66 Unrealized +40.3%
KLTR KALTURA INC 0.0%
Value ($000) $0 Shares 1,928 Est. Cost $4.25 Unrealized -56.3%
VIMEO INC 0.0%
Value ($000) $0 Shares 654 Est. Cost $0.00 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $0 Shares 30 Est. Cost $90.16 Unrealized -13.4%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 90 Est. Cost $44.33 Unrealized -33.4%
RYAAY RYANAIR HOLDINGS PLC-SP ADR 0.0%
Value ($000) $0 Shares 27 Est. Cost $95.74 Unrealized
UAL UNITED CONTINENTAL HLDGS 0.0%
Value ($000) $0 Shares 59 Est. Cost $39.96 Unrealized +18.2%
GLOBAL X FDS TELMDC&DIG ETF 0.0%
Value ($000) $0 Shares 215 Est. Cost $18.57 Unrealized
MEAT-TECH 3D LTD - ADR 0.0%
Value ($000) $0 Shares 3,103 Est. Cost $6.12 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $55.38 Unrealized -35.5%
SNAP SNAP INC - A 0.0%
Value ($000) $0 Shares 242 Est. Cost $14.81 Unrealized -32.2%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 57 Est. Cost $30.46 Unrealized +40.2%
IHG INTERCONTINENTAL HOTELS-ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $64.66 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $13.41 Unrealized +7.5%
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.0%
Value ($000) $0 Shares 98 Est. Cost $20.43 Unrealized -25.1%
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $313.10 Unrealized -8.4%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $112.73 Unrealized -16.4%
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $63.43 Unrealized -28.4%
Z ZILLOW GROUP INC - C 0.0%
Value ($000) $0 Shares 36 Est. Cost $42.49 Unrealized +8.3%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $93.01 Unrealized +45.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 18 Est. Cost $91.22 Unrealized +14.3%
BYD BOYD GAMING CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $42.50 Unrealized +53.8%
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $61.74 Unrealized -7.7%
AAL AMERICAN AIRLINES GRP 0.0%
Value ($000) $0 Shares 138 Est. Cost $15.08 Unrealized -2.7%
GLPI GAMING AND LEISURE PROPERTIE 0.0%
Value ($000) $0 Shares 46 Est. Cost $44.34 Unrealized
FORESIGHT AUTONOMOUS-SP ADR 0.0%
Value ($000) $0 Shares 750 Est. Cost $0.00 Unrealized
TW TRADEWEB MARKETS INC-CLASS A 0.0%
Value ($000) $0 Shares 23 Est. Cost $72.51 Unrealized -2.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $242.21 Unrealized +0.6%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.0%
Value ($000) $0 Shares 47 Est. Cost $47.91 Unrealized
EGHT 8X8 INC 0.0%
Value ($000) $0 Shares 481 Est. Cost $13.12 Unrealized -72.5%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $104.52 Unrealized -3.3%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $0 Shares 27 Est. Cost $36.70 Unrealized -6.5%
2U INC 0.0%
Value ($000) $0 Shares 331 Est. Cost $17.58 Unrealized
PRKS SEAWORLD ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $53.56 Unrealized +5.3%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $5.29 Unrealized
RHP RYMAN HOSPITALITY PROPERTIES 0.0%
Value ($000) $0 Shares 15 Est. Cost $63.34 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $26.39 Unrealized -35.8%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $17.49 Unrealized -24.2%
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $37.47 Unrealized +19.1%
FOUR SHIFT4 PAYMENTS INC-CLASS A 0.0%
Value ($000) $0 Shares 11 Est. Cost $57.79 Unrealized +13.4%
SIX FLAGS ENTERTAIMENT 0.0%
Value ($000) $0 Shares 52 Est. Cost $16.67 Unrealized
MLCO MELCO RESORTS & ENTERT-ADR 0.0%
Value ($000) $0 Shares 89 Est. Cost $10.68 Unrealized
H HYATT HOTELS CORP - CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $89.12 Unrealized +25.4%
IAC IAC/INTERACTIVECORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $52.83 Unrealized -13.3%
SHO SUNSTONE HOTEL INVESTORS INC 0.0%
Value ($000) $0 Shares 134 Est. Cost $4.28 Unrealized
SPIRIT AIRLINES INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.71 Unrealized
HOOD ROBINHOOD MARKETS INC - A 0.0%
Value ($000) $0 Shares 82 Est. Cost $9.56 Unrealized -2.6%
VAC MARRIOTT VACATIONS WORLD 0.0%
Value ($000) $0 Shares 10 Est. Cost $126.59 Unrealized +2.2%
LIVEPERSON INC 0.0%
Value ($000) $0 Shares 294 Est. Cost $25.67 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $41.65 Unrealized -36.0%
W WAYFAIR INC- CLASS A 0.0%
Value ($000) $0 Shares 16 Est. Cost $53.46 Unrealized -21.2%
PEB PEBBLEBROOK HOTEL TRUST 0.0%
Value ($000) $0 Shares 92 Est. Cost $0.01 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $0 Shares 144 Est. Cost $9.15 Unrealized -20.6%
CVNA CARVANA CO 0.0%
Value ($000) $0 Shares 21 Est. Cost $24.32 Unrealized -43.0%
CHWY CHEWY INC - CLASS A 0.0%
Value ($000) $0 Shares 20 Est. Cost $38.06 Unrealized -8.5%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $123.65 Unrealized -5.4%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $111.89 Unrealized -0.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $64.49 Unrealized +5.9%
ENFUSION INC - CLASS A 0.0%
Value ($000) $0 Shares 129 Est. Cost $6.12 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $4.74 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $20.21 Unrealized -40.0%
BMBL BUMBLE INC-A 0.0%
Value ($000) $0 Shares 17 Est. Cost $24.38 Unrealized -29.2%
DLO DLOCAL LTD 0.0%
Value ($000) $0 Shares 17 Est. Cost $18.74 Unrealized -32.8%
ATAT ATOUR LIFESTYLE HOLDINGS-ADR 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
CPA COPA HOLDINGS SA-CLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.26 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 91 Est. Cost $3.27 Unrealized -31.4%
FTCHQ FARFETCH LTD-CLASS A 0.0%
Value ($000) $0 Shares 66 Est. Cost $7.11 Unrealized -32.2%