FLAGSHIP HARBOR ADVISORS, LLC Diversified Active

CIK: 0001691766 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 23, 2017

Total Value ($000): $308,216 (99.9% shares, 0.1% debt)

Holdings (347)

VTI VANGUARD INDEX FDS 3.5%
Value ($000) $10,731 Shares 81,924 Est. Cost $117.76 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $7,587 Shares 48,559 Est. Cost $26.63 Unrealized +35.7%
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $5,833 Shares 131,916 Est. Cost $42.05 Unrealized
VB VANGUARD INDEX FDS 1.9%
Value ($000) $5,740 Shares 40,235 Est. Cost $130.99 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 1.8%
Value ($000) $5,623 Shares 129,860 Est. Cost $40.98 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $5,546 Shares 74,147 Est. Cost $70.83 Unrealized
POWERSHARES QQQ TRUST 1.8%
Value ($000) $5,407 Shares 36,663 Est. Cost $137.49 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $4,709 Shares 4,725 Est. Cost $40.93 Unrealized +20.0%
SDY SPDR SERIES TRUST 1.5%
Value ($000) $4,492 Shares 48,862 Est. Cost $85.80 Unrealized
TEKLA LIFE SCIENCES INVS 1.4%
Value ($000) $4,437 Shares 201,261 Est. Cost $18.20 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,766 Shares 28,337 Est. Cost $90.27 Unrealized +16.3%
USMV ISHARES TR 1.2%
Value ($000) $3,599 Shares 70,983 Est. Cost $45.67 Unrealized
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $3,579 Shares 26,690 Est. Cost $115.08 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $3,417 Shares 19,805 Est. Cost $124.98 Unrealized +32.6%
VYM VANGUARD WHITEHALL FDS INC 1.0%
Value ($000) $3,115 Shares 38,056 Est. Cost $75.91 Unrealized
POWERSHARES ETF TRUST 1.0%
Value ($000) $3,004 Shares 53,646 Est. Cost $51.03 Unrealized
V VISA INC 1.0%
Value ($000) $2,948 Shares 27,544 Est. Cost $76.59 Unrealized +25.0%
T AT&T INC 0.9%
Value ($000) $2,865 Shares 74,790 Est. Cost $15.68 Unrealized -0.5%
VEU VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,828 Shares 53,529 Est. Cost $46.08 Unrealized
ACWV ISHARES INC 0.9%
Value ($000) $2,810 Shares 34,362 Est. Cost $74.26 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $2,779 Shares 10,857 Est. Cost $230.36 Unrealized
BND VANGUARD BD INDEX FD INC 0.9%
Value ($000) $2,749 Shares 33,637 Est. Cost $80.71 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,742 Shares 33,466 Est. Cost $57.64 Unrealized -5.7%
VIG VANGUARD SPECIALIZED PORTFOL 0.9%
Value ($000) $2,643 Shares 27,682 Est. Cost $87.29 Unrealized
POWERSHARES ETF TR II 0.9%
Value ($000) $2,625 Shares 56,923 Est. Cost $42.56 Unrealized
EZM WISDOMTREE TR 0.8%
Value ($000) $2,594 Shares 69,506 Est. Cost $55.69 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2,547 Shares 10,936 Est. Cost $209.26 Unrealized
KAYNE ANDERSON ENRGY TTL RT 0.8%
Value ($000) $2,494 Shares 229,466 Est. Cost $12.27 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,461 Shares 32,273 Est. Cost $55.68 Unrealized +19.7%
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,434 Shares 30,402 Est. Cost $79.51 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,392 Shares 14,398 Est. Cost $106.15 Unrealized +17.9%
GENERAL ELECTRIC CO 0.8%
Value ($000) $2,317 Shares 99,087 Est. Cost $30.42 Unrealized
ROYCE MICRO-CAP TR INC 0.7%
Value ($000) $2,277 Shares 241,426 Est. Cost $8.20 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $2,237 Shares 29,636 Est. Cost $41.56 Unrealized +24.9%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,157 Shares 21,699 Est. Cost $91.00 Unrealized +6.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,083 Shares 21,606 Est. Cost $63.10 Unrealized +16.7%
XPHTX PIONEER HIGH INCOME TR 0.7%
Value ($000) $2,025 Shares 201,480 Est. Cost $9.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,943 Shares 39,695 Est. Cost $31.05 Unrealized -2.7%
CBRE CLARION GLOBAL REAL EST 0.6%
Value ($000) $1,907 Shares 240,131 Est. Cost $7.46 Unrealized
RYDEX ETF TRUST 0.6%
Value ($000) $1,863 Shares 18,360 Est. Cost $86.69 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $1,849 Shares 21,366 Est. Cost $82.47 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,840 Shares 1,855 Est. Cost $39.87 Unrealized +16.0%
INDEXIQ ETF TR 0.6%
Value ($000) $1,795 Shares 65,670 Est. Cost $27.33 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,764 Shares 19,168 Est. Cost $67.31 Unrealized +8.5%
BLACKROCK MUNI INCOME INV QL 0.6%
Value ($000) $1,724 Shares 112,432 Est. Cost $14.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,700 Shares 11,539 Est. Cost $106.05 Unrealized -8.7%
DOWDUPONT INC 0.6%
Value ($000) $1,697 Shares 23,723 Est. Cost $71.53 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.6%
Value ($000) $1,697 Shares 131,202 Est. Cost $12.88 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.5%
Value ($000) $1,675 Shares 139,019 Est. Cost $12.06 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $1,637 Shares 9,074 Est. Cost $168.89 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,594 Shares 6,277 Est. Cost $228.05 Unrealized
BOULDER GROWTH & INCOME FD I 0.5%
Value ($000) $1,564 Shares 150,585 Est. Cost $9.00 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,545 Shares 24,061 Est. Cost $44.50 Unrealized +4.9%
NFLX NETFLIX INC 0.5%
Value ($000) $1,526 Shares 7,743 Est. Cost $12.61 Unrealized +38.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,506 Shares 8,018 Est. Cost $157.32 Unrealized +12.3%
PFE PFIZER INC 0.5%
Value ($000) $1,502 Shares 41,449 Est. Cost $20.68 Unrealized +7.6%
FIRST TRUST SPECIALTY FINANC 0.5%
Value ($000) $1,492 Shares 215,495 Est. Cost $7.55 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,488 Shares 10,053 Est. Cost $134.52 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,482 Shares 13,569 Est. Cost $108.19 Unrealized
DVY ISHARES TR 0.5%
Value ($000) $1,465 Shares 15,604 Est. Cost $89.21 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $1,447 Shares 22,601 Est. Cost $56.80 Unrealized
QDF FLEXSHARES TR 0.5%
Value ($000) $1,418 Shares 33,219 Est. Cost $39.74 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,396 Shares 7,509 Est. Cost $2.49 Unrealized +65.2%
IEMG ISHARES INC 0.5%
Value ($000) $1,390 Shares 25,308 Est. Cost $48.84 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,353 Shares 5,234 Est. Cost $147.13 Unrealized +49.8%
ABBV ABBVIE INC 0.4%
Value ($000) $1,323 Shares 14,582 Est. Cost $43.11 Unrealized +24.4%
TEMPLETON EMERGING MKTS FD I 0.4%
Value ($000) $1,316 Shares 77,452 Est. Cost $13.71 Unrealized
NUVEEN PFD & INCM SECURTIES 0.4%
Value ($000) $1,300 Shares 124,516 Est. Cost $9.35 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,288 Shares 5,949 Est. Cost $107.36 Unrealized +21.0%
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,281 Shares 18,010 Est. Cost $63.10 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.4%
Value ($000) $1,264 Shares 55,576 Est. Cost $19.98 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,262 Shares 1,266 Est. Cost $41.17 Unrealized +14.3%
DGRO ISHARES TR 0.4%
Value ($000) $1,251 Shares 38,258 Est. Cost $29.73 Unrealized
QAI INDEXIQ ETF TR 0.4%
Value ($000) $1,231 Shares 41,070 Est. Cost $28.75 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,183 Shares 29,637 Est. Cost $29.27 Unrealized +1.1%
WTMF WISDOMTREE TR 0.4%
Value ($000) $1,160 Shares 30,007 Est. Cost $40.54 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,104 Shares 15,286 Est. Cost $55.37 Unrealized +6.9%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,100 Shares 9,289 Est. Cost $73.80 Unrealized +3.2%
SUSA ISHARES TR 0.3%
Value ($000) $1,076 Shares 10,211 Est. Cost $95.08 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,075 Shares 14,540 Est. Cost $60.99 Unrealized -0.3%
SPDR SERIES TRUST 0.3%
Value ($000) $1,043 Shares 28,055 Est. Cost $36.79 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,043 Shares 8,597 Est. Cost $116.70 Unrealized
RWO SPDR INDEX SHS FDS 0.3%
Value ($000) $1,037 Shares 21,714 Est. Cost $47.17 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,032 Shares 15,519 Est. Cost $43.81 Unrealized +36.4%
POWERSHARES ETF TR II 0.3%
Value ($000) $1,024 Shares 29,609 Est. Cost $29.24 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,014 Shares 17,480 Est. Cost $50.32 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $1,013 Shares 8,232 Est. Cost $109.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,009 Shares 5,132 Est. Cost $134.22 Unrealized +25.9%
BIV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $977 Shares 11,555 Est. Cost $83.62 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $952 Shares 6,542 Est. Cost $125.34 Unrealized
LVHD LEGG MASON ETF INVESTMENT TR 0.3%
Value ($000) $951 Shares 31,015 Est. Cost $28.95 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $939 Shares 8,257 Est. Cost $113.31 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $935 Shares 6,524 Est. Cost $87.72 Unrealized +19.0%
VXUS VANGUARD STAR FD 0.3%
Value ($000) $928 Shares 16,927 Est. Cost $48.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $911 Shares 4,732 Est. Cost $144.81 Unrealized +22.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $897 Shares 14,061 Est. Cost $39.91 Unrealized +8.0%
BAC BANK AMER CORP 0.3%
Value ($000) $892 Shares 34,236 Est. Cost $16.25 Unrealized +22.8%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $868 Shares 8,589 Est. Cost $93.73 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $849 Shares 25,199 Est. Cost $23.79 Unrealized +3.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $847 Shares 13,315 Est. Cost $35.15 Unrealized +2.7%
CDC VICTORY PORTFOLIOS II 0.3%
Value ($000) $844 Shares 18,939 Est. Cost $41.37 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $843 Shares 7,630 Est. Cost $79.81 Unrealized +12.0%
GCOW PACER FDS TR 0.3%
Value ($000) $839 Shares 27,711 Est. Cost $29.05 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $835 Shares 18,354 Est. Cost $31.30 Unrealized +11.6%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $823 Shares 9,843 Est. Cost $83.12 Unrealized
IOO ISHARES TR 0.3%
Value ($000) $806 Shares 9,049 Est. Cost $77.23 Unrealized
GTLS CHART INDS INC 0.3%
Value ($000) $781 Shares 18,332 Est. Cost $34.21 Unrealized +2.7%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $778 Shares 5,016 Est. Cost $129.06 Unrealized
EATON VANCE LTD DUR INCOME F 0.2%
Value ($000) $761 Shares 54,334 Est. Cost $13.85 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $746 Shares 6,184 Est. Cost $117.47 Unrealized
XPO XPO LOGISTICS INC 0.2%
Value ($000) $742 Shares 11,074 Est. Cost $14.00 Unrealized +49.6%
IBB ISHARES TR 0.2%
Value ($000) $726 Shares 2,143 Est. Cost $284.92 Unrealized
SMOG VANECK VECTORS ETF TR 0.2%
Value ($000) $722 Shares 11,951 Est. Cost $54.08 Unrealized
ALPS ETF TR 0.2%
Value ($000) $713 Shares 62,734 Est. Cost $12.68 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $713 Shares 8,752 Est. Cost $53.02 Unrealized +5.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $709 Shares 7,727 Est. Cost $61.45 Unrealized +6.1%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $708 Shares 11,783 Est. Cost $53.62 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $694 Shares 2,179 Est. Cost $202.99 Unrealized +17.5%
CENTRAL FD CDA LTD 0.2%
Value ($000) $691 Shares 52,163 Est. Cost $12.29 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $687 Shares 6,345 Est. Cost $101.84 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $677 Shares 12,319 Est. Cost $33.65 Unrealized +28.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $663 Shares 17,737 Est. Cost $28.74 Unrealized +11.4%
RAYTHEON CO 0.2%
Value ($000) $660 Shares 3,500 Est. Cost $163.51 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $646 Shares 4,027 Est. Cost $96.97 Unrealized +32.7%
NUVEEN REAL ASSET INC & GROW 0.2%
Value ($000) $645 Shares 35,743 Est. Cost $16.42 Unrealized
NEUBERGER BERMAN RE ES SEC F 0.2%
Value ($000) $643 Shares 113,765 Est. Cost $5.27 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $635 Shares 5,607 Est. Cost $59.47 Unrealized +26.5%
DHR DANAHER CORP DEL 0.2%
Value ($000) $633 Shares 7,260 Est. Cost $67.98 Unrealized +4.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $633 Shares 11,419 Est. Cost $39.27 Unrealized +7.3%
BIIB BIOGEN INC 0.2%
Value ($000) $629 Shares 1,916 Est. Cost $288.73 Unrealized +2.6%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $628 Shares 11,717 Est. Cost $48.56 Unrealized
UBS AG JERSEY BRH 0.2%
Value ($000) $628 Shares 28,694 Est. Cost $22.55 Unrealized
HANCOCK JOHN INV TRUST 0.2%
Value ($000) $623 Shares 68,509 Est. Cost $9.49 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $616 Shares 52,132 Est. Cost $12.00 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.2%
Value ($000) $614 Shares 65,558 Est. Cost $9.25 Unrealized
NKE NIKE INC 0.2%
Value ($000) $607 Shares 11,804 Est. Cost $46.82 Unrealized +7.6%
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $600 Shares 4,415 Est. Cost $124.33 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $598 Shares 4,898 Est. Cost $113.63 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $588 Shares 5,093 Est. Cost $84.54 Unrealized +7.6%
BSV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $587 Shares 7,356 Est. Cost $79.51 Unrealized
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $584 Shares 11,798 Est. Cost $48.28 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $583 Shares 12,292 Est. Cost $47.71 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $580 Shares 8,703 Est. Cost $55.35 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $580 Shares 3,198 Est. Cost $126.73 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $574 Shares 7,419 Est. Cost $56.46 Unrealized -0.1%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $562 Shares 6,389 Est. Cost $85.86 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $559 Shares 9,236 Est. Cost $41.05 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $557 Shares 10,613 Est. Cost $42.94 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $552 Shares 18,881 Est. Cost $24.64 Unrealized +12.1%
MUB ISHARES TR 0.2%
Value ($000) $550 Shares 4,961 Est. Cost $108.60 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $533 Shares 20,266 Est. Cost $24.50 Unrealized
PRICELINE GRP INC 0.2%
Value ($000) $521 Shares 268 Est. Cost $1589.72 Unrealized
ADBE ADOBE SYS INC 0.2%
Value ($000) $518 Shares 3,415 Est. Cost $112.81 Unrealized +32.3%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $518 Shares 6,081 Est. Cost $53.81 Unrealized +13.0%
XBI SPDR SERIES TRUST 0.2%
Value ($000) $516 Shares 5,848 Est. Cost $63.28 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $514 Shares 6,733 Est. Cost $58.38 Unrealized +12.4%
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $511 Shares 4,070 Est. Cost $108.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $489 Shares 5,968 Est. Cost $71.12 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.2%
Value ($000) $485 Shares 21,653 Est. Cost $19.68 Unrealized
CSX CSX CORP 0.2%
Value ($000) $485 Shares 9,122 Est. Cost $11.73 Unrealized +30.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $481 Shares 3,246 Est. Cost $24.52 Unrealized +21.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $476 Shares 4,011 Est. Cost $112.92 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $475 Shares 4,077 Est. Cost $104.35 Unrealized
FS INVT CORP 0.2%
Value ($000) $473 Shares 54,672 Est. Cost $10.07 Unrealized
FQF TR 0.2%
Value ($000) $471 Shares 15,525 Est. Cost $27.97 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $471 Shares 2,373 Est. Cost $146.55 Unrealized +16.7%
CLX CLOROX CO DEL 0.2%
Value ($000) $467 Shares 3,647 Est. Cost $90.84 Unrealized +16.2%
QUAL ISHARES TR 0.2%
Value ($000) $465 Shares 5,946 Est. Cost $71.41 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $464 Shares 4,334 Est. Cost $97.82 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $464 Shares 3,670 Est. Cost $121.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $462 Shares 6,783 Est. Cost $71.18 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $460 Shares 11,213 Est. Cost $34.87 Unrealized
EATON VANCE TXMGD GL BUYWR O 0.1%
Value ($000) $458 Shares 38,540 Est. Cost $10.37 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $454 Shares 6,670 Est. Cost $59.72 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $451 Shares 7,115 Est. Cost $61.74 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.1%
Value ($000) $441 Shares 37,326 Est. Cost $11.66 Unrealized
NUVEEN ALL CAP ENE MLP OPPO 0.1%
Value ($000) $439 Shares 47,450 Est. Cost $9.79 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $437 Shares 2,870 Est. Cost $105.00 Unrealized +10.5%
STT STATE STR CORP 0.1%
Value ($000) $436 Shares 4,445 Est. Cost $57.54 Unrealized +25.4%
EATON VANCE ENHANCED EQ INC 0.1%
Value ($000) $427 Shares 30,007 Est. Cost $12.58 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $423 Shares 5,659 Est. Cost $19.05 Unrealized +14.3%
CME CME GROUP INC 0.1%
Value ($000) $422 Shares 3,063 Est. Cost $80.06 Unrealized +16.1%
ILMN ILLUMINA INC 0.1%
Value ($000) $418 Shares 2,071 Est. Cost $136.05 Unrealized +36.8%
IWF ISHARES TR 0.1%
Value ($000) $418 Shares 3,283 Est. Cost $109.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $418 Shares 15,771 Est. Cost $27.53 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $418 Shares 3,946 Est. Cost $90.50 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $418 Shares 4,593 Est. Cost $84.54 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $416 Shares 5,171 Est. Cost $20.04 Unrealized +14.3%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $414 Shares 2,180 Est. Cost $150.19 Unrealized +17.3%
REAVES UTIL INCOME FD 0.1%
Value ($000) $412 Shares 13,174 Est. Cost $32.21 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $409 Shares 2,835 Est. Cost $103.37 Unrealized +22.2%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $409 Shares 8,517 Est. Cost $40.50 Unrealized +12.7%
POWERSHARES ETF TRUST 0.1%
Value ($000) $408 Shares 8,141 Est. Cost $39.80 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $398 Shares 2,117 Est. Cost $101.02 Unrealized +69.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $395 Shares 7,785 Est. Cost $44.67 Unrealized -8.9%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $392 Shares 2,829 Est. Cost $139.91 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $388 Shares 4,118 Est. Cost $63.20 Unrealized +18.9%
EEM ISHARES TR 0.1%
Value ($000) $385 Shares 8,405 Est. Cost $38.64 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $382 Shares 2,810 Est. Cost $109.27 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $381 Shares 4,512 Est. Cost $81.34 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $378 Shares 1,661 Est. Cost $199.20 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $372 Shares 4,013 Est. Cost $62.96 Unrealized +21.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $372 Shares 5,068 Est. Cost $33.92 Unrealized -6.6%
IWM ISHARES TR 0.1%
Value ($000) $372 Shares 2,477 Est. Cost $135.20 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $370 Shares 7,656 Est. Cost $34.14 Unrealized +28.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $369 Shares 4,541 Est. Cost $54.16 Unrealized +13.1%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $363 Shares 3,480 Est. Cost $98.79 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $358 Shares 7,219 Est. Cost $33.55 Unrealized +2.2%
TSLA TESLA INC 0.1%
Value ($000) $353 Shares 1,038 Est. Cost $13.63 Unrealized +69.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $352 Shares 4,575 Est. Cost $62.43 Unrealized +7.3%
EES WISDOMTREE TR 0.1%
Value ($000) $351 Shares 9,979 Est. Cost $31.91 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $349 Shares 3,010 Est. Cost $42.71 Unrealized +10.8%
F FORD MTR CO DEL 0.1%
Value ($000) $345 Shares 27,756 Est. Cost $7.39 Unrealized -1.8%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $344 Shares 3,302 Est. Cost $69.21 Unrealized +24.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $343 Shares 3,521 Est. Cost $8.58 Unrealized +19.1%
CB CHUBB LIMITED 0.1%
Value ($000) $339 Shares 2,320 Est. Cost $115.55 Unrealized +8.0%
FDX FEDEX CORP 0.1%
Value ($000) $338 Shares 1,531 Est. Cost $158.34 Unrealized +16.8%
FISV FISERV INC 0.1%
Value ($000) $337 Shares 2,628 Est. Cost $56.13 Unrealized +10.7%
CELGENE CORP 0.1%
Value ($000) $335 Shares 2,388 Est. Cost $115.94 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $332 Shares 4,824 Est. Cost $59.76 Unrealized -13.2%
PFG PRINCIPAL FINL GROUP INC 0.1%
Value ($000) $327 Shares 4,901 Est. Cost $43.66 Unrealized +6.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $327 Shares 2,143 Est. Cost $111.82 Unrealized +6.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $327 Shares 1,841 Est. Cost $132.60 Unrealized +9.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $326 Shares 2,369 Est. Cost $104.00 Unrealized +10.3%
TGT TARGET CORP 0.1%
Value ($000) $325 Shares 5,758 Est. Cost $44.13 Unrealized 0.0%
TMUS T MOBILE US INC 0.1%
Value ($000) $317 Shares 5,149 Est. Cost $60.42 Unrealized +0.3%
INVESCO VALUE MUN INCOME TR 0.1%
Value ($000) $316 Shares 21,186 Est. Cost $14.81 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $316 Shares 7,733 Est. Cost $34.73 Unrealized -0.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $315 Shares 2,767 Est. Cost $76.76 Unrealized +16.7%
IQDF FLEXSHARES TR 0.1%
Value ($000) $315 Shares 12,048 Est. Cost $23.33 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $313 Shares 2,214 Est. Cost $126.41 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $311 Shares 5,557 Est. Cost $45.58 Unrealized +1.4%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $311 Shares 3,753 Est. Cost $60.77 Unrealized +13.6%
CSPI CSP INC 0.1%
Value ($000) $310 Shares 28,440 Est. Cost $4.42 Unrealized +0.8%
ITOT ISHARES TR 0.1%
Value ($000) $308 Shares 5,231 Est. Cost $56.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $308 Shares 2,618 Est. Cost $78.38 Unrealized +5.7%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $307 Shares 4,757 Est. Cost $52.55 Unrealized +8.2%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $305 Shares 2,562 Est. Cost $101.39 Unrealized +11.1%
IGSB ISHARES TR 0.1%
Value ($000) $302 Shares 2,857 Est. Cost $105.41 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $302 Shares 4,947 Est. Cost $39.03 Unrealized +17.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $298 Shares 1,870 Est. Cost $114.76 Unrealized +23.0%
ALB ALBEMARLE CORP 0.1%
Value ($000) $295 Shares 2,160 Est. Cost $106.00 Unrealized 0.0%
MKL MARKEL CORP 0.1%
Value ($000) $295 Shares 273 Est. Cost $895.05 Unrealized +15.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $291 Shares 2,745 Est. Cost $97.92 Unrealized
EWC ISHARES INC 0.1%
Value ($000) $285 Shares 9,852 Est. Cost $27.03 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $284 Shares 3,413 Est. Cost $61.73 Unrealized +12.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $283 Shares 3,687 Est. Cost $51.43 Unrealized +4.3%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $282 Shares 4,719 Est. Cost $72.01 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $280 Shares 7,167 Est. Cost $6.29 Unrealized +20.7%
PSX PHILLIPS 66 0.1%
Value ($000) $279 Shares 3,006 Est. Cost $58.86 Unrealized +4.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $276 Shares 4,331 Est. Cost $43.40 Unrealized +13.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $276 Shares 1,775 Est. Cost $133.21 Unrealized +5.2%
EFAV ISHARES TR 0.1%
Value ($000) $273 Shares 3,824 Est. Cost $69.03 Unrealized
AON PLC 0.1%
Value ($000) $270 Shares 1,835 Est. Cost $119.17 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $269 Shares 817 Est. Cost $318.28 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $269 Shares 4,080 Est. Cost $63.22 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $267 Shares 774 Est. Cost $105.22 Unrealized +3.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $267 Shares 1,700 Est. Cost $143.20 Unrealized +10.4%
WESTERN ASST MNGD MUN FD INC 0.1%
Value ($000) $267 Shares 18,784 Est. Cost $13.77 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $266 Shares 2,054 Est. Cost $83.99 Unrealized +22.3%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $263 Shares 4,269 Est. Cost $61.61 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $263 Shares 2,282 Est. Cost $97.67 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $262 Shares 2,322 Est. Cost $80.60 Unrealized +19.1%
TORTOISE ENERGY INFRA CORP 0.1%
Value ($000) $261 Shares 8,831 Est. Cost $30.75 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $260 Shares 8,917 Est. Cost $24.90 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $260 Shares 6,884 Est. Cost $32.53 Unrealized 0.0%
BLACKROCK FLOAT RATE OME STR 0.1%
Value ($000) $259 Shares 18,167 Est. Cost $14.41 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $258 Shares 6,553 Est. Cost $32.50 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $257 Shares 6,801 Est. Cost $37.79 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $257 Shares 4,276 Est. Cost $60.10 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $256 Shares 664 Est. Cost $81.37 Unrealized +30.9%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $256 Shares 6,219 Est. Cost $37.47 Unrealized +10.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $254 Shares 1,654 Est. Cost $138.54 Unrealized
VANECK VECTORS ETF TR 0.1%
Value ($000) $251 Shares 8,099 Est. Cost $30.76 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $250 Shares 1,333 Est. Cost $115.76 Unrealized +18.8%
POWERSHARES ETF TRUST 0.1%
Value ($000) $249 Shares 13,197 Est. Cost $18.12 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $249 Shares 2,566 Est. Cost $97.04 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $248 Shares 4,226 Est. Cost $58.34 Unrealized +4.0%
ANNALY CAP MGMT INC 0.1%
Value ($000) $248 Shares 20,374 Est. Cost $10.06 Unrealized
LEGG MASON ETF INVESTMENT TR 0.1%
Value ($000) $245 Shares 8,350 Est. Cost $29.34 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $243 Shares 6,392 Est. Cost $34.18 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $240 Shares 1,648 Est. Cost $114.82 Unrealized +13.9%
ASIX ADVANSIX INC 0.1%
Value ($000) $240 Shares 5,487 Est. Cost $31.00 Unrealized 0.0%
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $238 Shares 4,744 Est. Cost $50.09 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $236 Shares 1,195 Est. Cost $181.59 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $236 Shares 3,340 Est. Cost $44.73 Unrealized +18.6%
E TRADE FINANCIAL CORP 0.1%
Value ($000) $234 Shares 5,255 Est. Cost $44.53 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $231 Shares 6,440 Est. Cost $33.39 Unrealized
CYS INVTS INC 0.1%
Value ($000) $231 Shares 26,750 Est. Cost $8.20 Unrealized
GLW CORNING INC 0.1%
Value ($000) $229 Shares 7,606 Est. Cost $22.81 Unrealized +3.4%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $229 Shares 3,181 Est. Cost $63.23 Unrealized
EMTL SSGA ACTIVE TR 0.1%
Value ($000) $228 Shares 4,466 Est. Cost $51.05 Unrealized
SPEU SPDR INDEX SHS FDS 0.1%
Value ($000) $227 Shares 6,440 Est. Cost $30.35 Unrealized
BARD C R INC 0.1%
Value ($000) $226 Shares 703 Est. Cost $318.57 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $226 Shares 1,629 Est. Cost $103.24 Unrealized +8.8%
MBB ISHARES TR 0.1%
Value ($000) $226 Shares 2,129 Est. Cost $105.83 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $224 Shares 1,089 Est. Cost $179.18 Unrealized -1.1%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $224 Shares 2,935 Est. Cost $81.43 Unrealized
HANCOCK JOHN INVS TR 0.1%
Value ($000) $222 Shares 12,304 Est. Cost $17.72 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $222 Shares 1,487 Est. Cost $30.49 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $222 Shares 3,203 Est. Cost $62.75 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $221 Shares 1,929 Est. Cost $101.59 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $221 Shares 1,320 Est. Cost $167.42 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $220 Shares 5,772 Est. Cost $38.12 Unrealized
MONSANTO CO NEW 0.1%
Value ($000) $220 Shares 1,835 Est. Cost $107.32 Unrealized
NGVT INGEVITY CORP 0.1%
Value ($000) $216 Shares 3,250 Est. Cost $59.23 Unrealized 0.0%
EATON VANCE FLTING RATE INC 0.1%
Value ($000) $214 Shares 14,610 Est. Cost $15.01 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $214 Shares 15,175 Est. Cost $13.35 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $213 Shares 2,116 Est. Cost $81.06 Unrealized 0.0%
ISHARES TR 0.1%
Value ($000) $213 Shares 8,322 Est. Cost $25.59 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $209 Shares 1,394 Est. Cost $107.25 Unrealized +10.6%
ALLERGAN PLC 0.1%
Value ($000) $209 Shares 1,040 Est. Cost $215.89 Unrealized
SNAP SNAP INC 0.1%
Value ($000) $207 Shares 14,205 Est. Cost $19.81 Unrealized -27.0%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $207 Shares 893 Est. Cost $231.80 Unrealized
CDL VICTORY PORTFOLIOS II 0.1%
Value ($000) $206 Shares 4,733 Est. Cost $41.80 Unrealized
IHF ISHARES TR 0.1%
Value ($000) $206 Shares 1,435 Est. Cost $143.55 Unrealized
WPC W P CAREY INC 0.1%
Value ($000) $204 Shares 2,997 Est. Cost $68.07 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $204 Shares 2,963 Est. Cost $49.04 Unrealized +10.0%
POWERSHARES ETF TR II 0.1%
Value ($000) $204 Shares 6,716 Est. Cost $29.14 Unrealized
POWERSHARES ETF TR II 0.1%
Value ($000) $204 Shares 3,941 Est. Cost $50.64 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $201 Shares 1,938 Est. Cost $87.54 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $201 Shares 2,250 Est. Cost $89.33 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $201 Shares 1,183 Est. Cost $129.94 Unrealized 0.0%
NVS NOVARTIS A G 0.1%
Value ($000) $200 Shares 2,316 Est. Cost $86.36 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $200 Shares 2,083 Est. Cost $88.44 Unrealized
UA UNDER ARMOUR INC 0.1%
Value ($000) $198 Shares 12,731 Est. Cost $26.40 Unrealized -36.2%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $196 Shares 10,610 Est. Cost $18.47 Unrealized
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $190 Shares 11,301 Est. Cost $14.77 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $187 Shares 32,781 Est. Cost $5.53 Unrealized
RELIV INTL INC 0.1%
Value ($000) $183 Shares 28,000 Est. Cost $5.03 Unrealized
EATON VANCE TX MNG BY WRT OP 0.1%
Value ($000) $180 Shares 11,800 Est. Cost $15.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $151 Shares 11,095 Est. Cost $12.22 Unrealized +6.7%
NUVEEN PFD & INCM OPPORTNYS 0.0%
Value ($000) $147 Shares 13,964 Est. Cost $10.46 Unrealized
TEMPLETON EMERG MKTS INCOME 0.0%
Value ($000) $144 Shares 12,525 Est. Cost $11.15 Unrealized
WT WISDOMTREE INVTS INC 0.0%
Value ($000) $138 Shares 13,358 Est. Cost $10.12 Unrealized -4.4%
CALAMOS CONV OPP AND INC FD 0.0%
Value ($000) $134 Shares 11,557 Est. Cost $10.59 Unrealized
TEMPLETON GLOBAL INCOME FD 0.0%
Value ($000) $107 Shares 15,867 Est. Cost $6.42 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value ($000) $98 Shares 24,600 Est. Cost $2.11 Unrealized +5.2%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $73 Shares 18,208 Est. Cost $3.20 Unrealized +7.9%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $70 Shares 12,347 Est. Cost $4.63 Unrealized
WESTERN ASSET HIGH INCM OPP 0.0%
Value ($000) $63 Shares 12,391 Est. Cost $5.00 Unrealized
HMY HARMONY GOLD MNG LTD 0.0%
Value ($000) $26 Shares 13,280 Est. Cost $2.36 Unrealized
INVIVO THERAPEUTICS HLDGS CO 0.0%
Value ($000) $21 Shares 14,715 Est. Cost $4.31 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $106.00 Unrealized 0.0%
SANOFI 0.0%
Value ($000) $5 Shares 14,891 Est. Cost $0.47 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $4 Shares 13,174 Est. Cost $0.30 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $29.27 Unrealized +1.1%