NATIONS FINANCIAL GROUP INC, /IA/ /ADV Diversified Active

CIK: 0001109767 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $379,778 (100.0% shares, 0.0% debt)

Holdings (316)

AAPL APPLE INC COM 4.3%
Value ($000) $16,366 Shares 123,342 Est. Cost $88.45 Unrealized +32.3%
IJH ISHARES S&P MIDCAP FUND 4.2%
Value ($000) $15,929 Shares 69,306 Est. Cost $174.41 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.1%
Value ($000) $11,644 Shares 126,699 Est. Cost $76.79 Unrealized
QQQ INVESCO QQQ TRUST 2.8%
Value ($000) $10,802 Shares 34,429 Est. Cost $194.80 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2.2%
Value ($000) $8,214 Shares 63,177 Est. Cost $68.10 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.1%
Value ($000) $8,097 Shares 161,574 Est. Cost $39.72 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.8%
Value ($000) $6,967 Shares 102,631 Est. Cost $57.71 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.7%
Value ($000) $6,295 Shares 30,444 Est. Cost $152.27 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $5,709 Shares 1,753 Est. Cost $84.84 Unrealized +88.1%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $5,659 Shares 15,136 Est. Cost $243.62 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $5,658 Shares 25,439 Est. Cost $122.21 Unrealized +68.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $5,616 Shares 24,220 Est. Cost $182.55 Unrealized +20.6%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 1.2%
Value ($000) $4,458 Shares 87,349 Est. Cost $50.87 Unrealized
GLD SPDR GOLD SHARES 1.2%
Value ($000) $4,425 Shares 24,808 Est. Cost $167.74 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.1%
Value ($000) $4,041 Shares 85,593 Est. Cost $41.06 Unrealized
DIS DISNEY WALT CO COM 1.0%
Value ($000) $3,859 Shares 21,297 Est. Cost $117.64 Unrealized +19.2%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $3,705 Shares 40,491 Est. Cost $83.99 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $3,630 Shares 58,512 Est. Cost $49.68 Unrealized
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $3,201 Shares 6,129 Est. Cost $5.24 Unrealized +154.7%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $3,196 Shares 8,483 Est. Cost $247.26 Unrealized +40.5%
V VISA INC COM CL A 0.8%
Value ($000) $3,158 Shares 14,436 Est. Cost $175.94 Unrealized +12.1%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.8%
Value ($000) $3,063 Shares 27,082 Est. Cost $108.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.8%
Value ($000) $2,929 Shares 22,963 Est. Cost $107.80 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $2,881 Shares 49,038 Est. Cost $36.29 Unrealized +21.2%
VUG VANGUARD GROWTH INDEX FUND 0.7%
Value ($000) $2,780 Shares 10,974 Est. Cost $155.88 Unrealized
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $2,741 Shares 35,530 Est. Cost $60.63 Unrealized +8.3%
COHEN & STEERS INFRASTRUCTURE COM 0.7%
Value ($000) $2,699 Shares 104,535 Est. Cost $20.15 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.7%
Value ($000) $2,652 Shares 31,985 Est. Cost $80.32 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.7%
Value ($000) $2,615 Shares 30,331 Est. Cost $68.65 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $2,453 Shares 17,631 Est. Cost $87.81 Unrealized +40.3%
ACTIVISION BLIZZARD INC COM 0.6%
Value ($000) $2,305 Shares 24,824 Est. Cost $74.37 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.6%
Value ($000) $2,267 Shares 51,580 Est. Cost $35.49 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.6%
Value ($000) $2,258 Shares 19,482 Est. Cost $111.83 Unrealized
CRM SALESFORCE COM INC COM 0.6%
Value ($000) $2,152 Shares 9,669 Est. Cost $163.58 Unrealized +46.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $2,087 Shares 6 Est. Cost $266804.44 Unrealized +24.0%
SYK STRYKER CORPORATION COM 0.5%
Value ($000) $2,041 Shares 8,327 Est. Cost $173.11 Unrealized +23.9%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $1,990 Shares 12,022 Est. Cost $114.57 Unrealized +35.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,983 Shares 7,593 Est. Cost $178.74 Unrealized +24.8%
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $1,969 Shares 5,244 Est. Cost $286.26 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.5%
Value ($000) $1,948 Shares 25,730 Est. Cost $57.13 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $1,925 Shares 30,160 Est. Cost $83.14 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.5%
Value ($000) $1,862 Shares 16,306 Est. Cost $135.17 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $1,828 Shares 26,451 Est. Cost $62.17 Unrealized
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,824 Shares 15,467 Est. Cost $99.38 Unrealized +8.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.5%
Value ($000) $1,818 Shares 21,061 Est. Cost $106.80 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW COM 0.5%
Value ($000) $1,798 Shares 27,404 Est. Cost $39.42 Unrealized +41.3%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,733 Shares 7,400 Est. Cost $142.52 Unrealized +45.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $1,701 Shares 6,004 Est. Cost $168.07 Unrealized +64.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.4%
Value ($000) $1,691 Shares 86,326 Est. Cost $22.04 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $1,665 Shares 32,833 Est. Cost $50.73 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $1,659 Shares 10,887 Est. Cost $89.96 Unrealized +38.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,646 Shares 10,239 Est. Cost $111.16 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.4%
Value ($000) $1,624 Shares 11,094 Est. Cost $125.72 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $1,620 Shares 3,240 Est. Cost $301.53 Unrealized +60.2%
WMT WALMART INC COM 0.4%
Value ($000) $1,618 Shares 11,224 Est. Cost $25.37 Unrealized +78.4%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,570 Shares 9,781 Est. Cost $96.50 Unrealized +53.4%
AMT AMERICAN TOWER CORP NEW COM 0.4%
Value ($000) $1,553 Shares 6,920 Est. Cost $183.99 Unrealized +8.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.4%
Value ($000) $1,552 Shares 11,238 Est. Cost $47.19 Unrealized +19.1%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,550 Shares 9,847 Est. Cost $98.02 Unrealized +30.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $1,539 Shares 8,736 Est. Cost $124.88 Unrealized +18.1%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $1,520 Shares 6,844 Est. Cost $118.71 Unrealized +65.1%
GTO INVESCO TOTAL RETURN BOND ETF 0.4%
Value ($000) $1,515 Shares 26,262 Est. Cost $54.14 Unrealized
ECL ECOLAB INC COM 0.4%
Value ($000) $1,489 Shares 6,882 Est. Cost $187.03 Unrealized +5.6%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $1,475 Shares 2,007 Est. Cost $163.30 Unrealized +38.8%
TSLA TESLA INC COM 0.4%
Value ($000) $1,446 Shares 2,049 Est. Cost $129.65 Unrealized +31.6%
CTAS CINTAS CORP COM 0.4%
Value ($000) $1,434 Shares 4,056 Est. Cost $61.27 Unrealized +34.8%
FDS FACTSET RESH SYS INC COM 0.4%
Value ($000) $1,421 Shares 4,273 Est. Cost $260.80 Unrealized +20.7%
BBY BEST BUY INC COM 0.4%
Value ($000) $1,415 Shares 14,182 Est. Cost $56.28 Unrealized +59.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.4%
Value ($000) $1,411 Shares 15,513 Est. Cost $60.94 Unrealized
CPRT COPART INC COM 0.4%
Value ($000) $1,403 Shares 11,024 Est. Cost $20.82 Unrealized +39.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $1,399 Shares 20,723 Est. Cost $63.27 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,387 Shares 12,941 Est. Cost $61.29 Unrealized +28.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,384 Shares 12,199 Est. Cost $81.55 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,356 Shares 3,866 Est. Cost $223.40 Unrealized +38.0%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $1,315 Shares 5,080 Est. Cost $177.42 Unrealized +24.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,304 Shares 6,696 Est. Cost $150.53 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,291 Shares 44,895 Est. Cost $14.38 Unrealized +7.0%
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,288 Shares 4,850 Est. Cost $162.48 Unrealized +49.2%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $1,275 Shares 13,238 Est. Cost $80.63 Unrealized +10.1%
QRVO QORVO INC COM 0.3%
Value ($000) $1,270 Shares 7,637 Est. Cost $129.43 Unrealized +13.7%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,260 Shares 6,922 Est. Cost $86.17 Unrealized +78.7%
PFE PFIZER INC COM 0.3%
Value ($000) $1,248 Shares 33,909 Est. Cost $22.73 Unrealized +25.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,219 Shares 11,135 Est. Cost $65.90 Unrealized +50.6%
JKHY HENRY JACK & ASSOC INC COM 0.3%
Value ($000) $1,213 Shares 7,486 Est. Cost $131.78 Unrealized +13.1%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $1,202 Shares 9,414 Est. Cost $116.03 Unrealized
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $1,156 Shares 4,246 Est. Cost $164.83 Unrealized +70.0%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.3%
Value ($000) $1,155 Shares 54,890 Est. Cost $20.76 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.3%
Value ($000) $1,155 Shares 15,001 Est. Cost $61.51 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.3%
Value ($000) $1,153 Shares 13,845 Est. Cost $80.60 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $1,132 Shares 5,815 Est. Cost $151.60 Unrealized
LNT ALLIANT ENERGY CORP COM 0.3%
Value ($000) $1,122 Shares 21,781 Est. Cost $28.23 Unrealized +61.5%
NDAQ NASDAQ INC COM 0.3%
Value ($000) $1,104 Shares 8,314 Est. Cost $39.55 Unrealized -0.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $1,102 Shares 10,102 Est. Cost $57.32 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $1,093 Shares 7,222 Est. Cost $114.35 Unrealized 0.0%
NKE NIKE INC CL B 0.3%
Value ($000) $1,088 Shares 7,688 Est. Cost $86.49 Unrealized +42.4%
CSX CSX CORP COM 0.3%
Value ($000) $1,082 Shares 11,923 Est. Cost $15.93 Unrealized +68.3%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,074 Shares 4,731 Est. Cost $139.07 Unrealized +42.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $1,074 Shares 7,608 Est. Cost $105.34 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,073 Shares 3,519 Est. Cost $317.60 Unrealized -11.5%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,071 Shares 1,981 Est. Cost $31.45 Unrealized +61.2%
INTC INTEL CORP COM 0.3%
Value ($000) $1,070 Shares 21,472 Est. Cost $31.09 Unrealized +41.6%
DE DEERE & CO COM 0.3%
Value ($000) $1,053 Shares 3,912 Est. Cost $95.10 Unrealized +144.1%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.3%
Value ($000) $1,038 Shares 9,528 Est. Cost $54.91 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $1,032 Shares 15,053 Est. Cost $65.70 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.3%
Value ($000) $1,029 Shares 7,237 Est. Cost $109.17 Unrealized
POOL POOL CORP COM 0.3%
Value ($000) $1,024 Shares 2,748 Est. Cost $328.73 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $1,011 Shares 5,205 Est. Cost $165.41 Unrealized 0.0%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.3%
Value ($000) $1,007 Shares 5,102 Est. Cost $153.39 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,005 Shares 7,353 Est. Cost $113.67 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $1,002 Shares 3,513 Est. Cost $261.86 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $999 Shares 24,376 Est. Cost $27.13 Unrealized -1.6%
VTV VANGUARD VALUE INDEX FUND 0.3%
Value ($000) $997 Shares 8,383 Est. Cost $92.47 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.3%
Value ($000) $975 Shares 10,055 Est. Cost $79.37 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $969 Shares 6,535 Est. Cost $87.84 Unrealized +38.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $941 Shares 12,834 Est. Cost $64.49 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $939 Shares 2,016 Est. Cost $299.05 Unrealized +54.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $935 Shares 4,948 Est. Cost $179.49 Unrealized -8.1%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $929 Shares 25,787 Est. Cost $26.87 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $917 Shares 29,915 Est. Cost $26.07 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $916 Shares 2,124 Est. Cost $350.31 Unrealized +13.7%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $915 Shares 4,686 Est. Cost $55.94 Unrealized +73.6%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $913 Shares 22,141 Est. Cost $41.60 Unrealized -27.0%
ENPH ENPHASE ENERGY INC COM 0.2%
Value ($000) $912 Shares 5,200 Est. Cost $55.82 Unrealized +127.2%
MRK MERCK & CO. INC COM 0.2%
Value ($000) $910 Shares 11,127 Est. Cost $46.30 Unrealized +40.1%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $890 Shares 10,474 Est. Cost $85.98 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.2%
Value ($000) $886 Shares 16,887 Est. Cost $48.98 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $885 Shares 12,953 Est. Cost $59.08 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $851 Shares 44,005 Est. Cost $14.80 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $848 Shares 2,468 Est. Cost $271.09 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $843 Shares 6,587 Est. Cost $101.77 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $834 Shares 8,121 Est. Cost $99.83 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $831 Shares 2,529 Est. Cost $336.92 Unrealized -4.1%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $830 Shares 8,130 Est. Cost $101.10 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.2%
Value ($000) $801 Shares 9,878 Est. Cost $64.83 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $795 Shares 11,788 Est. Cost $58.26 Unrealized
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $794 Shares 10,889 Est. Cost $65.50 Unrealized 0.0%
FDX FEDEX CORP COM 0.2%
Value ($000) $792 Shares 3,051 Est. Cost $251.15 Unrealized 0.0%
CFA VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND 0.2%
Value ($000) $788 Shares 12,651 Est. Cost $53.42 Unrealized
ETSY ETSY INC COM 0.2%
Value ($000) $783 Shares 4,403 Est. Cost $118.93 Unrealized +26.4%
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $780 Shares 15,661 Est. Cost $49.69 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $774 Shares 3,366 Est. Cost $147.54 Unrealized +33.1%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $754 Shares 10,440 Est. Cost $100.56 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.2%
Value ($000) $749 Shares 68,621 Est. Cost $11.74 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $707 Shares 4,305 Est. Cost $99.69 Unrealized +35.0%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $705 Shares 14,154 Est. Cost $48.54 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $701 Shares 3,133 Est. Cost $167.16 Unrealized
NUVEEN CR OPPORTUNITIES 2022 T COM 0.2%
Value ($000) $699 Shares 86,932 Est. Cost $9.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $699 Shares 5,554 Est. Cost $94.69 Unrealized -1.4%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $689 Shares 8,320 Est. Cost $53.69 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.2%
Value ($000) $680 Shares 42,254 Est. Cost $16.33 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.2%
Value ($000) $673 Shares 1,489 Est. Cost $270.38 Unrealized +44.5%
OLED UNIVERSAL DISPLAY CORP COM 0.2%
Value ($000) $672 Shares 2,924 Est. Cost $182.15 Unrealized +12.1%
ISHARES COMEX GOLD TRUST 0.2%
Value ($000) $671 Shares 37,007 Est. Cost $13.01 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $666 Shares 5,244 Est. Cost $93.59 Unrealized +4.9%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $664 Shares 379 Est. Cost $63.77 Unrealized +30.9%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $662 Shares 7,231 Est. Cost $91.59 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.2%
Value ($000) $654 Shares 5,716 Est. Cost $114.42 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $653 Shares 7,885 Est. Cost $56.44 Unrealized +6.9%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.2%
Value ($000) $652 Shares 4,307 Est. Cost $165.19 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.2%
Value ($000) $651 Shares 9,157 Est. Cost $61.04 Unrealized
MARVELL TECHNOLOGY GROUP LTD ORD 0.2%
Value ($000) $644 Shares 13,544 Est. Cost $24.46 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $640 Shares 3,263 Est. Cost $171.61 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $639 Shares 10,340 Est. Cost $70.57 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $638 Shares 13,258 Est. Cost $49.61 Unrealized
RMD RESMED INC COM 0.2%
Value ($000) $626 Shares 2,944 Est. Cost $155.99 Unrealized +22.4%
YETI YETI HLDGS INC COM 0.2%
Value ($000) $623 Shares 9,096 Est. Cost $59.19 Unrealized 0.0%
VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 0.2%
Value ($000) $622 Shares 22,119 Est. Cost $19.19 Unrealized
ITM VANECK VECTORS INTERMEDIATE MUNI ETF 0.2%
Value ($000) $620 Shares 11,910 Est. Cost $28.96 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $619 Shares 8,228 Est. Cost $58.64 Unrealized +8.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.2%
Value ($000) $615 Shares 1,824 Est. Cost $113.76 Unrealized +291.9%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.2%
Value ($000) $601 Shares 17,175 Est. Cost $34.99 Unrealized
DVA DAVITA INC COM 0.2%
Value ($000) $590 Shares 5,023 Est. Cost $81.97 Unrealized +24.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $584 Shares 6,765 Est. Cost $85.54 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $583 Shares 2,724 Est. Cost $237.40 Unrealized -19.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $577 Shares 8,999 Est. Cost $53.99 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.1%
Value ($000) $568 Shares 37,350 Est. Cost $16.64 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $556 Shares 2,389 Est. Cost $183.52 Unrealized
DRAFTKINGS INC COM CL A 0.1%
Value ($000) $554 Shares 11,900 Est. Cost $46.55 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $553 Shares 6,100 Est. Cost $74.25 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $544 Shares 6,233 Est. Cost $84.00 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $542 Shares 1,986 Est. Cost $171.32 Unrealized +58.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $541 Shares 983 Est. Cost $103.99 Unrealized 0.0%
MNA IQ MERGER ARBITRAGE ETF 0.1%
Value ($000) $536 Shares 16,092 Est. Cost $31.73 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $529 Shares 1,208 Est. Cost $27.06 Unrealized +28.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $526 Shares 2,180 Est. Cost $133.14 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $526 Shares 39,115 Est. Cost $13.82 Unrealized
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.1%
Value ($000) $523 Shares 14,600 Est. Cost $35.82 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $523 Shares 2,475 Est. Cost $195.70 Unrealized +0.4%
F FORD MTR CO DEL COM 0.1%
Value ($000) $520 Shares 59,194 Est. Cost $7.63 Unrealized -16.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $518 Shares 17,582 Est. Cost $24.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $516 Shares 5,608 Est. Cost $73.50 Unrealized +11.7%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $515 Shares 3,822 Est. Cost $90.33 Unrealized +28.4%
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $513 Shares 17,673 Est. Cost $29.03 Unrealized
EPAM EPAM SYS INC COM 0.1%
Value ($000) $512 Shares 1,429 Est. Cost $205.51 Unrealized +62.4%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $509 Shares 11,369 Est. Cost $38.69 Unrealized -8.8%
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.1%
Value ($000) $507 Shares 10,942 Est. Cost $46.24 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $503 Shares 6,854 Est. Cost $69.73 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $496 Shares 1,026 Est. Cost $465.56 Unrealized +15.3%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $490 Shares 5,095 Est. Cost $85.63 Unrealized 0.0%
BAPR INNOVATOR S&P 500 BUFFER ETF - APRIL 0.1%
Value ($000) $477 Shares 16,100 Est. Cost $28.57 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $477 Shares 4,039 Est. Cost $114.19 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $475 Shares 8,106 Est. Cost $55.42 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $471 Shares 2,220 Est. Cost $190.23 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $469 Shares 5,136 Est. Cost $71.77 Unrealized +15.6%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $460 Shares 2,058 Est. Cost $175.86 Unrealized
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $453 Shares 9,551 Est. Cost $37.51 Unrealized +18.6%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $453 Shares 11,123 Est. Cost $49.14 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $450 Shares 7,505 Est. Cost $52.35 Unrealized 0.0%
BSEP INNOVATOR S&P 500 BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $449 Shares 15,420 Est. Cost $26.88 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $448 Shares 2,662 Est. Cost $79.61 Unrealized +72.0%
APTIV PLC SHS 0.1%
Value ($000) $445 Shares 3,418 Est. Cost $78.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $444 Shares 6,087 Est. Cost $61.53 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $441 Shares 2,624 Est. Cost $157.40 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $439 Shares 7,500 Est. Cost $37.05 Unrealized +35.3%
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT 0.1%
Value ($000) $436 Shares 27,593 Est. Cost $10.13 Unrealized
COHEN & STEERS REIT & PFD &INM COM 0.1%
Value ($000) $431 Shares 18,900 Est. Cost $21.25 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $429 Shares 5,996 Est. Cost $65.18 Unrealized -10.4%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $421 Shares 2,067 Est. Cost $181.01 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $419 Shares 239 Est. Cost $58.34 Unrealized +43.5%
ROST ROSS STORES INC COM 0.1%
Value ($000) $418 Shares 3,400 Est. Cost $85.39 Unrealized +16.1%
POCT INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $417 Shares 14,992 Est. Cost $27.81 Unrealized
DELAWARE ENHANCED GBL DIV & IN COM 0.1%
Value ($000) $412 Shares 42,260 Est. Cost $9.43 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $409 Shares 8,999 Est. Cost $43.50 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $409 Shares 500 Est. Cost $178.70 Unrealized +38.9%
FAST FASTENAL CO COM 0.1%
Value ($000) $402 Shares 8,234 Est. Cost $20.27 Unrealized +2.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $400 Shares 10,555 Est. Cost $37.89 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $395 Shares 1,841 Est. Cost $122.43 Unrealized +57.8%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $391 Shares 6,505 Est. Cost $59.97 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $387 Shares 3,615 Est. Cost $76.89 Unrealized +10.7%
SO SOUTHERN CO COM 0.1%
Value ($000) $371 Shares 6,039 Est. Cost $48.54 Unrealized +2.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $371 Shares 5,300 Est. Cost $104.46 Unrealized
QUIDEL CORP COM 0.1%
Value ($000) $370 Shares 2,061 Est. Cost $179.52 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $368 Shares 24,094 Est. Cost $14.25 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $368 Shares 2,342 Est. Cost $121.15 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $362 Shares 4,193 Est. Cost $59.15 Unrealized +19.5%
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $359 Shares 11,400 Est. Cost $26.25 Unrealized -2.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $357 Shares 6,004 Est. Cost $53.26 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $355 Shares 4,203 Est. Cost $81.46 Unrealized -20.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $352 Shares 987 Est. Cost $270.79 Unrealized +19.4%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.1%
Value ($000) $351 Shares 2,318 Est. Cost $139.52 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.1%
Value ($000) $348 Shares 4,961 Est. Cost $70.15 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $348 Shares 999 Est. Cost $187.96 Unrealized +84.8%
XYZ SQUARE INC CL A 0.1%
Value ($000) $346 Shares 1,591 Est. Cost $144.07 Unrealized +35.4%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $344 Shares 10,184 Est. Cost $30.30 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $340 Shares 6,155 Est. Cost $54.97 Unrealized
PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $334 Shares 11,964 Est. Cost $26.45 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $333 Shares 8,343 Est. Cost $72.38 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $330 Shares 2,771 Est. Cost $106.62 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $328 Shares 5,775 Est. Cost $56.07 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $324 Shares 912 Est. Cost $305.50 Unrealized +4.4%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $319 Shares 1,437 Est. Cost $209.46 Unrealized +7.2%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $319 Shares 900 Est. Cost $282.68 Unrealized
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $314 Shares 2,948 Est. Cost $121.59 Unrealized -5.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $313 Shares 3,352 Est. Cost $93.38 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $309 Shares 6,622 Est. Cost $40.96 Unrealized +2.7%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $307 Shares 2,220 Est. Cost $117.44 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $304 Shares 4,926 Est. Cost $55.64 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $304 Shares 5,798 Est. Cost $34.82 Unrealized +19.7%
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.1%
Value ($000) $303 Shares 4,477 Est. Cost $44.93 Unrealized
BJAN 31 0.1%
Value ($000) $302 Shares 9,210 Est. Cost $32.79 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $302 Shares 8,709 Est. Cost $23.36 Unrealized +9.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $295 Shares 4,751 Est. Cost $48.72 Unrealized +2.7%
ADVENT CONVERTIBLE & INCOME FD COM 0.1%
Value ($000) $292 Shares 17,684 Est. Cost $15.77 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $284 Shares 11,575 Est. Cost $24.54 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $281 Shares 859 Est. Cost $299.32 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $281 Shares 3,039 Est. Cost $63.37 Unrealized
FSS FEDERAL SIGNAL CORP COM 0.1%
Value ($000) $280 Shares 8,432 Est. Cost $28.27 Unrealized +7.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $280 Shares 4,148 Est. Cost $67.50 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.1%
Value ($000) $278 Shares 5,935 Est. Cost $39.75 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $278 Shares 3,337 Est. Cost $45.89 Unrealized +56.9%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.1%
Value ($000) $277 Shares 4,502 Est. Cost $62.25 Unrealized
SMB VANECK VECTORS SHORT MUNI ETF 0.1%
Value ($000) $273 Shares 15,065 Est. Cost $18.04 Unrealized
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.1%
Value ($000) $268 Shares 11,732 Est. Cost $18.60 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $267 Shares 932 Est. Cost $286.48 Unrealized
CYBERARK SOFTWARE LTD SHS 0.1%
Value ($000) $264 Shares 1,632 Est. Cost $100.46 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $263 Shares 1,491 Est. Cost $119.12 Unrealized +21.6%
DFEB FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.1%
Value ($000) $263 Shares 8,118 Est. Cost $27.59 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $262 Shares 12,006 Est. Cost $20.64 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $261 Shares 3,205 Est. Cost $81.44 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value ($000) $261 Shares 3,147 Est. Cost $62.47 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $261 Shares 2,951 Est. Cost $77.19 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $259 Shares 1,271 Est. Cost $185.65 Unrealized
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $258 Shares 2,512 Est. Cost $102.71 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $255 Shares 5,733 Est. Cost $40.33 Unrealized -9.9%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $255 Shares 6,652 Est. Cost $24.90 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $254 Shares 6,343 Est. Cost $32.91 Unrealized -6.7%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $250 Shares 2,136 Est. Cost $81.79 Unrealized +16.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $244 Shares 2,577 Est. Cost $119.36 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $242 Shares 1,753 Est. Cost $138.05 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $242 Shares 2,902 Est. Cost $66.71 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $239 Shares 4,603 Est. Cost $51.92 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $239 Shares 1,369 Est. Cost $110.37 Unrealized +6.5%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $238 Shares 1,385 Est. Cost $155.68 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $237 Shares 3,471 Est. Cost $55.22 Unrealized 0.0%
DOW DOW INC COM 0.1%
Value ($000) $236 Shares 4,258 Est. Cost $33.48 Unrealized +16.6%
SHYD VANECK VECTORS SHORT HIGH YIELD MUNI ETF 0.1%
Value ($000) $236 Shares 9,535 Est. Cost $24.75 Unrealized
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $229 Shares 3,546 Est. Cost $52.39 Unrealized +1.6%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value ($000) $228 Shares 2,276 Est. Cost $100.18 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $227 Shares 3,653 Est. Cost $62.14 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $225 Shares 1,804 Est. Cost $124.72 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $224 Shares 5,817 Est. Cost $36.50 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $224 Shares 198 Est. Cost $99.42 Unrealized +5.6%
KO COCA COLA CO COM 0.1%
Value ($000) $222 Shares 4,045 Est. Cost $44.27 Unrealized 0.0%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $220 Shares 2,333 Est. Cost $94.30 Unrealized
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $219 Shares 9,466 Est. Cost $22.97 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.1%
Value ($000) $218 Shares 4,229 Est. Cost $51.63 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $213 Shares 19,753 Est. Cost $29.51 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $212 Shares 1,896 Est. Cost $111.81 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $209 Shares 1,484 Est. Cost $140.84 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $199 Shares 13,009 Est. Cost $15.67 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $181 Shares 14,565 Est. Cost $11.89 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $175 Shares 33,802 Est. Cost $6.53 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $136 Shares 10,272 Est. Cost $12.07 Unrealized
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $93 Shares 13,525 Est. Cost $7.51 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $57 Shares 10,925 Est. Cost $4.21 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $55 Shares 10,000 Est. Cost $1.67 Unrealized +145.4%