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

CIK: 0001109767 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $439,237 (100.0% shares, 0.0% debt)

Holdings (345)

IJH ISHARES S&P MIDCAP FUND 4.4%
Value ($000) $19,114 Shares 73,434 Est. Cost $179.24 Unrealized
AAPL APPLE INC COM 4.2%
Value ($000) $18,515 Shares 151,576 Est. Cost $95.27 Unrealized +31.3%
IJR ISHARES S&P SMALL-CAP FUND 3.1%
Value ($000) $13,700 Shares 126,228 Est. Cost $76.79 Unrealized
QQQ INVESCO QQQ TRUST 2.6%
Value ($000) $11,313 Shares 35,447 Est. Cost $198.37 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $10,607 Shares 44,989 Est. Cost $165.97 Unrealized +34.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value ($000) $9,208 Shares 36,042 Est. Cost $202.33 Unrealized +20.0%
AMZN AMAZON COM INC COM 2.0%
Value ($000) $8,877 Shares 2,869 Est. Cost $113.50 Unrealized +39.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.9%
Value ($000) $8,524 Shares 163,771 Est. Cost $39.88 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.9%
Value ($000) $8,442 Shares 63,565 Est. Cost $68.10 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.7%
Value ($000) $7,649 Shares 34,556 Est. Cost $160.49 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.5%
Value ($000) $6,611 Shares 95,554 Est. Cost $57.71 Unrealized
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $5,958 Shares 15,033 Est. Cost $243.62 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.1%
Value ($000) $4,985 Shares 49,317 Est. Cost $87.05 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $4,516 Shares 91,958 Est. Cost $41.62 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value ($000) $4,083 Shares 62,710 Est. Cost $73.78 Unrealized
GLD SPDR GOLD SHARES 0.9%
Value ($000) $3,907 Shares 24,425 Est. Cost $167.74 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $3,774 Shares 58,645 Est. Cost $49.68 Unrealized
PYPL PAYPAL HLDGS INC COM 0.8%
Value ($000) $3,502 Shares 14,419 Est. Cost $195.78 Unrealized +28.7%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.8%
Value ($000) $3,448 Shares 67,991 Est. Cost $50.87 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.8%
Value ($000) $3,408 Shares 24,056 Est. Cost $109.34 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.8%
Value ($000) $3,394 Shares 31,005 Est. Cost $108.43 Unrealized
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $3,382 Shares 6,334 Est. Cost $5.51 Unrealized +143.5%
V VISA INC COM CL A 0.7%
Value ($000) $3,158 Shares 14,916 Est. Cost $176.82 Unrealized +14.9%
TSLA TESLA INC COM 0.7%
Value ($000) $2,986 Shares 4,471 Est. Cost $195.42 Unrealized +28.5%
VUG VANGUARD GROWTH INDEX FUND 0.7%
Value ($000) $2,938 Shares 11,431 Est. Cost $159.92 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value ($000) $2,918 Shares 20,662 Est. Cost $128.65 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.6%
Value ($000) $2,843 Shares 31,033 Est. Cost $69.17 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $2,700 Shares 7 Est. Cost $281069.16 Unrealized +30.5%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $2,554 Shares 33,776 Est. Cost $60.63 Unrealized +13.5%
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $2,456 Shares 10,081 Est. Cost $182.62 Unrealized +24.7%
ACTIVISION BLIZZARD INC COM 0.5%
Value ($000) $2,390 Shares 25,702 Est. Cost $75.01 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,377 Shares 42,575 Est. Cost $42.42 Unrealized +2.1%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.5%
Value ($000) $2,322 Shares 21,322 Est. Cost $111.58 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.5%
Value ($000) $2,224 Shares 27,058 Est. Cost $80.32 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $2,217 Shares 47,561 Est. Cost $35.49 Unrealized
DE DEERE & CO COM 0.5%
Value ($000) $2,179 Shares 5,824 Est. Cost $164.82 Unrealized +86.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.5%
Value ($000) $2,141 Shares 62,878 Est. Cost $31.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $2,136 Shares 96,980 Est. Cost $22.04 Unrealized
DIS DISNEY WALT CO COM 0.5%
Value ($000) $2,120 Shares 11,486 Est. Cost $117.64 Unrealized +53.2%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.5%
Value ($000) $2,119 Shares 26,781 Est. Cost $57.99 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $2,115 Shares 7,657 Est. Cost $178.74 Unrealized +35.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $2,045 Shares 28,388 Est. Cost $62.84 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.5%
Value ($000) $2,026 Shares 19,881 Est. Cost $106.80 Unrealized
LOW LOWES COS INC COM 0.5%
Value ($000) $2,021 Shares 10,625 Est. Cost $101.30 Unrealized +55.0%
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $1,953 Shares 9,218 Est. Cost $163.58 Unrealized +34.5%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.4%
Value ($000) $1,921 Shares 28,730 Est. Cost $40.29 Unrealized +44.6%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.4%
Value ($000) $1,904 Shares 14,846 Est. Cost $135.17 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,894 Shares 6,205 Est. Cost $180.38 Unrealized +35.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,883 Shares 11,203 Est. Cost $116.05 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value ($000) $1,873 Shares 25,691 Est. Cost $66.28 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,864 Shares 32,051 Est. Cost $36.29 Unrealized +16.4%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,834 Shares 4,609 Est. Cost $286.26 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,832 Shares 16,768 Est. Cost $90.33 Unrealized +4.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.4%
Value ($000) $1,820 Shares 11,725 Est. Cost $48.03 Unrealized +40.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.4%
Value ($000) $1,763 Shares 17,497 Est. Cost $97.22 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $1,763 Shares 12,982 Est. Cost $27.80 Unrealized +55.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $1,754 Shares 6,226 Est. Cost $172.16 Unrealized +64.3%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $1,748 Shares 2,368 Est. Cost $173.18 Unrealized +31.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $1,703 Shares 9,035 Est. Cost $125.93 Unrealized +24.4%
KLAC KLA CORP COM NEW 0.4%
Value ($000) $1,643 Shares 4,974 Est. Cost $177.42 Unrealized +61.1%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,628 Shares 9,905 Est. Cost $98.02 Unrealized +43.6%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $1,592 Shares 12,008 Est. Cost $93.67 Unrealized +38.5%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $1,558 Shares 6,922 Est. Cost $119.61 Unrealized +66.1%
ARKW ARK NEXT GENERATION INTERNET ETF 0.4%
Value ($000) $1,553 Shares 10,534 Est. Cost $125.72 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,535 Shares 12,807 Est. Cost $71.48 Unrealized +52.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,527 Shares 7,385 Est. Cost $155.78 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value ($000) $1,520 Shares 29,941 Est. Cost $50.73 Unrealized
ECL ECOLAB INC COM 0.3%
Value ($000) $1,496 Shares 6,988 Est. Cost $187.25 Unrealized +7.6%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,481 Shares 718 Est. Cost $79.91 Unrealized +22.6%
BBY BEST BUY INC COM 0.3%
Value ($000) $1,468 Shares 12,783 Est. Cost $56.28 Unrealized +60.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $1,464 Shares 20,673 Est. Cost $63.27 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.3%
Value ($000) $1,461 Shares 15,213 Est. Cost $60.94 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,456 Shares 12,475 Est. Cost $82.33 Unrealized
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,453 Shares 4,256 Est. Cost $62.19 Unrealized +30.1%
QRVO QORVO INC COM 0.3%
Value ($000) $1,451 Shares 7,940 Est. Cost $131.19 Unrealized +33.8%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $1,447 Shares 6,053 Est. Cost $183.99 Unrealized +4.5%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.3%
Value ($000) $1,429 Shares 14,923 Est. Cost $95.76 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.3%
Value ($000) $1,420 Shares 10,800 Est. Cost $101.20 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,412 Shares 27,862 Est. Cost $32.22 Unrealized +7.1%
INTC INTEL CORP COM 0.3%
Value ($000) $1,409 Shares 22,011 Est. Cost $31.65 Unrealized +70.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $1,397 Shares 11,814 Est. Cost $66.15 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,386 Shares 45,801 Est. Cost $14.41 Unrealized +12.0%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $1,366 Shares 7,959 Est. Cost $115.97 Unrealized +13.7%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.3%
Value ($000) $1,358 Shares 5,649 Est. Cost $64.27 Unrealized +63.1%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,355 Shares 10,002 Est. Cost $87.81 Unrealized +31.7%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,344 Shares 2,576 Est. Cost $36.44 Unrealized +45.6%
GTO INVESCO TOTAL RETURN BOND ETF 0.3%
Value ($000) $1,338 Shares 23,888 Est. Cost $54.14 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.3%
Value ($000) $1,335 Shares 23,900 Est. Cost $40.86 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,333 Shares 3,582 Est. Cost $223.40 Unrealized +43.1%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.3%
Value ($000) $1,330 Shares 14,681 Est. Cost $61.51 Unrealized
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $1,299 Shares 5,590 Est. Cost $167.85 Unrealized +19.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $1,297 Shares 5,337 Est. Cost $198.14 Unrealized
CMI CUMMINS INC COM 0.3%
Value ($000) $1,287 Shares 4,966 Est. Cost $142.99 Unrealized +55.2%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $1,270 Shares 5,931 Est. Cost $152.83 Unrealized
GNRC GENERAC HLDGS INC COM 0.3%
Value ($000) $1,266 Shares 3,867 Est. Cost $294.70 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,262 Shares 24,666 Est. Cost $27.16 Unrealized +12.0%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.3%
Value ($000) $1,250 Shares 53,227 Est. Cost $20.76 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $1,235 Shares 36,853 Est. Cost $30.77 Unrealized 0.0%
PFE PFIZER INC COM 0.3%
Value ($000) $1,233 Shares 34,040 Est. Cost $22.73 Unrealized +23.3%
CSX CSX CORP COM 0.3%
Value ($000) $1,226 Shares 12,710 Est. Cost $16.71 Unrealized +71.0%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.3%
Value ($000) $1,207 Shares 5,352 Est. Cost $156.76 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $1,206 Shares 8,196 Est. Cost $108.34 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,197 Shares 3,698 Est. Cost $315.69 Unrealized -11.9%
LNT ALLIANT ENERGY CORP COM 0.3%
Value ($000) $1,180 Shares 21,781 Est. Cost $28.23 Unrealized +50.7%
NDAQ NASDAQ INC COM 0.3%
Value ($000) $1,179 Shares 7,994 Est. Cost $39.55 Unrealized +12.3%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.3%
Value ($000) $1,156 Shares 6,980 Est. Cost $109.17 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.3%
Value ($000) $1,148 Shares 10,500 Est. Cost $80.64 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $1,147 Shares 15,508 Est. Cost $65.94 Unrealized
MATW MATTHEWS INTL CORP CL A 0.3%
Value ($000) $1,140 Shares 28,816 Est. Cost $30.02 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,120 Shares 7,392 Est. Cost $113.67 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.3%
Value ($000) $1,119 Shares 9,823 Est. Cost $64.83 Unrealized
YETI YETI HLDGS INC COM 0.3%
Value ($000) $1,109 Shares 15,353 Est. Cost $64.10 Unrealized +11.1%
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $1,101 Shares 3,713 Est. Cost $263.73 Unrealized
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $1,100 Shares 8,765 Est. Cost $116.03 Unrealized
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $1,091 Shares 11,631 Est. Cost $66.72 Unrealized +26.9%
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $1,081 Shares 4,137 Est. Cost $164.83 Unrealized +69.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,053 Shares 9,727 Est. Cost $61.29 Unrealized +45.1%
NKE NIKE INC CL B 0.2%
Value ($000) $1,050 Shares 7,897 Est. Cost $87.63 Unrealized +47.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,042 Shares 12,626 Est. Cost $80.60 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $1,035 Shares 5,106 Est. Cost $179.19 Unrealized -5.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,033 Shares 10,135 Est. Cost $101.26 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $1,024 Shares 4,418 Est. Cost $86.17 Unrealized +119.5%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,022 Shares 2,870 Est. Cost $315.92 Unrealized +7.5%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.2%
Value ($000) $1,015 Shares 9,329 Est. Cost $54.91 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $1,013 Shares 13,139 Est. Cost $48.87 Unrealized +29.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $992 Shares 2,174 Est. Cost $311.56 Unrealized +51.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $991 Shares 31,180 Est. Cost $26.30 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $985 Shares 2,072 Est. Cost $301.53 Unrealized +55.0%
OZK BANK OZK COM 0.2%
Value ($000) $971 Shares 23,771 Est. Cost $33.09 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $965 Shares 55,548 Est. Cost $15.33 Unrealized
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $957 Shares 7,417 Est. Cost $99.38 Unrealized +8.8%
ETSY ETSY INC COM 0.2%
Value ($000) $951 Shares 4,717 Est. Cost $124.94 Unrealized +67.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $937 Shares 2,572 Est. Cost $274.86 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $913 Shares 2,588 Est. Cost $336.53 Unrealized -5.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $909 Shares 6,425 Est. Cost $87.84 Unrealized +34.2%
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $904 Shares 2,242 Est. Cost $352.39 Unrealized +10.6%
AMGN AMGEN INC COM 0.2%
Value ($000) $891 Shares 3,582 Est. Cost $150.99 Unrealized +35.6%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.2%
Value ($000) $875 Shares 16,936 Est. Cost $48.98 Unrealized
FDX FEDEX CORP COM 0.2%
Value ($000) $857 Shares 3,017 Est. Cost $251.15 Unrealized -6.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $854 Shares 11,883 Est. Cost $59.08 Unrealized
CFA VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND 0.2%
Value ($000) $852 Shares 12,702 Est. Cost $53.42 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $841 Shares 3,807 Est. Cost $178.65 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $840 Shares 3,298 Est. Cost $234.77 Unrealized -5.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $834 Shares 25,672 Est. Cost $26.87 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.2%
Value ($000) $832 Shares 6,696 Est. Cost $115.86 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $826 Shares 8,992 Est. Cost $85.98 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $826 Shares 8,097 Est. Cost $99.83 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $814 Shares 2,310 Est. Cost $247.26 Unrealized +33.4%
ENPH ENPHASE ENERGY INC COM 0.2%
Value ($000) $810 Shares 4,993 Est. Cost $55.82 Unrealized +221.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $807 Shares 11,818 Est. Cost $58.26 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.2%
Value ($000) $798 Shares 69,487 Est. Cost $11.74 Unrealized
DRAFTKINGS INC COM CL A 0.2%
Value ($000) $797 Shares 13,000 Est. Cost $47.80 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.2%
Value ($000) $791 Shares 5,465 Est. Cost $144.74 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $789 Shares 5,906 Est. Cost $72.66 Unrealized +45.5%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $788 Shares 5,176 Est. Cost $93.59 Unrealized +36.0%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.2%
Value ($000) $788 Shares 9,157 Est. Cost $61.04 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $785 Shares 9,420 Est. Cost $57.15 Unrealized
NUVEEN CR OPPORTUNITIES 2022 T COM 0.2%
Value ($000) $783 Shares 93,364 Est. Cost $9.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $778 Shares 5,839 Est. Cost $94.86 Unrealized +3.4%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $776 Shares 4,106 Est. Cost $99.69 Unrealized +51.8%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $772 Shares 3,376 Est. Cost $171.58 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $768 Shares 8,907 Est. Cost $85.70 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $766 Shares 9,768 Est. Cost $100.56 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $758 Shares 366 Est. Cost $72.27 Unrealized +36.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $753 Shares 8,636 Est. Cost $84.89 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $749 Shares 4,758 Est. Cost $114.57 Unrealized +32.4%
IRBTQ IROBOT CORP COM 0.2%
Value ($000) $724 Shares 5,925 Est. Cost $113.68 Unrealized 0.0%
RIVERNORTH OPPORTUNITIES FD IN COM 0.2%
Value ($000) $722 Shares 41,378 Est. Cost $16.33 Unrealized
BUNGE LIMITED COM 0.2%
Value ($000) $713 Shares 8,989 Est. Cost $79.32 Unrealized
AVGO BROADCOM INC COM 0.2%
Value ($000) $706 Shares 1,523 Est. Cost $30.07 Unrealized +38.5%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $702 Shares 14,173 Est. Cost $48.54 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $699 Shares 7,872 Est. Cost $56.44 Unrealized +18.4%
MATX MATSON INC COM 0.2%
Value ($000) $698 Shares 10,469 Est. Cost $63.97 Unrealized 0.0%
NOW SERVICENOW INC COM 0.2%
Value ($000) $687 Shares 1,374 Est. Cost $104.44 Unrealized +1.1%
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $686 Shares 13,821 Est. Cost $49.69 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.2%
Value ($000) $686 Shares 15,945 Est. Cost $43.02 Unrealized
POOL POOL CORP COM 0.2%
Value ($000) $663 Shares 1,921 Est. Cost $328.73 Unrealized -0.0%
F FORD MTR CO DEL COM 0.2%
Value ($000) $662 Shares 54,024 Est. Cost $7.63 Unrealized +13.8%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $658 Shares 2,779 Est. Cost $182.15 Unrealized +21.2%
BFEB INNOVATOR S&P 500 BUFFER ETF - FEBRUARY 0.1%
Value ($000) $656 Shares 22,576 Est. Cost $29.06 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $654 Shares 13,356 Est. Cost $48.03 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $649 Shares 4,307 Est. Cost $165.19 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $644 Shares 9,713 Est. Cost $66.30 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $643 Shares 2,137 Est. Cost $294.61 Unrealized
ITM VANECK VECTORS INTERMEDIATE MUNI ETF 0.1%
Value ($000) $641 Shares 12,512 Est. Cost $30.03 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 0.1%
Value ($000) $635 Shares 21,253 Est. Cost $19.19 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $635 Shares 12,947 Est. Cost $39.95 Unrealized
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $630 Shares 5,631 Est. Cost $87.09 Unrealized +16.0%
EPAM EPAM SYS INC COM 0.1%
Value ($000) $626 Shares 1,577 Est. Cost $220.57 Unrealized +65.9%
META FACEBOOK INC CL A 0.1%
Value ($000) $625 Shares 2,120 Est. Cost $177.39 Unrealized +50.7%
TEKLA HEALTHCARE INVS SH BEN INT 0.1%
Value ($000) $619 Shares 25,350 Est. Cost $24.42 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $617 Shares 8,124 Est. Cost $58.64 Unrealized -0.3%
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $613 Shares 37,683 Est. Cost $13.07 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $608 Shares 1,643 Est. Cost $281.25 Unrealized +37.4%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $604 Shares 6,606 Est. Cost $91.59 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.1%
Value ($000) $599 Shares 36,875 Est. Cost $16.64 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $594 Shares 10,021 Est. Cost $70.57 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $592 Shares 11,298 Est. Cost $49.61 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $584 Shares 2,574 Est. Cost $186.63 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $580 Shares 6,100 Est. Cost $74.25 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $574 Shares 2,631 Est. Cost $194.59 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.1%
Value ($000) $571 Shares 8,316 Est. Cost $69.55 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $568 Shares 2,470 Est. Cost $195.70 Unrealized +8.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $566 Shares 1,763 Est. Cost $113.76 Unrealized +223.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $557 Shares 8,882 Est. Cost $62.71 Unrealized
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $552 Shares 18,539 Est. Cost $29.06 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $547 Shares 37,126 Est. Cost $13.82 Unrealized
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.1%
Value ($000) $546 Shares 15,075 Est. Cost $35.83 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $542 Shares 10,473 Est. Cost $38.69 Unrealized +5.0%
DVA DAVITA INC COM 0.1%
Value ($000) $540 Shares 5,010 Est. Cost $81.97 Unrealized +35.6%
CUBI CUSTOMERS BANCORP INC COM 0.1%
Value ($000) $536 Shares 16,860 Est. Cost $26.31 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $530 Shares 16,769 Est. Cost $26.57 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $529 Shares 3,805 Est. Cost $90.33 Unrealized +22.7%
NEM NEWMONT CORP COM 0.1%
Value ($000) $524 Shares 8,696 Est. Cost $52.20 Unrealized -1.8%
XYZ SQUARE INC CL A 0.1%
Value ($000) $521 Shares 2,296 Est. Cost $171.66 Unrealized +36.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $517 Shares 4,933 Est. Cost $81.18 Unrealized -2.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $515 Shares 3,815 Est. Cost $114.38 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $502 Shares 38,047 Est. Cost $13.19 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $492 Shares 2,071 Est. Cost $175.86 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $491 Shares 2,215 Est. Cost $181.27 Unrealized +2.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $490 Shares 5,824 Est. Cost $64.49 Unrealized
PAPR INNOVATOR S&P 500 POWER BUFFER ETF - APRIL 0.1%
Value ($000) $485 Shares 17,593 Est. Cost $27.57 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $475 Shares 27,593 Est. Cost $10.13 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $471 Shares 4,781 Est. Cost $85.35 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $471 Shares 5,626 Est. Cost $72.89 Unrealized +16.0%
BSEP INNOVATOR S&P 500 BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $470 Shares 15,420 Est. Cost $26.88 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $464 Shares 2,730 Est. Cost $80.92 Unrealized +63.1%
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $461 Shares 18,900 Est. Cost $21.25 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $459 Shares 8,365 Est. Cost $72.38 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $459 Shares 6,046 Est. Cost $61.53 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $453 Shares 7,282 Est. Cost $48.76 Unrealized +2.2%
PMAR INNOVATOR S&P 500 POWER BUFFER ETF - MARCH 0.1%
Value ($000) $450 Shares 15,233 Est. Cost $29.54 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $441 Shares 7,536 Est. Cost $37.05 Unrealized +34.4%
GLW CORNING INC COM 0.1%
Value ($000) $440 Shares 10,118 Est. Cost $33.60 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $439 Shares 2,406 Est. Cost $211.57 Unrealized 0.0%
APTIV PLC SHS 0.1%
Value ($000) $439 Shares 3,184 Est. Cost $78.82 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.1%
Value ($000) $438 Shares 9,839 Est. Cost $46.24 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $436 Shares 9,490 Est. Cost $49.14 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $433 Shares 2,246 Est. Cost $116.12 Unrealized +7.7%
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $430 Shares 2,483 Est. Cost $124.10 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $429 Shares 5,551 Est. Cost $65.18 Unrealized +0.1%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $426 Shares 7,550 Est. Cost $56.15 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $424 Shares 3,540 Est. Cost $86.45 Unrealized +29.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $421 Shares 3,695 Est. Cost $114.19 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.1%
Value ($000) $415 Shares 45,580 Est. Cost $9.10 Unrealized
DELAWARE ENHANCED GLOBAL DIVID COM 0.1%
Value ($000) $415 Shares 42,286 Est. Cost $9.43 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $409 Shares 3,412 Est. Cost $122.44 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $404 Shares 854 Est. Cost $465.56 Unrealized +4.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $401 Shares 7,965 Est. Cost $20.27 Unrealized +5.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $401 Shares 8,763 Est. Cost $43.50 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $398 Shares 1,775 Est. Cost $122.43 Unrealized +56.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $394 Shares 4,443 Est. Cost $92.22 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $391 Shares 5,994 Est. Cost $53.26 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.1%
Value ($000) $381 Shares 18,040 Est. Cost $21.12 Unrealized
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.1%
Value ($000) $379 Shares 11,105 Est. Cost $33.02 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $373 Shares 5,089 Est. Cost $68.57 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $369 Shares 500 Est. Cost $178.70 Unrealized +40.8%
IQ HEDGE EVENT-DRIVEN TRACKER ETF 0.1%
Value ($000) $366 Shares 15,583 Est. Cost $23.49 Unrealized
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $356 Shares 15,446 Est. Cost $23.00 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $348 Shares 8,710 Est. Cost $23.36 Unrealized +22.5%
PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $344 Shares 11,964 Est. Cost $26.45 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $343 Shares 5,040 Est. Cost $53.32 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $342 Shares 19,835 Est. Cost $16.21 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $341 Shares 4,501 Est. Cost $55.64 Unrealized +24.5%
CBNK CAPITAL BANCORP INC MD COM 0.1%
Value ($000) $340 Shares 17,651 Est. Cost $15.40 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $337 Shares 5,364 Est. Cost $103.96 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $337 Shares 5,627 Est. Cost $59.97 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $334 Shares 4,438 Est. Cost $56.76 Unrealized +9.7%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $333 Shares 901 Est. Cost $305.50 Unrealized -1.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $332 Shares 5,817 Est. Cost $55.42 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $332 Shares 6,265 Est. Cost $32.91 Unrealized +25.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $331 Shares 9,370 Est. Cost $30.30 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.1%
Value ($000) $330 Shares 7,248 Est. Cost $45.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $325 Shares 5,152 Est. Cost $48.90 Unrealized +4.4%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $316 Shares 286 Est. Cost $106.00 Unrealized +14.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $315 Shares 878 Est. Cost $282.68 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $314 Shares 2,175 Est. Cost $117.44 Unrealized
ADVENT CONV & INCOME FD COM 0.1%
Value ($000) $313 Shares 17,693 Est. Cost $15.77 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $312 Shares 2,642 Est. Cost $85.61 Unrealized +18.8%
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.1%
Value ($000) $305 Shares 4,477 Est. Cost $44.93 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $305 Shares 5,641 Est. Cost $34.82 Unrealized +32.5%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $299 Shares 19,033 Est. Cost $15.71 Unrealized
AIA ISHARES ASIA 50 ETF 0.1%
Value ($000) $299 Shares 3,246 Est. Cost $92.11 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $298 Shares 1,503 Est. Cost $119.12 Unrealized +37.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $296 Shares 3,044 Est. Cost $63.37 Unrealized
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.1%
Value ($000) $295 Shares 4,468 Est. Cost $66.03 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $294 Shares 6,151 Est. Cost $40.96 Unrealized +0.1%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $294 Shares 2,734 Est. Cost $121.59 Unrealized -12.3%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $292 Shares 19,454 Est. Cost $14.25 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.1%
Value ($000) $292 Shares 5,935 Est. Cost $39.75 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $289 Shares 2,778 Est. Cost $118.25 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $287 Shares 7,965 Est. Cost $30.80 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $287 Shares 6,500 Est. Cost $33.89 Unrealized 0.0%
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $286 Shares 3,112 Est. Cost $100.62 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $283 Shares 4,429 Est. Cost $33.95 Unrealized +34.9%
QUIDEL CORP COM 0.1%
Value ($000) $278 Shares 2,170 Est. Cost $176.94 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value ($000) $276 Shares 2,945 Est. Cost $62.47 Unrealized
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.1%
Value ($000) $276 Shares 11,500 Est. Cost $18.60 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $276 Shares 5,239 Est. Cost $44.07 Unrealized -1.5%
BX BLACKSTONE GROUP INC COM 0.1%
Value ($000) $276 Shares 3,706 Est. Cost $58.60 Unrealized 0.0%
MNA IQ MERGER ARBITRAGE ETF 0.1%
Value ($000) $276 Shares 8,377 Est. Cost $31.73 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $276 Shares 1,476 Est. Cost $186.06 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $273 Shares 4,985 Est. Cost $54.97 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $273 Shares 2,902 Est. Cost $66.71 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $272 Shares 5,311 Est. Cost $40.33 Unrealized +6.3%
SMB VANECK VECTORS SHORT MUNI ETF 0.1%
Value ($000) $272 Shares 15,107 Est. Cost $18.04 Unrealized
DFEB FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.1%
Value ($000) $269 Shares 8,118 Est. Cost $27.59 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $267 Shares 3,480 Est. Cost $62.14 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $266 Shares 4,073 Est. Cost $65.31 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $266 Shares 3,136 Est. Cost $45.89 Unrealized +47.1%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $261 Shares 19,905 Est. Cost $29.51 Unrealized
W WAYFAIR INC CL A 0.1%
Value ($000) $260 Shares 825 Est. Cost $295.08 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $260 Shares 1,282 Est. Cost $209.46 Unrealized +10.7%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $260 Shares 12,024 Est. Cost $21.62 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $257 Shares 1,239 Est. Cost $185.65 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $254 Shares 6,621 Est. Cost $36.73 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.1%
Value ($000) $252 Shares 11,600 Est. Cost $21.72 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $250 Shares 1,388 Est. Cost $155.68 Unrealized
SHYD VANECK VECTORS SHORT HIGH YIELD MUNI ETF 0.1%
Value ($000) $250 Shares 9,992 Est. Cost $24.76 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $244 Shares 6,297 Est. Cost $30.64 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $237 Shares 2,043 Est. Cost $116.01 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $234 Shares 2,338 Est. Cost $94.30 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $229 Shares 1,760 Est. Cost $138.05 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $229 Shares 57,804 Est. Cost $3.96 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $223 Shares 9,552 Est. Cost $23.35 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $221 Shares 4,309 Est. Cost $51.29 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.1%
Value ($000) $221 Shares 5,071 Est. Cost $43.58 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $217 Shares 2,003 Est. Cost $108.34 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $215 Shares 2,545 Est. Cost $84.48 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $214 Shares 1,358 Est. Cost $139.52 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $214 Shares 8,926 Est. Cost $23.97 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $205 Shares 796 Est. Cost $257.54 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $204 Shares 3,159 Est. Cost $53.36 Unrealized 0.0%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $203 Shares 14,568 Est. Cost $11.89 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $203 Shares 1,094 Est. Cost $185.56 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $201 Shares 2,699 Est. Cost $52.39 Unrealized +13.6%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $201 Shares 926 Est. Cost $176.65 Unrealized 0.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $200 Shares 2,375 Est. Cost $84.21 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $190 Shares 33,802 Est. Cost $6.53 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $138 Shares 10,272 Est. Cost $12.07 Unrealized
UNITY BIOTECHNOLOGY INC COM 0.0%
Value ($000) $112 Shares 18,644 Est. Cost $6.01 Unrealized
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $106 Shares 13,530 Est. Cost $7.51 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $102 Shares 10,000 Est. Cost $1.67 Unrealized +406.8%
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $65 Shares 10,925 Est. Cost $4.21 Unrealized
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $41 Shares 26,000 Est. Cost $1.63 Unrealized 0.0%