Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 14, 2015

Total Value ($000): $752,358 (100.0% shares, 0.0% debt)

Holdings (244)

EFA ISHARES MSCI EAFE ETF 10.2%
Value ($000) $76,676 Shares 1,207,684 Est. Cost $62.84 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 6.6%
Value ($000) $49,473 Shares 608,826 Est. Cost $81.62 Unrealized
VTI VANGUARD TOTAL STK MKT 4.2%
Value ($000) $31,832 Shares 297,439 Est. Cost $91.33 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 3.0%
Value ($000) $22,913 Shares 800,605 Est. Cost $29.91 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.9%
Value ($000) $22,151 Shares 194,550 Est. Cost $92.48 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 2.9%
Value ($000) $21,940 Shares 430,023 Est. Cost $50.26 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 2.2%
Value ($000) $16,208 Shares 309,492 Est. Cost $53.14 Unrealized
SSD SIMPSON MANUFACTURING CO INC COM 2.1%
Value ($000) $15,705 Shares 461,910 Est. Cost $30.64 Unrealized -0.7%
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 2.0%
Value ($000) $15,059 Shares 349,730 Est. Cost $38.61 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.6%
Value ($000) $12,064 Shares 78,044 Est. Cost $153.19 Unrealized
HEDJ WISDOMTREE TR CURRENCY HEDGED DEFAFD 1.6%
Value ($000) $11,757 Shares 190,893 Est. Cost $65.99 Unrealized
FXL FIRST TR EXCH TRADED FD TECHNOLOGY ALPHADEX FD 1.5%
Value ($000) $11,606 Shares 328,330 Est. Cost $35.35 Unrealized
BOND PIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUND 1.5%
Value ($000) $11,026 Shares 103,046 Est. Cost $106.36 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.4%
Value ($000) $10,163 Shares 192,377 Est. Cost $53.03 Unrealized
AMGN AMGEN INC COM 1.3%
Value ($000) $9,737 Shares 63,425 Est. Cost $98.98 Unrealized +18.8%
KRE SPDR S&P REGIONAL BANKING ETF 1.2%
Value ($000) $9,085 Shares 205,725 Est. Cost $41.70 Unrealized
ORCL ORACLE CORP COM 1.1%
Value ($000) $8,358 Shares 207,391 Est. Cost $36.13 Unrealized +2.4%
C CITIGROUP INC 1.0%
Value ($000) $7,650 Shares 138,490 Est. Cost $37.24 Unrealized +8.9%
CSCO CISCO SYS INC 1.0%
Value ($000) $7,627 Shares 277,750 Est. Cost $18.57 Unrealized +11.1%
AMAT APPLIED MATLS INC COM 1.0%
Value ($000) $7,228 Shares 376,044 Est. Cost $16.74 Unrealized +7.6%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $6,994 Shares 33,496 Est. Cost $126.88 Unrealized +29.7%
SONY SONY CORP ADR NEW 0.9%
Value ($000) $6,976 Shares 245,736 Est. Cost $17.38 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 0.8%
Value ($000) $5,722 Shares 49,443 Est. Cost $119.33 Unrealized
SUNTRUST BKS INC COM 0.7%
Value ($000) $5,619 Shares 130,617 Est. Cost $41.09 Unrealized
CWB SPDR BARCLAYS CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $5,461 Shares 114,801 Est. Cost $47.33 Unrealized
MSFT MICROSOFT 0.7%
Value ($000) $5,348 Shares 121,132 Est. Cost $37.30 Unrealized +5.4%
ISHARES GOLD TRUST ETF 0.7%
Value ($000) $5,326 Shares 469,626 Est. Cost $12.83 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.7%
Value ($000) $5,291 Shares 44,195 Est. Cost $97.67 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $5,236 Shares 77,273 Est. Cost $49.14 Unrealized 0.0%
MS MORGAN STANLEY 0.7%
Value ($000) $5,044 Shares 130,032 Est. Cost $21.86 Unrealized +29.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.7%
Value ($000) $5,021 Shares 205,345 Est. Cost $22.06 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $4,966 Shares 48,700 Est. Cost $67.55 Unrealized +10.7%
AAPL APPLE INC 0.7%
Value ($000) $4,964 Shares 39,577 Est. Cost $19.36 Unrealized +47.5%
POWERSHARES FINANCIAL PREFERRED ETF 0.7%
Value ($000) $4,917 Shares 270,607 Est. Cost $18.28 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $4,908 Shares 146,366 Est. Cost $20.10 Unrealized +3.3%
DOW CHEM CO COM 0.7%
Value ($000) $4,904 Shares 95,831 Est. Cost $47.33 Unrealized
IYM ISHARES US BASIC MATERIALS ETF 0.7%
Value ($000) $4,900 Shares 60,813 Est. Cost $79.18 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $4,831 Shares 71,907 Est. Cost $35.37 Unrealized +19.7%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.6%
Value ($000) $4,820 Shares 54,284 Est. Cost $88.92 Unrealized
SUNEDISON INC COM 0.6%
Value ($000) $4,795 Shares 160,306 Est. Cost $19.63 Unrealized
BAC BANK AMER CORP COM 0.6%
Value ($000) $4,744 Shares 278,703 Est. Cost $11.50 Unrealized +14.2%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.6%
Value ($000) $4,714 Shares 95,184 Est. Cost $49.53 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.6%
Value ($000) $4,661 Shares 142,753 Est. Cost $25.34 Unrealized +9.5%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $4,542 Shares 46,599 Est. Cost $67.31 Unrealized +10.7%
VOD VODAFONE GROUP NEW ADR F 0.6%
Value ($000) $4,536 Shares 124,455 Est. Cost $33.98 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.6%
Value ($000) $4,399 Shares 220,395 Est. Cost $21.09 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.6%
Value ($000) $4,328 Shares 70,352 Est. Cost $57.09 Unrealized
ALLERGAN INC 0.6%
Value ($000) $4,306 Shares 14,189 Est. Cost $303.47 Unrealized
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $4,122 Shares 96,688 Est. Cost $31.11 Unrealized +2.9%
INGERSOLL-RAND PLC SHS 0.5%
Value ($000) $4,121 Shares 61,123 Est. Cost $67.45 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $4,037 Shares 41,110 Est. Cost $91.13 Unrealized 0.0%
WMT WAL-MART STORES INC COM 0.5%
Value ($000) $3,997 Shares 56,353 Est. Cost $21.58 Unrealized -3.2%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $3,981 Shares 24,477 Est. Cost $96.47 Unrealized +6.8%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,981 Shares 34,003 Est. Cost $58.93 Unrealized +28.9%
GENERAL ELECTRIC CO COM 0.5%
Value ($000) $3,966 Shares 149,249 Est. Cost $24.88 Unrealized
ALCATEL-LUCENT SPONSORED ADR 0.5%
Value ($000) $3,959 Shares 1,093,565 Est. Cost $3.51 Unrealized
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $3,911 Shares 44,683 Est. Cost $51.71 Unrealized +3.0%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $3,881 Shares 65,244 Est. Cost $41.87 Unrealized +5.7%
NTRS NORTHERN TR CORP COM 0.5%
Value ($000) $3,878 Shares 50,720 Est. Cost $56.07 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $3,867 Shares 33,877 Est. Cost $80.09 Unrealized +24.9%
URI UNITED RENTALS INC COM 0.5%
Value ($000) $3,833 Shares 43,741 Est. Cost $81.14 Unrealized +14.3%
BP BP PLC SPONSORED ADR 0.5%
Value ($000) $3,823 Shares 95,668 Est. Cost $44.30 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.5%
Value ($000) $3,807 Shares 78,423 Est. Cost $44.32 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $3,774 Shares 23,793 Est. Cost $134.06 Unrealized +0.4%
HUN HUNTSMAN CORP COM 0.5%
Value ($000) $3,772 Shares 170,926 Est. Cost $22.36 Unrealized +1.2%
NVS NOVARTIS AG ADR 0.5%
Value ($000) $3,763 Shares 38,267 Est. Cost $77.20 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.5%
Value ($000) $3,583 Shares 119,620 Est. Cost $28.56 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $3,579 Shares 36,931 Est. Cost $67.72 Unrealized 0.0%
EOG EOG RESOURCES INC 0.5%
Value ($000) $3,561 Shares 40,673 Est. Cost $69.57 Unrealized -2.5%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.5%
Value ($000) $3,504 Shares 240,906 Est. Cost $15.74 Unrealized
UNITED TECHNOLOGIES CORP COM 0.5%
Value ($000) $3,474 Shares 31,314 Est. Cost $103.65 Unrealized
POWERSHARES QQQ TR 0.4%
Value ($000) $3,368 Shares 31,456 Est. Cost $89.36 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.4%
Value ($000) $3,339 Shares 67,612 Est. Cost $38.19 Unrealized +6.3%
SYY SYSCO CORP COM 0.4%
Value ($000) $3,307 Shares 91,600 Est. Cost $28.55 Unrealized -1.0%
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.4%
Value ($000) $3,291 Shares 113,260 Est. Cost $29.91 Unrealized
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $3,263 Shares 37,862 Est. Cost $62.53 Unrealized +6.8%
TGT TARGET CORP COM 0.4%
Value ($000) $3,224 Shares 39,500 Est. Cost $59.06 Unrealized 0.0%
VANTIV INC CL A 0.4%
Value ($000) $3,161 Shares 82,781 Est. Cost $37.70 Unrealized
ON DECK CAP INC COM 0.4%
Value ($000) $2,985 Shares 257,802 Est. Cost $11.58 Unrealized
GAP GAP INC DEL COM 0.4%
Value ($000) $2,933 Shares 76,836 Est. Cost $27.07 Unrealized +0.3%
DR PEPPER SNAPPLE GROUP INC 0.4%
Value ($000) $2,922 Shares 40,080 Est. Cost $75.46 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $2,902 Shares 21,485 Est. Cost $94.67 Unrealized +27.0%
HEWLETT PACKARD CO COM 0.4%
Value ($000) $2,883 Shares 96,076 Est. Cost $28.94 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,856 Shares 6,579 Est. Cost $15.58 Unrealized +34.2%
AKAM AKAMAI TECHNOLOGIES INC COM 0.4%
Value ($000) $2,825 Shares 40,456 Est. Cost $60.26 Unrealized +23.2%
LOW LOWES COS INC COM 0.4%
Value ($000) $2,752 Shares 41,098 Est. Cost $39.73 Unrealized +48.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND ETF 0.4%
Value ($000) $2,751 Shares 112,825 Est. Cost $23.43 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.4%
Value ($000) $2,647 Shares 100,288 Est. Cost $23.87 Unrealized
MARKET VECTORS GOLD MINERS INDEX ETF 0.3%
Value ($000) $2,607 Shares 146,802 Est. Cost $18.37 Unrealized
ARM HLDGS PLC SPONSORED ADR 0.3%
Value ($000) $2,557 Shares 51,898 Est. Cost $49.27 Unrealized
GOOGLE INC CL C 0.3%
Value ($000) $2,411 Shares 4,631 Est. Cost $548.47 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.3%
Value ($000) $2,270 Shares 29,785 Est. Cost $69.13 Unrealized
RYDEX RUSSELL TOP 50 ETF 0.3%
Value ($000) $2,157 Shares 15,241 Est. Cost $137.78 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.3%
Value ($000) $2,122 Shares 46,287 Est. Cost $35.21 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,069 Shares 27,815 Est. Cost $58.34 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.3%
Value ($000) $1,914 Shares 32,835 Est. Cost $58.29 Unrealized
BLACKHAWK NETWORK HLDGS INC COM 0.2%
Value ($000) $1,751 Shares 42,500 Est. Cost $41.20 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,678 Shares 21,940 Est. Cost $67.65 Unrealized
MCDERMOTT INTL INC COM 0.2%
Value ($000) $1,607 Shares 300,880 Est. Cost $3.84 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $1,411 Shares 146,075 Est. Cost $10.22 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.2%
Value ($000) $1,343 Shares 4,915 Est. Cost $219.32 Unrealized
CYPRESS SEMICONDUCTOR CORP COM 0.2%
Value ($000) $1,289 Shares 109,608 Est. Cost $10.83 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.2%
Value ($000) $1,208 Shares 14,190 Est. Cost $84.01 Unrealized
RITE AID CORP COM 0.1%
Value ($000) $1,037 Shares 124,170 Est. Cost $6.99 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,000 Shares 18,495 Est. Cost $49.02 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $963 Shares 9,338 Est. Cost $101.27 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.1%
Value ($000) $946 Shares 6,610 Est. Cost $123.53 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $898 Shares 9,505 Est. Cost $94.48 Unrealized
NOK NOKIA CORP ADR 0.1%
Value ($000) $897 Shares 130,980 Est. Cost $6.95 Unrealized
DHS WISDOMTREE EQUITY INCOME FUND 0.1%
Value ($000) $854 Shares 14,366 Est. Cost $61.15 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $854 Shares 8,380 Est. Cost $103.23 Unrealized
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.1%
Value ($000) $851 Shares 23,933 Est. Cost $35.56 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $850 Shares 11,307 Est. Cost $86.26 Unrealized
POWERSHARES S&P 500 HIGH DIVIDEND PORTFOLIO 0.1%
Value ($000) $847 Shares 26,758 Est. Cost $32.87 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND FUND 0.1%
Value ($000) $847 Shares 10,251 Est. Cost $82.63 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.1%
Value ($000) $841 Shares 20,292 Est. Cost $41.92 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.1%
Value ($000) $831 Shares 14,064 Est. Cost $59.09 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $820 Shares 14,790 Est. Cost $47.03 Unrealized -6.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $807 Shares 22,008 Est. Cost $37.59 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $789 Shares 16,314 Est. Cost $46.75 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $748 Shares 6,934 Est. Cost $91.59 Unrealized
NTAP NETAPP INC COM 0.1%
Value ($000) $726 Shares 23,000 Est. Cost $26.44 Unrealized 0.0%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $716 Shares 9,590 Est. Cost $68.85 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.1%
Value ($000) $711 Shares 25,500 Est. Cost $27.88 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIAL SECTOR INDEX FUND 0.1%
Value ($000) $687 Shares 30,080 Est. Cost $22.02 Unrealized
M MACYS INC COM 0.1%
Value ($000) $678 Shares 10,056 Est. Cost $59.21 Unrealized +14.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $675 Shares 12,250 Est. Cost $55.10 Unrealized
SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 0.1%
Value ($000) $674 Shares 28,430 Est. Cost $23.28 Unrealized
SANCHEZ ENERGY CORP COM 0.1%
Value ($000) $673 Shares 68,650 Est. Cost $24.88 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $672 Shares 16,221 Est. Cost $31.98 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.1%
Value ($000) $671 Shares 6,375 Est. Cost $105.03 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $663 Shares 8,330 Est. Cost $79.54 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $656 Shares 6,756 Est. Cost $72.87 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $655 Shares 4,811 Est. Cost $130.75 Unrealized +9.1%
FRONTIER COMMUNICATIONS CORP COM 0.1%
Value ($000) $649 Shares 131,141 Est. Cost $4.95 Unrealized
TUBEMOGUL INC COM 0.1%
Value ($000) $636 Shares 44,523 Est. Cost $16.96 Unrealized
SEATTLE GENETICS INC COM 0.1%
Value ($000) $633 Shares 13,070 Est. Cost $48.43 Unrealized
VMWARE INC CL A COM 0.1%
Value ($000) $631 Shares 7,360 Est. Cost $84.45 Unrealized
TLT ISHARES 20+ YR TREASURY ETF 0.1%
Value ($000) $630 Shares 5,365 Est. Cost $128.44 Unrealized
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $629 Shares 9,040 Est. Cost $59.20 Unrealized +18.9%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $627 Shares 14,940 Est. Cost $27.59 Unrealized +18.4%
BSV VANGUARD SHORT TERM BOND 0.1%
Value ($000) $624 Shares 7,778 Est. Cost $80.25 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $621 Shares 2,315 Est. Cost $15.64 Unrealized +1.1%
MRK MERCK & CO INC 0.1%
Value ($000) $615 Shares 10,808 Est. Cost $36.12 Unrealized +11.4%
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $608 Shares 8,661 Est. Cost $70.57 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $592 Shares 18,168 Est. Cost $32.58 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $585 Shares 9,400 Est. Cost $23.53 Unrealized +4.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $560 Shares 4,610 Est. Cost $117.37 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $555 Shares 4,440 Est. Cost $89.00 Unrealized +2.6%
PACIFIC ETHANOL INC COM PAR $.001 0.1%
Value ($000) $551 Shares 53,400 Est. Cost $10.50 Unrealized
SOUTHWESTERN ENERGY CO COM 0.1%
Value ($000) $546 Shares 24,000 Est. Cost $23.03 Unrealized
CALLON PETE CO DEL COM 0.1%
Value ($000) $541 Shares 65,000 Est. Cost $8.32 Unrealized
GOOGLE INC 0.1%
Value ($000) $518 Shares 960 Est. Cost $583.60 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $511 Shares 15,660 Est. Cost $8.43 Unrealized +16.6%
SANDISK CORP COM 0.1%
Value ($000) $511 Shares 8,770 Est. Cost $95.28 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $503 Shares 16,539 Est. Cost $19.08 Unrealized +31.5%
IXP ISHARES GLOBAL TELECOM ETF 0.1%
Value ($000) $499 Shares 8,030 Est. Cost $62.71 Unrealized
OPPE WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND 0.1%
Value ($000) $496 Shares 19,810 Est. Cost $25.04 Unrealized
BROADCOM CORP CL A 0.1%
Value ($000) $473 Shares 9,190 Est. Cost $51.47 Unrealized
ALLY ALLY FINL INC COM 0.1%
Value ($000) $472 Shares 21,060 Est. Cost $16.49 Unrealized +2.2%
MCK MCKESSON CORP 0.1%
Value ($000) $467 Shares 2,076 Est. Cost $171.07 Unrealized +24.6%
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $460 Shares 28,000 Est. Cost $14.85 Unrealized
EGHT 8X8 INC NEW COM 0.1%
Value ($000) $456 Shares 50,930 Est. Cost $8.83 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $451 Shares 4,710 Est. Cost $60.32 Unrealized +12.2%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $438 Shares 2,918 Est. Cost $145.00 Unrealized
RUBICON PROJ INC COM 0.1%
Value ($000) $434 Shares 29,001 Est. Cost $15.60 Unrealized
LINKEDIN CORPORATION 0.1%
Value ($000) $432 Shares 2,092 Est. Cost $171.61 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $430 Shares 5,466 Est. Cost $79.28 Unrealized
PRECISION CASTPARTS CORP COM 0.1%
Value ($000) $429 Shares 2,146 Est. Cost $241.76 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $428 Shares 3,939 Est. Cost $107.19 Unrealized
FMC F M C CORP COM NEW 0.1%
Value ($000) $424 Shares 8,070 Est. Cost $45.24 Unrealized -13.7%
POWERSHARES ETF FD TR II S&P SMALLCAP INDUSTRIALS 0.1%
Value ($000) $422 Shares 8,910 Est. Cost $47.65 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $421 Shares 8,464 Est. Cost $49.74 Unrealized
POWERSHARES EXCHANGETRADED FD TR II S&P SMALLCAP INFORMATIONTECHNOLOGY PORT 0.1%
Value ($000) $420 Shares 8,030 Est. Cost $52.74 Unrealized
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.1%
Value ($000) $416 Shares 6,902 Est. Cost $60.27 Unrealized
ASC ARDMORE SHIPPING CORP COM 0.1%
Value ($000) $415 Shares 34,280 Est. Cost $9.80 Unrealized -7.4%
EFAV ISHARES MSCI EAFE MINIMUM VOLATILITY ETF 0.1%
Value ($000) $398 Shares 6,090 Est. Cost $65.76 Unrealized
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $398 Shares 8,470 Est. Cost $53.05 Unrealized +5.3%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $395 Shares 14,460 Est. Cost $27.76 Unrealized
NVRI HARSCO CORP COM 0.1%
Value ($000) $392 Shares 23,750 Est. Cost $16.52 Unrealized 0.0%
CRTO CRITEO S A SPONS ADS 0.1%
Value ($000) $392 Shares 8,215 Est. Cost $43.00 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $383 Shares 2,700 Est. Cost $110.30 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $379 Shares 18,212 Est. Cost $12.16 Unrealized +15.3%
DELPHI AUTOMOTIVE PLC SHS 0.0%
Value ($000) $373 Shares 4,380 Est. Cost $80.81 Unrealized
JANUS CAP GROUP INC 0.0%
Value ($000) $360 Shares 21,000 Est. Cost $17.14 Unrealized
ZYNGA INC 0.0%
Value ($000) $358 Shares 125,000 Est. Cost $2.86 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $356 Shares 7,400 Est. Cost $22.59 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $342 Shares 17,030 Est. Cost $0.51 Unrealized +3.4%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $339 Shares 24,330 Est. Cost $12.30 Unrealized +16.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $332 Shares 5,860 Est. Cost $40.50 Unrealized +18.7%
LAM RESEARCH CORP COM 0.0%
Value ($000) $325 Shares 4,000 Est. Cost $81.25 Unrealized
ROVI CORP COM 0.0%
Value ($000) $319 Shares 20,000 Est. Cost $15.95 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $316 Shares 10,750 Est. Cost $19.65 Unrealized +3.1%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $315 Shares 7,193 Est. Cost $43.79 Unrealized
FLEX FLEXTRONICS INTL LTD ORD 0.0%
Value ($000) $312 Shares 27,600 Est. Cost $9.20 Unrealized 0.0%
ACTG ACACIA RESH CORP ACACIA TCH COM 0.0%
Value ($000) $298 Shares 34,000 Est. Cost $9.91 Unrealized 0.0%
FINANCIAL ENGINES INC COM 0.0%
Value ($000) $297 Shares 7,000 Est. Cost $42.43 Unrealized
BROCADE COMMUNICATIONS SYS INC COM NEW 0.0%
Value ($000) $297 Shares 24,970 Est. Cost $11.89 Unrealized
OREXIGEN THERAPEUTICS INC COM 0.0%
Value ($000) $297 Shares 60,000 Est. Cost $7.83 Unrealized
ENVISION HEALTHCARE HLDGS INC COM 0.0%
Value ($000) $296 Shares 7,500 Est. Cost $39.47 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $293 Shares 3,033 Est. Cost $68.96 Unrealized -3.6%
CMF ISHARES TR S&P CALIF MUN BD FD 0.0%
Value ($000) $293 Shares 2,540 Est. Cost $117.72 Unrealized
PANDORA MEDIA INC COM 0.0%
Value ($000) $288 Shares 18,531 Est. Cost $22.15 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $286 Shares 11,000 Est. Cost $26.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $283 Shares 4,257 Est. Cost $35.05 Unrealized +31.3%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $283 Shares 8,960 Est. Cost $31.58 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $281 Shares 6,000 Est. Cost $36.67 Unrealized 0.0%
STILLWATER MNG CO COM 0.0%
Value ($000) $278 Shares 24,000 Est. Cost $12.92 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.0%
Value ($000) $276 Shares 2,339 Est. Cost $118.00 Unrealized
CALLIDUS SOFTWARE INC COM 0.0%
Value ($000) $272 Shares 17,460 Est. Cost $12.24 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $263 Shares 3,160 Est. Cost $57.54 Unrealized -5.6%
QRVO QORVO INC COM 0.0%
Value ($000) $257 Shares 3,200 Est. Cost $77.52 Unrealized 0.0%
STERLING BANCORP DEL COM 0.0%
Value ($000) $257 Shares 17,500 Est. Cost $13.19 Unrealized
BBC BIOSHARES BIOTECHNOLOGY CLINICAL TRIALS FUND 0.0%
Value ($000) $254 Shares 7,010 Est. Cost $32.88 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $248 Shares 1,920 Est. Cost $127.14 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $243 Shares 3,360 Est. Cost $66.44 Unrealized +5.2%
BOX BOX INC CL A 0.0%
Value ($000) $242 Shares 13,000 Est. Cost $17.55 Unrealized 0.0%
BARRACUDA NETWORKS INC COM 0.0%
Value ($000) $238 Shares 6,000 Est. Cost $39.67 Unrealized
CPF CENTRAL PAC FINL CORP COM NEW 0.0%
Value ($000) $238 Shares 10,000 Est. Cost $14.76 Unrealized +5.1%
ANACOR PHARMACEUTICALS INC COM 0.0%
Value ($000) $238 Shares 3,070 Est. Cost $24.50 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $237 Shares 10,010 Est. Cost $16.70 Unrealized +36.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $235 Shares 3,586 Est. Cost $52.32 Unrealized +1.2%
TRONOX LTD SHS CL A 0.0%
Value ($000) $234 Shares 16,000 Est. Cost $14.63 Unrealized
FBP FIRST BANCORP P R COM NEW 0.0%
Value ($000) $232 Shares 48,180 Est. Cost $4.98 Unrealized +3.2%
EPI WISDOMTREE TR INDIA EARNINGS FD 0.0%
Value ($000) $232 Shares 10,720 Est. Cost $21.64 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $224 Shares 1,280 Est. Cost $26.69 Unrealized 0.0%
CARLYLE GROUP L P COM UTS LTD PTN 0.0%
Value ($000) $222 Shares 7,900 Est. Cost $27.10 Unrealized
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value ($000) $221 Shares 2,433 Est. Cost $85.48 Unrealized 0.0%
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $212 Shares 20,310 Est. Cost $18.31 Unrealized -30.4%
PROOFPOINT INC 0.0%
Value ($000) $208 Shares 3,270 Est. Cost $37.47 Unrealized
QLIK TECHNOLOGIES INC COM 0.0%
Value ($000) $200 Shares 5,725 Est. Cost $31.15 Unrealized
ARAY ACCURAY INC COM 0.0%
Value ($000) $188 Shares 27,890 Est. Cost $7.62 Unrealized -2.3%
GROUPON INC COM CL A 0.0%
Value ($000) $183 Shares 36,390 Est. Cost $7.83 Unrealized
BRIGHTCOVE INC COM 0.0%
Value ($000) $172 Shares 25,000 Est. Cost $6.88 Unrealized
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $16.01 Unrealized 0.0%
SHORETEL INC COM 0.0%
Value ($000) $144 Shares 21,200 Est. Cost $6.79 Unrealized
YUME INC COM 0.0%
Value ($000) $136 Shares 25,000 Est. Cost $5.44 Unrealized
ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $128 Shares 10,000 Est. Cost $12.80 Unrealized
ORION ENERGY SYSTEMS INC COM 0.0%
Value ($000) $127 Shares 50,600 Est. Cost $5.14 Unrealized
EVINE LIVE INC CL A 0.0%
Value ($000) $114 Shares 42,300 Est. Cost $6.38 Unrealized
BALTIC TRADING LIMITED COM 0.0%
Value ($000) $64 Shares 40,000 Est. Cost $5.98 Unrealized
INTEL CORP 2.95% 12/15/2035 0.0%
Value ($000) $60 Shares 50,000 Est. Cost $1.24 Unrealized
GOODRICH PETE CORP COM NEW 0.0%
Value ($000) $47 Shares 25,000 Est. Cost $1.88 Unrealized
SUNTECH POWER HOLDINGS CO SERIES CONVERTIBLE 3% 03/15/2013 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.06 Unrealized