Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Dec 3, 2015

Total Value ($000): $568,352 (100.0% shares, 0.0% debt)

Holdings (188)

EFA ISHARES MSCI EAFE ETF 12.4%
Value ($000) $70,351 Shares 1,227,336 Est. Cost $62.75 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 6.2%
Value ($000) $34,978 Shares 426,925 Est. Cost $81.62 Unrealized
VTI VANGUARD TOTAL STK MKT 5.2%
Value ($000) $29,432 Shares 298,138 Est. Cost $91.33 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 3.9%
Value ($000) $22,009 Shares 209,351 Est. Cost $105.13 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.7%
Value ($000) $21,113 Shares 195,856 Est. Cost $92.48 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 3.7%
Value ($000) $20,982 Shares 439,235 Est. Cost $50.21 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 3.6%
Value ($000) $20,633 Shares 791,137 Est. Cost $29.91 Unrealized
SSD SIMPSON MANUFACTURING CO INC COM 2.2%
Value ($000) $12,288 Shares 366,910 Est. Cost $30.64 Unrealized +0.6%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 2.1%
Value ($000) $11,659 Shares 220,279 Est. Cost $53.14 Unrealized
BOND PIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUND 1.9%
Value ($000) $10,682 Shares 101,291 Est. Cost $106.36 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.9%
Value ($000) $10,540 Shares 197,527 Est. Cost $53.04 Unrealized
AMGN AMGEN INC COM 1.5%
Value ($000) $8,413 Shares 60,825 Est. Cost $98.98 Unrealized +17.4%
C CITIGROUP INC COM NEW 1.4%
Value ($000) $8,107 Shares 163,423 Est. Cost $37.78 Unrealized +7.9%
ORCL ORACLE CORP COM 1.3%
Value ($000) $7,153 Shares 198,042 Est. Cost $36.13 Unrealized -8.9%
SONY SONY CORP ADR NEW 1.2%
Value ($000) $6,765 Shares 276,137 Est. Cost $18.17 Unrealized
AMAT APPLIED MATLS INC COM 1.2%
Value ($000) $6,687 Shares 455,221 Est. Cost $16.40 Unrealized -10.1%
IJR ISHARES S&P SMALL-CAP FUND 1.0%
Value ($000) $5,876 Shares 55,138 Est. Cost $107.05 Unrealized
AAPL APPLE INC COM 1.0%
Value ($000) $5,872 Shares 53,239 Est. Cost $21.13 Unrealized +24.4%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $5,770 Shares 130,371 Est. Cost $37.41 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $5,715 Shares 39,421 Est. Cost $96.05 Unrealized -0.7%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $5,641 Shares 32,465 Est. Cost $126.88 Unrealized +25.2%
CWB SPDR BARCLAYS CONVERTIBLE SECURITIES ETF 1.0%
Value ($000) $5,486 Shares 122,667 Est. Cost $47.17 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 1.0%
Value ($000) $5,451 Shares 135,659 Est. Cost $38.61 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $5,314 Shares 105,341 Est. Cost $50.45 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.9%
Value ($000) $5,184 Shares 103,908 Est. Cost $49.74 Unrealized
POWERSHARES FINANCIAL PREFERRED PORTFOLIO 0.9%
Value ($000) $5,162 Shares 282,671 Est. Cost $18.27 Unrealized
GENERAL ELECTRIC CO COM 0.9%
Value ($000) $5,157 Shares 204,491 Est. Cost $24.97 Unrealized
ISHARES COMEX GOLD TRUST 0.9%
Value ($000) $4,946 Shares 458,822 Est. Cost $12.83 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.9%
Value ($000) $4,938 Shares 44,375 Est. Cost $97.67 Unrealized
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $4,817 Shares 78,998 Est. Cost $49.15 Unrealized +1.0%
SUNTRUST BKS INC COM 0.8%
Value ($000) $4,812 Shares 125,836 Est. Cost $41.09 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.8%
Value ($000) $4,713 Shares 95,178 Est. Cost $49.53 Unrealized
QCOM QUALCOMM INC COM 0.8%
Value ($000) $4,693 Shares 87,351 Est. Cost $44.14 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $4,620 Shares 48,791 Est. Cost $67.55 Unrealized +8.6%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.8%
Value ($000) $4,583 Shares 55,030 Est. Cost $88.84 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $4,525 Shares 48,470 Est. Cost $67.51 Unrealized +7.4%
CSX CSX CORP COM 0.8%
Value ($000) $4,354 Shares 161,860 Est. Cost $8.37 Unrealized -0.1%
DOW CHEM CO COM 0.7%
Value ($000) $4,258 Shares 100,422 Est. Cost $47.11 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $4,156 Shares 21,568 Est. Cost $192.69 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $4,139 Shares 131,783 Est. Cost $20.10 Unrealized +2.5%
BAC BANK AMER CORP COM 0.7%
Value ($000) $4,125 Shares 264,785 Est. Cost $11.50 Unrealized +16.9%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $3,947 Shares 53,090 Est. Cost $49.59 Unrealized -1.0%
IWV ISHARES RUSSELL 3000 ETF 0.7%
Value ($000) $3,938 Shares 34,580 Est. Cost $113.88 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.7%
Value ($000) $3,937 Shares 23,725 Est. Cost $134.06 Unrealized +5.6%
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.7%
Value ($000) $3,897 Shares 122,770 Est. Cost $33.98 Unrealized
ALCATEL-LUCENT SPONSORED ADR 0.6%
Value ($000) $3,682 Shares 1,008,880 Est. Cost $3.51 Unrealized
WFC WELLS FARGO & CO NEW COM 0.6%
Value ($000) $3,589 Shares 69,892 Est. Cost $41.08 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.6%
Value ($000) $3,410 Shares 37,093 Est. Cost $77.20 Unrealized
PRU PRUDENTIAL FINL INC COM 0.6%
Value ($000) $3,362 Shares 44,120 Est. Cost $51.71 Unrealized +2.5%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $3,283 Shares 33,264 Est. Cost $67.72 Unrealized +0.1%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.5%
Value ($000) $3,071 Shares 232,913 Est. Cost $15.74 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $3,022 Shares 30,670 Est. Cost $75.34 Unrealized 0.0%
TGT TARGET CORP COM 0.5%
Value ($000) $2,925 Shares 37,180 Est. Cost $59.06 Unrealized -0.7%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.5%
Value ($000) $2,852 Shares 66,898 Est. Cost $44.32 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,846 Shares 4,677 Est. Cost $30.50 Unrealized 0.0%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.5%
Value ($000) $2,712 Shares 110,920 Est. Cost $29.91 Unrealized
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $2,693 Shares 39,042 Est. Cost $62.42 Unrealized -5.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,475 Shares 109,209 Est. Cost $23.43 Unrealized
GUGGENHEIM RUSSELL TOP 50 MEGA CAP ETF 0.4%
Value ($000) $2,443 Shares 18,392 Est. Cost $136.93 Unrealized
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $2,443 Shares 24,885 Est. Cost $58.93 Unrealized +31.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.4%
Value ($000) $2,401 Shares 43,411 Est. Cost $57.09 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $2,134 Shares 4,169 Est. Cost $15.58 Unrealized +62.3%
ON DECK CAP INC COM 0.4%
Value ($000) $2,067 Shares 208,802 Est. Cost $11.58 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.3%
Value ($000) $1,936 Shares 46,288 Est. Cost $35.21 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $1,864 Shares 25,835 Est. Cost $69.13 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,818 Shares 27,442 Est. Cost $58.34 Unrealized
BLACKHAWK NETWORK HLDGS INC COM 0.3%
Value ($000) $1,802 Shares 42,500 Est. Cost $41.20 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $1,666 Shares 31,552 Est. Cost $58.29 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.3%
Value ($000) $1,500 Shares 27,440 Est. Cost $65.99 Unrealized
NVDA NVIDIA CORP COM 0.2%
Value ($000) $1,346 Shares 54,600 Est. Cost $0.52 Unrealized +1.1%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.2%
Value ($000) $1,266 Shares 39,990 Est. Cost $35.35 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.2%
Value ($000) $1,262 Shares 51,000 Est. Cost $26.31 Unrealized
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.2%
Value ($000) $1,259 Shares 37,699 Est. Cost $34.77 Unrealized
FRONTIER COMMUNICATIONS CORP COM 0.2%
Value ($000) $1,254 Shares 264,000 Est. Cost $4.85 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $1,253 Shares 13,910 Est. Cost $98.00 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.2%
Value ($000) $1,223 Shares 4,915 Est. Cost $219.32 Unrealized
MCDERMOTT INTL INC COM 0.2%
Value ($000) $1,211 Shares 281,520 Est. Cost $3.84 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.2%
Value ($000) $1,207 Shares 15,320 Est. Cost $83.63 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $1,207 Shares 9,010 Est. Cost $153.19 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,163 Shares 10,646 Est. Cost $109.24 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $1,113 Shares 121,195 Est. Cost $10.22 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.2%
Value ($000) $1,075 Shares 16,610 Est. Cost $79.18 Unrealized
NOBL PROSHARES S&P 500 ARISTOCRATS ETF 0.2%
Value ($000) $997 Shares 21,450 Est. Cost $46.48 Unrealized
EA ELECTRONIC ARTS INC COM 0.2%
Value ($000) $992 Shares 14,648 Est. Cost $68.14 Unrealized 0.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $988 Shares 13,920 Est. Cost $70.98 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $976 Shares 7,090 Est. Cost $124.49 Unrealized
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $945 Shares 63,101 Est. Cost $16.78 Unrealized 0.0%
SANCHEZ ENERGY CORP COM 0.2%
Value ($000) $883 Shares 143,650 Est. Cost $15.10 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $871 Shares 9,338 Est. Cost $101.27 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $747 Shares 15,300 Est. Cost $53.85 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $725 Shares 9,594 Est. Cost $68.85 Unrealized
POWERSHARES S&P 500 HIGH DIVIDEND LOW VOLATILITY PORTFOLIO 0.1%
Value ($000) $708 Shares 22,495 Est. Cost $32.87 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $696 Shares 11,375 Est. Cost $86.26 Unrealized
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $685 Shares 13,873 Est. Cost $36.63 Unrealized +4.8%
ALCOA INC COM 0.1%
Value ($000) $676 Shares 70,000 Est. Cost $9.66 Unrealized
TUBEMOGUL INC COM 0.1%
Value ($000) $673 Shares 64,000 Est. Cost $15.00 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $672 Shares 16,836 Est. Cost $46.54 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $671 Shares 16,993 Est. Cost $32.32 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $664 Shares 8,330 Est. Cost $79.54 Unrealized
TLT ISHARES 20+ YEAR TREASURY BOND ETF 0.1%
Value ($000) $663 Shares 5,365 Est. Cost $128.44 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $655 Shares 6,760 Est. Cost $91.59 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $653 Shares 14,780 Est. Cost $47.03 Unrealized -20.6%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $629 Shares 9,060 Est. Cost $59.20 Unrealized +18.3%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $628 Shares 984 Est. Cost $31.95 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $625 Shares 7,778 Est. Cost $80.25 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $621 Shares 91,580 Est. Cost $6.95 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $617 Shares 28,140 Est. Cost $22.06 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $615 Shares 11,146 Est. Cost $58.33 Unrealized
SUNEDISON INC COM 0.1%
Value ($000) $613 Shares 85,340 Est. Cost $19.63 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $611 Shares 15,600 Est. Cost $27.77 Unrealized +15.2%
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $603 Shares 9,421 Est. Cost $70.04 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.1%
Value ($000) $595 Shares 11,208 Est. Cost $59.09 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $593 Shares 6,775 Est. Cost $94.48 Unrealized
LINKEDIN CORP COM CL A 0.1%
Value ($000) $588 Shares 3,092 Est. Cost $177.61 Unrealized
SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 0.1%
Value ($000) $586 Shares 24,290 Est. Cost $23.28 Unrealized
TSLA TESLA MTRS INC COM 0.1%
Value ($000) $580 Shares 2,335 Est. Cost $15.64 Unrealized +8.6%
AFL AFLAC INC COM 0.1%
Value ($000) $569 Shares 9,790 Est. Cost $23.54 Unrealized +0.7%
CIEN CIENA CORP COM NEW 0.1%
Value ($000) $556 Shares 26,810 Est. Cost $20.80 Unrealized +11.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $546 Shares 4,187 Est. Cost $130.75 Unrealized +4.8%
RITE AID CORP COM 0.1%
Value ($000) $546 Shares 90,000 Est. Cost $6.99 Unrealized
M MACYS INC COM 0.1%
Value ($000) $536 Shares 10,446 Est. Cost $59.34 Unrealized +5.7%
MTB M & T BK CORP COM 0.1%
Value ($000) $527 Shares 4,320 Est. Cost $89.00 Unrealized +4.8%
VMWARE INC CL A COM 0.1%
Value ($000) $525 Shares 6,660 Est. Cost $84.45 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $515 Shares 6,966 Est. Cost $72.89 Unrealized +0.6%
CYPRESS SEMICONDUCTOR CORP COM 0.1%
Value ($000) $511 Shares 60,000 Est. Cost $10.83 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $505 Shares 3,497 Est. Cost $94.67 Unrealized +26.3%
INTC INTEL CORP COM 0.1%
Value ($000) $505 Shares 16,739 Est. Cost $19.12 Unrealized +18.3%
MARKET VECTORS GOLD MINERS ETF 0.1%
Value ($000) $501 Shares 36,450 Est. Cost $18.37 Unrealized
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $485 Shares 15,600 Est. Cost $34.76 Unrealized -3.4%
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $484 Shares 18,421 Est. Cost $32.50 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $480 Shares 9,918 Est. Cost $49.54 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $477 Shares 4,110 Est. Cost $119.33 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $476 Shares 5,351 Est. Cost $103.65 Unrealized
IXP ISHARES GLOBAL TELECOM ETF 0.1%
Value ($000) $471 Shares 8,300 Est. Cost $62.51 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $462 Shares 4,280 Est. Cost $117.37 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $441 Shares 4,940 Est. Cost $60.66 Unrealized +11.6%
PLCE CHILDRENS PL INC COM 0.1%
Value ($000) $433 Shares 7,500 Est. Cost $60.15 Unrealized 0.0%
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.1%
Value ($000) $426 Shares 29,566 Est. Cost $21.09 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $423 Shares 3,094 Est. Cost $144.53 Unrealized
STILLWATER MNG CO COM 0.1%
Value ($000) $403 Shares 39,000 Est. Cost $11.92 Unrealized
OPPE WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND 0.1%
Value ($000) $403 Shares 17,190 Est. Cost $25.04 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $398 Shares 5,397 Est. Cost $79.28 Unrealized
PANDORA MEDIA INC COM 0.1%
Value ($000) $395 Shares 18,531 Est. Cost $22.15 Unrealized
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $383 Shares 8,960 Est. Cost $52.68 Unrealized -12.2%
MELLANOX TECHNOLOGIES LTD SHS 0.1%
Value ($000) $378 Shares 10,000 Est. Cost $37.80 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $372 Shares 2,700 Est. Cost $110.30 Unrealized +4.7%
IEV ISHARES EUROPE ETF 0.1%
Value ($000) $353 Shares 8,873 Est. Cost $43.03 Unrealized
DELPHI AUTOMOTIVE PLC SHS 0.1%
Value ($000) $348 Shares 4,580 Est. Cost $80.60 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $346 Shares 8,400 Est. Cost $41.70 Unrealized
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.1%
Value ($000) $338 Shares 6,960 Est. Cost $52.74 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $329 Shares 10,000 Est. Cost $29.56 Unrealized 0.0%
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $326 Shares 24,052 Est. Cost $8.15 Unrealized 0.0%
POWERSHARES ETF FD TR II S&P SMALLCAP INDUSTRIALS 0.1%
Value ($000) $321 Shares 7,730 Est. Cost $47.65 Unrealized
RF REGIONS FINL CORP NEW COM 0.1%
Value ($000) $315 Shares 35,000 Est. Cost $6.84 Unrealized 0.0%
EFAV ISHARES MSCI EAFE MINIMUM VOLATILITY ETF 0.1%
Value ($000) $311 Shares 4,982 Est. Cost $65.76 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $309 Shares 8,331 Est. Cost $41.87 Unrealized -24.7%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $306 Shares 5,860 Est. Cost $40.50 Unrealized +15.4%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $299 Shares 12,175 Est. Cost $27.76 Unrealized
CMF ISHARES CALIFORNIA AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $298 Shares 2,540 Est. Cost $117.72 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIAL SECTOR INDEX FUND 0.1%
Value ($000) $298 Shares 14,499 Est. Cost $22.02 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $297 Shares 3,080 Est. Cost $96.43 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $276 Shares 5,073 Est. Cost $35.37 Unrealized +20.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $273 Shares 3,455 Est. Cost $67.12 Unrealized -19.8%
BOX BOX INC CL A 0.0%
Value ($000) $272 Shares 21,600 Est. Cost $16.49 Unrealized -9.7%
CONNS INC COM 0.0%
Value ($000) $267 Shares 11,100 Est. Cost $24.05 Unrealized
CALLON PETE CO DEL COM 0.0%
Value ($000) $262 Shares 36,000 Est. Cost $8.32 Unrealized
NVRI HARSCO CORP COM 0.0%
Value ($000) $252 Shares 27,750 Est. Cost $15.96 Unrealized -21.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $246 Shares 4,156 Est. Cost $35.05 Unrealized +27.1%
RUCKUS WIRELESS INC COM 0.0%
Value ($000) $246 Shares 20,700 Est. Cost $11.88 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $243 Shares 25,103 Est. Cost $10.82 Unrealized 0.0%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $232 Shares 15,700 Est. Cost $14.85 Unrealized
TABLEAU SOFTWARE INC CL A 0.0%
Value ($000) $231 Shares 2,900 Est. Cost $79.66 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $228 Shares 3,586 Est. Cost $52.32 Unrealized -1.9%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $221 Shares 1,920 Est. Cost $127.14 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $220 Shares 1,280 Est. Cost $26.69 Unrealized +10.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $218 Shares 2,941 Est. Cost $66.24 Unrealized 0.0%
POWERSHARES QQQ TR 0.0%
Value ($000) $217 Shares 2,130 Est. Cost $89.36 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $216 Shares 3,173 Est. Cost $56.07 Unrealized -1.0%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $214 Shares 20,500 Est. Cost $10.44 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $209 Shares 7,760 Est. Cost $31.58 Unrealized
BROADCOM CORP CL A 0.0%
Value ($000) $206 Shares 4,000 Est. Cost $51.47 Unrealized
FMC F M C CORP COM NEW 0.0%
Value ($000) $206 Shares 6,070 Est. Cost $45.24 Unrealized -32.4%
OFFICE DEPOT INC COM 0.0%
Value ($000) $193 Shares 30,000 Est. Cost $6.43 Unrealized
FBP FIRST BANCORP P R COM NEW 0.0%
Value ($000) $172 Shares 48,180 Est. Cost $4.98 Unrealized -33.6%
FLEX FLEXTRONICS INTL LTD ORD 0.0%
Value ($000) $159 Shares 15,100 Est. Cost $9.20 Unrealized -11.7%
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $111 Shares 11,760 Est. Cost $9.44 Unrealized
ORION ENERGY SYSTEMS INC COM 0.0%
Value ($000) $86 Shares 47,800 Est. Cost $5.14 Unrealized
HALCON RES CORP COM NEW 0.0%
Value ($000) $53 Shares 100,000 Est. Cost $0.53 Unrealized