Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $1,036,815 (100.0% shares, 0.0% debt)

Holdings (231)

SSD SIMPSON MANUFACTURING CO INC COM 5.5%
Value ($000) $56,742 Shares 988,367 Est. Cost $48.73 Unrealized +4.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 4.5%
Value ($000) $46,427 Shares 569,171 Est. Cost $81.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3.6%
Value ($000) $37,206 Shares 340,308 Est. Cost $111.62 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.5%
Value ($000) $36,089 Shares 262,941 Est. Cost $99.63 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.5%
Value ($000) $36,083 Shares 315,854 Est. Cost $105.75 Unrealized
IWV ISHARES RUSSELL 3000 ETF 3.1%
Value ($000) $32,644 Shares 206,388 Est. Cost $130.12 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.3%
Value ($000) $23,396 Shares 814,074 Est. Cost $44.46 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 2.3%
Value ($000) $23,368 Shares 423,299 Est. Cost $48.12 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 2.2%
Value ($000) $22,876 Shares 418,054 Est. Cost $45.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $21,900 Shares 488,195 Est. Cost $37.06 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1.7%
Value ($000) $17,613 Shares 212,463 Est. Cost $66.78 Unrealized
EFA ISHARES MSCI EAFE ETF 1.7%
Value ($000) $17,322 Shares 246,371 Est. Cost $64.02 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 1.7%
Value ($000) $17,124 Shares 237,538 Est. Cost $58.55 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $16,901 Shares 197,584 Est. Cost $42.27 Unrealized +78.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 1.5%
Value ($000) $16,009 Shares 215,578 Est. Cost $58.73 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.5%
Value ($000) $15,794 Shares 344,014 Est. Cost $43.63 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.5%
Value ($000) $15,254 Shares 113,262 Est. Cost $104.40 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 1.4%
Value ($000) $14,956 Shares 291,144 Est. Cost $27.01 Unrealized +56.0%
EFG ISHARES MSCI EAFE GROWTH ETF 1.4%
Value ($000) $14,707 Shares 182,154 Est. Cost $66.37 Unrealized
AMAT APPLIED MATLS INC COM 1.4%
Value ($000) $14,398 Shares 281,655 Est. Cost $16.46 Unrealized +200.3%
QCOM QUALCOMM INC COM 1.4%
Value ($000) $14,139 Shares 220,859 Est. Cost $42.84 Unrealized +14.4%
VV VANGUARD LARGE-CAP INDEX FUND 1.4%
Value ($000) $14,124 Shares 115,221 Est. Cost $102.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $14,065 Shares 91,673 Est. Cost $96.08 Unrealized +6.3%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.2%
Value ($000) $12,563 Shares 121,821 Est. Cost $75.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.2%
Value ($000) $12,217 Shares 80,135 Est. Cost $127.24 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 1.1%
Value ($000) $11,373 Shares 176,325 Est. Cost $52.00 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $10,415 Shares 373,159 Est. Cost $22.41 Unrealized
VMWARE INC CL A COM 1.0%
Value ($000) $10,165 Shares 81,110 Est. Cost $74.21 Unrealized
AAPL APPLE INC COM 1.0%
Value ($000) $10,153 Shares 59,992 Est. Cost $24.07 Unrealized +62.4%
WY WEYERHAEUSER CO COM 1.0%
Value ($000) $10,117 Shares 286,917 Est. Cost $22.03 Unrealized +16.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.9%
Value ($000) $9,035 Shares 48,395 Est. Cost $151.90 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.8%
Value ($000) $8,613 Shares 108,890 Est. Cost $79.29 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.8%
Value ($000) $8,148 Shares 86,238 Est. Cost $86.06 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $8,124 Shares 112,432 Est. Cost $66.73 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $7,890 Shares 155,920 Est. Cost $47.18 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $7,754 Shares 88,864 Est. Cost $87.78 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $7,729 Shares 213,397 Est. Cost $20.40 Unrealized +16.7%
DOWDUPONT INC COM 0.7%
Value ($000) $7,619 Shares 106,985 Est. Cost $69.29 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.7%
Value ($000) $7,544 Shares 151,400 Est. Cost $49.87 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.7%
Value ($000) $7,523 Shares 119,856 Est. Cost $44.06 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.7%
Value ($000) $7,451 Shares 50,135 Est. Cost $120.76 Unrealized
IWC ISHARES MICRO-CAP ETF 0.7%
Value ($000) $7,036 Shares 73,516 Est. Cost $95.64 Unrealized
SONY SONY CORP SPONSORED ADR 0.7%
Value ($000) $6,849 Shares 152,373 Est. Cost $18.62 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value ($000) $6,779 Shares 58,389 Est. Cost $116.39 Unrealized
POWERSHARES FINANCIAL PREFERRED PORTFOLIO 0.6%
Value ($000) $6,692 Shares 354,658 Est. Cost $18.40 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $6,632 Shares 43,247 Est. Cost $81.35 Unrealized +39.4%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $6,548 Shares 46,862 Est. Cost $72.56 Unrealized +52.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $6,519 Shares 52,428 Est. Cost $107.44 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $6,412 Shares 5,483 Est. Cost $25.81 Unrealized +113.2%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $6,362 Shares 55,772 Est. Cost $113.25 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $6,312 Shares 36,300 Est. Cost $104.04 Unrealized +32.8%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $6,142 Shares 57,434 Est. Cost $50.13 Unrealized +62.2%
FTI TECHNIPFMC PLC COM 0.6%
Value ($000) $5,761 Shares 183,991 Est. Cost $19.26 Unrealized -1.2%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.5%
Value ($000) $5,597 Shares 53,539 Est. Cost $105.21 Unrealized
POWERSHARES SENIOR LOAN PORTFOLIO 0.5%
Value ($000) $5,537 Shares 240,307 Est. Cost $23.35 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $5,302 Shares 49,319 Est. Cost $94.30 Unrealized +3.2%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $4,640 Shares 18,214 Est. Cost $136.11 Unrealized +50.7%
FCX FREEPORT-MCMORAN INC CL B 0.4%
Value ($000) $4,571 Shares 241,111 Est. Cost $10.99 Unrealized +24.5%
INTC INTEL CORP COM 0.4%
Value ($000) $4,559 Shares 98,761 Est. Cost $27.60 Unrealized +32.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,556 Shares 55,110 Est. Cost $69.28 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $4,501 Shares 42,154 Est. Cost $167.20 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,307 Shares 71,156 Est. Cost $45.18 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.4%
Value ($000) $4,305 Shares 24,814 Est. Cost $102.70 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,122 Shares 41,767 Est. Cost $78.81 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $4,108 Shares 80,840 Est. Cost $50.87 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,065 Shares 48,605 Est. Cost $51.36 Unrealized +11.2%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $4,032 Shares 3,853 Est. Cost $32.47 Unrealized +55.6%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $3,971 Shares 12,937 Est. Cost $158.70 Unrealized +65.7%
POWERSHARES QQQ TRUST, SERIES 1 0.4%
Value ($000) $3,688 Shares 23,676 Est. Cost $144.50 Unrealized
GLNG GOLAR LNG LTD BERMUDA SHS 0.4%
Value ($000) $3,674 Shares 123,232 Est. Cost $21.35 Unrealized -0.9%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $3,615 Shares 24,458 Est. Cost $128.79 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $3,609 Shares 112,830 Est. Cost $16.13 Unrealized +56.4%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $3,452 Shares 84,212 Est. Cost $25.31 Unrealized +49.6%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $3,353 Shares 62,581 Est. Cost $29.42 Unrealized +32.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $3,287 Shares 32,212 Est. Cost $97.83 Unrealized
URTH ISHARES MSCI WORLD ETF 0.3%
Value ($000) $2,993 Shares 33,967 Est. Cost $80.33 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.3%
Value ($000) $2,974 Shares 82,971 Est. Cost $34.48 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $2,873 Shares 82,604 Est. Cost $34.03 Unrealized
CSX CSX CORP COM 0.3%
Value ($000) $2,824 Shares 51,339 Est. Cost $8.52 Unrealized +86.3%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $2,800 Shares 22,367 Est. Cost $68.76 Unrealized +21.5%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $2,794 Shares 18,287 Est. Cost $133.90 Unrealized
MYLAN N V SHS EURO 0.3%
Value ($000) $2,749 Shares 64,968 Est. Cost $39.05 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,628 Shares 27,176 Est. Cost $53.87 Unrealized +24.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $2,523 Shares 14,631 Est. Cost $111.25 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $2,518 Shares 30,344 Est. Cost $79.09 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $2,389 Shares 18,995 Est. Cost $106.92 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.2%
Value ($000) $2,360 Shares 36,287 Est. Cost $55.35 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $2,276 Shares 26,821 Est. Cost $61.09 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $2,164 Shares 28,175 Est. Cost $95.30 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $2,137 Shares 42,774 Est. Cost $47.03 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.2%
Value ($000) $1,970 Shares 33,650 Est. Cost $35.36 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.2%
Value ($000) $1,840 Shares 16,850 Est. Cost $109.37 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.2%
Value ($000) $1,809 Shares 21,585 Est. Cost $84.03 Unrealized
SUNTRUST BKS INC COM 0.2%
Value ($000) $1,798 Shares 27,837 Est. Cost $48.38 Unrealized
CELGENE CORP COM 0.2%
Value ($000) $1,761 Shares 16,875 Est. Cost $110.98 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,716 Shares 21,634 Est. Cost $79.65 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $1,703 Shares 18,320 Est. Cost $65.65 Unrealized +8.5%
CALLON PETE CO DEL COM 0.2%
Value ($000) $1,664 Shares 136,975 Est. Cost $10.71 Unrealized
BLACKHAWK NETWORK HLDGS INC COM 0.2%
Value ($000) $1,651 Shares 46,322 Est. Cost $40.56 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $1,630 Shares 30,258 Est. Cost $33.48 Unrealized +27.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.2%
Value ($000) $1,629 Shares 10,671 Est. Cost $116.03 Unrealized +5.0%
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $1,600 Shares 76,391 Est. Cost $11.13 Unrealized +83.2%
VTV VANGUARD VALUE INDEX FUND 0.2%
Value ($000) $1,598 Shares 15,032 Est. Cost $99.79 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1,582 Shares 5,884 Est. Cost $210.48 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $1,573 Shares 9,979 Est. Cost $80.34 Unrealized +44.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $1,549 Shares 24,187 Est. Cost $59.28 Unrealized
RF REGIONS FINL CORP NEW COM 0.1%
Value ($000) $1,539 Shares 89,070 Est. Cost $6.86 Unrealized +70.1%
MCDERMOTT INTL INC COM 0.1%
Value ($000) $1,531 Shares 232,617 Est. Cost $5.46 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.1%
Value ($000) $1,513 Shares 42,881 Est. Cost $35.28 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,495 Shares 22,910 Est. Cost $44.19 Unrealized +8.8%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $1,479 Shares 4,281 Est. Cost $225.51 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $1,419 Shares 16,163 Est. Cost $26.75 Unrealized +32.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,407 Shares 25,002 Est. Cost $40.27 Unrealized +6.8%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.1%
Value ($000) $1,342 Shares 28,435 Est. Cost $47.34 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,329 Shares 6,030 Est. Cost $147.99 Unrealized +25.7%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $1,322 Shares 13,911 Est. Cost $95.03 Unrealized
PRGO PERRIGO CO PLC SHS 0.1%
Value ($000) $1,309 Shares 15,023 Est. Cost $85.88 Unrealized 0.0%
XYL XYLEM INC COM 0.1%
Value ($000) $1,281 Shares 18,790 Est. Cost $36.53 Unrealized +65.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.1%
Value ($000) $1,278 Shares 14,920 Est. Cost $85.66 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $1,268 Shares 72,638 Est. Cost $17.46 Unrealized
BROADCOM LTD SHS 0.1%
Value ($000) $1,240 Shares 4,827 Est. Cost $190.35 Unrealized
PCG PG&E CORP COM 0.1%
Value ($000) $1,237 Shares 27,600 Est. Cost $55.37 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $1,219 Shares 6,302 Est. Cost $0.68 Unrealized +617.8%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $1,219 Shares 5,581 Est. Cost $205.77 Unrealized 0.0%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $1,205 Shares 13,077 Est. Cost $92.15 Unrealized
MALLINCKRODT PUB LTD CO SHS 0.1%
Value ($000) $1,190 Shares 52,743 Est. Cost $35.15 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $1,184 Shares 44,154 Est. Cost $22.11 Unrealized
GROUPON INC COM 0.1%
Value ($000) $1,180 Shares 231,466 Est. Cost $3.89 Unrealized
URBN URBAN OUTFITTERS INC COM 0.1%
Value ($000) $1,167 Shares 33,300 Est. Cost $20.10 Unrealized +39.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,166 Shares 18,232 Est. Cost $42.44 Unrealized
SANCHEZ ENERGY CORP COM 0.1%
Value ($000) $1,163 Shares 218,981 Est. Cost $8.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,159 Shares 5,848 Est. Cost $160.83 Unrealized +18.1%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.1%
Value ($000) $1,157 Shares 47,403 Est. Cost $24.73 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $1,152 Shares 8,586 Est. Cost $113.57 Unrealized +7.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,151 Shares 24,425 Est. Cost $36.23 Unrealized
UNITED STATES STL CORP NEW COM 0.1%
Value ($000) $1,150 Shares 32,683 Est. Cost $22.15 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,119 Shares 15,033 Est. Cost $41.30 Unrealized +36.7%
AL AIR LEASE CORP CL A 0.1%
Value ($000) $1,116 Shares 23,207 Est. Cost $28.19 Unrealized +35.3%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $1,105 Shares 8,324 Est. Cost $98.13 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $1,083 Shares 23,310 Est. Cost $34.66 Unrealized +16.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,069 Shares 5,742 Est. Cost $128.91 Unrealized +19.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,049 Shares 22,181 Est. Cost $40.42 Unrealized +7.6%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1,039 Shares 986 Est. Cost $37.30 Unrealized +37.4%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $1,038 Shares 10,388 Est. Cost $56.38 Unrealized +33.5%
SUNPOWER CORP COM 0.1%
Value ($000) $1,022 Shares 121,221 Est. Cost $8.43 Unrealized
GUGGENHEIM S&P 500 TOP 50 ETF 0.1%
Value ($000) $1,020 Shares 5,367 Est. Cost $146.52 Unrealized
INGERSOLL-RAND PLC SHS 0.1%
Value ($000) $987 Shares 11,062 Est. Cost $79.99 Unrealized
NBIS YANDEX N V SHS CLASS A 0.1%
Value ($000) $984 Shares 30,040 Est. Cost $17.52 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $977 Shares 15,492 Est. Cost $61.63 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 0.1%
Value ($000) $977 Shares 18,920 Est. Cost $39.48 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $958 Shares 12,470 Est. Cost $73.94 Unrealized
RRC RANGE RES CORP COM 0.1%
Value ($000) $956 Shares 56,015 Est. Cost $22.69 Unrealized -20.7%
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value ($000) $952 Shares 4,948 Est. Cost $144.48 Unrealized
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $949 Shares 7,389 Est. Cost $111.49 Unrealized +2.0%
PPG PPG INDS INC COM 0.1%
Value ($000) $943 Shares 8,075 Est. Cost $99.02 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $926 Shares 36,080 Est. Cost $18.94 Unrealized +6.6%
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $922 Shares 13,200 Est. Cost $58.00 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $920 Shares 29,812 Est. Cost $29.40 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.1%
Value ($000) $914 Shares 219,139 Est. Cost $6.10 Unrealized
CALAMP CORP COM 0.1%
Value ($000) $913 Shares 42,618 Est. Cost $14.75 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $896 Shares 25,399 Est. Cost $30.30 Unrealized 0.0%
HUN HUNTSMAN CORP COM 0.1%
Value ($000) $895 Shares 26,883 Est. Cost $26.72 Unrealized +14.6%
STERICYCLE INC DEP PFD A 1/10 0.1%
Value ($000) $869 Shares 16,415 Est. Cost $52.94 Unrealized
SYMANTEC CORP COM 0.1%
Value ($000) $865 Shares 30,816 Est. Cost $28.07 Unrealized
HOLX HOLOGIC INC COM 0.1%
Value ($000) $865 Shares 20,233 Est. Cost $43.89 Unrealized -9.1%
EIX EDISON INTL COM 0.1%
Value ($000) $861 Shares 13,620 Est. Cost $53.73 Unrealized 0.0%
VALE VALE S A ADR 0.1%
Value ($000) $849 Shares 69,742 Est. Cost $12.17 Unrealized
MARVELL TECHNOLOGY GROUP LTD ORD 0.1%
Value ($000) $844 Shares 39,323 Est. Cost $14.84 Unrealized
T AT&T INC COM 0.1%
Value ($000) $828 Shares 21,300 Est. Cost $15.78 Unrealized -3.3%
GTT COMMUNICATIONS INC COM 0.1%
Value ($000) $819 Shares 17,445 Est. Cost $31.83 Unrealized
CGNX COGNEX CORP COM 0.1%
Value ($000) $789 Shares 12,896 Est. Cost $50.09 Unrealized +18.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $783 Shares 18,300 Est. Cost $34.86 Unrealized -1.1%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $757 Shares 11,157 Est. Cost $63.10 Unrealized
POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 PORTFOLI 0.1%
Value ($000) $748 Shares 42,869 Est. Cost $17.44 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.1%
Value ($000) $746 Shares 13,650 Est. Cost $51.14 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $714 Shares 6,426 Est. Cost $88.50 Unrealized
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $706 Shares 19,000 Est. Cost $37.16 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $689 Shares 3,117 Est. Cost $212.10 Unrealized -7.1%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $637 Shares 8,624 Est. Cost $64.50 Unrealized
FLOTEK INDS INC DEL COM 0.1%
Value ($000) $637 Shares 136,696 Est. Cost $7.45 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $623 Shares 5,643 Est. Cost $63.47 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $582 Shares 9,587 Est. Cost $40.97 Unrealized +10.1%
SPSC SPS COMM INC COM 0.1%
Value ($000) $553 Shares 11,381 Est. Cost $25.67 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $549 Shares 8,310 Est. Cost $64.14 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.1%
Value ($000) $544 Shares 51,340 Est. Cost $10.43 Unrealized
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $542 Shares 5,914 Est. Cost $20.99 Unrealized +21.8%
CBS CORP NEW CL B 0.1%
Value ($000) $539 Shares 9,136 Est. Cost $56.20 Unrealized
MAN MANPOWERGROUP INC COM 0.1%
Value ($000) $533 Shares 4,230 Est. Cost $100.97 Unrealized +23.7%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $521 Shares 4,740 Est. Cost $104.01 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $512 Shares 3,199 Est. Cost $135.68 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $484 Shares 6,402 Est. Cost $55.20 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $482 Shares 14,450 Est. Cost $27.11 Unrealized +13.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $463 Shares 3,806 Est. Cost $119.47 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $454 Shares 9,275 Est. Cost $48.94 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $426 Shares 2,377 Est. Cost $140.53 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $412 Shares 4,198 Est. Cost $88.71 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $403 Shares 6,841 Est. Cost $56.81 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $398 Shares 7,130 Est. Cost $55.82 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $395 Shares 2,236 Est. Cost $150.32 Unrealized +16.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $381 Shares 5,341 Est. Cost $35.30 Unrealized +3.8%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $379 Shares 18,130 Est. Cost $21.69 Unrealized -2.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $379 Shares 2,470 Est. Cost $148.18 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $375 Shares 1,406 Est. Cost $256.39 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $351 Shares 2,038 Est. Cost $101.47 Unrealized +36.6%
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $345 Shares 26,552 Est. Cost $11.03 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $345 Shares 6,410 Est. Cost $47.85 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $332 Shares 4,075 Est. Cost $40.68 Unrealized +79.1%
AADR ADVISORSHARES DORSEY WRIGHT ADR ETF 0.0%
Value ($000) $330 Shares 5,600 Est. Cost $56.37 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $317 Shares 6,900 Est. Cost $33.90 Unrealized +5.1%
NORDSTROM INC COM 0.0%
Value ($000) $304 Shares 6,425 Est. Cost $46.53 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $301 Shares 24,077 Est. Cost $11.54 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $301 Shares 3,986 Est. Cost $53.85 Unrealized +12.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $290 Shares 8,580 Est. Cost $33.80 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $287 Shares 8,157 Est. Cost $29.33 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $278 Shares 1,921 Est. Cost $26.97 Unrealized -9.8%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $277 Shares 4,869 Est. Cost $56.89 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $241 Shares 3,660 Est. Cost $56.28 Unrealized
RED HAT INC COM 0.0%
Value ($000) $240 Shares 2,000 Est. Cost $82.09 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $236 Shares 1,980 Est. Cost $115.15 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $234 Shares 2,000 Est. Cost $95.18 Unrealized +7.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $231 Shares 4,061 Est. Cost $56.88 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.0%
Value ($000) $228 Shares 2,457 Est. Cost $89.00 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $228 Shares 3,344 Est. Cost $51.63 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $222 Shares 3,296 Est. Cost $60.93 Unrealized -15.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $220 Shares 2,220 Est. Cost $85.24 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $219 Shares 3,669 Est. Cost $38.46 Unrealized +24.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.0%
Value ($000) $215 Shares 5,419 Est. Cost $37.64 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $207 Shares 2,830 Est. Cost $70.95 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $201 Shares 1,620 Est. Cost $85.77 Unrealized 0.0%
ON DECK CAP INC COM 0.0%
Value ($000) $91 Shares 15,802 Est. Cost $11.58 Unrealized
PANDORA MEDIA INC COM 0.0%
Value ($000) $89 Shares 18,531 Est. Cost $22.15 Unrealized