Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $1,101,521 (100.0% shares, 0.0% debt)

Holdings (237)

BND VANGUARD TOTAL BOND MARKET ETF 4.6%
Value ($000) $51,021 Shares 638,315 Est. Cost $81.74 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.7%
Value ($000) $41,305 Shares 385,130 Est. Cost $111.11 Unrealized
SSD SIMPSON MANUFACTURING CO INC 3.7%
Value ($000) $41,039 Shares 712,613 Est. Cost $48.73 Unrealized +9.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.6%
Value ($000) $39,306 Shares 289,607 Est. Cost $102.96 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.4%
Value ($000) $37,521 Shares 343,157 Est. Cost $106.04 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 2.5%
Value ($000) $27,050 Shares 497,518 Est. Cost $46.50 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.4%
Value ($000) $26,023 Shares 924,102 Est. Cost $42.52 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 2.4%
Value ($000) $25,902 Shares 474,824 Est. Cost $48.82 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.2%
Value ($000) $24,573 Shares 555,318 Est. Cost $37.93 Unrealized
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 1.9%
Value ($000) $20,914 Shares 133,770 Est. Cost $130.12 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1.8%
Value ($000) $19,652 Shares 237,605 Est. Cost $68.46 Unrealized
EFA ISHARES MSCI EAFE ETF 1.7%
Value ($000) $18,721 Shares 268,676 Est. Cost $64.49 Unrealized
MSFT MICROSOFT 1.7%
Value ($000) $18,669 Shares 204,542 Est. Cost $43.70 Unrealized +92.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $17,692 Shares 376,584 Est. Cost $43.92 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.6%
Value ($000) $17,274 Shares 214,931 Est. Cost $68.50 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.5%
Value ($000) $16,964 Shares 124,652 Est. Cost $107.29 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 1.5%
Value ($000) $16,795 Shares 234,245 Est. Cost $58.55 Unrealized
AMAT APPLIED MATLS INC COM 1.5%
Value ($000) $16,192 Shares 291,176 Est. Cost $17.58 Unrealized +189.3%
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $15,955 Shares 103,991 Est. Cost $97.41 Unrealized +10.2%
SCHW CHARLES SCHWAB CORP 1.4%
Value ($000) $15,779 Shares 302,164 Est. Cost $27.78 Unrealized +73.3%
VT VANGUARD TOTAL WORLD STOCK ETF 1.4%
Value ($000) $15,734 Shares 213,685 Est. Cost $58.73 Unrealized
VV VANGUARD LARGE CAP 1.4%
Value ($000) $15,358 Shares 126,708 Est. Cost $104.52 Unrealized
SDY SPDR SER TR S&P DIVID ETF 1.4%
Value ($000) $14,999 Shares 164,468 Est. Cost $88.50 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.3%
Value ($000) $14,257 Shares 93,903 Est. Cost $130.85 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.3%
Value ($000) $13,865 Shares 130,900 Est. Cost $77.87 Unrealized
QCOM QUALCOMM INC 1.2%
Value ($000) $13,278 Shares 239,633 Est. Cost $43.55 Unrealized +19.2%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1.2%
Value ($000) $13,026 Shares 128,598 Est. Cost $93.99 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 1.2%
Value ($000) $12,915 Shares 198,118 Est. Cost $53.45 Unrealized
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $11,621 Shares 79,095 Est. Cost $141.32 Unrealized
WY WEYERHAEUSER CO 1.0%
Value ($000) $10,975 Shares 313,572 Est. Cost $22.36 Unrealized +15.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.9%
Value ($000) $10,420 Shares 377,950 Est. Cost $22.47 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $10,301 Shares 61,397 Est. Cost $24.44 Unrealized +65.4%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.9%
Value ($000) $10,196 Shares 53,504 Est. Cost $155.60 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.8%
Value ($000) $8,451 Shares 125,368 Est. Cost $66.80 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.8%
Value ($000) $8,376 Shares 87,201 Est. Cost $95.71 Unrealized
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.8%
Value ($000) $8,352 Shares 127,644 Est. Cost $45.36 Unrealized
VMWARE INC CL A CLASS A 0.8%
Value ($000) $8,350 Shares 68,852 Est. Cost $74.21 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $8,301 Shares 160,687 Est. Cost $47.31 Unrealized
BSV VANGUARD SHORT TERM BOND 0.7%
Value ($000) $8,260 Shares 105,300 Est. Cost $79.29 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $8,041 Shares 226,576 Est. Cost $20.63 Unrealized +17.5%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.7%
Value ($000) $7,931 Shares 91,299 Est. Cost $86.87 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $7,929 Shares 92,583 Est. Cost $87.69 Unrealized
DOWDUPONT INC COM 0.7%
Value ($000) $7,788 Shares 122,245 Est. Cost $68.59 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $7,526 Shares 5,200 Est. Cost $25.81 Unrealized +177.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.7%
Value ($000) $7,472 Shares 151,400 Est. Cost $49.87 Unrealized
SONY SONY CORP SPONSORED ADR 0.7%
Value ($000) $7,430 Shares 153,703 Est. Cost $18.62 Unrealized
POWERSHARES FINANCIAL PREFERRED ETF 0.6%
Value ($000) $7,023 Shares 378,582 Est. Cost $18.41 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.6%
Value ($000) $6,983 Shares 61,895 Est. Cost $116.19 Unrealized
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $6,766 Shares 59,853 Est. Cost $113.24 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $6,498 Shares 54,166 Est. Cost $107.85 Unrealized
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.6%
Value ($000) $6,450 Shares 278,872 Est. Cost $23.32 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $6,256 Shares 56,885 Est. Cost $50.13 Unrealized +82.4%
AMGN AMGEN INC 0.6%
Value ($000) $6,195 Shares 36,340 Est. Cost $104.04 Unrealized +38.8%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.6%
Value ($000) $6,178 Shares 59,521 Est. Cost $105.06 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $6,144 Shares 42,516 Est. Cost $81.35 Unrealized +44.4%
INTC INTEL CORP COM 0.5%
Value ($000) $5,996 Shares 115,129 Est. Cost $29.37 Unrealized +36.4%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $5,924 Shares 46,231 Est. Cost $72.56 Unrealized +49.3%
FTI FMC TECHNOLOGIES INC 0.5%
Value ($000) $5,529 Shares 187,736 Est. Cost $19.30 Unrealized +10.7%
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $5,249 Shares 52,257 Est. Cost $94.67 Unrealized +6.6%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.4%
Value ($000) $4,755 Shares 93,371 Est. Cost $50.88 Unrealized
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX 0.4%
Value ($000) $4,692 Shares 25,359 Est. Cost $104.47 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $4,692 Shares 75,295 Est. Cost $36.48 Unrealized +0.2%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,648 Shares 18,455 Est. Cost $137.18 Unrealized +59.2%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $4,600 Shares 13,175 Est. Cost $161.15 Unrealized +82.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.4%
Value ($000) $4,600 Shares 43,092 Est. Cost $165.88 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.4%
Value ($000) $4,547 Shares 55,860 Est. Cost $69.44 Unrealized
FCX FREEPORT MCMORAN COPPER 0.4%
Value ($000) $4,212 Shares 239,735 Est. Cost $10.99 Unrealized +54.9%
POWERSHARES QQQ TR 0.4%
Value ($000) $4,046 Shares 25,266 Est. Cost $145.49 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,018 Shares 53,847 Est. Cost $51.79 Unrealized +7.6%
XLB MATERIALS SELECT SECTOR SPDR 0.4%
Value ($000) $3,993 Shares 70,123 Est. Cost $45.18 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $3,884 Shares 3,764 Est. Cost $32.47 Unrealized +68.7%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $3,674 Shares 72,758 Est. Cost $30.89 Unrealized +29.2%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $3,356 Shares 33,214 Est. Cost $97.92 Unrealized
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.3%
Value ($000) $3,319 Shares 121,298 Est. Cost $21.35 Unrealized +16.5%
GLW CORNING INC COM 0.3%
Value ($000) $3,248 Shares 116,486 Est. Cost $16.40 Unrealized +51.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,201 Shares 33,817 Est. Cost $58.71 Unrealized +33.8%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $3,092 Shares 85,077 Est. Cost $25.42 Unrealized +40.6%
CSX CSX CORP 0.3%
Value ($000) $2,960 Shares 53,132 Est. Cost $8.80 Unrealized +91.1%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $2,905 Shares 18,735 Est. Cost $134.41 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $2,891 Shares 85,268 Est. Cost $34.02 Unrealized
URTH ISHARES MSCI WORLD ETF 0.3%
Value ($000) $2,870 Shares 32,935 Est. Cost $80.33 Unrealized
MYLAN N V SHS EURO 0.2%
Value ($000) $2,719 Shares 66,034 Est. Cost $39.08 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.2%
Value ($000) $2,679 Shares 85,550 Est. Cost $34.39 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $2,592 Shares 14,122 Est. Cost $111.25 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $2,550 Shares 51,327 Est. Cost $47.47 Unrealized
AKAM AKAMAI TECH 0.2%
Value ($000) $2,468 Shares 34,771 Est. Cost $55.35 Unrealized +23.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,333 Shares 20,458 Est. Cost $68.76 Unrealized +23.7%
IWN ISHARES RUSSELL 2000 VALUE 0.2%
Value ($000) $2,308 Shares 18,935 Est. Cost $106.92 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $2,298 Shares 36,918 Est. Cost $60.30 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.2%
Value ($000) $2,233 Shares 65,456 Est. Cost $34.88 Unrealized
XBI SPDR BIOTECH ETF 0.2%
Value ($000) $2,164 Shares 24,672 Est. Cost $61.09 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,052 Shares 20,643 Est. Cost $68.70 Unrealized 0.0%
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $1,970 Shares 26,100 Est. Cost $79.09 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS 0.2%
Value ($000) $1,966 Shares 33,650 Est. Cost $35.36 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $1,874 Shares 24,338 Est. Cost $95.30 Unrealized
SUNTRUST BANKS INC 0.2%
Value ($000) $1,850 Shares 27,187 Est. Cost $48.38 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.2%
Value ($000) $1,839 Shares 22,288 Est. Cost $84.62 Unrealized
CALLON PETROLEUM CORP 0.2%
Value ($000) $1,837 Shares 138,760 Est. Cost $10.74 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.2%
Value ($000) $1,807 Shares 16,850 Est. Cost $109.37 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $1,768 Shares 19,975 Est. Cost $90.89 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,697 Shares 19,019 Est. Cost $108.52 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,642 Shares 23,644 Est. Cost $44.63 Unrealized +31.0%
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $1,604 Shares 6,044 Est. Cost $211.93 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.1%
Value ($000) $1,599 Shares 19,550 Est. Cost $84.03 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,572 Shares 15,237 Est. Cost $99.83 Unrealized
VALE VALE SA (ADR) 0.1%
Value ($000) $1,567 Shares 123,160 Est. Cost $12.41 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,560 Shares 17,776 Est. Cost $65.65 Unrealized +24.8%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $1,557 Shares 63,637 Est. Cost $11.13 Unrealized +116.6%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $1,553 Shares 6,592 Est. Cost $19.96 Unrealized 0.0%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $1,528 Shares 19,480 Est. Cost $79.65 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,525 Shares 82,083 Est. Cost $6.86 Unrealized +102.6%
XYL XYLEM INC 0.1%
Value ($000) $1,476 Shares 19,193 Est. Cost $37.18 Unrealized +81.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $1,475 Shares 10,011 Est. Cost $80.34 Unrealized +65.6%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $1,468 Shares 28,493 Est. Cost $33.48 Unrealized +33.6%
ALTA MESA RES INC CL A 0.1%
Value ($000) $1,451 Shares 181,432 Est. Cost $8.00 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $1,400 Shares 10,226 Est. Cost $116.03 Unrealized +1.7%
MRK MERCK & CO INC 0.1%
Value ($000) $1,386 Shares 25,454 Est. Cost $40.30 Unrealized +4.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $1,365 Shares 45,651 Est. Cost $29.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,363 Shares 6,831 Est. Cost $167.24 Unrealized +22.8%
TE CONNECTIVITY LTD 0.1%
Value ($000) $1,359 Shares 13,602 Est. Cost $95.03 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.1%
Value ($000) $1,348 Shares 28,435 Est. Cost $47.34 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $1,336 Shares 27,197 Est. Cost $30.92 Unrealized +28.3%
ILMN ILLUMINA INC 0.1%
Value ($000) $1,323 Shares 5,596 Est. Cost $205.77 Unrealized +11.4%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,302 Shares 12,536 Est. Cost $86.84 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,293 Shares 5,585 Est. Cost $0.68 Unrealized +749.4%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $1,292 Shares 3,781 Est. Cost $225.51 Unrealized
GOOGL GOOGLE INC 0.1%
Value ($000) $1,285 Shares 1,239 Est. Cost $40.92 Unrealized +34.5%
AFL AFLAC INC COM 0.1%
Value ($000) $1,271 Shares 29,043 Est. Cost $31.20 Unrealized +17.9%
NBIS YANDEX N.V. COM CL A 0.1%
Value ($000) $1,265 Shares 32,067 Est. Cost $18.91 Unrealized
MCDERMOTT INTL INC 0.1%
Value ($000) $1,264 Shares 207,494 Est. Cost $6.09 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,263 Shares 4,800 Est. Cost $261.15 Unrealized
URBN URBAN OUTFITTERS INC 0.1%
Value ($000) $1,251 Shares 33,855 Est. Cost $20.34 Unrealized +72.3%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,237 Shares 18,907 Est. Cost $43.26 Unrealized
MOS MOSAIC CO 0.1%
Value ($000) $1,206 Shares 49,655 Est. Cost $20.09 Unrealized +15.2%
GLOB GLOBANT S A COM 0.1%
Value ($000) $1,201 Shares 23,310 Est. Cost $34.66 Unrealized +41.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,180 Shares 8,606 Est. Cost $113.57 Unrealized +8.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,175 Shares 24,345 Est. Cost $36.23 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,159 Shares 5,415 Est. Cost $147.99 Unrealized +35.9%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,123 Shares 17,813 Est. Cost $61.82 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $1,118 Shares 47,106 Est. Cost $22.21 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,106 Shares 5,868 Est. Cost $129.78 Unrealized +30.4%
RYDEX RUSSELL TOP 50 ETF 0.1%
Value ($000) $1,090 Shares 5,836 Est. Cost $186.77 Unrealized
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.1%
Value ($000) $1,083 Shares 44,489 Est. Cost $24.73 Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $1,082 Shares 10,495 Est. Cost $56.65 Unrealized +46.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,077 Shares 8,324 Est. Cost $98.13 Unrealized
GROUPON INC COM 0.1%
Value ($000) $1,062 Shares 244,639 Est. Cost $3.91 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,058 Shares 6,766 Est. Cost $126.06 Unrealized +8.4%
RRC RANGE RESOURCES CORP 0.1%
Value ($000) $1,058 Shares 72,791 Est. Cost $20.91 Unrealized -28.5%
C CITIGROUP INC 0.1%
Value ($000) $1,055 Shares 15,630 Est. Cost $41.92 Unrealized +37.5%
FLEETCOR TECHNOLOGIES, INC. 0.1%
Value ($000) $1,040 Shares 5,138 Est. Cost $146.63 Unrealized
ALLERGAN PLC SHS 0.1%
Value ($000) $1,039 Shares 6,171 Est. Cost $168.37 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,027 Shares 28,820 Est. Cost $15.79 Unrealized +0.2%
CALAMP CORP 0.1%
Value ($000) $1,025 Shares 44,815 Est. Cost $15.15 Unrealized
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.1%
Value ($000) $997 Shares 18,920 Est. Cost $39.48 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $996 Shares 73,896 Est. Cost $17.39 Unrealized
GTT COMMUNICATIONS INC COM 0.1%
Value ($000) $986 Shares 17,395 Est. Cost $31.83 Unrealized
SUNPOWER CORP 0.1%
Value ($000) $983 Shares 123,232 Est. Cost $8.42 Unrealized
AL AIR LEASE CORP CL A 0.1%
Value ($000) $976 Shares 22,898 Est. Cost $28.19 Unrealized +41.7%
PRGO PERRIGO CO 0.1%
Value ($000) $953 Shares 11,432 Est. Cost $85.88 Unrealized +1.6%
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.1%
Value ($000) $953 Shares 12,470 Est. Cost $73.94 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $949 Shares 15,407 Est. Cost $52.21 Unrealized +0.3%
INGERSOLL-RAND PLC SHS 0.1%
Value ($000) $938 Shares 10,975 Est. Cost $79.99 Unrealized
FLOTEK INDS INC DEL COM 0.1%
Value ($000) $916 Shares 150,130 Est. Cost $7.33 Unrealized
PCG PG&E CORP COM 0.1%
Value ($000) $908 Shares 20,670 Est. Cost $55.37 Unrealized -24.3%
META FACEBOOK INC CL A 0.1%
Value ($000) $907 Shares 5,675 Est. Cost $167.28 Unrealized +6.6%
LYB LYONDELLBASELL 0.1%
Value ($000) $886 Shares 8,383 Est. Cost $65.27 Unrealized +5.7%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $883 Shares 7,738 Est. Cost $111.76 Unrealized +5.1%
STERICYCLE INC DEP PFD A 1/10 0.1%
Value ($000) $869 Shares 19,195 Est. Cost $51.83 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $863 Shares 41,096 Est. Cost $15.10 Unrealized
MALLINCKRODT PUB LTD CO SHS 0.1%
Value ($000) $861 Shares 59,463 Est. Cost $32.81 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $831 Shares 32,132 Est. Cost $27.98 Unrealized
HUN HUNTSMAN CORP 0.1%
Value ($000) $798 Shares 27,268 Est. Cost $26.81 Unrealized +22.1%
SPSC SPS COMM INC COM 0.1%
Value ($000) $794 Shares 12,397 Est. Cost $25.88 Unrealized +9.3%
HOLX HOLOGIC INC 0.1%
Value ($000) $793 Shares 21,229 Est. Cost $43.72 Unrealized -7.6%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $786 Shares 11,677 Est. Cost $63.29 Unrealized
SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.1%
Value ($000) $775 Shares 22,000 Est. Cost $36.89 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 0.1%
Value ($000) $748 Shares 20,896 Est. Cost $33.27 Unrealized
ARCONIC INC COM 0.1%
Value ($000) $731 Shares 31,722 Est. Cost $23.04 Unrealized
FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS 0.1%
Value ($000) $720 Shares 13,650 Est. Cost $51.14 Unrealized
POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 PORTFOLI 0.1%
Value ($000) $711 Shares 39,999 Est. Cost $17.44 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $679 Shares 13,054 Est. Cost $50.15 Unrealized +10.0%
SUSA ISHARES KLD SEL SOC FD 0.1%
Value ($000) $670 Shares 6,046 Est. Cost $88.50 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $662 Shares 8,739 Est. Cost $64.65 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $647 Shares 60,190 Est. Cost $10.48 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $643 Shares 3,100 Est. Cost $212.10 Unrealized -3.6%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $628 Shares 13,720 Est. Cost $40.42 Unrealized +9.5%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $627 Shares 6,159 Est. Cost $21.48 Unrealized +55.3%
WEATHERFORD INTL PLC ORD SHS 0.1%
Value ($000) $606 Shares 264,833 Est. Cost $5.44 Unrealized
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 0.1%
Value ($000) $576 Shares 5,898 Est. Cost $91.29 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $555 Shares 8,420 Est. Cost $64.16 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $552 Shares 10,539 Est. Cost $41.58 Unrealized +14.8%
CBS CORP CL B 0.0%
Value ($000) $533 Shares 10,367 Est. Cost $55.63 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $518 Shares 4,645 Est. Cost $99.02 Unrealized +0.5%
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value ($000) $504 Shares 10,500 Est. Cost $48.83 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $500 Shares 4,740 Est. Cost $104.01 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $497 Shares 9,100 Est. Cost $49.85 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $494 Shares 3,199 Est. Cost $135.68 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $493 Shares 7,744 Est. Cost $53.73 Unrealized -18.5%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $491 Shares 7,300 Est. Cost $58.00 Unrealized -4.5%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $485 Shares 3,907 Est. Cost $92.38 Unrealized +5.1%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $478 Shares 6,439 Est. Cost $55.20 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $475 Shares 13,550 Est. Cost $27.11 Unrealized +24.3%
IYC ISHARES DJ US CONSUMER SERVICES 0.0%
Value ($000) $467 Shares 2,562 Est. Cost $143.54 Unrealized
MAN MANPOWER INC WIS 0.0%
Value ($000) $447 Shares 3,880 Est. Cost $100.97 Unrealized +22.4%
CIEN CIENA CORP 0.0%
Value ($000) $444 Shares 17,130 Est. Cost $21.69 Unrealized +8.5%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $431 Shares 3,670 Est. Cost $119.47 Unrealized
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $416 Shares 26,674 Est. Cost $11.03 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $395 Shares 9,458 Est. Cost $34.86 Unrealized +2.9%
AADR ADVISORSHARES DORSEY WRIGHT ADR ETF 0.0%
Value ($000) $394 Shares 6,707 Est. Cost $56.76 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $391 Shares 7,130 Est. Cost $55.82 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $379 Shares 4,865 Est. Cost $58.47 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $374 Shares 8,623 Est. Cost $34.13 Unrealized +2.7%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $373 Shares 2,470 Est. Cost $148.18 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $353 Shares 4,276 Est. Cost $42.19 Unrealized +72.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $349 Shares 2,377 Est. Cost $120.76 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $349 Shares 1,921 Est. Cost $26.97 Unrealized +3.0%
CIGNA CORP 0.0%
Value ($000) $335 Shares 2,000 Est. Cost $167.50 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $320 Shares 4,040 Est. Cost $67.87 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $316 Shares 5,595 Est. Cost $56.84 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $310 Shares 24,377 Est. Cost $11.55 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $297 Shares 6,125 Est. Cost $46.53 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $283 Shares 8,580 Est. Cost $33.80 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $270 Shares 3,772 Est. Cost $53.85 Unrealized +10.9%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $268 Shares 6,130 Est. Cost $38.34 Unrealized
EXI ISHARES GLBL INDSTRLS INDX FD 0.0%
Value ($000) $258 Shares 2,825 Est. Cost $89.30 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $258 Shares 4,953 Est. Cost $46.70 Unrealized 0.0%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $250 Shares 2,100 Est. Cost $115.37 Unrealized
NFLX NETFLIX COM INC 0.0%
Value ($000) $245 Shares 830 Est. Cost $27.22 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $234 Shares 2,000 Est. Cost $95.18 Unrealized +12.7%
GRMN GARMIN LTD 0.0%
Value ($000) $217 Shares 3,687 Est. Cost $38.46 Unrealized +31.5%
FNX FIRST TR MID CAP CORE ALPHADEX FD 0.0%
Value ($000) $217 Shares 3,320 Est. Cost $56.28 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $212 Shares 3,405 Est. Cost $48.97 Unrealized 0.0%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $209 Shares 2,830 Est. Cost $70.95 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $207 Shares 2,220 Est. Cost $85.24 Unrealized +2.1%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $207 Shares 3,197 Est. Cost $60.93 Unrealized -8.5%
PANDORA MEDIA INC 0.0%
Value ($000) $93 Shares 18,531 Est. Cost $22.15 Unrealized
ON DECK CAP INC COM 0.0%
Value ($000) $88 Shares 15,802 Est. Cost $11.58 Unrealized