Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $1,154,377 (100.0% shares, 0.0% debt)

Holdings (240)

SSD SIMPSON MANUFACTURING CO INC 5.0%
Value ($000) $57,323 Shares 921,735 Est. Cost $50.46 Unrealized +11.7%
BND VANGUARD TOTAL BOND MARKET ETF 4.5%
Value ($000) $52,126 Shares 658,234 Est. Cost $81.66 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.7%
Value ($000) $42,365 Shares 398,469 Est. Cost $110.95 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.6%
Value ($000) $41,093 Shares 292,624 Est. Cost $103.34 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.4%
Value ($000) $39,039 Shares 354,484 Est. Cost $106.17 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 2.3%
Value ($000) $26,751 Shares 516,038 Est. Cost $46.69 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.3%
Value ($000) $26,355 Shares 944,949 Est. Cost $42.20 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 2.3%
Value ($000) $26,352 Shares 513,231 Est. Cost $49.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $23,961 Shares 558,520 Est. Cost $37.93 Unrealized
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 2.0%
Value ($000) $23,394 Shares 144,149 Est. Cost $132.44 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1.9%
Value ($000) $21,367 Shares 256,048 Est. Cost $69.54 Unrealized
MSFT MICROSOFT 1.7%
Value ($000) $20,074 Shares 203,574 Est. Cost $43.70 Unrealized +105.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.7%
Value ($000) $19,124 Shares 132,993 Est. Cost $109.58 Unrealized
EFA ISHARES MSCI EAFE ETF 1.6%
Value ($000) $18,280 Shares 272,963 Est. Cost $64.53 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.6%
Value ($000) $17,981 Shares 228,181 Est. Cost $69.10 Unrealized
SDY SPDR SER TR S&P DIVID ETF 1.5%
Value ($000) $17,544 Shares 189,253 Est. Cost $89.05 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.4%
Value ($000) $16,480 Shares 100,628 Est. Cost $133.05 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 1.4%
Value ($000) $16,444 Shares 231,215 Est. Cost $58.55 Unrealized
VV VANGUARD LARGE CAP 1.4%
Value ($000) $16,441 Shares 131,778 Est. Cost $105.30 Unrealized
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $15,960 Shares 114,243 Est. Cost $97.64 Unrealized +2.4%
VT VANGUARD TOTAL WORLD STOCK ETF 1.3%
Value ($000) $15,563 Shares 212,118 Est. Cost $58.73 Unrealized
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $15,380 Shares 300,979 Est. Cost $27.78 Unrealized +79.4%
AMAT APPLIED MATLS INC COM 1.3%
Value ($000) $14,908 Shares 322,743 Est. Cost $20.48 Unrealized +130.6%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.3%
Value ($000) $14,882 Shares 135,660 Est. Cost $78.99 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $14,575 Shares 259,703 Est. Cost $43.74 Unrealized +5.0%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1.2%
Value ($000) $14,401 Shares 131,759 Est. Cost $94.36 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 1.1%
Value ($000) $12,618 Shares 201,115 Est. Cost $53.59 Unrealized
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $12,605 Shares 80,971 Est. Cost $141.65 Unrealized
WY WEYERHAEUSER CO 1.1%
Value ($000) $12,453 Shares 341,564 Est. Cost $22.75 Unrealized +19.0%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 1.0%
Value ($000) $11,842 Shares 57,957 Est. Cost $159.34 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $10,680 Shares 57,696 Est. Cost $24.44 Unrealized +74.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.9%
Value ($000) $10,042 Shares 377,672 Est. Cost $22.47 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.9%
Value ($000) $10,003 Shares 131,722 Est. Cost $67.24 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.8%
Value ($000) $9,506 Shares 90,006 Est. Cost $96.02 Unrealized
VMWARE INC CL A CLASS A 0.8%
Value ($000) $9,479 Shares 64,498 Est. Cost $74.21 Unrealized
DOWDUPONT INC COM 0.8%
Value ($000) $9,378 Shares 142,262 Est. Cost $68.21 Unrealized
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.8%
Value ($000) $9,107 Shares 142,058 Est. Cost $47.26 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $9,026 Shares 248,788 Est. Cost $20.95 Unrealized +16.0%
AMZN AMAZON.COM INC 0.8%
Value ($000) $8,752 Shares 5,149 Est. Cost $25.81 Unrealized +207.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $8,745 Shares 207,218 Est. Cost $43.92 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.8%
Value ($000) $8,721 Shares 100,091 Est. Cost $86.89 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $8,586 Shares 161,940 Est. Cost $47.31 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.7%
Value ($000) $8,521 Shares 147,139 Est. Cost $57.91 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $7,959 Shares 93,543 Est. Cost $87.67 Unrealized
SONY SONY CORP SPONSORED ADR 0.7%
Value ($000) $7,577 Shares 147,805 Est. Cost $18.62 Unrealized
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.6%
Value ($000) $7,296 Shares 318,603 Est. Cost $22.90 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.6%
Value ($000) $7,021 Shares 380,314 Est. Cost $18.46 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $6,858 Shares 37,155 Est. Cost $104.83 Unrealized +33.8%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $6,819 Shares 60,417 Est. Cost $113.24 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.6%
Value ($000) $6,715 Shares 64,757 Est. Cost $104.95 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.6%
Value ($000) $6,662 Shares 62,399 Est. Cost $116.19 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $6,448 Shares 53,124 Est. Cost $107.85 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $6,151 Shares 42,701 Est. Cost $81.35 Unrealized +39.6%
FTI FMC TECHNOLOGIES INC 0.5%
Value ($000) $5,987 Shares 188,626 Est. Cost $19.30 Unrealized +14.5%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $5,922 Shares 56,831 Est. Cost $50.13 Unrealized +77.6%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $5,867 Shares 19,067 Est. Cost $201.44 Unrealized +44.7%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $5,800 Shares 47,802 Est. Cost $73.49 Unrealized +37.0%
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $5,793 Shares 55,274 Est. Cost $94.81 Unrealized +2.5%
INTC INTEL CORP COM 0.5%
Value ($000) $5,715 Shares 114,958 Est. Cost $29.37 Unrealized +53.4%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.5%
Value ($000) $5,451 Shares 106,892 Est. Cost $50.89 Unrealized
BSV VANGUARD SHORT TERM BOND 0.5%
Value ($000) $5,411 Shares 69,189 Est. Cost $79.29 Unrealized
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX 0.4%
Value ($000) $4,980 Shares 24,820 Est. Cost $104.47 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.4%
Value ($000) $4,721 Shares 42,988 Est. Cost $165.88 Unrealized
FCX FREEPORT MCMORAN COPPER 0.4%
Value ($000) $4,662 Shares 270,110 Est. Cost $11.49 Unrealized +34.2%
XLV HEALTH CARE SELECT SECTOR SPDR 0.4%
Value ($000) $4,660 Shares 55,832 Est. Cost $69.44 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $4,544 Shares 92,590 Est. Cost $49.87 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,445 Shares 53,723 Est. Cost $51.79 Unrealized +8.4%
QQQ POWERSHARES QQQ TR 0.4%
Value ($000) $4,210 Shares 24,526 Est. Cost $171.65 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $4,137 Shares 3,708 Est. Cost $32.47 Unrealized +65.2%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,109 Shares 18,628 Est. Cost $137.18 Unrealized +46.3%
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.3%
Value ($000) $3,986 Shares 135,303 Est. Cost $21.91 Unrealized +22.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $3,962 Shares 38,989 Est. Cost $98.47 Unrealized
GM GENERAL MOTORS CORP 0.3%
Value ($000) $3,822 Shares 96,994 Est. Cost $26.60 Unrealized +31.7%
XLB MATERIALS SELECT SECTOR SPDR 0.3%
Value ($000) $3,629 Shares 62,489 Est. Cost $45.18 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $3,519 Shares 70,346 Est. Cost $30.89 Unrealized +20.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $3,503 Shares 102,183 Est. Cost $34.07 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $3,470 Shares 18,701 Est. Cost $129.44 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,434 Shares 37,065 Est. Cost $59.75 Unrealized +18.0%
CSX CSX CORP 0.3%
Value ($000) $3,330 Shares 52,203 Est. Cost $8.80 Unrealized +111.4%
GLW CORNING INC COM 0.3%
Value ($000) $3,190 Shares 115,969 Est. Cost $16.40 Unrealized +36.5%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,049 Shares 18,750 Est. Cost $134.41 Unrealized
URTH ISHARES MSCI WORLD ETF 0.2%
Value ($000) $2,850 Shares 32,590 Est. Cost $80.33 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.2%
Value ($000) $2,820 Shares 78,771 Est. Cost $35.04 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $2,752 Shares 44,148 Est. Cost $60.63 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,615 Shares 20,685 Est. Cost $68.98 Unrealized +29.2%
AVGO AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $2,581 Shares 10,637 Est. Cost $19.87 Unrealized -0.7%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $2,435 Shares 51,527 Est. Cost $47.47 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.2%
Value ($000) $2,393 Shares 18,140 Est. Cost $106.92 Unrealized
MYLAN N V SHS EURO 0.2%
Value ($000) $2,365 Shares 65,438 Est. Cost $39.08 Unrealized
XBI SPDR BIOTECH ETF 0.2%
Value ($000) $2,355 Shares 24,735 Est. Cost $61.09 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.2%
Value ($000) $2,348 Shares 18,941 Est. Cost $111.89 Unrealized -4.3%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.2%
Value ($000) $2,338 Shares 84,890 Est. Cost $34.39 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.2%
Value ($000) $2,212 Shares 26,638 Est. Cost $84.36 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $2,161 Shares 24,076 Est. Cost $90.70 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $2,126 Shares 26,100 Est. Cost $79.09 Unrealized
AKAM AKAMAI TECH 0.2%
Value ($000) $2,099 Shares 28,660 Est. Cost $55.35 Unrealized +35.5%
SUNTRUST BANKS INC 0.2%
Value ($000) $1,977 Shares 29,940 Est. Cost $50.01 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,948 Shares 32,098 Est. Cost $41.18 Unrealized +8.1%
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS 0.2%
Value ($000) $1,891 Shares 31,880 Est. Cost $35.36 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $1,886 Shares 24,775 Est. Cost $45.32 Unrealized +31.6%
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $1,830 Shares 82,297 Est. Cost $14.09 Unrealized +71.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,798 Shares 22,272 Est. Cost $67.81 Unrealized -16.5%
CALLON PETROLEUM CORP 0.1%
Value ($000) $1,721 Shares 160,255 Est. Cost $10.74 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,704 Shares 17,828 Est. Cost $65.65 Unrealized +19.9%
T AT&T INC COM 0.1%
Value ($000) $1,690 Shares 52,632 Est. Cost $15.22 Unrealized -4.5%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 0.1%
Value ($000) $1,669 Shares 47,101 Est. Cost $34.47 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $1,604 Shares 29,744 Est. Cost $33.95 Unrealized +31.3%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $1,597 Shares 11,771 Est. Cost $87.25 Unrealized +45.0%
CELGENE CORP 0.1%
Value ($000) $1,592 Shares 20,051 Est. Cost $107.03 Unrealized
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $1,588 Shares 5,816 Est. Cost $211.93 Unrealized
VALE VALE SA (ADR) 0.1%
Value ($000) $1,580 Shares 123,237 Est. Cost $12.41 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,575 Shares 15,165 Est. Cost $99.83 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $1,559 Shares 72,712 Est. Cost $17.86 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,509 Shares 84,872 Est. Cost $7.09 Unrealized +94.7%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $1,505 Shares 11,659 Est. Cost $112.94 Unrealized +2.1%
ILMN ILLUMINA INC 0.1%
Value ($000) $1,499 Shares 5,366 Est. Cost $205.77 Unrealized +23.6%
MCDERMOTT INTL INC 0.1%
Value ($000) $1,483 Shares 75,465 Est. Cost $6.09 Unrealized
ALLERGAN PLC SHS 0.1%
Value ($000) $1,456 Shares 8,734 Est. Cost $167.88 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,405 Shares 12,745 Est. Cost $86.85 Unrealized +0.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $1,378 Shares 45,521 Est. Cost $29.57 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,377 Shares 5,614 Est. Cost $150.26 Unrealized +41.2%
ALTA MESA RES INC CL A 0.1%
Value ($000) $1,365 Shares 200,418 Est. Cost $7.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,327 Shares 7,109 Est. Cost $168.32 Unrealized +15.8%
XYL XYLEM INC 0.1%
Value ($000) $1,326 Shares 19,677 Est. Cost $37.89 Unrealized +74.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,325 Shares 19,077 Est. Cost $43.26 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $1,324 Shares 23,310 Est. Cost $34.66 Unrealized +44.2%
AFL AFLAC INC COM 0.1%
Value ($000) $1,307 Shares 30,379 Est. Cost $31.48 Unrealized +19.3%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,290 Shares 8,234 Est. Cost $127.75 Unrealized +6.1%
TE CONNECTIVITY LTD 0.1%
Value ($000) $1,288 Shares 14,301 Est. Cost $94.79 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,274 Shares 6,095 Est. Cost $131.57 Unrealized +35.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,270 Shares 9,048 Est. Cost $114.51 Unrealized +16.1%
RRC RANGE RESOURCES CORP 0.1%
Value ($000) $1,268 Shares 75,805 Est. Cost $20.68 Unrealized -26.8%
GOOGL GOOGLE INC 0.1%
Value ($000) $1,267 Shares 1,122 Est. Cost $40.92 Unrealized +31.9%
XLG RYDEX RUSSELL TOP 50 ETF 0.1%
Value ($000) $1,264 Shares 6,556 Est. Cost $192.80 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $1,235 Shares 18,064 Est. Cost $52.11 Unrealized -1.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,219 Shares 5,145 Est. Cost $0.68 Unrealized +779.0%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $1,208 Shares 88,743 Est. Cost $16.76 Unrealized
HUN HUNTSMAN CORP 0.1%
Value ($000) $1,201 Shares 41,141 Est. Cost $28.19 Unrealized +9.7%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $1,175 Shares 3,311 Est. Cost $225.51 Unrealized
NBIS YANDEX N.V. COM CL A 0.1%
Value ($000) $1,172 Shares 32,645 Est. Cost $19.21 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,167 Shares 20,548 Est. Cost $36.48 Unrealized -11.7%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $1,155 Shares 10,875 Est. Cost $109.37 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $1,155 Shares 14,794 Est. Cost $79.65 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,130 Shares 8,324 Est. Cost $98.13 Unrealized
MOS MOSAIC CO 0.1%
Value ($000) $1,120 Shares 39,922 Est. Cost $20.09 Unrealized +19.0%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $1,104 Shares 10,734 Est. Cost $57.27 Unrealized +47.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,094 Shares 18,190 Est. Cost $61.78 Unrealized
FLEETCOR TECHNOLOGIES, INC. 0.1%
Value ($000) $1,094 Shares 5,194 Est. Cost $147.32 Unrealized
GROUPON INC COM 0.1%
Value ($000) $1,092 Shares 253,887 Est. Cost $3.93 Unrealized
CALAMP CORP 0.1%
Value ($000) $1,082 Shares 46,159 Est. Cost $15.39 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $1,081 Shares 49,674 Est. Cost $22.19 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,079 Shares 16,129 Est. Cost $42.27 Unrealized +25.5%
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.1%
Value ($000) $1,069 Shares 43,889 Est. Cost $24.73 Unrealized
INGERSOLL-RAND PLC SHS 0.1%
Value ($000) $1,047 Shares 11,664 Est. Cost $80.57 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.1%
Value ($000) $1,047 Shares 18,920 Est. Cost $55.34 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,043 Shares 24,065 Est. Cost $36.23 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.1%
Value ($000) $1,031 Shares 12,737 Est. Cost $84.03 Unrealized
AL AIR LEASE CORP CL A 0.1%
Value ($000) $1,001 Shares 23,850 Est. Cost $28.57 Unrealized +32.4%
SUNPOWER CORP 0.1%
Value ($000) $973 Shares 126,821 Est. Cost $8.40 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $954 Shares 18,495 Est. Cost $30.92 Unrealized +77.8%
STERICYCLE INC DEP PFD A 1/10 0.1%
Value ($000) $948 Shares 19,295 Est. Cost $51.83 Unrealized
LYB LYONDELLBASELL 0.1%
Value ($000) $938 Shares 8,536 Est. Cost $65.33 Unrealized +4.6%
SPSC SPS COMM INC COM 0.1%
Value ($000) $932 Shares 12,686 Est. Cost $26.10 Unrealized +35.9%
PI IMPINJ INC COM 0.1%
Value ($000) $924 Shares 41,792 Est. Cost $16.93 Unrealized 0.0%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.1%
Value ($000) $920 Shares 19,595 Est. Cost $47.34 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $903 Shares 18,315 Est. Cost $51.35 Unrealized 0.0%
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.1%
Value ($000) $897 Shares 12,470 Est. Cost $73.94 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.1%
Value ($000) $887 Shares 269,453 Est. Cost $5.40 Unrealized
PCG PG&E CORP COM 0.1%
Value ($000) $880 Shares 20,670 Est. Cost $55.37 Unrealized -22.6%
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $861 Shares 10,320 Est. Cost $95.30 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $834 Shares 14,573 Est. Cost $52.62 Unrealized
PRGO PERRIGO CO 0.1%
Value ($000) $823 Shares 11,284 Est. Cost $85.88 Unrealized -10.2%
GTT COMMUNICATIONS INC COM 0.1%
Value ($000) $793 Shares 17,617 Est. Cost $31.99 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $786 Shares 12,069 Est. Cost $63.35 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $716 Shares 38,799 Est. Cost $18.45 Unrealized
FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS 0.1%
Value ($000) $714 Shares 13,650 Est. Cost $51.14 Unrealized
SUSA ISHARES KLD SEL SOC FD 0.1%
Value ($000) $699 Shares 6,196 Est. Cost $89.09 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $692 Shares 3,100 Est. Cost $212.10 Unrealized -4.9%
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 0.1%
Value ($000) $668 Shares 6,613 Est. Cost $92.34 Unrealized
BERRY GLOBAL GROUP INC COM 0.1%
Value ($000) $652 Shares 14,195 Est. Cost $45.93 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $620 Shares 13,899 Est. Cost $49.79 Unrealized -11.2%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $608 Shares 13,798 Est. Cost $40.42 Unrealized +1.8%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $595 Shares 17,673 Est. Cost $48.99 Unrealized
CBS CORP CL B 0.1%
Value ($000) $583 Shares 10,367 Est. Cost $55.63 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $568 Shares 8,960 Est. Cost $64.12 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $556 Shares 9,112 Est. Cost $45.33 Unrealized +10.3%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $541 Shares 53,105 Est. Cost $10.48 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 0.0%
Value ($000) $535 Shares 2,762 Est. Cost $147.18 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $530 Shares 7,300 Est. Cost $58.00 Unrealized -2.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $524 Shares 9,450 Est. Cost $41.58 Unrealized +4.2%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $518 Shares 3,199 Est. Cost $135.68 Unrealized
SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value ($000) $517 Shares 12,000 Est. Cost $36.89 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $503 Shares 4,740 Est. Cost $104.01 Unrealized
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value ($000) $496 Shares 10,340 Est. Cost $48.83 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $490 Shares 7,744 Est. Cost $53.73 Unrealized -16.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $475 Shares 4,575 Est. Cost $99.02 Unrealized -7.5%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $469 Shares 2,440 Est. Cost $192.21 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $459 Shares 6,402 Est. Cost $55.20 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $454 Shares 17,130 Est. Cost $21.69 Unrealized +17.1%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $432 Shares 4,019 Est. Cost $92.25 Unrealized -4.8%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $420 Shares 3,670 Est. Cost $119.47 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $404 Shares 2,477 Est. Cost $148.18 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $400 Shares 2,056 Est. Cost $167.28 Unrealized +7.3%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $395 Shares 1,921 Est. Cost $26.97 Unrealized +23.6%
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $391 Shares 7,130 Est. Cost $55.82 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $390 Shares 8,900 Est. Cost $34.13 Unrealized -0.3%
CONTROL4 CORP COM 0.0%
Value ($000) $387 Shares 15,920 Est. Cost $24.31 Unrealized
FLOTEK INDS INC DEL COM 0.0%
Value ($000) $371 Shares 115,000 Est. Cost $7.33 Unrealized
AADR ADVISORSHARES DORSEY WRIGHT ADR ETF 0.0%
Value ($000) $367 Shares 6,885 Est. Cost $56.67 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $362 Shares 8,833 Est. Cost $34.86 Unrealized -4.3%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $361 Shares 2,377 Est. Cost $120.76 Unrealized
ARCONIC INC COM 0.0%
Value ($000) $355 Shares 20,850 Est. Cost $23.04 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $354 Shares 4,323 Est. Cost $42.52 Unrealized +69.8%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $349 Shares 4,469 Est. Cost $67.29 Unrealized -8.2%
CIGNA CORP 0.0%
Value ($000) $341 Shares 2,005 Est. Cost $167.50 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $317 Shares 6,125 Est. Cost $46.53 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $304 Shares 1,803 Est. Cost $154.79 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $300 Shares 5,553 Est. Cost $56.84 Unrealized
NFLX NETFLIX COM INC 0.0%
Value ($000) $292 Shares 746 Est. Cost $27.22 Unrealized +25.2%
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $277 Shares 26,674 Est. Cost $11.03 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $275 Shares 8,580 Est. Cost $33.80 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $265 Shares 22,077 Est. Cost $11.55 Unrealized
EXI ISHARES GLBL INDSTRLS INDX FD 0.0%
Value ($000) $262 Shares 2,983 Est. Cost $89.22 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $262 Shares 5,003 Est. Cost $46.76 Unrealized +12.8%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $242 Shares 2,100 Est. Cost $115.37 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $236 Shares 7,067 Est. Cost $33.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $235 Shares 6,429 Est. Cost $38.26 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $232 Shares 2,004 Est. Cost $115.77 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $228 Shares 3,518 Est. Cost $53.85 Unrealized +1.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $227 Shares 767 Est. Cost $262.53 Unrealized 0.0%
FNX FIRST TR MID CAP CORE ALPHADEX FD 0.0%
Value ($000) $227 Shares 3,320 Est. Cost $56.28 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $226 Shares 3,698 Est. Cost $53.15 Unrealized 0.0%
MSGS MADISON SQUARE GARDEN CO NEW CL A 0.0%
Value ($000) $226 Shares 730 Est. Cost $184.84 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $220 Shares 2,014 Est. Cost $95.18 Unrealized +2.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $220 Shares 2,241 Est. Cost $85.24 Unrealized +3.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $217 Shares 3,457 Est. Cost $48.85 Unrealized -15.9%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $201 Shares 2,830 Est. Cost $70.95 Unrealized
PANDORA MEDIA INC 0.0%
Value ($000) $146 Shares 18,531 Est. Cost $22.15 Unrealized
ON DECK CAP INC COM 0.0%
Value ($000) $111 Shares 15,802 Est. Cost $11.58 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $107 Shares 10,550 Est. Cost $10.14 Unrealized