IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 18, 2018

Total Value ($000): $255,731 (100.0% shares, 0.0% debt)

Holdings (354)

BAC BANK AMER CORP 4.9%
Value ($000) $12,559 Shares 426,318 Est. Cost $19.17 Unrealized +32.8%
SCHB SCHWAB STRATEGIC TR 4.1%
Value ($000) $10,403 Shares 147,794 Est. Cost $56.26 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $6,909 Shares 284,662 Est. Cost $24.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $6,517 Shares 309,141 Est. Cost $21.06 Unrealized
SCHX SCHWAB STRATEGIC TR 2.5%
Value ($000) $6,287 Shares 90,376 Est. Cost $57.69 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $6,202 Shares 300,255 Est. Cost $20.65 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $5,402 Shares 256,252 Est. Cost $21.00 Unrealized
PFF ISHARES TR 2.1%
Value ($000) $5,369 Shares 144,603 Est. Cost $38.70 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $4,938 Shares 202,989 Est. Cost $24.26 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $4,937 Shares 238,011 Est. Cost $20.75 Unrealized
AEROJET ROCKETDYNE HLDGS INC 1.9%
Value ($000) $4,916 Shares 144,638 Est. Cost $23.01 Unrealized
ILMN ILLUMINA INC 1.8%
Value ($000) $4,627 Shares 12,605 Est. Cost $166.40 Unrealized +92.6%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $4,536 Shares 117,815 Est. Cost $27.32 Unrealized +27.8%
NVDA NVIDIA CORP 1.7%
Value ($000) $4,449 Shares 15,831 Est. Cost $5.10 Unrealized +26.2%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $4,304 Shares 19,336 Est. Cost $74.58 Unrealized +168.6%
EVH EVOLENT HEALTH INC 1.6%
Value ($000) $4,051 Shares 142,642 Est. Cost $19.44 Unrealized +22.7%
AAPL APPLE INC 1.4%
Value ($000) $3,706 Shares 16,415 Est. Cost $30.05 Unrealized +63.9%
BMRN BIOMARIN PHARMACEUTICAL INC 1.4%
Value ($000) $3,686 Shares 38,014 Est. Cost $86.90 Unrealized +14.9%
SCHV SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,673 Shares 65,501 Est. Cost $41.71 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3,498 Shares 174,053 Est. Cost $20.07 Unrealized
AZTA BROOKS AUTOMATION INC 1.4%
Value ($000) $3,492 Shares 99,676 Est. Cost $27.06 Unrealized +18.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $3,461 Shares 1,728 Est. Cost $46.04 Unrealized +104.3%
TRIUMPH GROUP INC NEW 1.3%
Value ($000) $3,437 Shares 147,498 Est. Cost $26.08 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $3,404 Shares 30,164 Est. Cost $60.40 Unrealized +53.4%
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,254 Shares 97,046 Est. Cost $31.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $3,244 Shares 79,125 Est. Cost $41.96 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $3,235 Shares 66,490 Est. Cost $32.08 Unrealized +12.3%
REGN REGENERON PHARMACEUTICALS 1.3%
Value ($000) $3,207 Shares 7,938 Est. Cost $314.27 Unrealized +20.4%
BIIB BIOGEN INC 1.2%
Value ($000) $3,133 Shares 8,867 Est. Cost $299.41 Unrealized +15.0%
NANOMETRICS INC 1.2%
Value ($000) $2,956 Shares 78,794 Est. Cost $26.20 Unrealized
SCHW SCHWAB CHARLES CORP NEW 1.1%
Value ($000) $2,841 Shares 57,793 Est. Cost $46.06 Unrealized -0.0%
BABA ALIBABA GROUP HLDG LTD 1.0%
Value ($000) $2,566 Shares 15,572 Est. Cost $105.43 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 1.0%
Value ($000) $2,548 Shares 5,606 Est. Cost $8.17 Unrealized +16.4%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,487 Shares 11,090 Est. Cost $193.16 Unrealized +1.7%
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $2,471 Shares 139,356 Est. Cost $11.37 Unrealized +2.8%
LEGACY TEX FINL GROUP INC 1.0%
Value ($000) $2,454 Shares 57,615 Est. Cost $41.14 Unrealized
HARRIS CORP DEL 1.0%
Value ($000) $2,445 Shares 14,449 Est. Cost $150.87 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,392 Shares 118,309 Est. Cost $20.19 Unrealized
DFE WISDOMTREE TR 0.9%
Value ($000) $2,379 Shares 37,589 Est. Cost $55.46 Unrealized
BKH BLACK HILLS CORP 0.9%
Value ($000) $2,360 Shares 40,632 Est. Cost $44.20 Unrealized +2.3%
KR KROGER CO 0.9%
Value ($000) $2,336 Shares 80,242 Est. Cost $23.89 Unrealized +6.4%
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $2,327 Shares 51,459 Est. Cost $27.46 Unrealized +79.2%
MLM MARTIN MARIETTA MATLS INC 0.9%
Value ($000) $2,326 Shares 12,785 Est. Cost $197.99 Unrealized -1.3%
INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,300 Shares 91,538 Est. Cost $25.10 Unrealized
CAMBREX CORP 0.9%
Value ($000) $2,299 Shares 33,613 Est. Cost $14.40 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,263 Shares 27,589 Est. Cost $43.30 Unrealized
WHITING PETE CORP NEW 0.9%
Value ($000) $2,230 Shares 42,046 Est. Cost $33.73 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $2,196 Shares 10,596 Est. Cost $131.23 Unrealized +19.9%
IP INTL PAPER CO 0.9%
Value ($000) $2,191 Shares 44,576 Est. Cost $35.91 Unrealized -0.8%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,134 Shares 18,249 Est. Cost $95.20 Unrealized +11.9%
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $2,112 Shares 23,283 Est. Cost $78.62 Unrealized +0.3%
IVV ISHARES TR 0.8%
Value ($000) $2,095 Shares 7,156 Est. Cost $199.72 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $2,077 Shares 183,947 Est. Cost $17.87 Unrealized
GLW CORNING INC 0.8%
Value ($000) $2,003 Shares 56,731 Est. Cost $24.83 Unrealized +6.6%
SCHA SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,961 Shares 25,751 Est. Cost $65.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,918 Shares 8,957 Est. Cost $155.13 Unrealized +32.3%
ABBV ABBVIE INC 0.7%
Value ($000) $1,856 Shares 19,619 Est. Cost $40.06 Unrealized +72.7%
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $1,737 Shares 16,948 Est. Cost $68.37 Unrealized +0.5%
PGF INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,729 Shares 95,035 Est. Cost $18.46 Unrealized
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,712 Shares 29,597 Est. Cost $48.66 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,665 Shares 19,588 Est. Cost $53.42 Unrealized +8.9%
RSPF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,630 Shares 37,903 Est. Cost $42.32 Unrealized
V VISA INC 0.6%
Value ($000) $1,621 Shares 10,802 Est. Cost $87.81 Unrealized +53.8%
BA BOEING CO 0.6%
Value ($000) $1,568 Shares 4,215 Est. Cost $142.69 Unrealized +137.6%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,531 Shares 12,520 Est. Cost $74.10 Unrealized +18.6%
CW CURTISS WRIGHT CORP 0.6%
Value ($000) $1,509 Shares 10,983 Est. Cost $100.58 Unrealized +26.0%
BKLN INVESCO EXCHNG TRADED FD TR 0.6%
Value ($000) $1,495 Shares 64,522 Est. Cost $22.93 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $1,454 Shares 29,046 Est. Cost $46.49 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,451 Shares 27,375 Est. Cost $43.41 Unrealized
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,431 Shares 10,235 Est. Cost $101.34 Unrealized
FIDUCIARY CLAYMORE MLP OPP F 0.6%
Value ($000) $1,424 Shares 116,633 Est. Cost $16.56 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $1,397 Shares 28,216 Est. Cost $47.41 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $1,327 Shares 32,039 Est. Cost $41.03 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,291 Shares 11,285 Est. Cost $43.40 Unrealized +132.3%
IWV ISHARES TR 0.5%
Value ($000) $1,238 Shares 7,187 Est. Cost $97.59 Unrealized
RWX SPDR INDEX SHS FDS 0.5%
Value ($000) $1,213 Shares 31,707 Est. Cost $40.64 Unrealized
JEF JEFFERIES FINL GROUP INC 0.4%
Value ($000) $1,096 Shares 49,897 Est. Cost $16.63 Unrealized -0.0%
ISHARES TR 0.4%
Value ($000) $1,093 Shares 43,675 Est. Cost $25.37 Unrealized
H & E EQUIPMENT SERVICES INC 0.4%
Value ($000) $956 Shares 25,316 Est. Cost $37.76 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $897 Shares 36,226 Est. Cost $24.65 Unrealized
ISHARES TR 0.3%
Value ($000) $667 Shares 27,399 Est. Cost $24.77 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $637 Shares 17,854 Est. Cost $31.21 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $592 Shares 23,045 Est. Cost $24.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $550 Shares 1,893 Est. Cost $173.75 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $549 Shares 3,301 Est. Cost $61.02 Unrealized +99.3%
CELGENE CORP 0.2%
Value ($000) $529 Shares 5,915 Est. Cost $102.02 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $492 Shares 6,753 Est. Cost $72.81 Unrealized
FEP FIRST TR EXCH TRD ALPHA FD I 0.2%
Value ($000) $488 Shares 12,770 Est. Cost $29.77 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $465 Shares 6,984 Est. Cost $55.21 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $418 Shares 5,411 Est. Cost $55.87 Unrealized +1.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $416 Shares 3,207 Est. Cost $71.14 Unrealized +54.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $412 Shares 2,724 Est. Cost $115.79 Unrealized -12.6%
DE DEERE & CO 0.2%
Value ($000) $412 Shares 2,743 Est. Cost $85.31 Unrealized +50.7%
MBB ISHARES TR 0.2%
Value ($000) $408 Shares 3,946 Est. Cost $105.12 Unrealized
T AT&T INC 0.1%
Value ($000) $360 Shares 10,729 Est. Cost $11.38 Unrealized +27.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $350 Shares 3,107 Est. Cost $118.75 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $327 Shares 6,587 Est. Cost $50.32 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $301 Shares 9,400 Est. Cost $32.45 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $292 Shares 13,802 Est. Cost $21.17 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $282 Shares 2,483 Est. Cost $38.70 Unrealized +117.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $281 Shares 4,528 Est. Cost $29.31 Unrealized +53.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $246 Shares 1,778 Est. Cost $91.04 Unrealized +18.7%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $235 Shares 1,844 Est. Cost $105.17 Unrealized +8.8%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $218 Shares 2,930 Est. Cost $63.82 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $210 Shares 2,868 Est. Cost $53.15 Unrealized +8.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $203 Shares 1,125 Est. Cost $125.28 Unrealized +17.5%
DY DYCOM INDS INC 0.1%
Value ($000) $200 Shares 2,367 Est. Cost $84.87 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $199 Shares 3,721 Est. Cost $32.21 Unrealized +10.6%
PEP PEPSICO INC 0.1%
Value ($000) $195 Shares 1,747 Est. Cost $81.72 Unrealized +10.5%
FE FIRSTENERGY CORP 0.1%
Value ($000) $186 Shares 5,000 Est. Cost $25.13 Unrealized +7.8%
EVRG EVERGY INC 0.1%
Value ($000) $181 Shares 3,289 Est. Cost $40.03 Unrealized +6.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $181 Shares 1,683 Est. Cost $87.28 Unrealized +3.4%
BANK AMER CORP 0.1%
Value ($000) $162 Shares 125 Est. Cost $1248.00 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $161 Shares 125 Est. Cost $1256.00 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $158 Shares 1,011 Est. Cost $143.42 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $157 Shares 1,201 Est. Cost $91.18 Unrealized +29.2%
IEI ISHARES TR 0.1%
Value ($000) $157 Shares 1,317 Est. Cost $119.97 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $153 Shares 2,183 Est. Cost $68.25 Unrealized
ALTABA INC 0.1%
Value ($000) $147 Shares 2,151 Est. Cost $72.99 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $147 Shares 1,800 Est. Cost $56.59 Unrealized -2.0%
CNC CENTENE CORP DEL 0.1%
Value ($000) $146 Shares 1,006 Est. Cost $57.67 Unrealized +20.4%
SEB SEABOARD CORP 0.1%
Value ($000) $145 Shares 39 Est. Cost $3957.56 Unrealized -7.6%
FDX FEDEX CORP 0.1%
Value ($000) $142 Shares 591 Est. Cost $216.45 Unrealized -2.0%
C CITIGROUP INC 0.1%
Value ($000) $139 Shares 1,933 Est. Cost $53.03 Unrealized +3.3%
TSLA TESLA INC 0.1%
Value ($000) $135 Shares 509 Est. Cost $22.00 Unrealized -5.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $117 Shares 3,200 Est. Cost $30.19 Unrealized +5.6%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $116 Shares 785 Est. Cost $122.45 Unrealized +1.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $114 Shares 874 Est. Cost $112.10 Unrealized +12.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $112 Shares 3,150 Est. Cost $26.85 Unrealized +9.3%
BB&T CORP 0.0%
Value ($000) $112 Shares 2,308 Est. Cost $50.26 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $111 Shares 1,432 Est. Cost $51.80 Unrealized +8.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $109 Shares 1,800 Est. Cost $32.20 Unrealized +4.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $98 Shares 1,950 Est. Cost $35.86 Unrealized +10.1%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $96 Shares 1,025 Est. Cost $89.06 Unrealized +3.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $90 Shares 945 Est. Cost $82.96 Unrealized +3.3%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $89 Shares 890 Est. Cost $80.91 Unrealized +16.4%
KO COCA COLA CO 0.0%
Value ($000) $88 Shares 1,896 Est. Cost $34.02 Unrealized +6.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $83 Shares 494 Est. Cost $135.53 Unrealized -0.5%
PSX PHILLIPS 66 0.0%
Value ($000) $81 Shares 716 Est. Cost $83.14 Unrealized +3.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $74 Shares 1,110 Est. Cost $54.60 Unrealized +2.5%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $73 Shares 4,080 Est. Cost $17.59 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $71 Shares 1,312 Est. Cost $52.68 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $71 Shares 3,876 Est. Cost $21.93 Unrealized
WESTROCK CO 0.0%
Value ($000) $70 Shares 1,311 Est. Cost $57.21 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $70 Shares 349 Est. Cost $193.63 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $68 Shares 946 Est. Cost $45.91 Unrealized +19.0%
CMI CUMMINS INC 0.0%
Value ($000) $64 Shares 440 Est. Cost $122.60 Unrealized -5.2%
KINDER MORGAN INC DEL 0.0%
Value ($000) $62 Shares 1,850 Est. Cost $34.59 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $61 Shares 1,016 Est. Cost $60.49 Unrealized
LEGG MASON INC 0.0%
Value ($000) $59 Shares 1,905 Est. Cost $34.65 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $59 Shares 452 Est. Cost $102.24 Unrealized +9.5%
ALLERGAN PLC 0.0%
Value ($000) $58 Shares 306 Est. Cost $166.67 Unrealized
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $58 Shares 4,180 Est. Cost $14.11 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $53 Shares 1,245 Est. Cost $33.35 Unrealized +6.7%
UNP UNION PAC CORP 0.0%
Value ($000) $53 Shares 324 Est. Cost $117.86 Unrealized +8.4%
IJR ISHARES TR 0.0%
Value ($000) $52 Shares 592 Est. Cost $82.77 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 Shares 953 Est. Cost $54.45 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $51 Shares 946 Est. Cost $45.11 Unrealized -8.9%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $51.00 Unrealized
ALPS ETF TR 0.0%
Value ($000) $50 Shares 4,645 Est. Cost $15.90 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $47 Shares 1,670 Est. Cost $26.35 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $46 Shares 500 Est. Cost $86.00 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $45 Shares 192 Est. Cost $177.76 Unrealized +14.3%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $43 Shares 838 Est. Cost $42.49 Unrealized +14.4%
WMT WALMART INC 0.0%
Value ($000) $39 Shares 410 Est. Cost $25.25 Unrealized +8.3%
CENTURYLINK INC 0.0%
Value ($000) $38 Shares 1,791 Est. Cost $18.43 Unrealized
RAYTHEON CO 0.0%
Value ($000) $36 Shares 172 Est. Cost $191.86 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $35 Shares 1,435 Est. Cost $24.39 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $34 Shares 225 Est. Cost $126.53 Unrealized -4.8%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $33 Shares 1,092 Est. Cost $44.13 Unrealized -18.0%
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $31 Shares 274 Est. Cost $143.93 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $31 Shares 214 Est. Cost $149.13 Unrealized -5.2%
FLOT ISHARES TR 0.0%
Value ($000) $29 Shares 568 Est. Cost $51.11 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $28 Shares 637 Est. Cost $23.83 Unrealized +16.1%
IVE ISHARES TR 0.0%
Value ($000) $28 Shares 243 Est. Cost $111.11 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $17.26 Unrealized +11.4%
VOC VOC ENERGY TR 0.0%
Value ($000) $27 Shares 5,000 Est. Cost $5.40 Unrealized
VFC V F CORP 0.0%
Value ($000) $26 Shares 278 Est. Cost $75.34 Unrealized +13.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $26 Shares 382 Est. Cost $69.77 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $25 Shares 451 Est. Cost $51.80 Unrealized +6.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $23 Shares 135 Est. Cost $139.31 Unrealized +7.1%
DEO DIAGEO P L C 0.0%
Value ($000) $23 Shares 160 Est. Cost $143.75 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $23 Shares 422 Est. Cost $41.10 Unrealized +1.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $22 Shares 164 Est. Cost $99.13 Unrealized +12.8%
NGVT INGEVITY CORP 0.0%
Value ($000) $22 Shares 218 Est. Cost $79.47 Unrealized +21.5%
IWD ISHARES TR 0.0%
Value ($000) $20 Shares 161 Est. Cost $124.22 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $10.39 Unrealized +10.4%
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $20 Shares 157 Est. Cost $127.39 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $19 Shares 431 Est. Cost $32.85 Unrealized +4.3%
ADBE ADOBE SYS INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $236.55 Unrealized +9.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $19 Shares 55 Est. Cost $262.53 Unrealized +0.7%
CURO GROUP HLDGS CORP 0.0%
Value ($000) $19 Shares 621 Est. Cost $24.15 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $18 Shares 82 Est. Cost $207.32 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $18 Shares 272 Est. Cost $51.98 Unrealized +3.0%
TIP ISHARES TR 0.0%
Value ($000) $18 Shares 161 Est. Cost $112.75 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $17 Shares 157 Est. Cost $117.60 Unrealized -13.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $17 Shares 157 Est. Cost $86.53 Unrealized +0.1%
INTC INTEL CORP 0.0%
Value ($000) $17 Shares 355 Est. Cost $45.05 Unrealized -7.8%
IEFA ISHARES TR 0.0%
Value ($000) $17 Shares 265 Est. Cost $64.15 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $16 Shares 195 Est. Cost $48.45 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $16 Shares 61 Est. Cost $198.45 Unrealized +11.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $16 Shares 410 Est. Cost $41.46 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $15 Shares 170 Est. Cost $82.35 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $59.27 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $15 Shares 197 Est. Cost $60.98 Unrealized +6.5%
ETN EATON CORP PLC 0.0%
Value ($000) $15 Shares 171 Est. Cost $67.05 Unrealized +6.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $14 Shares 474 Est. Cost $31.35 Unrealized -13.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $14 Shares 242 Est. Cost $53.72 Unrealized
TWO HBRS INVT CORP 0.0%
Value ($000) $14 Shares 922 Est. Cost $16.27 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $13 Shares 88 Est. Cost $127.20 Unrealized +7.1%
SCL STEPAN CO 0.0%
Value ($000) $13 Shares 153 Est. Cost $76.34 Unrealized +12.8%
META FACEBOOK INC 0.0%
Value ($000) $13 Shares 81 Est. Cost $179.45 Unrealized +0.2%
PETIQ INC 0.0%
Value ($000) $13 Shares 337 Est. Cost $26.92 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $13 Shares 72 Est. Cost $151.93 Unrealized +1.1%
ICF ISHARES TR 0.0%
Value ($000) $12 Shares 116 Est. Cost $103.45 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $12 Shares 308 Est. Cost $42.64 Unrealized -16.6%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.45 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $11 Shares 71 Est. Cost $126.05 Unrealized +16.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $11 Shares 64 Est. Cost $46.67 Unrealized +4.8%
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $19.73 Unrealized -7.4%
RUDOLPH TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 428 Est. Cost $30.37 Unrealized
CONTINENTAL RESOURCES INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $45.43 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.74 Unrealized -11.5%
SHIRE PLC 0.0%
Value ($000) $9 Shares 50 Est. Cost $160.00 Unrealized
SONY SONY CORP 0.0%
Value ($000) $9 Shares 149 Est. Cost $53.69 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 158 Est. Cost $56.50 Unrealized
GULFPORT ENERGY CORP 0.0%
Value ($000) $8 Shares 735 Est. Cost $12.43 Unrealized
HORTONWORKS INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $18.55 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 54 Est. Cost $119.05 Unrealized
AETNA INC NEW 0.0%
Value ($000) $8 Shares 40 Est. Cost $175.00 Unrealized
SPLUNK INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $102.80 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $8 Shares 125 Est. Cost $65.89 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $8 Shares 57 Est. Cost $120.30 Unrealized +12.0%
DATAWATCH CORP 0.0%
Value ($000) $8 Shares 717 Est. Cost $9.95 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $7 Shares 84 Est. Cost $61.80 Unrealized +9.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $79.51 Unrealized +10.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $7 Shares 86 Est. Cost $97.96 Unrealized -13.0%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $34.09 Unrealized +6.5%
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 103 Est. Cost $43.15 Unrealized +17.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $7 Shares 191 Est. Cost $26.82 Unrealized +3.9%
OEF ISHARES TR 0.0%
Value ($000) $7 Shares 56 Est. Cost $125.00 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $181.90 Unrealized -2.9%
BHP BILLITON PLC 0.0%
Value ($000) $6 Shares 139 Est. Cost $43.17 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 39 Est. Cost $124.66 Unrealized +15.0%
MRK MERCK & CO INC 0.0%
Value ($000) $6 Shares 83 Est. Cost $45.11 Unrealized +12.3%
GOOG ALPHABET INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $53.63 Unrealized +10.9%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $113.19 Unrealized +0.8%
SEQUANS COMMUNICATIONS S A 0.0%
Value ($000) $6 Shares 4,182 Est. Cost $2.04 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $135.57 Unrealized +0.3%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $6 Shares 131 Est. Cost $34.96 Unrealized +6.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $19.78 Unrealized +11.1%
CB CHUBB LIMITED 0.0%
Value ($000) $5 Shares 40 Est. Cost $116.65 Unrealized +2.2%
SUNTRUST BKS INC 0.0%
Value ($000) $5 Shares 72 Est. Cost $68.18 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 51 Est. Cost $68.53 Unrealized +11.3%
SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.62 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $206.05 Unrealized +17.8%
ISHARES TR 0.0%
Value ($000) $5 Shares 184 Est. Cost $24.98 Unrealized
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $5 Shares 71 Est. Cost $48.29 Unrealized +5.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $4 Shares 78 Est. Cost $48.07 Unrealized -6.2%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $61.03 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $2072.14 Unrealized -6.5%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $4 Shares 39 Est. Cost $97.03 Unrealized +1.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 41 Est. Cost $88.43 Unrealized +6.2%
THO THOR INDS INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $86.64 Unrealized -5.9%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.03 Unrealized +4.8%
BIDU BAIDU INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $235.29 Unrealized
APTIV PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $96.15 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $72.58 Unrealized +0.4%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $4 Shares 26 Est. Cost $136.91 Unrealized -0.3%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.46 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $4 Shares 69 Est. Cost $57.97 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $4 Shares 46 Est. Cost $65.22 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $4 Shares 99 Est. Cost $38.06 Unrealized +4.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $3 Shares 67 Est. Cost $45.98 Unrealized
ORANY ORANGE 0.0%
Value ($000) $3 Shares 164 Est. Cost $18.29 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $55.25 Unrealized
ING ING GROEP N V 0.0%
Value ($000) $3 Shares 267 Est. Cost $14.57 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $3 Shares 57 Est. Cost $46.64 Unrealized +1.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 33 Est. Cost $12.36 Unrealized +20.2%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 56 Est. Cost $35.91 Unrealized -1.1%
SOUTH ST CORP 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.78 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $3 Shares 226 Est. Cost $7.67 Unrealized +3.8%
ROST ROSS STORES INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $75.43 Unrealized +13.2%
RMD RESMED INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $94.12 Unrealized +8.6%
PRI PRIMERICA INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $97.87 Unrealized +18.5%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $111.59 Unrealized +35.1%
FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
COOPER COS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $166.67 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.31 Unrealized +2.3%
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $2 Shares 240 Est. Cost $8.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $78.43 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.72 Unrealized -10.6%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $236.00 Unrealized -21.4%
APACHE CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $46.15 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $119.62 Unrealized +9.7%
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
GROUPE CGI INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $67.40 Unrealized +13.4%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.95 Unrealized +7.6%
DELPHI TECHNOLOGIES PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.66 Unrealized -5.5%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.59 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.86 Unrealized +17.6%
WINDSTREAM HLDGS INC 0.0%
Value ($000) $1 Shares 184 Est. Cost $5.43 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $60.99 Unrealized +2.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $39.61 Unrealized -10.1%
AMN AMN HEALTHCARE SERVICES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.68 Unrealized -4.1%
ASGN ASGN INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.81 Unrealized +5.6%
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $34.09 Unrealized +0.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.61 Unrealized +3.1%
SENDGRID INC 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
IBB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.91 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.19 Unrealized -3.1%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $163.46 Unrealized +5.2%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $55.11 Unrealized -0.4%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.36 Unrealized +23.9%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $129.10 Unrealized 0.0%
R RYDER SYS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $70.10 Unrealized +8.7%
COHERENT INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
PATK PATRICK INDS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.92 Unrealized +4.5%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.34 Unrealized +2.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.94 Unrealized -3.6%
RYAAY RYANAIR HLDGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MULTI COLOR CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
COVANTA HLDG CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.58 Unrealized 0.0%
PGX INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.70 Unrealized +22.5%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.26 Unrealized +0.2%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.69 Unrealized -8.5%
VYX NCR CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.87 Unrealized -5.6%
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.91 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.47 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.84 Unrealized +6.4%