IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 19, 2019

Total Value ($000): $267,472 (100.0% shares, 0.0% debt)

Holdings (277)

INVESCO EXCH TRD SLF IDX FD 5.0%
Value ($000) $13,345 Shares 553,976 Est. Cost $24.12 Unrealized
BAC BANK AMER CORP 4.6%
Value ($000) $12,285 Shares 423,614 Est. Cost $19.17 Unrealized +27.8%
SCHB SCHWAB STRATEGIC TR 3.8%
Value ($000) $10,236 Shares 145,139 Est. Cost $57.41 Unrealized
SCHX SCHWAB STRATEGIC TR 3.8%
Value ($000) $10,066 Shares 143,417 Est. Cost $59.97 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $7,247 Shares 338,741 Est. Cost $20.74 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $6,320 Shares 297,289 Est. Cost $21.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.3%
Value ($000) $6,182 Shares 291,777 Est. Cost $20.81 Unrealized
PFF ISHARES TR 1.9%
Value ($000) $5,171 Shares 140,318 Est. Cost $38.47 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $5,164 Shares 209,070 Est. Cost $24.63 Unrealized
MA MASTERCARD INC 1.6%
Value ($000) $4,215 Shares 15,933 Est. Cost $78.83 Unrealized +206.2%
AEROJET ROCKETDYNE HLDGS INC 1.5%
Value ($000) $4,119 Shares 92,012 Est. Cost $23.28 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $4,095 Shares 36,626 Est. Cost $66.08 Unrealized +39.2%
NVDA NVIDIA CORP 1.5%
Value ($000) $3,934 Shares 23,955 Est. Cost $4.77 Unrealized -13.7%
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $3,912 Shares 184,930 Est. Cost $20.43 Unrealized
ILMN ILLUMINA INC 1.5%
Value ($000) $3,893 Shares 10,575 Est. Cost $170.06 Unrealized +85.7%
INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3,818 Shares 179,666 Est. Cost $20.14 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $3,780 Shares 87,940 Est. Cost $27.50 Unrealized +39.9%
NANOMETRICS INC 1.4%
Value ($000) $3,774 Shares 108,740 Est. Cost $26.95 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $3,751 Shares 68,535 Est. Cost $32.27 Unrealized +40.0%
AZTA BROOKS AUTOMATION INC 1.4%
Value ($000) $3,741 Shares 96,530 Est. Cost $27.26 Unrealized +28.9%
LITE LUMENTUM HLDGS INC 1.4%
Value ($000) $3,645 Shares 68,242 Est. Cost $49.27 Unrealized +8.2%
FIDUCIARY CLAYMORE ENGRY INF 1.3%
Value ($000) $3,608 Shares 373,078 Est. Cost $11.98 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $3,507 Shares 17,721 Est. Cost $31.07 Unrealized +50.0%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $3,505 Shares 26,923 Est. Cost $111.71 Unrealized
SCHM SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,484 Shares 61,031 Est. Cost $49.48 Unrealized
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $3,424 Shares 6,528 Est. Cost $171.34 Unrealized 0.0%
H & E EQUIPMENT SERVICES INC 1.2%
Value ($000) $3,306 Shares 113,655 Est. Cost $26.65 Unrealized
V VISA INC 1.2%
Value ($000) $3,208 Shares 18,482 Est. Cost $108.04 Unrealized +44.7%
BMRN BIOMARIN PHARMACEUTICAL INC 1.2%
Value ($000) $3,200 Shares 37,366 Est. Cost $87.20 Unrealized -1.9%
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $3,113 Shares 15,227 Est. Cost $146.39 Unrealized +14.9%
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,087 Shares 96,198 Est. Cost $31.12 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $3,019 Shares 36,283 Est. Cost $51.26 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,929 Shares 23,537 Est. Cost $80.55 Unrealized +12.0%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $2,870 Shares 14,574 Est. Cost $151.89 Unrealized +15.3%
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,825 Shares 115,228 Est. Cost $24.48 Unrealized
TPICQ TPI COMPOSITES INC 1.1%
Value ($000) $2,820 Shares 114,071 Est. Cost $26.23 Unrealized -2.5%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,784 Shares 20,785 Est. Cost $71.62 Unrealized +66.9%
MTZ MASTEC INC 1.0%
Value ($000) $2,757 Shares 53,498 Est. Cost $43.79 Unrealized +12.8%
SCHV SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,735 Shares 48,712 Est. Cost $41.71 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,706 Shares 13,228 Est. Cost $178.30 Unrealized -5.2%
BABA ALIBABA GROUP HLDG LTD 1.0%
Value ($000) $2,683 Shares 15,832 Est. Cost $136.71 Unrealized
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,647 Shares 37,033 Est. Cost $64.53 Unrealized
JEF JEFFERIES FINL GROUP INC 1.0%
Value ($000) $2,565 Shares 133,391 Est. Cost $15.20 Unrealized -8.2%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,562 Shares 1,353 Est. Cost $46.04 Unrealized +102.3%
BIIB BIOGEN INC 1.0%
Value ($000) $2,553 Shares 10,915 Est. Cost $297.82 Unrealized -22.5%
EXPE EXPEDIA GROUP INC 1.0%
Value ($000) $2,552 Shares 19,180 Est. Cost $119.01 Unrealized +1.5%
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $2,470 Shares 64,003 Est. Cost $29.83 Unrealized +24.6%
SCHW THE CHARLES SCHWAB CORPORATI 0.9%
Value ($000) $2,439 Shares 60,679 Est. Cost $45.06 Unrealized -11.9%
REGN REGENERON PHARMACEUTICALS 0.9%
Value ($000) $2,438 Shares 7,790 Est. Cost $329.44 Unrealized +0.5%
FDX FEDEX CORP 0.9%
Value ($000) $2,432 Shares 14,812 Est. Cost $158.14 Unrealized -2.1%
PIONEER NAT RES CO 0.9%
Value ($000) $2,406 Shares 15,635 Est. Cost $152.36 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $2,347 Shares 12,734 Est. Cost $134.85 Unrealized +8.4%
CRM SALESFORCE COM INC 0.9%
Value ($000) $2,328 Shares 15,340 Est. Cost $154.81 Unrealized +0.0%
BKLN INVESCO EXCHNG TRADED FD TR 0.9%
Value ($000) $2,307 Shares 101,805 Est. Cost $22.72 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $2,296 Shares 16,441 Est. Cost $98.18 Unrealized +30.4%
ABBV ABBVIE INC 0.8%
Value ($000) $2,139 Shares 29,412 Est. Cost $46.89 Unrealized +26.6%
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value ($000) $2,112 Shares 24,522 Est. Cost $61.50 Unrealized -9.9%
IVV ISHARES TR 0.8%
Value ($000) $2,074 Shares 7,038 Est. Cost $199.72 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,005 Shares 29,682 Est. Cost $51.89 Unrealized -2.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,993 Shares 8,167 Est. Cost $231.74 Unrealized -7.0%
EVH EVOLENT HEALTH INC 0.7%
Value ($000) $1,985 Shares 249,741 Est. Cost $18.03 Unrealized -34.3%
INTC INTEL CORP 0.7%
Value ($000) $1,946 Shares 40,643 Est. Cost $43.39 Unrealized -0.7%
ISHARES TR 0.7%
Value ($000) $1,801 Shares 72,248 Est. Cost $24.74 Unrealized
IWV ISHARES TR 0.7%
Value ($000) $1,767 Shares 10,250 Est. Cost $124.02 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,498 Shares 32,294 Est. Cost $42.45 Unrealized 0.0%
DFE WISDOMTREE TR 0.6%
Value ($000) $1,487 Shares 25,495 Est. Cost $55.46 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,469 Shares 19,172 Est. Cost $53.50 Unrealized +6.3%
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,403 Shares 32,369 Est. Cost $42.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,310 Shares 6,147 Est. Cost $155.13 Unrealized +33.4%
PGF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,188 Shares 64,476 Est. Cost $18.46 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,084 Shares 2,978 Est. Cost $142.69 Unrealized +150.4%
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $937 Shares 17,032 Est. Cost $47.41 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $926 Shares 17,508 Est. Cost $46.49 Unrealized
ISHARES TR 0.3%
Value ($000) $911 Shares 35,943 Est. Cost $25.28 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $878 Shares 16,545 Est. Cost $43.41 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.3%
Value ($000) $867 Shares 20,600 Est. Cost $41.03 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $858 Shares 11,807 Est. Cost $71.51 Unrealized
RWX SPDR INDEX SHS FDS 0.3%
Value ($000) $825 Shares 21,287 Est. Cost $40.64 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $562 Shares 21,412 Est. Cost $24.32 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $555 Shares 1,893 Est. Cost $173.75 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $511 Shares 10,108 Est. Cost $50.30 Unrealized
DE DEERE & CO 0.2%
Value ($000) $446 Shares 2,690 Est. Cost $85.31 Unrealized +65.8%
ITOT ISHARES TR 0.2%
Value ($000) $441 Shares 6,623 Est. Cost $55.21 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $406 Shares 2,089 Est. Cost $190.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $376 Shares 2,724 Est. Cost $115.79 Unrealized -14.8%
FEP FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $374 Shares 10,613 Est. Cost $29.77 Unrealized
T AT&T INC 0.1%
Value ($000) $373 Shares 11,120 Est. Cost $11.68 Unrealized +29.1%
IEI ISHARES TR 0.1%
Value ($000) $365 Shares 2,900 Est. Cost $123.22 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $346 Shares 2,600 Est. Cost $118.75 Unrealized
CAMBREX CORP 0.1%
Value ($000) $344 Shares 7,351 Est. Cost $14.40 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $312 Shares 1,789 Est. Cost $62.23 Unrealized +122.8%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $308 Shares 9,422 Est. Cost $31.30 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $301 Shares 2,800 Est. Cost $105.12 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $300 Shares 11,500 Est. Cost $26.00 Unrealized
WHITING PETE CORP NEW 0.1%
Value ($000) $298 Shares 15,944 Est. Cost $33.73 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $295 Shares 1,844 Est. Cost $105.17 Unrealized +34.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $282 Shares 2,026 Est. Cost $93.82 Unrealized +22.3%
PEP PEPSICO INC 0.1%
Value ($000) $233 Shares 1,778 Est. Cost $82.82 Unrealized +26.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $231 Shares 4,042 Est. Cost $34.03 Unrealized +17.6%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $231 Shares 2,716 Est. Cost $64.09 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $224 Shares 1,125 Est. Cost $125.28 Unrealized +38.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $224 Shares 4,932 Est. Cost $29.87 Unrealized +20.9%
FE FIRSTENERGY CORP 0.1%
Value ($000) $214 Shares 5,000 Est. Cost $25.13 Unrealized +27.5%
EVRG EVERGY INC 0.1%
Value ($000) $198 Shares 3,289 Est. Cost $40.03 Unrealized +13.2%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $190 Shares 9,113 Est. Cost $11.37 Unrealized +20.2%
ABT ABBOTT LABS 0.1%
Value ($000) $177 Shares 2,101 Est. Cost $53.15 Unrealized +32.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $172 Shares 1,496 Est. Cost $87.28 Unrealized +6.3%
BANK AMER CORP 0.1%
Value ($000) $172 Shares 125 Est. Cost $1248.00 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $171 Shares 125 Est. Cost $1256.00 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value ($000) $162 Shares 3,064 Est. Cost $51.77 Unrealized
SEB SEABOARD CORP 0.1%
Value ($000) $161 Shares 39 Est. Cost $3957.56 Unrealized +6.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $161 Shares 862 Est. Cost $155.68 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $157 Shares 1,201 Est. Cost $91.18 Unrealized +43.5%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $154 Shares 2,735 Est. Cost $54.83 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $150 Shares 5,555 Est. Cost $32.45 Unrealized
ALTABA INC 0.1%
Value ($000) $149 Shares 2,151 Est. Cost $72.99 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $143 Shares 910 Est. Cost $143.42 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $141 Shares 1,800 Est. Cost $56.50 Unrealized +3.1%
DY DYCOM INDS INC 0.1%
Value ($000) $139 Shares 2,367 Est. Cost $84.87 Unrealized -39.7%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $138 Shares 1,088 Est. Cost $104.09 Unrealized +7.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $133 Shares 3,150 Est. Cost $27.61 Unrealized +28.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $128 Shares 3,200 Est. Cost $30.19 Unrealized +4.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $126 Shares 609 Est. Cost $141.88 Unrealized +19.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $124 Shares 830 Est. Cost $71.14 Unrealized +75.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $114 Shares 785 Est. Cost $122.45 Unrealized +4.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $112 Shares 10,626 Est. Cost $17.87 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $106 Shares 2,012 Est. Cost $59.18 Unrealized -8.7%
KO COCA COLA CO 0.0%
Value ($000) $98 Shares 1,929 Est. Cost $34.07 Unrealized +17.2%
BB&T CORP 0.0%
Value ($000) $96 Shares 1,961 Est. Cost $50.26 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $87 Shares 1,432 Est. Cost $51.80 Unrealized -4.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $85 Shares 1,800 Est. Cost $31.75 Unrealized -2.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $85 Shares 2,080 Est. Cost $35.66 Unrealized -4.4%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $84 Shares 1,025 Est. Cost $89.06 Unrealized -6.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $81 Shares 897 Est. Cost $82.96 Unrealized -3.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $80 Shares 1,110 Est. Cost $54.60 Unrealized +11.4%
CMI CUMMINS INC 0.0%
Value ($000) $75 Shares 440 Est. Cost $122.60 Unrealized +12.7%
F FORD MTR CO DEL 0.0%
Value ($000) $74 Shares 7,250 Est. Cost $6.42 Unrealized +10.6%
LEGG MASON INC 0.0%
Value ($000) $73 Shares 1,905 Est. Cost $34.65 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $73 Shares 848 Est. Cost $38.70 Unrealized +62.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $72 Shares 946 Est. Cost $45.91 Unrealized +36.6%
TSLA TESLA INC 0.0%
Value ($000) $68 Shares 304 Est. Cost $22.00 Unrealized -29.2%
PSX PHILLIPS 66 0.0%
Value ($000) $67 Shares 716 Est. Cost $83.14 Unrealized -17.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $67 Shares 1,245 Est. Cost $34.33 Unrealized +28.5%
HANESBRANDS INC 0.0%
Value ($000) $65 Shares 3,752 Est. Cost $21.93 Unrealized
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $64 Shares 4,180 Est. Cost $14.11 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $54 Shares 320 Est. Cost $129.10 Unrealized +14.5%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $53 Shares 452 Est. Cost $102.24 Unrealized +8.5%
ALLERGAN PLC 0.0%
Value ($000) $51 Shares 306 Est. Cost $166.67 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $51 Shares 192 Est. Cost $184.81 Unrealized +22.6%
RIVERNORTH MARKETPLACE LENDI 0.0%
Value ($000) $49 Shares 2,385 Est. Cost $20.55 Unrealized
WESTROCK CO 0.0%
Value ($000) $48 Shares 1,311 Est. Cost $57.21 Unrealized
ALPS ETF TR 0.0%
Value ($000) $46 Shares 4,645 Est. Cost $15.90 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $45 Shares 946 Est. Cost $45.11 Unrealized -15.4%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $44 Shares 1,670 Est. Cost $26.35 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $44 Shares 2,440 Est. Cost $17.59 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $43 Shares 786 Est. Cost $40.56 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $86.00 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $40 Shares 516 Est. Cost $82.77 Unrealized
HARRIS CORP DEL 0.0%
Value ($000) $39 Shares 207 Est. Cost $150.87 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $39 Shares 838 Est. Cost $42.49 Unrealized +2.0%
PFE PFIZER INC 0.0%
Value ($000) $35 Shares 807 Est. Cost $27.02 Unrealized +8.2%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $34 Shares 216 Est. Cost $149.13 Unrealized +0.4%
WMT WALMART INC 0.0%
Value ($000) $32 Shares 285 Est. Cost $25.25 Unrealized +24.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $32 Shares 464 Est. Cost $43.86 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $32 Shares 350 Est. Cost $102.02 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $30 Shares 343 Est. Cost $68.23 Unrealized 0.0%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $17.26 Unrealized +11.1%
FLOT ISHARES TR 0.0%
Value ($000) $28 Shares 551 Est. Cost $51.05 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $26 Shares 656 Est. Cost $40.55 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 172 Est. Cost $145.35 Unrealized
VOC VOC ENERGY TR 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $5.40 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $24 Shares 451 Est. Cost $51.80 Unrealized +9.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $24 Shares 222 Est. Cost $77.63 Unrealized +16.6%
SO SOUTHERN CO 0.0%
Value ($000) $24 Shares 431 Est. Cost $32.85 Unrealized +25.9%
NGVT INGEVITY CORP 0.0%
Value ($000) $23 Shares 218 Est. Cost $79.47 Unrealized +26.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $22 Shares 346 Est. Cost $63.58 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $22 Shares 272 Est. Cost $51.98 Unrealized +21.9%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $10.39 Unrealized +13.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $21 Shares 164 Est. Cost $99.13 Unrealized +8.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $21 Shares 322 Est. Cost $69.77 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $21 Shares 1,791 Est. Cost $18.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20 Shares 55 Est. Cost $262.53 Unrealized +6.6%
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $19 Shares 157 Est. Cost $127.39 Unrealized
NEM NEWMONT GOLDCORP CORPORATION 0.0%
Value ($000) $18 Shares 468 Est. Cost $31.35 Unrealized -10.8%
TIP ISHARES TR 0.0%
Value ($000) $17 Shares 149 Est. Cost $112.75 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $82.35 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $15 Shares 88 Est. Cost $127.20 Unrealized +13.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 142 Est. Cost $80.15 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $14 Shares 226 Est. Cost $64.15 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $14 Shares 165 Est. Cost $67.05 Unrealized +6.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $13 Shares 415 Est. Cost $38.92 Unrealized -41.3%
TWO HBRS INVT CORP 0.0%
Value ($000) $12 Shares 922 Est. Cost $16.27 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $19.73 Unrealized +23.6%
ADBE ADOBE INC 0.0%
Value ($000) $11 Shares 38 Est. Cost $236.55 Unrealized +17.4%
SHV ISHARES TR 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $10 Shares 140 Est. Cost $68.02 Unrealized 0.0%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $10 Shares 1,092 Est. Cost $44.13 Unrealized -73.9%
MEOH METHANEX CORP 0.0%
Value ($000) $10 Shares 214 Est. Cost $50.16 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 436 Est. Cost $21.17 Unrealized -0.2%
LOW LOWES COS INC 0.0%
Value ($000) $10 Shares 97 Est. Cost $93.45 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $9 Shares 81 Est. Cost $111.11 Unrealized
ADT ADT INC 0.0%
Value ($000) $9 Shares 1,454 Est. Cost $5.07 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $8 Shares 43 Est. Cost $139.31 Unrealized +17.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $143.02 Unrealized +23.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $8 Shares 41 Est. Cost $55.76 Unrealized +8.4%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $8 Shares 57 Est. Cost $114.70 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $8 Shares 86 Est. Cost $97.96 Unrealized -11.3%
RGEN REPLIGEN CORP 0.0%
Value ($000) $8 Shares 94 Est. Cost $68.16 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $8 Shares 103 Est. Cost $43.15 Unrealized +48.3%
IEMG ISHARES INC 0.0%
Value ($000) $8 Shares 147 Est. Cost $54.66 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $8 Shares 520 Est. Cost $15.38 Unrealized
SONY SONY CORP 0.0%
Value ($000) $8 Shares 149 Est. Cost $53.69 Unrealized
DBA INVESCO DB MLTI SECTR CMMTY 0.0%
Value ($000) $7 Shares 442 Est. Cost $15.84 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $7 Shares 300 Est. Cost $42.64 Unrealized -46.8%
CURO GROUP HLDGS CORP 0.0%
Value ($000) $7 Shares 621 Est. Cost $24.15 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $8.22 Unrealized +71.6%
BHP GROUP PLC 0.0%
Value ($000) $7 Shares 139 Est. Cost $43.17 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 78 Est. Cost $48.07 Unrealized +41.3%
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 130 Est. Cost $38.93 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $7 Shares 48 Est. Cost $113.19 Unrealized +18.8%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $34.09 Unrealized +5.8%
NRG NRG ENERGY INC 0.0%
Value ($000) $7 Shares 191 Est. Cost $26.82 Unrealized +17.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $71.50 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $6 Shares 71 Est. Cost $48.29 Unrealized +31.4%
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 39 Est. Cost $124.66 Unrealized +12.5%
CERNER CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.97 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $249.81 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $57.46 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $53.63 Unrealized +6.8%
CB CHUBB LIMITED 0.0%
Value ($000) $5 Shares 37 Est. Cost $116.65 Unrealized +10.9%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 187 Est. Cost $26.74 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 104 Est. Cost $52.80 Unrealized -4.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 41 Est. Cost $88.43 Unrealized +16.8%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $5 Shares 101 Est. Cost $40.27 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $19.78 Unrealized +18.8%
EOG EOG RES INC 0.0%
Value ($000) $5 Shares 58 Est. Cost $70.34 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $5 Shares 26 Est. Cost $136.91 Unrealized +20.9%
DEM WISDOMTREE TR 0.0%
Value ($000) $5 Shares 122 Est. Cost $40.98 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $133.15 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $173.67 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $206.05 Unrealized +19.6%
HEEM ISHARES INC 0.0%
Value ($000) $5 Shares 211 Est. Cost $23.70 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $5 Shares 291 Est. Cost $16.97 Unrealized +5.9%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $5 Shares 131 Est. Cost $34.96 Unrealized -16.5%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.30 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $60.49 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $53.03 Unrealized -0.3%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $2072.14 Unrealized -14.7%
APTIV PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $96.15 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $72.58 Unrealized +26.6%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $69.17 Unrealized -1.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 Shares 45 Est. Cost $76.19 Unrealized 0.0%
NVS NOVARTIS A G 0.0%
Value ($000) $4 Shares 46 Est. Cost $65.22 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 33 Est. Cost $12.36 Unrealized +50.7%
THO THOR INDS INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $86.64 Unrealized -39.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 51 Est. Cost $41.64 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $94.12 Unrealized +11.1%
SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 105 Est. Cost $47.62 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $36.85 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $3 Shares 72 Est. Cost $48.45 Unrealized
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $67.40 Unrealized +28.9%
GIB CGI INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $72.28 Unrealized 0.0%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $3 Shares 226 Est. Cost $7.67 Unrealized +12.9%
EXC EXELON CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $27.93 Unrealized 0.0%
BUNGE LIMITED 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.61 Unrealized +9.6%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $236.00 Unrealized -35.9%
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.97 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.59 Unrealized +24.9%
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
APACHE CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $46.15 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.34 Unrealized -26.4%
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.00 Unrealized