IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 29, 2019

Total Value ($000): $264,760 (100.0% shares, 0.0% debt)

Holdings (284)

INVESCO EXCH TRD SLF IDX FD 5.5%
Value ($000) $14,516 Shares 606,203 Est. Cost $24.10 Unrealized
BAC BANK AMER CORP 4.7%
Value ($000) $12,357 Shares 423,614 Est. Cost $19.17 Unrealized +28.1%
SCHX SCHWAB STRATEGIC TR 4.0%
Value ($000) $10,545 Shares 148,674 Est. Cost $60.36 Unrealized
SCHB SCHWAB STRATEGIC TR 3.6%
Value ($000) $9,531 Shares 134,211 Est. Cost $57.41 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.9%
Value ($000) $7,575 Shares 352,468 Est. Cost $20.77 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $6,517 Shares 305,973 Est. Cost $21.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $6,459 Shares 303,824 Est. Cost $20.83 Unrealized
PFF ISHARES TR 2.0%
Value ($000) $5,301 Shares 141,237 Est. Cost $38.47 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $5,272 Shares 214,048 Est. Cost $24.63 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $4,523 Shares 38,434 Est. Cost $67.45 Unrealized +41.0%
AAPL APPLE INC 1.7%
Value ($000) $4,395 Shares 19,623 Est. Cost $32.93 Unrealized +52.5%
AZTA BROOKS AUTOMATION INC 1.6%
Value ($000) $4,239 Shares 114,481 Est. Cost $28.57 Unrealized +24.7%
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $4,077 Shares 191,491 Est. Cost $20.46 Unrealized
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $3,881 Shares 28,427 Est. Cost $113.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $3,853 Shares 179,799 Est. Cost $20.14 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,830 Shares 27,545 Est. Cost $85.93 Unrealized +51.2%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $3,597 Shares 6,662 Est. Cost $171.38 Unrealized +0.9%
SCHM SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,562 Shares 62,999 Est. Cost $49.70 Unrealized
NANOMETRICS INC 1.3%
Value ($000) $3,544 Shares 108,659 Est. Cost $26.95 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $3,498 Shares 70,801 Est. Cost $32.61 Unrealized +31.2%
FIDUCIARY CLAYMORE ENGRY INF 1.3%
Value ($000) $3,492 Shares 394,086 Est. Cost $11.82 Unrealized
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $3,478 Shares 15,728 Est. Cost $147.57 Unrealized +24.3%
BSX BOSTON SCIENTIFIC CORP 1.3%
Value ($000) $3,459 Shares 84,999 Est. Cost $27.50 Unrealized +54.1%
MA MASTERCARD INC 1.2%
Value ($000) $3,280 Shares 12,076 Est. Cost $78.83 Unrealized +237.6%
AEROJET ROCKETDYNE HLDGS INC 1.2%
Value ($000) $3,273 Shares 64,791 Est. Cost $23.28 Unrealized
V VISA INC 1.2%
Value ($000) $3,271 Shares 19,019 Est. Cost $109.80 Unrealized +55.1%
LITE LUMENTUM HLDGS INC 1.2%
Value ($000) $3,233 Shares 60,354 Est. Cost $49.27 Unrealized +14.5%
ILMN ILLUMINA INC 1.2%
Value ($000) $3,209 Shares 10,549 Est. Cost $170.06 Unrealized +73.3%
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,132 Shares 98,320 Est. Cost $31.14 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $3,001 Shares 35,726 Est. Cost $51.26 Unrealized
H & E EQUIPMENT SERVICES INC 1.1%
Value ($000) $2,997 Shares 103,857 Est. Cost $26.65 Unrealized
MTZ MASTEC INC 1.1%
Value ($000) $2,920 Shares 44,976 Est. Cost $43.79 Unrealized +33.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,887 Shares 24,342 Est. Cost $80.91 Unrealized +13.1%
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,860 Shares 117,353 Est. Cost $24.47 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 1.0%
Value ($000) $2,744 Shares 40,719 Est. Cost $86.36 Unrealized -10.8%
EVH EVOLENT HEALTH INC 1.0%
Value ($000) $2,719 Shares 378,108 Est. Cost $14.35 Unrealized -50.0%
JEF JEFFERIES FINL GROUP INC 1.0%
Value ($000) $2,682 Shares 145,746 Est. Cost $15.14 Unrealized -3.7%
SCHV SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,656 Shares 46,815 Est. Cost $41.71 Unrealized
TPICQ TPI COMPOSITES INC 1.0%
Value ($000) $2,651 Shares 141,383 Est. Cost $25.29 Unrealized -15.6%
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,645 Shares 37,931 Est. Cost $64.65 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $2,637 Shares 15,148 Est. Cost $4.77 Unrealized -12.3%
BIIB BIOGEN INC 1.0%
Value ($000) $2,636 Shares 11,324 Est. Cost $295.47 Unrealized -21.2%
AMGN AMGEN INC 1.0%
Value ($000) $2,579 Shares 13,328 Est. Cost $135.88 Unrealized +16.3%
EXPE EXPEDIA GROUP INC 1.0%
Value ($000) $2,551 Shares 18,980 Est. Cost $119.01 Unrealized +9.2%
STZ CONSTELLATION BRANDS INC 1.0%
Value ($000) $2,523 Shares 12,174 Est. Cost $151.89 Unrealized +19.1%
LYB LYONDELLBASELL INDUSTRIES N 0.9%
Value ($000) $2,502 Shares 27,967 Est. Cost $60.54 Unrealized -11.3%
ENVESTNET INC 0.9%
Value ($000) $2,389 Shares 42,126 Est. Cost $56.71 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,378 Shares 31,408 Est. Cost $47.25 Unrealized +11.3%
AMZN AMAZON COM INC 0.9%
Value ($000) $2,354 Shares 1,356 Est. Cost $46.04 Unrealized +101.4%
BKLN INVESCO EXCHNG TRADED FD TR 0.9%
Value ($000) $2,340 Shares 103,591 Est. Cost $22.72 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $2,318 Shares 44,980 Est. Cost $43.35 Unrealized -0.8%
FDX FEDEX CORP 0.9%
Value ($000) $2,273 Shares 15,612 Est. Cost $157.38 Unrealized -9.0%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,198 Shares 16,864 Est. Cost $99.09 Unrealized +35.5%
IVV ISHARES TR 0.8%
Value ($000) $2,099 Shares 7,030 Est. Cost $199.72 Unrealized
PIONEER NAT RES CO 0.8%
Value ($000) $2,051 Shares 16,305 Est. Cost $151.27 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.8%
Value ($000) $2,036 Shares 12,172 Est. Cost $136.71 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,918 Shares 30,260 Est. Cost $51.88 Unrealized -1.7%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,888 Shares 8,689 Est. Cost $230.86 Unrealized -6.0%
ISHARES TR 0.7%
Value ($000) $1,881 Shares 75,250 Est. Cost $24.75 Unrealized
CRM SALESFORCE COM INC 0.7%
Value ($000) $1,830 Shares 12,326 Est. Cost $154.81 Unrealized -3.0%
REGN REGENERON PHARMACEUTICALS 0.7%
Value ($000) $1,765 Shares 6,364 Est. Cost $329.44 Unrealized -10.7%
IWV ISHARES TR 0.7%
Value ($000) $1,724 Shares 9,920 Est. Cost $124.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $1,564 Shares 26,821 Est. Cost $79.35 Unrealized +0.1%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,425 Shares 5,686 Est. Cost $306.82 Unrealized 0.0%
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,373 Shares 31,459 Est. Cost $42.22 Unrealized
DFE WISDOMTREE TR 0.5%
Value ($000) $1,358 Shares 24,284 Est. Cost $55.46 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,354 Shares 19,172 Est. Cost $53.50 Unrealized +0.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,279 Shares 6,147 Est. Cost $155.13 Unrealized +32.8%
IIPR INNOVATIVE INDL PPTYS INC 0.4%
Value ($000) $1,187 Shares 12,849 Est. Cost $92.38 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,147 Shares 61,071 Est. Cost $18.46 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,128 Shares 2,965 Est. Cost $142.69 Unrealized +146.9%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $1,000 Shares 32,831 Est. Cost $42.37 Unrealized -11.2%
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $931 Shares 16,074 Est. Cost $47.41 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $898 Shares 16,572 Est. Cost $46.49 Unrealized
ISHARES TR 0.3%
Value ($000) $857 Shares 33,790 Est. Cost $25.28 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $855 Shares 15,610 Est. Cost $43.41 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.3%
Value ($000) $832 Shares 19,525 Est. Cost $41.03 Unrealized
RWX SPDR INDEX SHS FDS 0.3%
Value ($000) $796 Shares 20,151 Est. Cost $40.64 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $791 Shares 10,796 Est. Cost $71.51 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $562 Shares 1,893 Est. Cost $173.75 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $534 Shares 21,240 Est. Cost $24.32 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $482 Shares 9,519 Est. Cost $50.30 Unrealized
DE DEERE & CO 0.2%
Value ($000) $450 Shares 2,670 Est. Cost $85.31 Unrealized +71.1%
ITOT ISHARES TR 0.2%
Value ($000) $438 Shares 6,533 Est. Cost $55.21 Unrealized
T AT&T INC 0.2%
Value ($000) $421 Shares 11,120 Est. Cost $11.68 Unrealized +45.5%
IJH ISHARES TR 0.2%
Value ($000) $404 Shares 2,089 Est. Cost $190.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $396 Shares 2,724 Est. Cost $115.79 Unrealized -11.5%
IEI ISHARES TR 0.1%
Value ($000) $368 Shares 2,900 Est. Cost $123.22 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $361 Shares 2,600 Est. Cost $118.75 Unrealized
FEP FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $347 Shares 10,099 Est. Cost $29.77 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $303 Shares 2,800 Est. Cost $105.12 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $303 Shares 1,789 Est. Cost $62.23 Unrealized +123.8%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $300 Shares 11,500 Est. Cost $26.00 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $299 Shares 9,401 Est. Cost $31.30 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $293 Shares 1,844 Est. Cost $105.17 Unrealized +47.7%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $272 Shares 2,650 Est. Cost $64.09 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $256 Shares 1,977 Est. Cost $93.82 Unrealized +17.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $250 Shares 4,932 Est. Cost $29.87 Unrealized +23.1%
PEP PEPSICO INC 0.1%
Value ($000) $244 Shares 1,779 Est. Cost $82.82 Unrealized +32.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $244 Shares 4,042 Est. Cost $34.03 Unrealized +18.8%
FE FIRSTENERGY CORP 0.1%
Value ($000) $241 Shares 5,000 Est. Cost $25.13 Unrealized +38.6%
EVRG EVERGY INC 0.1%
Value ($000) $219 Shares 3,289 Est. Cost $40.03 Unrealized +23.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $202 Shares 1,125 Est. Cost $125.28 Unrealized +28.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $193 Shares 1,496 Est. Cost $87.28 Unrealized +17.9%
WELLS FARGO CO NEW 0.1%
Value ($000) $190 Shares 125 Est. Cost $1256.00 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $189 Shares 1,201 Est. Cost $91.18 Unrealized +63.0%
BANK AMER CORP 0.1%
Value ($000) $187 Shares 125 Est. Cost $1248.00 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $176 Shares 2,101 Est. Cost $53.15 Unrealized +43.2%
CAMBREX CORP 0.1%
Value ($000) $174 Shares 2,928 Est. Cost $14.40 Unrealized
SEB SEABOARD CORP 0.1%
Value ($000) $171 Shares 39 Est. Cost $3957.56 Unrealized +1.4%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $167 Shares 3,190 Est. Cost $51.79 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $164 Shares 868 Est. Cost $155.68 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $161 Shares 2,836 Est. Cost $54.90 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $158 Shares 764 Est. Cost $178.30 Unrealized +0.7%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $150 Shares 3,200 Est. Cost $30.19 Unrealized +16.1%
IWF ISHARES TR 0.1%
Value ($000) $145 Shares 910 Est. Cost $143.42 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $145 Shares 5,555 Est. Cost $32.45 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $142 Shares 3,150 Est. Cost $27.61 Unrealized +35.8%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $141 Shares 1,088 Est. Cost $104.09 Unrealized +17.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $137 Shares 1,800 Est. Cost $56.50 Unrealized +0.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $131 Shares 610 Est. Cost $141.88 Unrealized +30.2%
DY DYCOM INDS INC 0.0%
Value ($000) $121 Shares 2,367 Est. Cost $84.87 Unrealized -40.5%
WHITING PETE CORP NEW 0.0%
Value ($000) $118 Shares 14,755 Est. Cost $33.73 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $115 Shares 785 Est. Cost $122.45 Unrealized +2.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $113 Shares 5,501 Est. Cost $11.37 Unrealized +23.8%
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $109 Shares 2,609 Est. Cost $45.06 Unrealized -18.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $107 Shares 719 Est. Cost $71.14 Unrealized +82.1%
KO COCA COLA CO 0.0%
Value ($000) $106 Shares 1,940 Est. Cost $34.07 Unrealized +29.0%
BB&T CORP 0.0%
Value ($000) $105 Shares 1,961 Est. Cost $50.26 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $95 Shares 10,626 Est. Cost $17.87 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $89 Shares 1,025 Est. Cost $89.06 Unrealized -5.5%
CNC CENTENE CORP DEL 0.0%
Value ($000) $87 Shares 2,012 Est. Cost $59.18 Unrealized -17.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $85 Shares 2,080 Est. Cost $35.66 Unrealized -7.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $82 Shares 1,110 Est. Cost $54.60 Unrealized +14.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $82 Shares 1,432 Est. Cost $51.80 Unrealized -12.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $82 Shares 897 Est. Cost $82.96 Unrealized -2.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $74 Shares 1,800 Est. Cost $31.75 Unrealized -13.1%
LEGG MASON INC 0.0%
Value ($000) $73 Shares 1,905 Est. Cost $34.65 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $73 Shares 304 Est. Cost $22.00 Unrealized -28.8%
PSX PHILLIPS 66 0.0%
Value ($000) $73 Shares 716 Est. Cost $83.14 Unrealized -7.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $72 Shares 946 Est. Cost $45.91 Unrealized +41.6%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $72 Shares 848 Est. Cost $38.70 Unrealized +61.4%
CMI CUMMINS INC 0.0%
Value ($000) $72 Shares 440 Est. Cost $122.60 Unrealized +11.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $69 Shares 1,245 Est. Cost $34.33 Unrealized +36.0%
F FORD MTR CO DEL 0.0%
Value ($000) $66 Shares 7,250 Est. Cost $6.42 Unrealized +8.2%
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $64 Shares 4,180 Est. Cost $14.11 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $62 Shares 452 Est. Cost $102.24 Unrealized +19.9%
HANESBRANDS INC 0.0%
Value ($000) $57 Shares 3,752 Est. Cost $21.93 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $55 Shares 192 Est. Cost $184.81 Unrealized +38.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $52 Shares 320 Est. Cost $129.10 Unrealized +12.9%
ALLERGAN PLC 0.0%
Value ($000) $51 Shares 306 Est. Cost $166.67 Unrealized
WESTROCK CO 0.0%
Value ($000) $48 Shares 1,311 Est. Cost $57.21 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $46 Shares 870 Est. Cost $52.17 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 2,440 Est. Cost $17.59 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $45 Shares 946 Est. Cost $45.11 Unrealized -15.4%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $44 Shares 786 Est. Cost $40.56 Unrealized +5.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $43 Shares 207 Est. Cost $180.55 Unrealized 0.0%
ALTABA INC 0.0%
Value ($000) $42 Shares 2,151 Est. Cost $72.99 Unrealized
ALPS ETF TR 0.0%
Value ($000) $42 Shares 4,645 Est. Cost $15.90 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $86.00 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $40 Shares 1,670 Est. Cost $26.35 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $40 Shares 516 Est. Cost $82.77 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $36 Shares 1,800 Est. Cost $20.00 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $35 Shares 217 Est. Cost $149.13 Unrealized +3.9%
CELGENE CORP 0.0%
Value ($000) $35 Shares 350 Est. Cost $102.02 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $34 Shares 464 Est. Cost $43.86 Unrealized +6.2%
WMT WALMART INC 0.0%
Value ($000) $34 Shares 286 Est. Cost $25.25 Unrealized +36.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $32 Shares 344 Est. Cost $68.23 Unrealized +6.2%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $32 Shares 838 Est. Cost $42.49 Unrealized -12.8%
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $31 Shares 257 Est. Cost $124.76 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $28 Shares 551 Est. Cost $51.05 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $28 Shares 656 Est. Cost $40.55 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $28 Shares 222 Est. Cost $77.63 Unrealized +30.1%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.67 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $27 Shares 431 Est. Cost $32.85 Unrealized +37.8%
VOC VOC ENERGY TR 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $5.40 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $25 Shares 682 Est. Cost $27.02 Unrealized +0.0%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $17.26 Unrealized +2.1%
PLD PROLOGIS INC 0.0%
Value ($000) $23 Shares 272 Est. Cost $51.98 Unrealized +33.3%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $23 Shares 346 Est. Cost $63.58 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 506 Est. Cost $29.83 Unrealized +47.9%
CENTURYLINK INC 0.0%
Value ($000) $22 Shares 1,791 Est. Cost $18.43 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $10.39 Unrealized +29.5%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $21 Shares 451 Est. Cost $51.80 Unrealized -6.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $21 Shares 55 Est. Cost $262.53 Unrealized +20.5%
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $20 Shares 164 Est. Cost $99.13 Unrealized +16.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 1,350 Est. Cost $18.19 Unrealized -7.8%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $19 Shares 322 Est. Cost $69.77 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $19 Shares 1,002 Est. Cost $21.20 Unrealized 0.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $18 Shares 218 Est. Cost $79.47 Unrealized +12.1%
NEM NEWMONT GOLDCORP CORPORATION 0.0%
Value ($000) $18 Shares 468 Est. Cost $31.35 Unrealized +3.3%
TIP ISHARES TR 0.0%
Value ($000) $17 Shares 149 Est. Cost $112.75 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $17 Shares 142 Est. Cost $80.15 Unrealized +11.0%
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $82.35 Unrealized
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $15 Shares 1,150 Est. Cost $13.04 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $14 Shares 165 Est. Cost $67.05 Unrealized +7.5%
IEFA ISHARES TR 0.0%
Value ($000) $14 Shares 226 Est. Cost $64.15 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $14 Shares 88 Est. Cost $127.20 Unrealized +20.8%
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $13 Shares 1,092 Est. Cost $44.13 Unrealized -78.4%
AVGO BROADCOM INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $19.73 Unrealized +21.8%
TWO HBRS INVT CORP 0.0%
Value ($000) $12 Shares 922 Est. Cost $16.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 415 Est. Cost $38.92 Unrealized -45.6%
LOW LOWES COS INC 0.0%
Value ($000) $11 Shares 98 Est. Cost $93.46 Unrealized +0.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $11 Shares 58 Est. Cost $181.19 Unrealized +3.1%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.45 Unrealized
ADT ADT INC 0.0%
Value ($000) $11 Shares 1,791 Est. Cost $4.97 Unrealized -8.6%
SHV ISHARES TR 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $236.55 Unrealized +23.4%
BUNGE LIMITED 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.47 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $65.44 Unrealized -6.0%
IVE ISHARES TR 0.0%
Value ($000) $10 Shares 81 Est. Cost $111.11 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $9 Shares 103 Est. Cost $43.15 Unrealized +65.9%
SONY SONY CORP 0.0%
Value ($000) $9 Shares 149 Est. Cost $53.69 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $9 Shares 115 Est. Cost $71.69 Unrealized +22.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $9 Shares 86 Est. Cost $97.96 Unrealized -6.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $9 Shares 41 Est. Cost $55.76 Unrealized +26.0%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $8 Shares 520 Est. Cost $15.38 Unrealized
MEOH METHANEX CORP 0.0%
Value ($000) $8 Shares 214 Est. Cost $50.16 Unrealized -26.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $8 Shares 191 Est. Cost $26.82 Unrealized +12.3%
CURO GROUP HLDGS CORP 0.0%
Value ($000) $8 Shares 621 Est. Cost $24.15 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $8 Shares 158 Est. Cost $49.64 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $8 Shares 43 Est. Cost $139.31 Unrealized +26.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $143.02 Unrealized +34.6%
TWLO TWILIO INC 0.0%
Value ($000) $8 Shares 77 Est. Cost $131.48 Unrealized -1.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 78 Est. Cost $48.07 Unrealized +67.8%
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 131 Est. Cost $38.93 Unrealized +5.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $57.46 Unrealized +2.3%
IEMG ISHARES INC 0.0%
Value ($000) $7 Shares 147 Est. Cost $54.66 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $7 Shares 58 Est. Cost $114.63 Unrealized -3.1%
DBA INVESCO DB MLTI SECTR CMMTY 0.0%
Value ($000) $7 Shares 442 Est. Cost $15.84 Unrealized
CERNER CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.97 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 39 Est. Cost $124.66 Unrealized +23.2%
CB CHUBB LIMITED 0.0%
Value ($000) $6 Shares 37 Est. Cost $116.65 Unrealized +19.4%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $23.12 Unrealized 0.0%
BHP GROUP PLC 0.0%
Value ($000) $6 Shares 139 Est. Cost $43.17 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $6 Shares 300 Est. Cost $42.64 Unrealized -57.2%
GOOG ALPHABET INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $53.63 Unrealized +9.5%
NEO NEOGENOMICS INC 0.0%
Value ($000) $6 Shares 332 Est. Cost $23.46 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $65.47 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $113.19 Unrealized +8.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 189 Est. Cost $26.73 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 41 Est. Cost $88.43 Unrealized +32.4%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $34.09 Unrealized -8.2%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $5 Shares 166 Est. Cost $30.30 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $5 Shares 127 Est. Cost $40.92 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $5 Shares 131 Est. Cost $34.96 Unrealized -14.3%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $5 Shares 291 Est. Cost $16.97 Unrealized -6.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $19.78 Unrealized +14.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 45 Est. Cost $76.19 Unrealized +14.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 105 Est. Cost $52.80 Unrealized -15.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $206.05 Unrealized +35.0%
HEEM ISHARES INC 0.0%
Value ($000) $5 Shares 213 Est. Cost $23.70 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $5 Shares 71 Est. Cost $48.29 Unrealized +33.8%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $5 Shares 26 Est. Cost $136.91 Unrealized +30.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $72.58 Unrealized +39.9%
AMARIN CORP PLC 0.0%
Value ($000) $5 Shares 303 Est. Cost $16.50 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 58 Est. Cost $71.40 Unrealized -7.9%
ELV ANTHEM INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $249.81 Unrealized +0.6%
APTIV PLC 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $69.17 Unrealized -1.0%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $2072.14 Unrealized -8.1%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $60.49 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $40.27 Unrealized -7.8%
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $53.03 Unrealized +2.1%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $3 Shares 226 Est. Cost $7.67 Unrealized +15.9%
CF CF INDS HLDGS INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $36.85 Unrealized +12.5%
THO THOR INDS INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $86.64 Unrealized -47.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 33 Est. Cost $12.36 Unrealized +51.6%
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $67.40 Unrealized +15.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 51 Est. Cost $41.64 Unrealized -1.5%
GIB CGI INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $72.28 Unrealized +7.3%
EXC EXELON CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $27.93 Unrealized -4.1%
MTN VAIL RESORTS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $236.06 Unrealized 0.0%
TBCH TURTLE BEACH CORP 0.0%
Value ($000) $2 Shares 210 Est. Cost $9.93 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.61 Unrealized +12.7%
SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 105 Est. Cost $47.62 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.97 Unrealized
APACHE CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $46.15 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.59 Unrealized -9.6%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.00 Unrealized
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized