Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 7, 2015

Total Value ($000): $267,385 (100.0% shares, 0.0% debt)

Holdings (201)

ALLERGAN INC. 14.1%
Value ($000) $37,746 Shares 124,385 Est. Cost $303.46 Unrealized
AAPL APPLE INC. 5.0%
Value ($000) $13,439 Shares 107,150 Est. Cost $17.97 Unrealized +58.8%
BA BOEING CO. 2.0%
Value ($000) $5,348 Shares 38,555 Est. Cost $83.19 Unrealized +54.9%
XOM EXXON MOBIL CORP. 1.8%
Value ($000) $4,799 Shares 57,674 Est. Cost $54.42 Unrealized -0.2%
CIGNA CORP. 1.7%
Value ($000) $4,497 Shares 27,760 Est. Cost $2969.29 Unrealized
AAP ADVANCE AUTO PARTS INC. 1.7%
Value ($000) $4,479 Shares 28,121 Est. Cost $79.61 Unrealized +67.8%
AMGN AMGEN INC. 1.6%
Value ($000) $4,406 Shares 28,701 Est. Cost $74.10 Unrealized +58.7%
JAZZ JAZZ PHARMACEUTICALS PLC 1.5%
Value ($000) $4,050 Shares 23,000 Est. Cost $153.75 Unrealized +16.8%
GILD GILEAD SCIENCES INC. 1.4%
Value ($000) $3,746 Shares 31,994 Est. Cost $62.09 Unrealized +22.4%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $3,520 Shares 51,954 Est. Cost $39.67 Unrealized +23.9%
CVS CVS CAREMARK CORP. 1.3%
Value ($000) $3,363 Shares 32,064 Est. Cost $42.95 Unrealized +75.2%
BRK/B BERKSHIRE HATHAWAY INC. CL B 1.3%
Value ($000) $3,346 Shares 24,581 Est. Cost $115.98 Unrealized +23.0%
BLACKROCK INC. 1.2%
Value ($000) $3,300 Shares 9,538 Est. Cost $61370.36 Unrealized
GS GOLDMAN SACHS GROUP INC. 1.2%
Value ($000) $3,270 Shares 15,661 Est. Cost $140.25 Unrealized +17.4%
PFE PFIZER INC. 1.2%
Value ($000) $3,225 Shares 96,170 Est. Cost $16.72 Unrealized +24.3%
REYNOLDS AMERICAN INC. 1.1%
Value ($000) $2,937 Shares 39,338 Est. Cost $50.40 Unrealized
ALL ALLSTATE CORP. 1.1%
Value ($000) $2,884 Shares 44,461 Est. Cost $43.35 Unrealized +25.3%
DNP SELECT INCOME FUND 1.0%
Value ($000) $2,756 Shares 272,447 Est. Cost $1045.23 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,593 Shares 26,601 Est. Cost $61.32 Unrealized +21.5%
IBM INTL BUSINESS MACHINES CORP. 0.9%
Value ($000) $2,381 Shares 14,637 Est. Cost $116.79 Unrealized -11.8%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.9%
Value ($000) $2,281 Shares 76,309 Est. Cost $45.81 Unrealized
CMCSA COMCAST CORP. 0.8%
Value ($000) $2,218 Shares 36,869 Est. Cost $18.19 Unrealized +26.3%
MDT MEDTRONIC INC. 0.8%
Value ($000) $2,196 Shares 29,632 Est. Cost $58.80 Unrealized 0.0%
PG PROCTER & GAMBLE CO. 0.8%
Value ($000) $2,175 Shares 27,797 Est. Cost $56.32 Unrealized +6.5%
STZ CONSTELLATION BRANDS INC. 0.8%
Value ($000) $2,134 Shares 18,395 Est. Cost $76.89 Unrealized +31.7%
CLOUGH GLOBAL EQUITY FUND 0.8%
Value ($000) $2,089 Shares 141,139 Est. Cost $1321.08 Unrealized
CELGENE CORP. 0.8%
Value ($000) $2,044 Shares 17,660 Est. Cost $109.71 Unrealized
PII POLARIS INDUSTRIES INC. 0.7%
Value ($000) $1,996 Shares 13,475 Est. Cost $133.61 Unrealized +7.7%
T AT&T INC. 0.7%
Value ($000) $1,968 Shares 55,419 Est. Cost $11.37 Unrealized +7.4%
BLACKROCK CAPITAL INVESTMENT CORP. 0.7%
Value ($000) $1,919 Shares 209,674 Est. Cost $9.12 Unrealized
PIMCO DYNAMIC CREDIT INCOME FUND 0.7%
Value ($000) $1,863 Shares 92,262 Est. Cost $22.19 Unrealized
1/100 BERKSHIRE HATHAWAY CL A 100=1 BRK.A 0.7%
Value ($000) $1,844 Shares 900 Est. Cost $1704.44 Unrealized
AETNA INC. 0.7%
Value ($000) $1,843 Shares 14,458 Est. Cost $119.69 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $1,772 Shares 45,681 Est. Cost $28.39 Unrealized 0.0%
GOOGLE INC. 0.7%
Value ($000) $1,763 Shares 3,293 Est. Cost $82511.13 Unrealized
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.7%
Value ($000) $1,759 Shares 162,687 Est. Cost $946.48 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.7%
Value ($000) $1,755 Shares 14,045 Est. Cost $83.75 Unrealized +21.5%
KO THE COCA-COLA CO. 0.6%
Value ($000) $1,720 Shares 43,856 Est. Cost $28.73 Unrealized +1.1%
HEWLETT-PACKARD CO. 0.6%
Value ($000) $1,718 Shares 57,235 Est. Cost $39.95 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.6%
Value ($000) $1,702 Shares 114,476 Est. Cost $15.41 Unrealized
MMM 3M CO. 0.6%
Value ($000) $1,653 Shares 10,715 Est. Cost $63.54 Unrealized +49.2%
BMY BRISTOL-MYERS SQUIBB CO. 0.6%
Value ($000) $1,614 Shares 24,256 Est. Cost $28.84 Unrealized +59.5%
ORCL ORACLE CORP. 0.6%
Value ($000) $1,564 Shares 38,810 Est. Cost $29.19 Unrealized +26.8%
REGN REGENERON PHARMACEUTICALS INC. 0.6%
Value ($000) $1,530 Shares 3,000 Est. Cost $231.58 Unrealized +109.8%
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.6%
Value ($000) $1,520 Shares 68,109 Est. Cost $23.28 Unrealized
TRIPLE-S MANAGEMENT CORP. 0.6%
Value ($000) $1,513 Shares 58,982 Est. Cost $19.20 Unrealized
TATA MOTORS LTD. 0.6%
Value ($000) $1,474 Shares 42,751 Est. Cost $35.16 Unrealized
CMI CUMMINS INC. 0.5%
Value ($000) $1,424 Shares 10,858 Est. Cost $103.06 Unrealized -0.2%
AFL AFLAC INC. 0.5%
Value ($000) $1,386 Shares 22,283 Est. Cost $20.79 Unrealized +18.5%
AMERICAN CAPITAL LTD. 0.5%
Value ($000) $1,384 Shares 102,175 Est. Cost $2053.76 Unrealized
MGA MAGNA INTERNATIONAL INC. 0.5%
Value ($000) $1,360 Shares 24,245 Est. Cost $40.93 Unrealized 0.0%
SPY SPDR S&P 500 0.5%
Value ($000) $1,341 Shares 6,514 Est. Cost $10209.28 Unrealized
FDP FRESH DEL MONTE PRODUCE INC. 0.5%
Value ($000) $1,315 Shares 34,017 Est. Cost $22.27 Unrealized +42.2%
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND 0.5%
Value ($000) $1,305 Shares 95,177 Est. Cost $13.84 Unrealized
QRVO QORVO INC. 0.5%
Value ($000) $1,271 Shares 15,830 Est. Cost $71.21 Unrealized +8.9%
TESORO CORP. 0.5%
Value ($000) $1,271 Shares 15,060 Est. Cost $70.14 Unrealized
URI UNITED RENTALS INC. 0.5%
Value ($000) $1,257 Shares 14,341 Est. Cost $108.58 Unrealized -14.6%
ADM ARCHER DANIELS MIDLAND CO. 0.5%
Value ($000) $1,238 Shares 25,666 Est. Cost $27.26 Unrealized +35.2%
MSFT MICROSOFT CORP. 0.5%
Value ($000) $1,224 Shares 27,733 Est. Cost $31.43 Unrealized +25.0%
LMT LOCKHEED MARTIN CORP. 0.5%
Value ($000) $1,220 Shares 6,562 Est. Cost $85.42 Unrealized +69.2%
POWERSHARES FINANCIAL PREFERRED 0.5%
Value ($000) $1,209 Shares 66,553 Est. Cost $18.00 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC. 0.5%
Value ($000) $1,209 Shares 12,741 Est. Cost $70.03 Unrealized +34.4%
CASH AMERICA INTERNATIONAL INC. 0.5%
Value ($000) $1,204 Shares 45,963 Est. Cost $7528.99 Unrealized
VOYA INFRASTUCTURE, INDUSTRIALS & MATERIALS FUND 0.4%
Value ($000) $1,197 Shares 81,904 Est. Cost $18.37 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD. 0.4%
Value ($000) $1,186 Shares 22,226 Est. Cost $35.33 Unrealized +13.7%
ASPEN INSURANCE HOLDINGS LTD. 0.4%
Value ($000) $1,185 Shares 24,741 Est. Cost $46.33 Unrealized
EIG EMPLOYERS HOLDINGS INC. 0.4%
Value ($000) $1,180 Shares 51,796 Est. Cost $17.31 Unrealized +6.2%
AGRIUM INC. 0.4%
Value ($000) $1,174 Shares 11,077 Est. Cost $8932.23 Unrealized
THIRD POINT REINSURANCE LTD. 0.4%
Value ($000) $1,166 Shares 79,056 Est. Cost $14.35 Unrealized
KSS KOHL'S CORP. 0.4%
Value ($000) $1,144 Shares 18,274 Est. Cost $58.25 Unrealized +19.2%
BBY BEST BUY CO. INC. 0.4%
Value ($000) $1,132 Shares 34,718 Est. Cost $21.81 Unrealized +10.9%
OMEGA PROTEIN CORP. 0.4%
Value ($000) $1,132 Shares 82,308 Est. Cost $10.73 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.4%
Value ($000) $1,120 Shares 15,257 Est. Cost $73.24 Unrealized
BLACK BOX CORP. 0.4%
Value ($000) $1,109 Shares 55,434 Est. Cost $21.60 Unrealized
AVT AVNET INC. 0.4%
Value ($000) $1,053 Shares 25,616 Est. Cost $34.26 Unrealized +1.4%
JOHNSON CONTROLS INC. 0.4%
Value ($000) $1,043 Shares 21,058 Est. Cost $15294.81 Unrealized
VGK VANGUARD MSCI EUROPE 0.4%
Value ($000) $1,032 Shares 19,108 Est. Cost $54.01 Unrealized
CALAMOS STRATEGIC TOTAL RETURN 0.4%
Value ($000) $1,020 Shares 93,007 Est. Cost $11.18 Unrealized
MAGELLAN HEALTH SERVICES INC. 0.4%
Value ($000) $1,009 Shares 14,395 Est. Cost $60.60 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $989 Shares 10,601 Est. Cost $56.15 Unrealized +23.4%
COF CAPITAL ONE FINANCIAL CORP. 0.4%
Value ($000) $973 Shares 11,065 Est. Cost $48.38 Unrealized +43.2%
ABBV ABBVIE INC. 0.4%
Value ($000) $967 Shares 14,390 Est. Cost $26.59 Unrealized +59.2%
AIZ ASSURANT INC. 0.4%
Value ($000) $955 Shares 14,259 Est. Cost $43.45 Unrealized +20.1%
MOS MOSAIC CO. 0.4%
Value ($000) $948 Shares 20,225 Est. Cost $37.27 Unrealized -1.6%
AXP AMERICAN EXPRESS CO. 0.4%
Value ($000) $945 Shares 12,160 Est. Cost $59.80 Unrealized +13.8%
UBS ETRACS 2X LONG ALERIAN MLP INFR 0.3%
Value ($000) $915 Shares 21,525 Est. Cost $58.34 Unrealized
UNITED TECHNOLOGIES CORP. 0.3%
Value ($000) $912 Shares 8,221 Est. Cost $4130.56 Unrealized
POWERSHARES QQQ 0.3%
Value ($000) $910 Shares 8,500 Est. Cost $9346.98 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.3%
Value ($000) $910 Shares 17,254 Est. Cost $13241.79 Unrealized
KRO KRONOS WORLDWIDE INC. 0.3%
Value ($000) $909 Shares 82,977 Est. Cost $6.76 Unrealized +3.3%
PPC PILGRIMS PRIDE CORP. 0.3%
Value ($000) $906 Shares 39,450 Est. Cost $26.42 Unrealized -6.3%
ARW ARROW ELECTRONICS INC. 0.3%
Value ($000) $888 Shares 15,909 Est. Cost $57.98 Unrealized +4.8%
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $888 Shares 4,287 Est. Cost $114507.68 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $883 Shares 15,508 Est. Cost $30.44 Unrealized +32.2%
NORTHSTAR REALTY FINANCE CORP. 0.3%
Value ($000) $870 Shares 54,716 Est. Cost $15.90 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.3%
Value ($000) $869 Shares 8,525 Est. Cost $59.28 Unrealized +26.1%
GENERAL ELECTRIC CO. 0.3%
Value ($000) $854 Shares 32,127 Est. Cost $23.60 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $854 Shares 20,549 Est. Cost $22.63 Unrealized +47.1%
NATIONAL WESTERN LIFE INSURANCE CO. 0.3%
Value ($000) $838 Shares 3,499 Est. Cost $199299.28 Unrealized
CINF CINCINNATI FINANCIAL CORP. 0.3%
Value ($000) $828 Shares 16,500 Est. Cost $35.55 Unrealized +7.6%
MPC MARATHON PETROLEUM CORP. 0.3%
Value ($000) $813 Shares 15,540 Est. Cost $33.83 Unrealized +8.2%
AMG AFFILIATED MANAGERS GROUP INC. 0.3%
Value ($000) $795 Shares 3,635 Est. Cost $192.96 Unrealized +11.6%
TRV TRAVELERS COMPANIES INC. 0.3%
Value ($000) $795 Shares 8,229 Est. Cost $81.63 Unrealized -0.9%
PFF ISHARES S&P U.S. PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $792 Shares 20,226 Est. Cost $39.30 Unrealized
CALUMET SPECIALTY PRODUCTS PARTNERS LP 0.3%
Value ($000) $781 Shares 30,690 Est. Cost $36.21 Unrealized
UBS ETRACS MONTHLY PAY 2X LEVERAGED MORTGAGE REIT 0.3%
Value ($000) $777 Shares 46,562 Est. Cost $9322.08 Unrealized
SO SOUTHERN CO. 0.3%
Value ($000) $771 Shares 18,398 Est. Cost $26.36 Unrealized +5.4%
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.3%
Value ($000) $769 Shares 38,784 Est. Cost $19.86 Unrealized
AB ALLIANCEBERNSTEIN HLDG LP 0.3%
Value ($000) $769 Shares 26,058 Est. Cost $30.86 Unrealized
GNW GENWORTH FINANCIAL INC. 0.3%
Value ($000) $765 Shares 101,100 Est. Cost $10.00 Unrealized -20.2%
CANADIAN PACIFIC RAILWAY LTD. 0.3%
Value ($000) $762 Shares 4,758 Est. Cost $183.26 Unrealized
BOULDER GROWTH & INCOME FUND 0.3%
Value ($000) $752 Shares 89,041 Est. Cost $8.56 Unrealized
VFC V.F. CORP. 0.3%
Value ($000) $732 Shares 10,500 Est. Cost $50.67 Unrealized +33.4%
AMERICAN NATIONAL INSURANCE CO. 0.3%
Value ($000) $723 Shares 7,066 Est. Cost $15371.85 Unrealized
MCK MCKESSON CORP. 0.3%
Value ($000) $716 Shares 3,187 Est. Cost $101.46 Unrealized +110.0%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC. 0.3%
Value ($000) $706 Shares 58,738 Est. Cost $14.84 Unrealized
NPK NATIONAL PRESTO INDUSTRIES INC. 0.3%
Value ($000) $704 Shares 8,770 Est. Cost $59.76 Unrealized +14.6%
CVX CHEVRON CORP. 0.3%
Value ($000) $702 Shares 7,282 Est. Cost $72.23 Unrealized -8.0%
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME FD 0.3%
Value ($000) $680 Shares 57,260 Est. Cost $13.31 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC. 0.3%
Value ($000) $679 Shares 7,100 Est. Cost $47.34 Unrealized +43.0%
KMI KINDER MORGAN INC. 0.2%
Value ($000) $659 Shares 17,175 Est. Cost $22.57 Unrealized +7.8%
FCX FREEPORT-MCMORAN INC. 0.2%
Value ($000) $637 Shares 34,202 Est. Cost $23.75 Unrealized -22.2%
ENERGY TRANSFER PARTNERS LP 0.2%
Value ($000) $637 Shares 12,205 Est. Cost $54.73 Unrealized
MALLINCKRODT PLC 0.2%
Value ($000) $634 Shares 5,382 Est. Cost $90.12 Unrealized
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $627 Shares 10,875 Est. Cost $17975.84 Unrealized
CL COLGATE-PALMOLIVE CO. 0.2%
Value ($000) $624 Shares 9,538 Est. Cost $45.12 Unrealized +17.4%
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.2%
Value ($000) $619 Shares 45,040 Est. Cost $1795.42 Unrealized
VALEANT PHARMACEUTICALS INTL. INC. 0.2%
Value ($000) $616 Shares 2,775 Est. Cost $117.42 Unrealized
MA MASTERCARD INC. 0.2%
Value ($000) $608 Shares 6,500 Est. Cost $70.83 Unrealized +21.6%
NEE NEXTERA ENERGY INC. 0.2%
Value ($000) $601 Shares 6,132 Est. Cost $16.15 Unrealized +19.5%
CBS CORP. 0.2%
Value ($000) $599 Shares 10,800 Est. Cost $55.18 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.2%
Value ($000) $594 Shares 7,400 Est. Cost $45.09 Unrealized +49.9%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $589 Shares 27,520 Est. Cost $24.46 Unrealized
E. I. DU PONT DE NEMOURS AND CO. 0.2%
Value ($000) $586 Shares 9,160 Est. Cost $59.61 Unrealized
DIREXION DAILY SMALL CAP BEAR 3X SHARES 0.2%
Value ($000) $580 Shares 60,000 Est. Cost $9.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.2%
Value ($000) $563 Shares 4,335 Est. Cost $91.40 Unrealized +38.1%
ANNALY CAPITAL MANAGEMENT INC. 0.2%
Value ($000) $504 Shares 54,655 Est. Cost $4863.46 Unrealized
KWR QUAKER CHEMICAL CORP. 0.2%
Value ($000) $495 Shares 5,575 Est. Cost $64.13 Unrealized +34.3%
PM PHILIP MORRIS INTL INC. 0.2%
Value ($000) $491 Shares 6,115 Est. Cost $49.44 Unrealized -2.3%
EATON VANCE LIMITED DURATION INCOME FUND 0.2%
Value ($000) $490 Shares 36,370 Est. Cost $15.60 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET 0.2%
Value ($000) $486 Shares 4,465 Est. Cost $108.12 Unrealized
AEP AMERICAN ELECTRIC POWER CO. INC. 0.2%
Value ($000) $478 Shares 9,025 Est. Cost $31.57 Unrealized +20.3%
TROW T. ROWE PRICE GROUP INC. 0.2%
Value ($000) $451 Shares 5,800 Est. Cost $47.69 Unrealized +15.6%
DIS WALT DISNEY CO. 0.2%
Value ($000) $441 Shares 3,867 Est. Cost $56.20 Unrealized +77.9%
PH PARKER HANNIFIN CORP. 0.2%
Value ($000) $437 Shares 3,754 Est. Cost $75.97 Unrealized +33.6%
PUBLIX SUPER MARKETS INC. 0.2%
Value ($000) $424 Shares 10,075 Est. Cost $33.85 Unrealized
TECK TECK RESOURCES LTD. 0.2%
Value ($000) $417 Shares 42,033 Est. Cost $19.55 Unrealized -33.9%
DE DEERE & CO. 0.2%
Value ($000) $408 Shares 4,200 Est. Cost $66.28 Unrealized +13.7%
UBS ETRACS 2X LEVERAGED LONG WELLS FARGO BUS DEV 0.2%
Value ($000) $403 Shares 19,800 Est. Cost $3314.17 Unrealized
SPDR NUVEEN BARCLAYS CAP SHORT TERM MUNI 0.1%
Value ($000) $399 Shares 16,413 Est. Cost $19255.73 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $397 Shares 3,369 Est. Cost $104.94 Unrealized
PIMCO HIGH INCOME FUND 0.1%
Value ($000) $396 Shares 39,676 Est. Cost $554.68 Unrealized
KRAFT FOODS GROUP INC. 0.1%
Value ($000) $394 Shares 4,625 Est. Cost $56.43 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $381 Shares 33,630 Est. Cost $11.79 Unrealized
UNP UNION PACIFIC CORP. 0.1%
Value ($000) $381 Shares 4,000 Est. Cost $65.92 Unrealized +24.4%
DUK DUKE ENERGY CORP. 0.1%
Value ($000) $376 Shares 5,331 Est. Cost $45.64 Unrealized +6.7%
DHR DANAHER CORP. 0.1%
Value ($000) $376 Shares 4,395 Est. Cost $25.71 Unrealized +35.6%
KELLOGG CO. 0.1%
Value ($000) $373 Shares 5,950 Est. Cost $40.60 Unrealized +1.3%
ST. JUDE MEDICAL INC. 0.1%
Value ($000) $347 Shares 4,750 Est. Cost $6388.33 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $338 Shares 6,900 Est. Cost $30.53 Unrealized +28.8%
MO ALTRIA GROUP INC. 0.1%
Value ($000) $332 Shares 6,785 Est. Cost $17.44 Unrealized +44.8%
INGR INGREDION INC. 0.1%
Value ($000) $329 Shares 4,125 Est. Cost $69.09 Unrealized +16.3%
RAYTHEON CO. 0.1%
Value ($000) $314 Shares 3,279 Est. Cost $94.85 Unrealized
VALE VALE SA 0.1%
Value ($000) $312 Shares 52,942 Est. Cost $868.45 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $306 Shares 4,955 Est. Cost $3246.29 Unrealized
BEN FRANKLIN RESOURCES INC. 0.1%
Value ($000) $305 Shares 6,225 Est. Cost $29.18 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $304 Shares 6,526 Est. Cost $27.00 Unrealized +4.9%
HAL HALLIBURTON CO. 0.1%
Value ($000) $301 Shares 7,000 Est. Cost $44.15 Unrealized -15.0%
MUB ISHARES S&P NATIONAL AMT-FREE MUNI BOND FUND 0.1%
Value ($000) $298 Shares 2,750 Est. Cost $79148.68 Unrealized
ED CONSOLIDATED EDISON INC. 0.1%
Value ($000) $291 Shares 5,022 Est. Cost $36.15 Unrealized +13.5%
TIFFANY & CO. 0.1%
Value ($000) $285 Shares 3,100 Est. Cost $73.14 Unrealized
SUN HYDRAULICS CORP. 0.1%
Value ($000) $270 Shares 7,087 Est. Cost $40.78 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $269 Shares 3,000 Est. Cost $54.12 Unrealized +25.2%
SWKS SKYWORKS SOLUTIONS INC. 0.1%
Value ($000) $261 Shares 2,505 Est. Cost $49.85 Unrealized +63.7%
ALKS ALKERMES PLC 0.1%
Value ($000) $257 Shares 4,000 Est. Cost $61.20 Unrealized 0.0%
VANGUARD NATURAL RESOURCES LLC 0.1%
Value ($000) $251 Shares 16,800 Est. Cost $26.94 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.1%
Value ($000) $250 Shares 3,580 Est. Cost $30.42 Unrealized +3.5%
GLD SPDR GOLD SHARES TRUST 0.1%
Value ($000) $250 Shares 2,227 Est. Cost $119.04 Unrealized
MCD MCDONALD'S CORP. 0.1%
Value ($000) $247 Shares 2,600 Est. Cost $71.80 Unrealized +3.3%
PSEC PROSPECT CAPITAL CORP. 0.1%
Value ($000) $237 Shares 32,195 Est. Cost $2.38 Unrealized -8.3%
POWERSHARES CEF INCOME COMPOSITE 0.1%
Value ($000) $227 Shares 9,960 Est. Cost $24.25 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $225 Shares 3,800 Est. Cost $36.25 Unrealized +12.5%
IGIB ISHARES BARCLAYS INTER CREDIT BOND FUND 0.1%
Value ($000) $225 Shares 2,069 Est. Cost $108.75 Unrealized
BSB BANCORP INC. 0.1%
Value ($000) $221 Shares 10,000 Est. Cost $13.20 Unrealized
LQD ISHARES IBOXX $ INVEST GRADE CORP BOND FUND 0.1%
Value ($000) $220 Shares 1,898 Est. Cost $120.54 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. 0.1%
Value ($000) $220 Shares 4,975 Est. Cost $45.43 Unrealized
VOYA INTL HIGH DIV EQUITY INCOME 0.1%
Value ($000) $214 Shares 26,050 Est. Cost $9.93 Unrealized
SYK STRYKER CORP. 0.1%
Value ($000) $213 Shares 2,225 Est. Cost $77.85 Unrealized +7.6%
SUB ISHARES S&P SHORT TERM NATIONAL MUNI BOND FUND 0.1%
Value ($000) $211 Shares 2,000 Est. Cost $106.15 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.1%
Value ($000) $206 Shares 2,655 Est. Cost $56.86 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $202 Shares 9,710 Est. Cost $12.96 Unrealized +8.2%
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND 0.1%
Value ($000) $198 Shares 12,860 Est. Cost $16.87 Unrealized
ELLSWORTH FUND 0.1%
Value ($000) $170 Shares 19,290 Est. Cost $8.81 Unrealized
INVESCO MORTGAGE CAPITAL INC. 0.1%
Value ($000) $167 Shares 11,625 Est. Cost $15.70 Unrealized
EATON VANCE TAX-MNGD GLOBAL BUY-WRITE OPPTY FUND 0.1%
Value ($000) $137 Shares 11,615 Est. Cost $11.80 Unrealized
BLACKROCK CORE BOND TRUST 0.1%
Value ($000) $137 Shares 10,799 Est. Cost $13.20 Unrealized
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $131 Shares 15,582 Est. Cost $8.20 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $120 Shares 2,910 Est. Cost $41.48 Unrealized
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $82 Shares 16,138 Est. Cost $5.37 Unrealized
LIBERTY ALL STAR EQUITY FUND 0.0%
Value ($000) $65 Shares 11,379 Est. Cost $5.71 Unrealized
VIRTUS TOTAL RETURN FUND 0.0%
Value ($000) $63 Shares 14,151 Est. Cost $4.74 Unrealized