Regal Investment Advisors LLC Diversified Active

CIK: 0001559789 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $363,801 (98.8% shares, 1.2% debt)

Holdings (245)

USMV ISHARES TR 2.6%
Value ($000) $9,350 Shares 202,340 Est. Cost $41.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $8,073 Shares 38,537 Est. Cost $195.23 Unrealized
LQD ISHARES TR 2.2%
Value ($000) $8,022 Shares 65,356 Est. Cost $118.37 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $6,041 Shares 56,370 Est. Cost $98.77 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 1.7%
Value ($000) $6,021 Shares 170,264 Est. Cost $36.58 Unrealized
PFF ISHARES TR 1.6%
Value ($000) $5,878 Shares 147,358 Est. Cost $39.37 Unrealized
AGG ISHARES TR 1.5%
Value ($000) $5,608 Shares 49,798 Est. Cost $109.37 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $5,471 Shares 25,990 Est. Cost $197.90 Unrealized
T AT&T INC 1.5%
Value ($000) $5,383 Shares 124,567 Est. Cost $11.54 Unrealized +31.0%
DIS DISNEY WALT CO 1.4%
Value ($000) $5,119 Shares 52,326 Est. Cost $90.02 Unrealized +2.4%
EEM ISHARES TR 1.4%
Value ($000) $4,928 Shares 143,430 Est. Cost $40.52 Unrealized
EFA ISHARES TR 1.3%
Value ($000) $4,813 Shares 86,222 Est. Cost $64.33 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $4,751 Shares 34,204 Est. Cost $118.00 Unrealized
MO ALTRIA GROUP INC 1.2%
Value ($000) $4,297 Shares 62,318 Est. Cost $18.97 Unrealized +75.1%
ABBV ABBVIE INC 1.1%
Value ($000) $4,123 Shares 66,605 Est. Cost $32.22 Unrealized +27.1%
LOW LOWES COS INC 1.1%
Value ($000) $4,096 Shares 51,739 Est. Cost $41.37 Unrealized +56.6%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,017 Shares 96,935 Est. Cost $38.55 Unrealized
ED CONSOLIDATED EDISON INC 1.1%
Value ($000) $3,941 Shares 48,996 Est. Cost $38.54 Unrealized +37.9%
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $3,906 Shares 36,435 Est. Cost $102.38 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $3,775 Shares 39,485 Est. Cost $22.43 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,683 Shares 25,438 Est. Cost $125.98 Unrealized +13.5%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $3,670 Shares 104,166 Est. Cost $36.38 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $3,615 Shares 30,041 Est. Cost $73.45 Unrealized +35.0%
MCK MCKESSON CORP 1.0%
Value ($000) $3,550 Shares 19,019 Est. Cost $162.65 Unrealized 0.0%
IWM ISHARES TR 1.0%
Value ($000) $3,508 Shares 30,508 Est. Cost $115.21 Unrealized
WCC WESCO INTL INC 0.9%
Value ($000) $3,455 Shares 67,100 Est. Cost $43.22 Unrealized +26.6%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $3,365 Shares 37,952 Est. Cost $80.98 Unrealized
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $3,342 Shares 25,653 Est. Cost $110.96 Unrealized
LZB LA Z BOY INC 0.9%
Value ($000) $3,289 Shares 118,239 Est. Cost $23.80 Unrealized +10.0%
DOW CHEM CO 0.9%
Value ($000) $3,261 Shares 65,591 Est. Cost $42.53 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $3,175 Shares 20,866 Est. Cost $110.72 Unrealized +5.4%
EXPRESS SCRIPTS HLDG CO 0.9%
Value ($000) $3,157 Shares 41,651 Est. Cost $72.92 Unrealized
MONSANTO CO NEW 0.9%
Value ($000) $3,145 Shares 30,411 Est. Cost $108.90 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $3,083 Shares 97,921 Est. Cost $26.55 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $2,997 Shares 25,788 Est. Cost $111.06 Unrealized
TWENTY FIRST CENTY FOX INC 0.8%
Value ($000) $2,972 Shares 109,885 Est. Cost $26.99 Unrealized
WSM WILLIAMS SONOMA INC 0.8%
Value ($000) $2,969 Shares 56,949 Est. Cost $21.78 Unrealized 0.0%
FXG FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,953 Shares 61,059 Est. Cost $40.19 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,939 Shares 57,439 Est. Cost $35.90 Unrealized +28.1%
VARIAN MED SYS INC 0.8%
Value ($000) $2,909 Shares 35,373 Est. Cost $85.37 Unrealized
COF CAPITAL ONE FINL CORP 0.8%
Value ($000) $2,902 Shares 45,691 Est. Cost $58.66 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $2,896 Shares 34,718 Est. Cost $71.62 Unrealized -12.4%
ANIXTER INTL INC 0.8%
Value ($000) $2,868 Shares 53,822 Est. Cost $52.12 Unrealized
MUB ISHARES TR 0.8%
Value ($000) $2,863 Shares 25,129 Est. Cost $110.37 Unrealized
HANESBRANDS INC 0.8%
Value ($000) $2,839 Shares 112,960 Est. Cost $25.13 Unrealized
V VISA INC 0.8%
Value ($000) $2,833 Shares 38,200 Est. Cost $67.81 Unrealized +8.0%
PRICELINE GRP INC 0.8%
Value ($000) $2,808 Shares 2,249 Est. Cost $1159.76 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $2,806 Shares 33,142 Est. Cost $58.05 Unrealized +9.1%
HOLLYFRONTIER CORP 0.8%
Value ($000) $2,795 Shares 117,565 Est. Cost $23.77 Unrealized
BSV VANGUARD BD INDEX FD INC 0.8%
Value ($000) $2,789 Shares 34,409 Est. Cost $80.24 Unrealized
ALEXION PHARMACEUTICALS INC 0.8%
Value ($000) $2,764 Shares 23,675 Est. Cost $116.75 Unrealized
BWA BORGWARNER INC 0.8%
Value ($000) $2,757 Shares 93,399 Est. Cost $25.48 Unrealized +2.4%
STT STATE STR CORP 0.7%
Value ($000) $2,711 Shares 50,275 Est. Cost $45.13 Unrealized 0.0%
BIIB BIOGEN INC 0.7%
Value ($000) $2,705 Shares 11,187 Est. Cost $264.15 Unrealized -0.2%
MBB ISHARES TR 0.7%
Value ($000) $2,685 Shares 24,417 Est. Cost $109.16 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $2,642 Shares 60,596 Est. Cost $42.59 Unrealized -23.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $2,604 Shares 9,567 Est. Cost $248.53 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.7%
Value ($000) $2,603 Shares 31,271 Est. Cost $79.16 Unrealized
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $2,557 Shares 29,800 Est. Cost $43.95 Unrealized +22.5%
AOR ISHARES 0.7%
Value ($000) $2,538 Shares 63,405 Est. Cost $38.39 Unrealized
RL RALPH LAUREN CORP 0.7%
Value ($000) $2,480 Shares 27,667 Est. Cost $80.25 Unrealized -4.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,370 Shares 19,537 Est. Cost $67.37 Unrealized +29.2%
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,307 Shares 86,812 Est. Cost $27.02 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,306 Shares 68,382 Est. Cost $33.09 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $2,264 Shares 26,638 Est. Cost $69.47 Unrealized
WESTERN REFNG INC 0.6%
Value ($000) $2,255 Shares 109,299 Est. Cost $20.63 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,249 Shares 31,178 Est. Cost $63.45 Unrealized
FLOT ISHARES TR 0.6%
Value ($000) $2,179 Shares 43,048 Est. Cost $50.56 Unrealized
PSK SPDR SERIES TRUST 0.6%
Value ($000) $2,160 Shares 46,873 Est. Cost $43.81 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $2,156 Shares 18,481 Est. Cost $114.58 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,116 Shares 40,565 Est. Cost $39.68 Unrealized +4.7%
PII POLARIS INDS INC 0.6%
Value ($000) $2,067 Shares 25,284 Est. Cost $141.41 Unrealized -37.3%
IWF ISHARES TR 0.6%
Value ($000) $2,018 Shares 20,106 Est. Cost $72.97 Unrealized
GAP GAP INC DEL 0.5%
Value ($000) $1,979 Shares 93,257 Est. Cost $26.59 Unrealized -43.2%
NUSTAR ENERGY LP 0.5%
Value ($000) $1,972 Shares 39,590 Est. Cost $51.40 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,907 Shares 85,296 Est. Cost $22.88 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $1,826 Shares 25,551 Est. Cost $68.50 Unrealized
SJNK SPDR SER TR 0.5%
Value ($000) $1,801 Shares 66,710 Est. Cost $30.63 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $1,661 Shares 18,650 Est. Cost $86.48 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $1,627 Shares 15,968 Est. Cost $99.79 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,415 Shares 31,222 Est. Cost $29.35 Unrealized +13.5%
AEP AMERICAN ELEC PWR INC 0.4%
Value ($000) $1,381 Shares 19,697 Est. Cost $37.18 Unrealized +25.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,348 Shares 14,382 Est. Cost $52.88 Unrealized +9.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,331 Shares 23,839 Est. Cost $27.41 Unrealized +14.8%
IFV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,329 Shares 80,057 Est. Cost $18.27 Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $1,325 Shares 9,571 Est. Cost $63.84 Unrealized +54.6%
EMLP FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,316 Shares 53,315 Est. Cost $25.54 Unrealized
POWERSHARES QQQ TRUST 0.4%
Value ($000) $1,294 Shares 12,035 Est. Cost $108.98 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,287 Shares 7,350 Est. Cost $85.79 Unrealized +19.4%
VWOB VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $1,281 Shares 15,958 Est. Cost $75.77 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,271 Shares 85,310 Est. Cost $23.27 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $1,263 Shares 39,698 Est. Cost $46.91 Unrealized
AOA ISHARES 0.3%
Value ($000) $1,259 Shares 27,452 Est. Cost $44.37 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $1,256 Shares 35,193 Est. Cost $36.69 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,189 Shares 7,960 Est. Cost $146.58 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,156 Shares 32,824 Est. Cost $18.71 Unrealized +12.5%
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $1,145 Shares 15,284 Est. Cost $36.36 Unrealized +43.9%
FXU FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,142 Shares 42,240 Est. Cost $26.17 Unrealized
RLY SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,113 Shares 45,740 Est. Cost $26.58 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,104 Shares 8,934 Est. Cost $96.40 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $1,095 Shares 57,080 Est. Cost $17.91 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,094 Shares 47,852 Est. Cost $22.38 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $1,050 Shares 21,219 Est. Cost $49.41 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,000 Shares 16,974 Est. Cost $51.46 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $969 Shares 9,144 Est. Cost $67.47 Unrealized +14.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $949 Shares 9,057 Est. Cost $64.16 Unrealized +4.0%
NUE NUCOR CORP 0.3%
Value ($000) $945 Shares 19,124 Est. Cost $37.18 Unrealized +5.3%
ISHG ISHARES TR 0.3%
Value ($000) $939 Shares 11,454 Est. Cost $95.22 Unrealized
POWERSHARES GLOBAL ETF FD 0.3%
Value ($000) $921 Shares 44,469 Est. Cost $20.66 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $916 Shares 72,873 Est. Cost $8.30 Unrealized -4.4%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $910 Shares 7,865 Est. Cost $94.68 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $908 Shares 7,179 Est. Cost $116.96 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $905 Shares 6,103 Est. Cost $126.95 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $898 Shares 12,705 Est. Cost $74.31 Unrealized
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $896 Shares 36,577 Est. Cost $13.61 Unrealized +47.2%
IEF ISHARES TR 0.2%
Value ($000) $875 Shares 7,750 Est. Cost $108.84 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $870 Shares 45,896 Est. Cost $22.95 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $861 Shares 7,382 Est. Cost $106.58 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $859 Shares 11,902 Est. Cost $22.39 Unrealized +21.8%
WMT WAL-MART STORES INC 0.2%
Value ($000) $844 Shares 11,558 Est. Cost $19.92 Unrealized -2.0%
GNR SPDR INDEX SHS FDS 0.2%
Value ($000) $813 Shares 21,908 Est. Cost $36.86 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.2%
Value ($000) $813 Shares 37,757 Est. Cost $18.63 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $804 Shares 9,876 Est. Cost $48.16 Unrealized +30.7%
EEMV ISHARES 0.2%
Value ($000) $802 Shares 15,537 Est. Cost $51.51 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $801 Shares 8,602 Est. Cost $95.22 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $776 Shares 9,099 Est. Cost $84.76 Unrealized
HCP INC 0.2%
Value ($000) $768 Shares 21,713 Est. Cost $40.15 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $745 Shares 5,420 Est. Cost $68.95 Unrealized +36.2%
TOTAL SYS SVCS INC 0.2%
Value ($000) $745 Shares 14,023 Est. Cost $53.13 Unrealized
GDX VANECK VECTORS ETF TR 0.2%
Value ($000) $728 Shares 26,261 Est. Cost $27.72 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $707 Shares 4,181 Est. Cost $164.31 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $707 Shares 13,927 Est. Cost $27.87 Unrealized +35.2%
DVY ISHARES TR 0.2%
Value ($000) $683 Shares 8,003 Est. Cost $65.33 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $682 Shares 10,981 Est. Cost $44.86 Unrealized +7.7%
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $675 Shares 13,200 Est. Cost $38.84 Unrealized +26.8%
PSX PHILLIPS 66 0.2%
Value ($000) $675 Shares 8,504 Est. Cost $48.30 Unrealized +17.4%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $663 Shares 9,241 Est. Cost $61.70 Unrealized
ISHARES 0.2%
Value ($000) $656 Shares 26,804 Est. Cost $25.45 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $651 Shares 5,072 Est. Cost $121.34 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $645 Shares 6,078 Est. Cost $105.17 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $636 Shares 6,923 Est. Cost $57.14 Unrealized +25.6%
FDL FIRST TR MORNINGSTAR DIV LEA 0.2%
Value ($000) $621 Shares 23,147 Est. Cost $22.55 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $610 Shares 23,246 Est. Cost $25.22 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $609 Shares 4,757 Est. Cost $125.53 Unrealized
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $600 Shares 8,944 Est. Cost $69.20 Unrealized -10.7%
SHM SPDR SER TR 0.2%
Value ($000) $590 Shares 12,022 Est. Cost $48.82 Unrealized
GCEC GS FIN CORP 0.2%
Value ($000) $587 Shares 37,990 Est. Cost $17.41 Unrealized
FDT FIRST TR EXCH TRD ALPHA FD I 0.2%
Value ($000) $587 Shares 13,016 Est. Cost $45.10 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $581 Shares 43,754 Est. Cost $11.90 Unrealized -4.7%
JXI ISHARES TR 0.2%
Value ($000) $553 Shares 11,213 Est. Cost $43.54 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $546 Shares 8,222 Est. Cost $65.37 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $544 Shares 5,171 Est. Cost $91.53 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $534 Shares 5,752 Est. Cost $82.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $532 Shares 16,231 Est. Cost $22.58 Unrealized +11.2%
USRT ISHARES TR 0.1%
Value ($000) $526 Shares 10,189 Est. Cost $43.20 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $504 Shares 6,853 Est. Cost $41.34 Unrealized +22.2%
SO SOUTHERN CO 0.1%
Value ($000) $504 Shares 9,402 Est. Cost $27.15 Unrealized +23.8%
POWERSHARES ETF TR II 0.1%
Value ($000) $496 Shares 16,765 Est. Cost $27.51 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $495 Shares 17,306 Est. Cost $35.14 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $487 Shares 21,886 Est. Cost $24.59 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $485 Shares 10,049 Est. Cost $44.29 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $472 Shares 4,399 Est. Cost $104.93 Unrealized
ALPS ETF TR 0.1%
Value ($000) $462 Shares 36,337 Est. Cost $17.43 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $460 Shares 5,655 Est. Cost $22.52 Unrealized +17.4%
HYG ISHARES TR 0.1%
Value ($000) $453 Shares 5,351 Est. Cost $89.48 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $437 Shares 9,698 Est. Cost $42.27 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $434 Shares 6,550 Est. Cost $40.64 Unrealized +24.6%
EXC EXELON CORP 0.1%
Value ($000) $432 Shares 11,887 Est. Cost $14.64 Unrealized +20.6%
HDV ISHARES TR 0.1%
Value ($000) $427 Shares 5,199 Est. Cost $69.30 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $412 Shares 7,652 Est. Cost $51.62 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $411 Shares 3,597 Est. Cost $85.70 Unrealized +33.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 5,910 Est. Cost $63.73 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $395 Shares 4,629 Est. Cost $85.33 Unrealized
HYMB SPDR SERIES TRUST 0.1%
Value ($000) $394 Shares 6,581 Est. Cost $57.15 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $394 Shares 7,282 Est. Cost $51.16 Unrealized
GOLDCORP INC NEW 0.1%
Value ($000) $393 Shares 20,518 Est. Cost $16.10 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $389 Shares 8,170 Est. Cost $47.43 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $377 Shares 8,424 Est. Cost $42.37 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $374 Shares 7,126 Est. Cost $49.58 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $369 Shares 19,691 Est. Cost $19.74 Unrealized -44.7%
UNITED STATES STL CORP NEW 0.1%
Value ($000) $366 Shares 21,731 Est. Cost $16.78 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $348 Shares 2,723 Est. Cost $75.66 Unrealized +38.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $346 Shares 2,202 Est. Cost $122.12 Unrealized +4.8%
IWN ISHARES TR 0.1%
Value ($000) $345 Shares 3,551 Est. Cost $94.02 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $343 Shares 3,087 Est. Cost $109.14 Unrealized
AOM ISHARES 0.1%
Value ($000) $342 Shares 9,689 Est. Cost $34.02 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $338 Shares 6,314 Est. Cost $52.53 Unrealized -23.3%
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $337 Shares 3,371 Est. Cost $98.64 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $332 Shares 4,463 Est. Cost $71.97 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $330 Shares 12,055 Est. Cost $30.38 Unrealized
IGLB ISHARES 0.1%
Value ($000) $329 Shares 5,258 Est. Cost $58.84 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value ($000) $329 Shares 7,501 Est. Cost $47.70 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $324 Shares 3,862 Est. Cost $73.66 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $319 Shares 5,536 Est. Cost $36.55 Unrealized +8.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $314 Shares 2,068 Est. Cost $107.19 Unrealized -11.2%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $312 Shares 1,750 Est. Cost $179.44 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $311 Shares 4,079 Est. Cost $49.51 Unrealized 0.0%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $306 Shares 9,306 Est. Cost $32.96 Unrealized -3.4%
IWP ISHARES TR 0.1%
Value ($000) $306 Shares 3,274 Est. Cost $92.22 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $296 Shares 2,536 Est. Cost $116.72 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $292 Shares 2,875 Est. Cost $48.16 Unrealized +27.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $292 Shares 5,573 Est. Cost $52.02 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $289 Shares 8,153 Est. Cost $41.60 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $286 Shares 7,189 Est. Cost $39.78 Unrealized
MAINSTAY DEFINEDTERM MN OPP 0.1%
Value ($000) $285 Shares 13,793 Est. Cost $20.66 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $283 Shares 2,060 Est. Cost $132.68 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $275 Shares 2,719 Est. Cost $27.38 Unrealized +46.4%
FDX FEDEX CORP 0.1%
Value ($000) $275 Shares 1,811 Est. Cost $114.84 Unrealized +21.2%
VTR VENTAS INC 0.1%
Value ($000) $270 Shares 3,713 Est. Cost $37.87 Unrealized +14.7%
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $270 Shares 6,851 Est. Cost $40.00 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $268 Shares 6,808 Est. Cost $34.61 Unrealized -3.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $267 Shares 3,745 Est. Cost $37.38 Unrealized +21.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 6,110 Est. Cost $35.61 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $265 Shares 3,626 Est. Cost $52.22 Unrealized +8.9%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $264 Shares 4,072 Est. Cost $63.46 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $263 Shares 23,619 Est. Cost $26.40 Unrealized -62.0%
IWD ISHARES TR 0.1%
Value ($000) $262 Shares 2,538 Est. Cost $91.96 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $254 Shares 5,709 Est. Cost $49.99 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $254 Shares 1,947 Est. Cost $121.78 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $250 Shares 2,526 Est. Cost $43.73 Unrealized +28.3%
DBEF DBX ETF TR 0.1%
Value ($000) $248 Shares 9,912 Est. Cost $28.33 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $248 Shares 7,672 Est. Cost $33.31 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $247 Shares 4,436 Est. Cost $53.30 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $242 Shares 3,182 Est. Cost $68.33 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $237 Shares 2,314 Est. Cost $102.57 Unrealized
BP BP PLC 0.1%
Value ($000) $237 Shares 6,661 Est. Cost $35.58 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $231 Shares 2,190 Est. Cost $105.48 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $222 Shares 9,600 Est. Cost $23.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $214 Shares 7,329 Est. Cost $29.20 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $211 Shares 1,572 Est. Cost $134.22 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $208 Shares 2,523 Est. Cost $82.44 Unrealized
NKE NIKE INC 0.1%
Value ($000) $205 Shares 3,708 Est. Cost $51.46 Unrealized -2.2%
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $204 Shares 26,038 Est. Cost $2.29 Unrealized +2.7%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $201 Shares 22,472 Est. Cost $6.05 Unrealized +8.7%
FS INVT CORP 0.1%
Value ($000) $196 Shares 21,637 Est. Cost $9.50 Unrealized
TIER REIT INC 0.0%
Value ($000) $172 Shares 11,201 Est. Cost $13.40 Unrealized
INVESCO MUN TR 0.0%
Value ($000) $168 Shares 11,794 Est. Cost $14.24 Unrealized
ISHARES TR 0.0%
Value ($000) $127 Shares 12,356 Est. Cost $10.28 Unrealized
CBL & ASSOC PPTYS INC 0.0%
Value ($000) $125 Shares 13,409 Est. Cost $9.32 Unrealized
MONOGRAM RESIDENTIAL TR INC 0.0%
Value ($000) $113 Shares 11,110 Est. Cost $9.29 Unrealized
VEREIT INC 0.0%
Value ($000) $106 Shares 10,483 Est. Cost $10.11 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $95 Shares 24,100 Est. Cost $3.26 Unrealized
ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $94 Shares 20,238 Est. Cost $4.64 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $90 Shares 10,549 Est. Cost $6.39 Unrealized 0.0%
GLOBAL NET LEASE INC 0.0%
Value ($000) $80 Shares 10,063 Est. Cost $8.98 Unrealized