CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $343,787 (100.0% shares, 0.0% debt)

Holdings (290)

EFA ISHARES MSCI EAFE ETF 8.8%
Value ($000) $30,263 Shares 443,087 Est. Cost $72.58 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 8.0%
Value ($000) $27,476 Shares 181,636 Est. Cost $145.89 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.4%
Value ($000) $25,276 Shares 200,361 Est. Cost $128.38 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 6.0%
Value ($000) $20,640 Shares 102,833 Est. Cost $198.88 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 4.7%
Value ($000) $16,176 Shares 152,822 Est. Cost $107.76 Unrealized
IWM ISHARES RUSSELL 2000 ETF 4.3%
Value ($000) $14,836 Shares 88,534 Est. Cost $161.43 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 3.5%
Value ($000) $12,141 Shares 42,530 Est. Cost $282.88 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $6,162 Shares 29,731 Est. Cost $39.18 Unrealized +9.1%
QQQ INVESCO QQQ TRUST SERIES 1.6%
Value ($000) $5,482 Shares 30,117 Est. Cost $182.02 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 1.4%
Value ($000) $4,970 Shares 105,550 Est. Cost $47.42 Unrealized
IVV ISHARES CORE SP 500 ETF 1.2%
Value ($000) $3,956 Shares 13,765 Est. Cost $285.61 Unrealized
ALLERGAN PLC COM USD00001 1.1%
Value ($000) $3,748 Shares 20,302 Est. Cost $188.03 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 1.1%
Value ($000) $3,697 Shares 51,569 Est. Cost $73.53 Unrealized
NHC NATIONAL HEALTHCARE CORP 1.1%
Value ($000) $3,685 Shares 51,137 Est. Cost $63.81 Unrealized +2.5%
T ATT INC COM USD1 1.0%
Value ($000) $3,569 Shares 110,290 Est. Cost $15.29 Unrealized -5.0%
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,345 Shares 30,548 Est. Cost $76.34 Unrealized +17.6%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $3,116 Shares 29,508 Est. Cost $105.60 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.9%
Value ($000) $2,939 Shares 28,177 Est. Cost $104.15 Unrealized
PFF ISHARES TR US PFD STK ETF 0.8%
Value ($000) $2,751 Shares 73,455 Est. Cost $37.94 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.7%
Value ($000) $2,571 Shares 32,942 Est. Cost $78.85 Unrealized
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS 0.7%
Value ($000) $2,503 Shares 47,308 Est. Cost $57.73 Unrealized
AMZN AMAZONCOM INC 0.7%
Value ($000) $2,489 Shares 1,319 Est. Cost $55.91 Unrealized +42.0%
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $2,172 Shares 50,192 Est. Cost $49.19 Unrealized
JPM JPMORGAN CHASE CO 0.6%
Value ($000) $2,069 Shares 17,562 Est. Cost $81.33 Unrealized +9.5%
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 0.6%
Value ($000) $2,025 Shares 5,538 Est. Cost $362.94 Unrealized
CNOB CONNECTONE BANCORP INC NEW COM 0.6%
Value ($000) $1,973 Shares 78,750 Est. Cost $22.49 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,903 Shares 43,005 Est. Cost $50.29 Unrealized
SPDR SERIES TRUST DORSEY WRIGH T FXD INC ALLC ETF 0.5%
Value ($000) $1,835 Shares 77,671 Est. Cost $24.65 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,751 Shares 33,226 Est. Cost $31.96 Unrealized +0.8%
XME SPDR SER TR SP METALS MNG ETF 0.5%
Value ($000) $1,665 Shares 47,595 Est. Cost $37.18 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.5%
Value ($000) $1,600 Shares 7,318 Est. Cost $218.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,564 Shares 7,486 Est. Cost $193.79 Unrealized +0.6%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,529 Shares 26,089 Est. Cost $36.63 Unrealized -12.1%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.4%
Value ($000) $1,529 Shares 8,937 Est. Cost $162.77 Unrealized
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $1,517 Shares 13,638 Est. Cost $113.30 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.4%
Value ($000) $1,487 Shares 71,619 Est. Cost $23.68 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,478 Shares 4,250 Est. Cost $257.40 Unrealized +28.3%
JNJ JOHNSON JOHNSON 0.4%
Value ($000) $1,462 Shares 11,143 Est. Cost $110.98 Unrealized -9.3%
VGIT VANGUARD INTERM-TERM GOVT BD 0.4%
Value ($000) $1,462 Shares 23,460 Est. Cost $63.26 Unrealized
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.4%
Value ($000) $1,444 Shares 40,241 Est. Cost $37.41 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.4%
Value ($000) $1,411 Shares 11,999 Est. Cost $116.85 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.4%
Value ($000) $1,311 Shares 46,051 Est. Cost $29.29 Unrealized
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.4%
Value ($000) $1,310 Shares 33,283 Est. Cost $42.95 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $1,307 Shares 27,653 Est. Cost $48.07 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,302 Shares 16,126 Est. Cost $56.65 Unrealized -0.9%
INTC INTEL CORP 0.4%
Value ($000) $1,261 Shares 25,231 Est. Cost $38.48 Unrealized +17.1%
META FACEBOOK INC COM USD0000006 CL A 0.4%
Value ($000) $1,261 Shares 6,809 Est. Cost $175.78 Unrealized +2.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,252 Shares 992 Est. Cost $52.82 Unrealized +2.2%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.4%
Value ($000) $1,233 Shares 22,575 Est. Cost $54.34 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.4%
Value ($000) $1,220 Shares 23,485 Est. Cost $53.24 Unrealized
EWC ISHARES MSCI CANADA ETF 0.3%
Value ($000) $1,173 Shares 40,490 Est. Cost $30.08 Unrealized
KRE SPDR SER TR SP REGL BKG ETF 0.3%
Value ($000) $1,159 Shares 18,427 Est. Cost $62.95 Unrealized
MRK MERCK CO INC NEW COM 0.3%
Value ($000) $1,159 Shares 17,383 Est. Cost $42.98 Unrealized +3.6%
FLRN SPDR SER TR BLOMBERG BRC INV 0.3%
Value ($000) $1,154 Shares 37,532 Est. Cost $30.72 Unrealized
ABBV ABBVIE INC COM USD001 0.3%
Value ($000) $1,136 Shares 12,121 Est. Cost $68.85 Unrealized +2.4%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,126 Shares 13,678 Est. Cost $71.16 Unrealized -13.1%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,094 Shares 878 Est. Cost $50.99 Unrealized +5.2%
V VISA INC COM CL A 0.3%
Value ($000) $1,064 Shares 7,562 Est. Cost $108.25 Unrealized +12.8%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1,056 Shares 33,202 Est. Cost $22.92 Unrealized +8.4%
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 0.3%
Value ($000) $1,007 Shares 11,179 Est. Cost $88.72 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $993 Shares 8,013 Est. Cost $83.55 Unrealized +6.7%
NFLX NETFLIX COM INC COM 0.3%
Value ($000) $966 Shares 2,780 Est. Cost $21.04 Unrealized +62.1%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $965 Shares 4,757 Est. Cost $164.52 Unrealized +9.6%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $955 Shares 21,776 Est. Cost $28.76 Unrealized +20.8%
IBM INTL BUSINESS MACH 0.3%
Value ($000) $938 Shares 6,383 Est. Cost $102.21 Unrealized -2.2%
EWZ ISHARES MSCI BRAZIL ETF 0.3%
Value ($000) $906 Shares 25,229 Est. Cost $42.76 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $870 Shares 4,899 Est. Cost $191.47 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.2%
Value ($000) $846 Shares 16,591 Est. Cost $50.92 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $816 Shares 62,516 Est. Cost $16.84 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $794 Shares 8,050 Est. Cost $97.18 Unrealized
CTBI COMMUNITY TRUST BANCORPORATION 0.2%
Value ($000) $787 Shares 16,000 Est. Cost $35.15 Unrealized +4.0%
NVDA NVIDIA CORP 0.2%
Value ($000) $774 Shares 2,995 Est. Cost $5.11 Unrealized +17.8%
HD HOME DEPOT INC COM 0.2%
Value ($000) $770 Shares 3,887 Est. Cost $141.83 Unrealized +9.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $760 Shares 10,650 Est. Cost $40.59 Unrealized +27.6%
GSY INVESCO ULTRA SHORT DURATION ETF 0.2%
Value ($000) $754 Shares 15,012 Est. Cost $50.23 Unrealized
VNLA JANUS HENDERSON SHORT DURATI 0.2%
Value ($000) $750 Shares 14,966 Est. Cost $50.11 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $737 Shares 73,349 Est. Cost $7.93 Unrealized -2.5%
TGT TARGET CORP COM 0.2%
Value ($000) $734 Shares 8,905 Est. Cost $51.39 Unrealized +16.1%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $727 Shares 16,708 Est. Cost $46.78 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $720 Shares 6,319 Est. Cost $97.30 Unrealized -0.1%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.2%
Value ($000) $708 Shares 9,781 Est. Cost $74.46 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $706 Shares 2,726 Est. Cost $191.60 Unrealized +10.7%
ADBE ADOBE SYS INC 0.2%
Value ($000) $702 Shares 2,766 Est. Cost $180.17 Unrealized +31.3%
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.2%
Value ($000) $695 Shares 9,203 Est. Cost $75.46 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.2%
Value ($000) $680 Shares 6,621 Est. Cost $105.23 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $680 Shares 10,044 Est. Cost $76.12 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.2%
Value ($000) $674 Shares 13,714 Est. Cost $49.15 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $673 Shares 11,180 Est. Cost $46.55 Unrealized -12.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $653 Shares 2,070 Est. Cost $253.57 Unrealized +3.5%
NWL NEWELL BRANDS INC COM 0.2%
Value ($000) $652 Shares 31,368 Est. Cost $19.61 Unrealized -7.1%
HYG ISHARES TR IBOXX HI YD ETF 0.2%
Value ($000) $646 Shares 7,498 Est. Cost $87.58 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $645 Shares 8,387 Est. Cost $55.99 Unrealized -5.8%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $638 Shares 11,888 Est. Cost $53.01 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.2%
Value ($000) $621 Shares 4,526 Est. Cost $137.21 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $620 Shares 7,150 Est. Cost $88.71 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $618 Shares 5,374 Est. Cost $120.11 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $617 Shares 2,415 Est. Cost $261.78 Unrealized
KNCT INVESCO DYNAMIC NETWORKINGETF 0.2%
Value ($000) $611 Shares 11,121 Est. Cost $54.94 Unrealized
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.2%
Value ($000) $610 Shares 6,827 Est. Cost $89.35 Unrealized
PPA INVESCO AERO DEFENSE 0.2%
Value ($000) $607 Shares 10,392 Est. Cost $58.41 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $607 Shares 8,884 Est. Cost $68.33 Unrealized
VANECK VECTORS ETF TR AMT FREE INT ETF 0.2%
Value ($000) $598 Shares 25,467 Est. Cost $23.81 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $592 Shares 2,856 Est. Cost $141.00 Unrealized -7.7%
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.2%
Value ($000) $571 Shares 2,179 Est. Cost $247.64 Unrealized
PGR PROGRESSIVE CORP OHIO 0.2%
Value ($000) $561 Shares 9,054 Est. Cost $48.29 Unrealized 0.0%
LUV SOUTHWEST AIRLNS CO 0.2%
Value ($000) $556 Shares 9,454 Est. Cost $53.18 Unrealized -10.2%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $556 Shares 9,339 Est. Cost $59.54 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $553 Shares 6,376 Est. Cost $74.38 Unrealized +6.9%
TBF PROSHARES TR SHORT 20 YR TREASURY 0.2%
Value ($000) $550 Shares 23,753 Est. Cost $22.43 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.2%
Value ($000) $530 Shares 9,323 Est. Cost $55.78 Unrealized
FCG First Trust Natural Gas ETF 0.2%
Value ($000) $528 Shares 23,318 Est. Cost $22.42 Unrealized
BLACKROCK ENHANCED CAP INCOME FD INC COM 0.2%
Value ($000) $524 Shares 30,763 Est. Cost $17.03 Unrealized
IFV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 0.2%
Value ($000) $522 Shares 24,790 Est. Cost $23.81 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $519 Shares 11,618 Est. Cost $43.23 Unrealized
PIZ INVESCO DWA DEVEL MKTS MOMENTUM ETF 0.1%
Value ($000) $511 Shares 18,343 Est. Cost $27.86 Unrealized
FCBC FIRST COMMUNITY BANCSHARES INC NEV 0.1%
Value ($000) $509 Shares 15,400 Est. Cost $20.14 Unrealized +14.1%
PIE POWERSHARES DWA EMRG MKTS MOME NTUM PORT 0.1%
Value ($000) $504 Shares 25,702 Est. Cost $19.61 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $481 Shares 15,556 Est. Cost $29.78 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $477 Shares 3,075 Est. Cost $114.28 Unrealized -0.6%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B633900 0.1%
Value ($000) $477 Shares 22,997 Est. Cost $24.17 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.1%
Value ($000) $476 Shares 6,032 Est. Cost $80.62 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $475 Shares 10,289 Est. Cost $35.63 Unrealized -4.5%
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $470 Shares 12,655 Est. Cost $41.50 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $464 Shares 9,892 Est. Cost $32.85 Unrealized 0.0%
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $464 Shares 11,433 Est. Cost $40.08 Unrealized -5.0%
NKE NIKE INC CLASS B 0.1%
Value ($000) $461 Shares 5,721 Est. Cost $55.67 Unrealized +14.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $458 Shares 4,620 Est. Cost $81.43 Unrealized -2.2%
HORIZONS ETF TR I HORIZONS NASDAQ 0.1%
Value ($000) $454 Shares 18,086 Est. Cost $24.68 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $451 Shares 6,190 Est. Cost $56.49 Unrealized -6.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $451 Shares 4,146 Est. Cost $109.97 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $448 Shares 2,821 Est. Cost $138.07 Unrealized -1.8%
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.1%
Value ($000) $447 Shares 3,203 Est. Cost $139.56 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $445 Shares 6,933 Est. Cost $63.63 Unrealized -6.5%
WFC WELLS FARGO COMPANY COM USD1666 0.1%
Value ($000) $442 Shares 7,465 Est. Cost $45.09 Unrealized -3.9%
POWERSHARES DWA TCTL SCTR ROTA TION ETF 0.1%
Value ($000) $434 Shares 14,184 Est. Cost $30.60 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $433 Shares 10,467 Est. Cost $23.84 Unrealized +1.9%
GIS GENERAL MILLS INC 0.1%
Value ($000) $429 Shares 9,494 Est. Cost $39.49 Unrealized -15.4%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $422 Shares 3,941 Est. Cost $103.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $421 Shares 2,146 Est. Cost $138.45 Unrealized +1.3%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.1%
Value ($000) $409 Shares 2,608 Est. Cost $152.72 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $403 Shares 6,681 Est. Cost $52.57 Unrealized -21.8%
HUM HUMANA INC 0.1%
Value ($000) $403 Shares 1,243 Est. Cost $253.12 Unrealized +8.4%
WTMF WISDOMTREE TR MANAGED FUTURES 0.1%
Value ($000) $397 Shares 9,963 Est. Cost $40.28 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $397 Shares 3,618 Est. Cost $109.73 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP025 0.1%
Value ($000) $391 Shares 9,397 Est. Cost $39.18 Unrealized
FOXF FOX FACTORY HLDG CORP COM 0.1%
Value ($000) $391 Shares 6,119 Est. Cost $38.64 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $387 Shares 4,237 Est. Cost $103.04 Unrealized
SCHO SCHWAB SHORT TERM US TREA 0.1%
Value ($000) $376 Shares 7,573 Est. Cost $49.81 Unrealized
MDT MEDTRONIC PLC USD00001 0.1%
Value ($000) $373 Shares 4,106 Est. Cost $64.98 Unrealized +5.5%
GWW WW GRAINGER INC 0.1%
Value ($000) $370 Shares 1,050 Est. Cost $184.63 Unrealized +46.0%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $366 Shares 1,736 Est. Cost $35.02 Unrealized +18.9%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.1%
Value ($000) $364 Shares 4,419 Est. Cost $80.72 Unrealized
GHYG ISHARES INC GLOBAL HIGH YIELD CORP BD ETF 0.1%
Value ($000) $361 Shares 7,313 Est. Cost $50.57 Unrealized
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $360 Shares 5,072 Est. Cost $55.29 Unrealized -6.9%
EUHY ISHARES GLOBAL EX USD HIGH YIELD 0.1%
Value ($000) $356 Shares 6,771 Est. Cost $54.97 Unrealized
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.1%
Value ($000) $355 Shares 3,537 Est. Cost $100.59 Unrealized
IGOV ISHARES TR INTL TREA BD ETF 0.1%
Value ($000) $354 Shares 7,264 Est. Cost $48.73 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $352 Shares 6,593 Est. Cost $42.56 Unrealized +24.0%
VRSN VERISIGN INC 0.1%
Value ($000) $352 Shares 2,313 Est. Cost $127.10 Unrealized 0.0%
CEMB ISHARES EMERGING MRKT CORP BND FND ETF 0.1%
Value ($000) $351 Shares 7,233 Est. Cost $49.55 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN FD COM 0.1%
Value ($000) $350 Shares 26,844 Est. Cost $13.51 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $349 Shares 2,497 Est. Cost $128.92 Unrealized -1.9%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $348 Shares 10,164 Est. Cost $34.92 Unrealized
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.1%
Value ($000) $347 Shares 7,578 Est. Cost $48.45 Unrealized
ILCG ISHARES MORNINGSTAR MID-CAP ET F 0.1%
Value ($000) $345 Shares 1,850 Est. Cost $186.49 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $343 Shares 6,482 Est. Cost $50.51 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $339 Shares 5,898 Est. Cost $57.48 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $337 Shares 6,574 Est. Cost $38.22 Unrealized +3.8%
WORLDPAY INC CL A 0.1%
Value ($000) $336 Shares 4,033 Est. Cost $82.28 Unrealized
IJR ISHARES CORE SP SMALL-CAP ETF 0.1%
Value ($000) $334 Shares 3,827 Est. Cost $80.54 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENTRO NORTE S A B DE C V SPONSORED ADR 0.1%
Value ($000) $332 Shares 6,566 Est. Cost $50.56 Unrealized
IVE ISHARES SP 500 VALUE ETF 0.1%
Value ($000) $330 Shares 2,868 Est. Cost $119.05 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $328 Shares 1,994 Est. Cost $150.21 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $323 Shares 2,847 Est. Cost $88.99 Unrealized -8.2%
SUNTRUST BANKS INC 0.1%
Value ($000) $321 Shares 4,424 Est. Cost $69.70 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $321 Shares 2,790 Est. Cost $127.15 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $318 Shares 3,882 Est. Cost $67.06 Unrealized -0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $315 Shares 2,993 Est. Cost $104.93 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $310 Shares 2,671 Est. Cost $77.65 Unrealized +12.4%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES ORD ILS001 0.1%
Value ($000) $307 Shares 2,710 Est. Cost $99.06 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM USD001 0.1%
Value ($000) $304 Shares 4,148 Est. Cost $63.71 Unrealized +3.6%
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.1%
Value ($000) $304 Shares 13,682 Est. Cost $22.22 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $304 Shares 3,630 Est. Cost $69.58 Unrealized -18.7%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.1%
Value ($000) $301 Shares 4,669 Est. Cost $70.26 Unrealized
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.1%
Value ($000) $300 Shares 9,287 Est. Cost $32.94 Unrealized
QEFA SPDR MSCI EAFE QUALITY MIX ETF 0.1%
Value ($000) $300 Shares 4,688 Est. Cost $63.99 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $298 Shares 2,115 Est. Cost $98.89 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $295 Shares 2,985 Est. Cost $73.94 Unrealized +6.4%
KSS KOHLS CORP COM 0.1%
Value ($000) $295 Shares 3,957 Est. Cost $51.16 Unrealized +30.3%
GULFPORT ENERGY CORP NEW 0.1%
Value ($000) $295 Shares 25,846 Est. Cost $11.41 Unrealized
IMMUNOMEDICS INC 0.1%
Value ($000) $294 Shares 12,500 Est. Cost $16.66 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $294 Shares 4,528 Est. Cost $49.39 Unrealized +7.6%
BLACKROCK ENHANCED EQUITY DIVID TR COM 0.1%
Value ($000) $288 Shares 30,734 Est. Cost $9.44 Unrealized
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $287 Shares 5,738 Est. Cost $32.55 Unrealized +10.2%
AZN ASTRAZENECA ADR EACH REP 1 ORD USD025 MGT 0.1%
Value ($000) $287 Shares 7,302 Est. Cost $39.30 Unrealized
VIOO VANGUARD SP SMALL-CAP 600 ETF 0.1%
Value ($000) $287 Shares 1,803 Est. Cost $140.14 Unrealized
UNITED TECHNOLOGIES CORP COM USD1 0.1%
Value ($000) $284 Shares 2,107 Est. Cost $135.97 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $283 Shares 3,991 Est. Cost $55.00 Unrealized 0.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $283 Shares 1,951 Est. Cost $126.05 Unrealized 0.0%
DUNKIN BRANDS GROUP INC COM USD0001 0.1%
Value ($000) $281 Shares 3,938 Est. Cost $67.10 Unrealized
GXC SPDR INDEX SHS FDS SP CHINA ETF 0.1%
Value ($000) $279 Shares 2,782 Est. Cost $100.29 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $278 Shares 4,688 Est. Cost $49.97 Unrealized 0.0%
IVW ISHARES SP 500 GROWTH ETF 0.1%
Value ($000) $277 Shares 1,609 Est. Cost $172.16 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $276 Shares 135 Est. Cost $2072.14 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $274 Shares 3,104 Est. Cost $71.59 Unrealized 0.0%
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.1%
Value ($000) $274 Shares 5,510 Est. Cost $49.73 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $272 Shares 6,481 Est. Cost $44.85 Unrealized
PCG PG E CORP 0.1%
Value ($000) $272 Shares 6,177 Est. Cost $55.37 Unrealized -22.6%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $271 Shares 2,824 Est. Cost $74.46 Unrealized 0.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $271 Shares 4,198 Est. Cost $49.08 Unrealized +10.2%
HSY HERSHEY CO 0.1%
Value ($000) $267 Shares 2,735 Est. Cost $77.82 Unrealized 0.0%
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $266 Shares 3,313 Est. Cost $83.15 Unrealized
CORESITE REALTY CORP COM USD001 0.1%
Value ($000) $264 Shares 2,309 Est. Cost $114.34 Unrealized
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $263 Shares 5,078 Est. Cost $51.79 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $262 Shares 4,732 Est. Cost $60.95 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $261 Shares 2,252 Est. Cost $67.22 Unrealized +22.8%
CMI CUMMINS INC 0.1%
Value ($000) $259 Shares 1,820 Est. Cost $138.31 Unrealized -11.4%
LA JOLLA PHARMACEUTICAL CO COM PAR 0001 2 0.1%
Value ($000) $259 Shares 7,900 Est. Cost $33.67 Unrealized
CYPRESS SEMICONDUCTR CORP 0.1%
Value ($000) $258 Shares 14,390 Est. Cost $17.69 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRITE FD COM USD0001 0.1%
Value ($000) $258 Shares 13,420 Est. Cost $19.23 Unrealized
BURL BURLINGTON STORES INC COM 0.1%
Value ($000) $257 Shares 1,629 Est. Cost $142.33 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $257 Shares 2,570 Est. Cost $99.48 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.1%
Value ($000) $257 Shares 3,401 Est. Cost $75.57 Unrealized
SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $256 Shares 7,129 Est. Cost $36.77 Unrealized
VECTREN CORP COM 0.1%
Value ($000) $254 Shares 3,548 Est. Cost $71.59 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $250 Shares 5,310 Est. Cost $47.08 Unrealized
SABR SABRE CORP COM 0.1%
Value ($000) $249 Shares 9,897 Est. Cost $23.19 Unrealized 0.0%
A AGILENT TECH INC 0.1%
Value ($000) $248 Shares 3,677 Est. Cost $63.58 Unrealized -2.9%
HYMB SPDR SERIES TRUST NUVEEN SP HIGH YLD MUN B ETF 0.1%
Value ($000) $246 Shares 4,368 Est. Cost $56.32 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $246 Shares 1,247 Est. Cost $199.72 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $244 Shares 5,089 Est. Cost $40.89 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $244 Shares 1,743 Est. Cost $43.91 Unrealized +6.3%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $243 Shares 4,315 Est. Cost $50.32 Unrealized -14.3%
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $242 Shares 2,499 Est. Cost $96.33 Unrealized
CBOE CBOE HLDGS INC COM 0.1%
Value ($000) $239 Shares 2,577 Est. Cost $105.43 Unrealized -9.3%
II VI INC COM 0.1%
Value ($000) $237 Shares 5,402 Est. Cost $43.87 Unrealized
KMG CHEMICALS INC COM 0.1%
Value ($000) $236 Shares 3,435 Est. Cost $68.70 Unrealized
BLKB BLACKBAUD INC 0.1%
Value ($000) $236 Shares 2,436 Est. Cost $102.01 Unrealized 0.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $235 Shares 4,235 Est. Cost $54.42 Unrealized
CSX C S X CORP 0.1%
Value ($000) $234 Shares 3,222 Est. Cost $18.59 Unrealized 0.0%
LLY LILLY ELI CO COM NPV 0.1%
Value ($000) $233 Shares 2,279 Est. Cost $73.70 Unrealized 0.0%
NVR NVR INC 0.1%
Value ($000) $230 Shares 84 Est. Cost $3060.28 Unrealized 0.0%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $230 Shares 1,330 Est. Cost $125.28 Unrealized 0.0%
DIREXION ALL CAP INSIDER SEN 0.1%
Value ($000) $229 Shares 5,356 Est. Cost $43.37 Unrealized
BLACKROCK SCIENCE TECHNOLOGY TR COM 0.1%
Value ($000) $229 Shares 6,478 Est. Cost $35.35 Unrealized
ABIOMED INC 0.1%
Value ($000) $228 Shares 607 Est. Cost $375.62 Unrealized
LGIH LGI HOMES INC COM 0.1%
Value ($000) $228 Shares 4,026 Est. Cost $64.47 Unrealized 0.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.1%
Value ($000) $224 Shares 1,682 Est. Cost $134.45 Unrealized 0.0%
MAR MARRIOTT INTL INC CL A 0.1%
Value ($000) $219 Shares 1,801 Est. Cost $116.25 Unrealized +9.8%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.1%
Value ($000) $218 Shares 6,085 Est. Cost $23.31 Unrealized -15.1%
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.1%
Value ($000) $217 Shares 2,533 Est. Cost $86.97 Unrealized
IEI ISHARES TR BARCLAYS 3-7 YR TREAS BD FD 0.1%
Value ($000) $217 Shares 1,817 Est. Cost $120.42 Unrealized
CSD INVESCO SP SPIN-OFF ETF 0.1%
Value ($000) $215 Shares 3,905 Est. Cost $55.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $215 Shares 6,132 Est. Cost $30.71 Unrealized -12.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $214 Shares 10,921 Est. Cost $12.71 Unrealized 0.0%
EOG EOG RESOURCES INC 0.1%
Value ($000) $213 Shares 1,736 Est. Cost $87.22 Unrealized 0.0%
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $213 Shares 5,733 Est. Cost $37.15 Unrealized
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $213 Shares 2,962 Est. Cost $71.91 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $212 Shares 943 Est. Cost $154.45 Unrealized +15.1%
SBUX STARBUCKS CORP COM USD0001 0.1%
Value ($000) $211 Shares 4,097 Est. Cost $48.37 Unrealized -0.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $210 Shares 13,011 Est. Cost $11.05 Unrealized +17.8%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $210 Shares 678 Est. Cost $292.83 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $207 Shares 1,681 Est. Cost $69.33 Unrealized +19.9%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $207 Shares 2,026 Est. Cost $146.63 Unrealized -38.3%
HAL HALLIBURTON CO HOLDING CO FRMLY HALLIBURTON CO 0.1%
Value ($000) $206 Shares 4,912 Est. Cost $42.64 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $205 Shares 4,094 Est. Cost $49.65 Unrealized -4.9%
XBI SPDR SER TR SP BIOTECH ETF 0.1%
Value ($000) $202 Shares 2,117 Est. Cost $95.42 Unrealized
PIMCO DYNAMIC INCOME FD COM USD000001 0.1%
Value ($000) $200 Shares 6,060 Est. Cost $33.00 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $200 Shares 1,178 Est. Cost $169.78 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $172 Shares 11,196 Est. Cost $15.42 Unrealized 0.0%
SNAP SNAP INC CL-A 0.0%
Value ($000) $154 Shares 12,580 Est. Cost $12.90 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES INCOME FD SH BEN INT 0.0%
Value ($000) $153 Shares 12,455 Est. Cost $11.16 Unrealized
TEMPLETON EMERG MKTS INCOME FD COM 0.0%
Value ($000) $142 Shares 13,491 Est. Cost $10.53 Unrealized
AROTECH CORP NEW 0.0%
Value ($000) $133 Shares 37,412 Est. Cost $3.54 Unrealized
FS INVT CORP COM 0.0%
Value ($000) $129 Shares 15,782 Est. Cost $7.68 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $109 Shares 37,500 Est. Cost $3.86 Unrealized
REX VOLMAXX INV VIX FUT ETF 0.0%
Value ($000) $102 Shares 30,202 Est. Cost $5.53 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $100 Shares 14,409 Est. Cost $6.94 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $97 Shares 13,683 Est. Cost $7.31 Unrealized
CAPITAL PRODUCT PARTNERS LP 0.0%
Value ($000) $84 Shares 27,395 Est. Cost $3.40 Unrealized
TEMPLETON GLOBAL INCOME FUND INC 0.0%
Value ($000) $72 Shares 11,385 Est. Cost $6.32 Unrealized
DREYFUS HIGH YIELD STRATEGIES 0.0%
Value ($000) $71 Shares 22,277 Est. Cost $3.32 Unrealized
FRONTIER COMMUNICATIONS CORP 1:15 Reverse Split 0.0%
Value ($000) $56 Shares 11,183 Est. Cost $5.01 Unrealized
GAMCO GLOBAL GOLD NAT RES IN COM SH BEN INT 0.0%
Value ($000) $54 Shares 10,590 Est. Cost $5.10 Unrealized
MFS INTERMEDIATE HIGH INCOME FD SH BEN INT 0.0%
Value ($000) $46 Shares 17,482 Est. Cost $2.92 Unrealized
ADVAXIS INC COM NEW 0.0%
Value ($000) $30 Shares 19,650 Est. Cost $3.03 Unrealized
NOVAVAX INC 0.0%
Value ($000) $26 Shares 21,269 Est. Cost $1.22 Unrealized
COHEN STEERS INFRASTRUCTURE FD INC COM 0.0%
Value ($000) $17 Shares 56,750 Est. Cost $0.33 Unrealized
NEOVASC INC CANADA COM 0.0%
Value ($000) $7 Shares 160,000 Est. Cost $0.04 Unrealized
OXBRW OXBRIDGE RE HOLDINGS LTD WT EXPIRING 32619 0.0%
Value ($000) $1 Shares 10,000 Est. Cost Unrealized