CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 30, 2020

Total Value ($000): $486,917 (100.0% shares, 0.0% debt)

Holdings (348)

IWF ISHARES RUSSELL 1000 GROWTH ETF 8.1%
Value ($000) $39,238 Shares 180,912 Est. Cost $149.10 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.0%
Value ($000) $24,320 Shares 205,871 Est. Cost $127.50 Unrealized
EFA ISHARES MSCI EAFE ETF 4.3%
Value ($000) $20,800 Shares 326,793 Est. Cost $71.61 Unrealized
IUSB ISHARES TRUST CORE TOTAL USD B OND MRKT ETF 3.8%
Value ($000) $18,393 Shares 338,235 Est. Cost $53.41 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 3.4%
Value ($000) $16,469 Shares 88,871 Est. Cost $196.80 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 3.0%
Value ($000) $14,653 Shares 194,106 Est. Cost $63.55 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $14,293 Shares 123,414 Est. Cost $90.37 Unrealized +17.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.9%
Value ($000) $14,263 Shares 120,810 Est. Cost $111.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.5%
Value ($000) $12,364 Shares 82,544 Est. Cost $158.94 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 2.5%
Value ($000) $12,255 Shares 110,705 Est. Cost $110.64 Unrealized
QQQ INVESCO QQQ TRUST 2.5%
Value ($000) $12,035 Shares 43,315 Est. Cost $182.85 Unrealized
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 1.7%
Value ($000) $8,152 Shares 24,342 Est. Cost $284.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $7,167 Shares 21,327 Est. Cost $299.97 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 1.2%
Value ($000) $5,877 Shares 55,716 Est. Cost $96.87 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $5,709 Shares 27,142 Est. Cost $87.66 Unrealized +129.0%
SCHX SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,908 Shares 60,874 Est. Cost $71.22 Unrealized
SHY ISHARES TR BARCLAYS 1-3 YR TREAS BD FD 0.9%
Value ($000) $4,450 Shares 51,435 Est. Cost $86.64 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.9%
Value ($000) $4,412 Shares 83,569 Est. Cost $48.20 Unrealized
VOOG VANGUARD S&P 500 GRW ETF 0.8%
Value ($000) $4,019 Shares 19,281 Est. Cost $170.83 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.8%
Value ($000) $4,016 Shares 63,011 Est. Cost $62.50 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.8%
Value ($000) $3,836 Shares 34,122 Est. Cost $108.72 Unrealized
IMMUNOMEDICS INC 0.8%
Value ($000) $3,788 Shares 44,550 Est. Cost $18.91 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.8%
Value ($000) $3,772 Shares 32,318 Est. Cost $85.79 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.8%
Value ($000) $3,726 Shares 118,420 Est. Cost $34.74 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.8%
Value ($000) $3,677 Shares 68,550 Est. Cost $51.72 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 0.7%
Value ($000) $3,499 Shares 78,248 Est. Cost $47.16 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.7%
Value ($000) $3,204 Shares 104,788 Est. Cost $30.63 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $3,159 Shares 1,003 Est. Cost $63.03 Unrealized +150.1%
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.6%
Value ($000) $3,144 Shares 53,750 Est. Cost $72.20 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $3,059 Shares 11,015 Est. Cost $177.56 Unrealized +33.8%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.6%
Value ($000) $2,915 Shares 50,093 Est. Cost $55.50 Unrealized
NHC NATIONAL HEALTHCARE CORP 0.6%
Value ($000) $2,898 Shares 46,510 Est. Cost $63.85 Unrealized -2.0%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $2,822 Shares 22,307 Est. Cost $114.73 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.6%
Value ($000) $2,791 Shares 8,236 Est. Cost $328.98 Unrealized
FTSM FIRST TRUST FIRST TR ENH NEW E TF 0.6%
Value ($000) $2,728 Shares 45,448 Est. Cost $60.03 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.5%
Value ($000) $2,659 Shares 30,144 Est. Cost $83.43 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.5%
Value ($000) $2,627 Shares 16,082 Est. Cost $151.27 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.5%
Value ($000) $2,581 Shares 44,235 Est. Cost $58.34 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $2,510 Shares 58,039 Est. Cost $46.62 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.5%
Value ($000) $2,407 Shares 58,840 Est. Cost $40.86 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.5%
Value ($000) $2,342 Shares 28,200 Est. Cost $79.34 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $2,327 Shares 20,069 Est. Cost $113.86 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.5%
Value ($000) $2,311 Shares 10,151 Est. Cost $172.56 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.5%
Value ($000) $2,264 Shares 33,237 Est. Cost $71.64 Unrealized
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.5%
Value ($000) $2,242 Shares 73,253 Est. Cost $32.55 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.5%
Value ($000) $2,223 Shares 27,790 Est. Cost $60.56 Unrealized
ABBV ABBVIE INC COM USD0.01 0.5%
Value ($000) $2,201 Shares 25,125 Est. Cost $69.73 Unrealized +9.4%
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $2,110 Shares 42,795 Est. Cost $48.34 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.4%
Value ($000) $2,029 Shares 9,947 Est. Cost $168.36 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,012 Shares 33,827 Est. Cost $33.95 Unrealized +25.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $2,011 Shares 16,511 Est. Cost $117.58 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $1,966 Shares 3,632 Est. Cost $5.93 Unrealized +95.7%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.4%
Value ($000) $1,922 Shares 6,925 Est. Cost $273.18 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $1,887 Shares 8,166 Est. Cost $178.03 Unrealized
T AT&T INC COM USD1 0.4%
Value ($000) $1,875 Shares 65,775 Est. Cost $15.36 Unrealized +1.3%
JPM JPMORGAN CHASE & CO 4.203 0.4%
Value ($000) $1,867 Shares 24,332 Est. Cost $86.21 Unrealized -0.9%
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.4%
Value ($000) $1,853 Shares 20,163 Est. Cost $92.26 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.4%
Value ($000) $1,843 Shares 44,246 Est. Cost $50.87 Unrealized
PZA INVESCO NAT AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $1,815 Shares 68,147 Est. Cost $26.52 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.3%
Value ($000) $1,674 Shares 13,963 Est. Cost $98.54 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,646 Shares 11,058 Est. Cost $112.05 Unrealized +13.3%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.3%
Value ($000) $1,550 Shares 28,463 Est. Cost $47.17 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.3%
Value ($000) $1,423 Shares 11,024 Est. Cost $141.25 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,395 Shares 11,245 Est. Cost $118.23 Unrealized +3.3%
QTWO Q2 HLDGS INC COM 0.3%
Value ($000) $1,392 Shares 15,252 Est. Cost $76.88 Unrealized +21.4%
PFF ISHARES TR U.S. PFD STK ETF 0.3%
Value ($000) $1,377 Shares 37,775 Est. Cost $37.75 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,351 Shares 6,755 Est. Cost $122.57 Unrealized +56.8%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $1,329 Shares 16,024 Est. Cost $49.01 Unrealized +34.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,309 Shares 6,145 Est. Cost $197.30 Unrealized +3.7%
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,303 Shares 2,657 Est. Cost $228.15 Unrealized +103.9%
VOO VANGUARD INDEX FDS S&P 500 ETF NEW 0.3%
Value ($000) $1,283 Shares 4,169 Est. Cost $273.04 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,260 Shares 7,625 Est. Cost $263.28 Unrealized -35.3%
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.3%
Value ($000) $1,239 Shares 30,295 Est. Cost $39.18 Unrealized
TSLA TESLA MOTORS INC COM USD0.001 0.3%
Value ($000) $1,226 Shares 2,858 Est. Cost $107.71 Unrealized +9.6%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.2%
Value ($000) $1,207 Shares 15,285 Est. Cost $85.87 Unrealized
XSLV INVESCO S&P SMALLCALL LOW VOLATILITY ETF 0.2%
Value ($000) $1,184 Shares 35,676 Est. Cost $47.89 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $1,182 Shares 5,997 Est. Cost $92.75 Unrealized +102.6%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.2%
Value ($000) $1,166 Shares 19,341 Est. Cost $57.61 Unrealized
SCHO SCHWAB SHORT TERM US TREA 0.2%
Value ($000) $1,165 Shares 22,622 Est. Cost $50.23 Unrealized
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,128 Shares 8,063 Est. Cost $33.76 Unrealized +22.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,103 Shares 5,023 Est. Cost $154.03 Unrealized +17.8%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $1,082 Shares 738 Est. Cost $55.54 Unrealized +36.1%
PFE PFIZER INC 0.2%
Value ($000) $1,080 Shares 29,421 Est. Cost $26.71 Unrealized +1.5%
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.2%
Value ($000) $1,044 Shares 11,169 Est. Cost $88.24 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,042 Shares 7,494 Est. Cost $72.74 Unrealized +59.9%
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN CA82509L1076 SEDOL BX865C7 0.2%
Value ($000) $1,005 Shares 982 Est. Cost $40.09 Unrealized +148.0%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $994 Shares 7,377 Est. Cost $124.54 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $978 Shares 3,732 Est. Cost $175.55 Unrealized +45.9%
TGT TARGET CORP COM 0.2%
Value ($000) $972 Shares 6,176 Est. Cost $59.82 Unrealized +98.4%
WORLD GOLD TR SPDR GLD MINIS 0.2%
Value ($000) $970 Shares 51,601 Est. Cost $18.80 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.2%
Value ($000) $965 Shares 11,645 Est. Cost $81.36 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $961 Shares 13,343 Est. Cost $86.13 Unrealized -22.8%
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.2%
Value ($000) $952 Shares 20,073 Est. Cost $45.00 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $943 Shares 5,321 Est. Cost $133.36 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.2%
Value ($000) $939 Shares 23,975 Est. Cost $23.38 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $924 Shares 3,327 Est. Cost $49.84 Unrealized +20.9%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $917 Shares 3,120 Est. Cost $204.72 Unrealized
TMFC RBB FUND INC MOTLEY FOL ETF 0.2%
Value ($000) $916 Shares 28,738 Est. Cost $28.53 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $912 Shares 17,622 Est. Cost $40.57 Unrealized +14.7%
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.2%
Value ($000) $902 Shares 18,004 Est. Cost $53.91 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.2%
Value ($000) $875 Shares 15,254 Est. Cost $85.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $874 Shares 2,280 Est. Cost $267.01 Unrealized +23.2%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $863 Shares 7,931 Est. Cost $60.76 Unrealized +52.0%
MET METLIFE INC 5.625 PFD SE 0.2%
Value ($000) $858 Shares 29,897 Est. Cost $32.66 Unrealized -2.0%
SPYD SPDR SER TR SP500 HIGH DIV 0.2%
Value ($000) $857 Shares 31,268 Est. Cost $34.88 Unrealized
HYMB SPDR SERIES TRUST NUVEEN S&P HIGH YLD MUN B ETF 0.2%
Value ($000) $843 Shares 14,830 Est. Cost $58.46 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $840 Shares 8,039 Est. Cost $106.03 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $829 Shares 7,667 Est. Cost $106.63 Unrealized
MDYG SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF 0.2%
Value ($000) $828 Shares 14,433 Est. Cost $53.72 Unrealized
BAR GRANITESHARES GOLD TR SHS BEN INT 0.2%
Value ($000) $822 Shares 43,816 Est. Cost $18.76 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $819 Shares 2,422 Est. Cost $183.97 Unrealized +71.6%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $816 Shares 11,848 Est. Cost $52.56 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $796 Shares 541 Est. Cost $52.45 Unrealized +44.4%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $794 Shares 6,529 Est. Cost $97.92 Unrealized -4.2%
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.2%
Value ($000) $770 Shares 22,737 Est. Cost $36.76 Unrealized
XOM EXXON MOBIL CORPORATION 3 0.2%
Value ($000) $767 Shares 27,184 Est. Cost $50.31 Unrealized -35.8%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $751 Shares 9,207 Est. Cost $92.55 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $748 Shares 2,397 Est. Cost $250.94 Unrealized +12.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $729 Shares 2,052 Est. Cost $222.65 Unrealized +38.8%
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.1%
Value ($000) $712 Shares 9,329 Est. Cost $75.80 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $711 Shares 12,954 Est. Cost $44.41 Unrealized -0.7%
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $708 Shares 9,258 Est. Cost $61.05 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $687 Shares 15,580 Est. Cost $49.81 Unrealized
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $675 Shares 6,145 Est. Cost $85.95 Unrealized +3.2%
FTCS FIRST TRUST CAP STRENGTH ETF 0.1%
Value ($000) $671 Shares 10,603 Est. Cost $59.21 Unrealized
FPX FIRST TR US IPO INDEX FD SHS 0.1%
Value ($000) $662 Shares 6,850 Est. Cost $77.29 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $657 Shares 2,614 Est. Cost $159.56 Unrealized +35.5%
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.1%
Value ($000) $654 Shares 27,177 Est. Cost $29.18 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.1%
Value ($000) $652 Shares 4,818 Est. Cost $116.11 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $644 Shares 3,883 Est. Cost $96.31 Unrealized +45.2%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.1%
Value ($000) $642 Shares 17,662 Est. Cost $41.41 Unrealized
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $641 Shares 17,096 Est. Cost $42.70 Unrealized -22.6%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $630 Shares 12,338 Est. Cost $48.75 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $622 Shares 15,780 Est. Cost $31.24 Unrealized +18.6%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $620 Shares 1,718 Est. Cost $337.41 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $616 Shares 10,214 Est. Cost $45.75 Unrealized +6.2%
KO COCA COLA CO 0.1%
Value ($000) $590 Shares 11,953 Est. Cost $36.99 Unrealized +10.3%
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.1%
Value ($000) $584 Shares 31,758 Est. Cost $21.01 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $575 Shares 6,883 Est. Cost $59.62 Unrealized +17.1%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $564 Shares 3,310 Est. Cost $170.39 Unrealized
KXI ISHARES TR S&P GLOBAL CONSUMER STAPLES INDEX 0.1%
Value ($000) $555 Shares 10,016 Est. Cost $55.22 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.1%
Value ($000) $549 Shares 4,765 Est. Cost $104.68 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION- PROTECTED 0.1%
Value ($000) $549 Shares 10,119 Est. Cost $53.28 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $548 Shares 5,256 Est. Cost $105.10 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $548 Shares 1,096 Est. Cost $28.43 Unrealized +75.0%
IJT ISHARES S&P SMALLCAP GROWTH ETF 0.1%
Value ($000) $537 Shares 3,043 Est. Cost $179.84 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 0.1%
Value ($000) $534 Shares 6,031 Est. Cost $69.07 Unrealized -3.4%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $527 Shares 7,500 Est. Cost $77.90 Unrealized
BX BLACKSTONE GROUP LP COM UNIT LTD 0.1%
Value ($000) $524 Shares 10,045 Est. Cost $39.84 Unrealized +11.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $512 Shares 3,109 Est. Cost $124.86 Unrealized +6.7%
HYLB DBX ETF TR XTRACK USD HIGH 0.1%
Value ($000) $509 Shares 10,578 Est. Cost $48.12 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $507 Shares 10,875 Est. Cost $45.05 Unrealized +1.3%
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $499 Shares 6,107 Est. Cost $63.76 Unrealized +6.3%
INVESCO BULLETSHARES 2020 CORP BOND ETF 0.1%
Value ($000) $497 Shares 23,438 Est. Cost $21.26 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.1%
Value ($000) $493 Shares 13,824 Est. Cost $59.20 Unrealized
NOBL PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF 0.1%
Value ($000) $491 Shares 6,803 Est. Cost $73.17 Unrealized
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $487 Shares 4,684 Est. Cost $74.80 Unrealized +15.3%
IGM ISHARES TR S&P GSSI TECHNOLOGY INDEX FD 0.1%
Value ($000) $486 Shares 1,572 Est. Cost $286.72 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $477 Shares 2,421 Est. Cost $148.11 Unrealized +11.3%
ITA ISHARES TR U.S. AER&DEF ETF 0.1%
Value ($000) $476 Shares 3,002 Est. Cost $196.23 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $474 Shares 9,336 Est. Cost $50.46 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $466 Shares 8,493 Est. Cost $52.34 Unrealized
LLY LILLY ELI &CO COM NPV 0.1%
Value ($000) $465 Shares 3,144 Est. Cost $100.33 Unrealized +45.3%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $464 Shares 2,169 Est. Cost $168.97 Unrealized +6.5%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $455 Shares 18,891 Est. Cost $23.43 Unrealized -6.9%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $452 Shares 18,418 Est. Cost $25.60 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $449 Shares 8,881 Est. Cost $50.23 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $447 Shares 7,432 Est. Cost $59.54 Unrealized
DFEB FIRST TR EXCHANGE ETF 0.1%
Value ($000) $444 Shares 14,355 Est. Cost $27.52 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.1%
Value ($000) $443 Shares 3,061 Est. Cost $140.85 Unrealized
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $438 Shares 19,164 Est. Cost $24.10 Unrealized
IYLD ISHARES TRUST ISHARES MORNINGSTAR MULTI ASSET INCOME 0.1%
Value ($000) $434 Shares 19,231 Est. Cost $24.85 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $433 Shares 1,705 Est. Cost $156.05 Unrealized +34.3%
MMM 3M COMPANY 0.1%
Value ($000) $432 Shares 2,696 Est. Cost $134.75 Unrealized -18.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $431 Shares 3,665 Est. Cost $70.96 Unrealized +34.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $424 Shares 10,961 Est. Cost $34.99 Unrealized -22.3%
SO SOUTHERN CO 0.1%
Value ($000) $420 Shares 7,738 Est. Cost $43.85 Unrealized -0.7%
SPEM SPDR PRTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $418 Shares 11,437 Est. Cost $35.32 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.1%
Value ($000) $415 Shares 8,189 Est. Cost $50.92 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $413 Shares 6,915 Est. Cost $47.60 Unrealized +10.8%
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 0.1%
Value ($000) $407 Shares 2,192 Est. Cost $126.96 Unrealized
LMBS FIRST TRUST FST LOW OPPT EFT E TF 0.1%
Value ($000) $405 Shares 7,828 Est. Cost $51.07 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $405 Shares 2,919 Est. Cost $93.08 Unrealized +23.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $404 Shares 8,724 Est. Cost $34.06 Unrealized +10.5%
INTU INTUIT INCORPORATED COM 0.1%
Value ($000) $403 Shares 1,233 Est. Cost $226.43 Unrealized +33.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $401 Shares 6,867 Est. Cost $47.97 Unrealized +9.2%
CEL SCI CORP COM PAR 0.01 0.1%
Value ($000) $397 Shares 31,100 Est. Cost $9.58 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $396 Shares 10,524 Est. Cost $39.13 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.1%
Value ($000) $393 Shares 9,739 Est. Cost $101.28 Unrealized
AMT AMERICAN TOWER CORPORATION 0.1%
Value ($000) $393 Shares 1,624 Est. Cost $184.17 Unrealized +17.7%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $391 Shares 901 Est. Cost $433.96 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.1%
Value ($000) $387 Shares 7,815 Est. Cost $42.84 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $386 Shares 1,829 Est. Cost $132.87 Unrealized +31.6%
CSX C S X CORP 0.1%
Value ($000) $385 Shares 4,960 Est. Cost $20.76 Unrealized +10.5%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.1%
Value ($000) $383 Shares 5,610 Est. Cost $68.35 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $380 Shares 8,100 Est. Cost $40.52 Unrealized +16.6%
BDX BECTON DICKINSON CO 0.1%
Value ($000) $379 Shares 1,627 Est. Cost $223.34 Unrealized +0.9%
A AGILENT TECH INC 0.1%
Value ($000) $376 Shares 3,728 Est. Cost $64.05 Unrealized +45.6%
GWW WW GRAINGER INC 0.1%
Value ($000) $375 Shares 1,050 Est. Cost $184.63 Unrealized +75.6%
XYZ SQUARE INC CL A 0.1%
Value ($000) $374 Shares 2,298 Est. Cost $76.56 Unrealized +84.4%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $373 Shares 3,365 Est. Cost $112.30 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $372 Shares 4,666 Est. Cost $63.25 Unrealized +2.0%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $369 Shares 7,613 Est. Cost $47.88 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $367 Shares 2,031 Est. Cost $117.58 Unrealized +38.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $366 Shares 4,468 Est. Cost $74.25 Unrealized 0.0%
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $366 Shares 11,876 Est. Cost $33.77 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $357 Shares 5,169 Est. Cost $51.88 Unrealized +10.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $355 Shares 5,617 Est. Cost $55.31 Unrealized +1.5%
SDY SPDR SER TR S&P DIVID ETF 0.1%
Value ($000) $354 Shares 3,834 Est. Cost $101.87 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $353 Shares 2,471 Est. Cost $103.99 Unrealized +12.3%
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $352 Shares 11,889 Est. Cost $39.60 Unrealized -22.6%
FTSL First Trust Senior Loan Fund Loan 0.1%
Value ($000) $346 Shares 7,512 Est. Cost $45.19 Unrealized
D DOMINION RESOURCES INC VA NEW 0.1%
Value ($000) $345 Shares 4,366 Est. Cost $57.98 Unrealized +7.0%
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $344 Shares 1,599 Est. Cost $142.91 Unrealized +21.6%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $343 Shares 4,710 Est. Cost $42.08 Unrealized +6.2%
BAB INVESCO TAXABLE MUNI BOND ETF 0.1%
Value ($000) $339 Shares 10,171 Est. Cost $33.08 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $338 Shares 2,265 Est. Cost $113.82 Unrealized +11.4%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $338 Shares 2,624 Est. Cost $110.98 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.1%
Value ($000) $329 Shares 8,275 Est. Cost $35.96 Unrealized
WFC WELLS FARGO &COMPANY COM USD1.666 0.1%
Value ($000) $325 Shares 13,829 Est. Cost $38.20 Unrealized -42.9%
AVGO BROADCOM INC 0.1%
Value ($000) $323 Shares 886 Est. Cost $26.12 Unrealized +13.5%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $322 Shares 3,270 Est. Cost $40.47 Unrealized +0.4%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $321 Shares 11,701 Est. Cost $30.03 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $318 Shares 10,999 Est. Cost $34.50 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $317 Shares 2,805 Est. Cost $92.36 Unrealized +9.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $316 Shares 4,211 Est. Cost $57.14 Unrealized +3.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $315 Shares 1,254 Est. Cost $180.94 Unrealized 0.0%
TLT ISHARES TR 20 YR TR BD ETF 0.1%
Value ($000) $315 Shares 1,928 Est. Cost $164.94 Unrealized
GLOBAL BLOOD THERAPEUTICS INC COM 0.1%
Value ($000) $314 Shares 5,695 Est. Cost $66.29 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $314 Shares 2,164 Est. Cost $100.69 Unrealized +27.0%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $313 Shares 5,442 Est. Cost $45.17 Unrealized +7.5%
SPTL SPDR LONG TERM TREASURY ETF 0.1%
Value ($000) $310 Shares 6,624 Est. Cost $38.86 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND 0.1%
Value ($000) $306 Shares 5,612 Est. Cost $53.16 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $305 Shares 7,272 Est. Cost $40.09 Unrealized
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $303 Shares 12,987 Est. Cost $23.68 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $301 Shares 6,151 Est. Cost $56.83 Unrealized
IEI ISHARES TR BARCLAYS 3-7 YR TREAS BD FD 0.1%
Value ($000) $300 Shares 2,245 Est. Cost $124.30 Unrealized
NOC NORTHROP GRUMMAN CORP HOLDING CO 0.1%
Value ($000) $293 Shares 927 Est. Cost $317.85 Unrealized -6.2%
INSM INSMED INCORPORATED COM 0.1%
Value ($000) $289 Shares 9,003 Est. Cost $23.71 Unrealized +21.2%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $285 Shares 4,570 Est. Cost $58.40 Unrealized
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $280 Shares 1,238 Est. Cost $179.56 Unrealized +18.2%
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $277 Shares 4,671 Est. Cost $53.83 Unrealized
COF CAPITAL ONE FINANCIAL CO 0.1%
Value ($000) $274 Shares 10,703 Est. Cost $68.40 Unrealized -10.8%
RMD RESMED INC 0.1%
Value ($000) $273 Shares 1,593 Est. Cost $103.41 Unrealized +70.6%
TTD TRADE DESK INCTHE -CLASS A 0.1%
Value ($000) $271 Shares 521 Est. Cost $30.15 Unrealized +51.5%
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $271 Shares 1,623 Est. Cost $82.26 Unrealized +42.6%
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.1%
Value ($000) $270 Shares 9,239 Est. Cost $29.46 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $270 Shares 1,730 Est. Cost $142.37 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $269 Shares 4,958 Est. Cost $50.97 Unrealized
IYK ISHARES U S CONSUMER GOODS ETF 0.1%
Value ($000) $269 Shares 1,800 Est. Cost $149.44 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.1%
Value ($000) $267 Shares 1,614 Est. Cost $146.70 Unrealized 0.0%
VGIT VANGUARD INTERM-TERM GOVT BD 0.1%
Value ($000) $265 Shares 3,764 Est. Cost $67.34 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.1%
Value ($000) $265 Shares 3,458 Est. Cost $65.95 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $264 Shares 4,582 Est. Cost $54.61 Unrealized -1.7%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $263 Shares 2,575 Est. Cost $79.90 Unrealized +8.1%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $263 Shares 1,387 Est. Cost $173.84 Unrealized -3.9%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.1%
Value ($000) $262 Shares 557 Est. Cost $179.93 Unrealized +77.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $262 Shares 2,087 Est. Cost $66.83 Unrealized +49.1%
DTE DTE ENERGY HOLDING CO 0.1%
Value ($000) $261 Shares 2,272 Est. Cost $81.54 Unrealized 0.0%
FSK FS KKR CAPITAL CORP COM 0.1%
Value ($000) $260 Shares 16,398 Est. Cost $6.35 Unrealized +15.0%
UGI UGI CORP NEW 0.1%
Value ($000) $258 Shares 7,828 Est. Cost $37.77 Unrealized -12.2%
FDG AMERICAN CENTURY FOCUSED DYN 0.1%
Value ($000) $258 Shares 3,976 Est. Cost $64.89 Unrealized
ED CONSOLIDATED EDISON HLDG CO INC 0.1%
Value ($000) $258 Shares 3,312 Est. Cost $70.54 Unrealized -13.8%
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $257 Shares 11,037 Est. Cost $36.41 Unrealized
BALL BALL CORP 0.1%
Value ($000) $257 Shares 3,088 Est. Cost $63.19 Unrealized +14.1%
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL ETF 0.1%
Value ($000) $256 Shares 4,284 Est. Cost $59.41 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $255 Shares 9,215 Est. Cost $41.53 Unrealized
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $255 Shares 4,684 Est. Cost $45.10 Unrealized
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $252 Shares 2,853 Est. Cost $88.33 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $250 Shares 3,087 Est. Cost $80.98 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II ISE CLOUD COMPUTING INDEX FD 0.1%
Value ($000) $250 Shares 3,183 Est. Cost $74.65 Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $249 Shares 1,158 Est. Cost $199.31 Unrealized
SPHD INVESCO S&P 500 HIGH DIVID LOW VOLATILITY ETF 0.1%
Value ($000) $249 Shares 7,549 Est. Cost $32.93 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $247 Shares 16,291 Est. Cost $15.46 Unrealized 0.0%
FTS FORTIS INC COM 0.1%
Value ($000) $244 Shares 5,972 Est. Cost $32.69 Unrealized -0.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $242 Shares 547 Est. Cost $407.40 Unrealized 0.0%
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.0%
Value ($000) $241 Shares 4,024 Est. Cost $63.68 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $240 Shares 5,411 Est. Cost $44.35 Unrealized
ACCELERON PHARMA COM USD0.001 0.0%
Value ($000) $240 Shares 2,131 Est. Cost $112.62 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.0%
Value ($000) $240 Shares 1,527 Est. Cost $167.19 Unrealized
FIRST TR ISE CHINDIA INDEX FD 0.0%
Value ($000) $239 Shares 5,021 Est. Cost $41.03 Unrealized
BLACKROCK CORE TR SHS BEN INT 0.0%
Value ($000) $235 Shares 15,001 Est. Cost $15.36 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $234 Shares 1,115 Est. Cost $182.06 Unrealized 0.0%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $233 Shares 12,347 Est. Cost $17.77 Unrealized -5.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $232 Shares 2,467 Est. Cost $83.18 Unrealized -1.7%
BLACKROCK INC 0.0%
Value ($000) $231 Shares 409 Est. Cost $458.50 Unrealized
SPYG SPDR SERIES TRUST S&P 500 GROWTH ETF 0.0%
Value ($000) $229 Shares 4,577 Est. Cost $37.50 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $229 Shares 2,071 Est. Cost $107.16 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $228 Shares 34,178 Est. Cost $7.54 Unrealized -31.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $228 Shares 3,698 Est. Cost $42.80 Unrealized +21.8%
SHM SPDR SER TR NUVEEN BLMBRG SR 0.0%
Value ($000) $228 Shares 4,580 Est. Cost $48.83 Unrealized
TAXF AMERICAN CENTURY DIVER MUNI 0.0%
Value ($000) $226 Shares 4,223 Est. Cost $53.52 Unrealized
HORIZON PHARMA PLC ISIN IE00BQPVQZ61 0.0%
Value ($000) $226 Shares 2,912 Est. Cost $55.57 Unrealized
ULTA ULTA SALON COSMETCS &FRAG INC COM 0.0%
Value ($000) $225 Shares 1,002 Est. Cost $215.16 Unrealized 0.0%
ETN EATON CORP PLC COM 0.0%
Value ($000) $223 Shares 2,181 Est. Cost $68.63 Unrealized +29.9%
GLW CORNING INC 0.0%
Value ($000) $222 Shares 6,851 Est. Cost $26.66 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $221 Shares 3,177 Est. Cost $59.95 Unrealized 0.0%
INVESCO BULLETSHARES 2021 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $220 Shares 9,578 Est. Cost $22.13 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $217 Shares 2,743 Est. Cost $67.00 Unrealized 0.0%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $217 Shares 1,472 Est. Cost $117.64 Unrealized +21.5%
OKE ONEOK INC 0.0%
Value ($000) $216 Shares 8,312 Est. Cost $22.64 Unrealized -11.9%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $216 Shares 3,871 Est. Cost $55.43 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $216 Shares 1,699 Est. Cost $113.81 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $214 Shares 1,469 Est. Cost $121.59 Unrealized 0.0%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $213 Shares 2,533 Est. Cost $84.33 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $213 Shares 3,015 Est. Cost $54.76 Unrealized +27.3%
TD TORONTO-DOMINION BANK COM NPV SEDOL 2897222 0.0%
Value ($000) $212 Shares 4,589 Est. Cost $55.46 Unrealized -16.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $212 Shares 299 Est. Cost $224.54 Unrealized 0.0%
ISTB ISHS CORE 1-5 YEAR ETF 0.0%
Value ($000) $210 Shares 4,077 Est. Cost $51.56 Unrealized
APD AIR PRODUCTS & CHEM 0.0%
Value ($000) $208 Shares 699 Est. Cost $251.75 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $207 Shares 11,427 Est. Cost $14.48 Unrealized -5.0%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $207 Shares 866 Est. Cost $239.03 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $206 Shares 5,759 Est. Cost $25.72 Unrealized -14.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $204 Shares 6,639 Est. Cost $27.85 Unrealized +1.2%
OLLI OLLIES BARGAIN OUTLET HOLDINGS 0.0%
Value ($000) $203 Shares 2,328 Est. Cost $76.87 Unrealized +27.2%
ZLAB ZAI LAB LTD-ADR 0.0%
Value ($000) $203 Shares 2,445 Est. Cost $81.97 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $202 Shares 1,803 Est. Cost $91.48 Unrealized 0.0%
AXIA CENTRAIS ELETRICAS BRASILEIRAS 0.0%
Value ($000) $201 Shares 36,332 Est. Cost $4.65 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $201 Shares 8,237 Est. Cost $23.18 Unrealized +0.7%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.0%
Value ($000) $194 Shares 14,151 Est. Cost $21.79 Unrealized
RETROPHIN INC COM 0.0%
Value ($000) $193 Shares 10,453 Est. Cost $14.59 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $188 Shares 10,793 Est. Cost $17.42 Unrealized
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value ($000) $187 Shares 14,566 Est. Cost $12.61 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $161 Shares 11,430 Est. Cost $10.62 Unrealized +37.2%
AQN Algonquin Power & Utilities Corp 0.0%
Value ($000) $158 Shares 10,874 Est. Cost $10.76 Unrealized -3.5%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $136 Shares 13,532 Est. Cost $10.05 Unrealized
OMER OMEROS CORP COM 0.0%
Value ($000) $134 Shares 13,249 Est. Cost $16.21 Unrealized -20.6%
GENERAL ELECTRIC CO 0.0%
Value ($000) $124 Shares 19,922 Est. Cost $15.08 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $122 Shares 13,026 Est. Cost $11.87 Unrealized -34.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $116 Shares 12,342 Est. Cost $11.07 Unrealized -27.0%
KMDA KAMADA ORD ILS1.00 0.0%
Value ($000) $108 Shares 12,969 Est. Cost $7.28 Unrealized +21.4%
TCPC TCP CAP CORP COM 0.0%
Value ($000) $105 Shares 10,718 Est. Cost $9.69 Unrealized 0.0%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $105 Shares 13,683 Est. Cost $7.31 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $100 Shares 10,452 Est. Cost $5.33 Unrealized 0.0%
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $86 Shares 17,867 Est. Cost $4.81 Unrealized
MRCC MONROE CAPITAL CORP 0.0%
Value ($000) $73 Shares 10,665 Est. Cost $3.60 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $71 Shares 15,191 Est. Cost $4.67 Unrealized
XHIEX MILLERHOWARD HIGH INCOME EQUITY FUND 0.0%
Value ($000) $65 Shares 10,631 Est. Cost $5.62 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $58 Shares 10,819 Est. Cost $4.90 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $55 Shares 20,500 Est. Cost $4.34 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $49 Shares 12,000 Est. Cost $3.71 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $46 Shares 25,349 Est. Cost $1.81 Unrealized
ZAGG INC COM 0.0%
Value ($000) $44 Shares 15,835 Est. Cost $3.15 Unrealized
NEW YORK MTG TR INC COM PAR 0.0%
Value ($000) $37 Shares 14,423 Est. Cost $4.39 Unrealized
ARCADIA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $36 Shares 13,000 Est. Cost $3.77 Unrealized
THERAPEUTICS MD INC 0.0%
Value ($000) $30 Shares 19,000 Est. Cost $1.14 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $25 Shares 10,420 Est. Cost $2.50 Unrealized
PALATIN TECHNOLOGIES INC COM PAR .01 0.0%
Value ($000) $16 Shares 34,000 Est. Cost $0.64 Unrealized