CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 25, 2021

Total Value ($000): $560,354 (100.0% shares, 0.0% debt)

Holdings (382)

IWF ISHARES RUSSELL 1000 GROWTH ETF 5.9%
Value ($000) $33,215 Shares 137,739 Est. Cost $149.10 Unrealized
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 5.1%
Value ($000) $28,424 Shares 329,665 Est. Cost $72.87 Unrealized
IUSB ISHARES TRUST CORE TOTAL USD B OND MRKT ETF 4.5%
Value ($000) $25,361 Shares 464,657 Est. Cost $53.73 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 3.9%
Value ($000) $21,598 Shares 157,957 Est. Cost $127.50 Unrealized
EFA ISHARES MSCI EAFE ETF 3.5%
Value ($000) $19,692 Shares 269,903 Est. Cost $71.61 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 2.9%
Value ($000) $16,283 Shares 70,846 Est. Cost $196.80 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $15,849 Shares 119,697 Est. Cost $90.37 Unrealized +29.5%
IVV ISHARES CORE SP 500 ETF 2.5%
Value ($000) $14,176 Shares 37,764 Est. Cost $332.79 Unrealized
QQQ INVESCO QQQ TRUST 2.5%
Value ($000) $13,730 Shares 43,763 Est. Cost $184.19 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.3%
Value ($000) $12,811 Shares 65,343 Est. Cost $158.94 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.2%
Value ($000) $12,430 Shares 105,170 Est. Cost $111.78 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 1.9%
Value ($000) $10,376 Shares 167,253 Est. Cost $55.12 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 1.8%
Value ($000) $10,090 Shares 91,284 Est. Cost $110.64 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 1.6%
Value ($000) $8,851 Shares 23,673 Est. Cost $284.95 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $6,097 Shares 27,411 Est. Cost $87.66 Unrealized +135.0%
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 1.0%
Value ($000) $5,742 Shares 50,619 Est. Cost $96.87 Unrealized
SCHX SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,029 Shares 55,289 Est. Cost $71.22 Unrealized
IUSG ISHARES CORE SP US GROWTH ETF 0.9%
Value ($000) $4,873 Shares 54,945 Est. Cost $74.46 Unrealized
IJS ISHARES TR SP SMALLCAP 600 VALUE INDEX FD 0.8%
Value ($000) $4,702 Shares 57,832 Est. Cost $81.30 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.8%
Value ($000) $4,575 Shares 68,089 Est. Cost $61.44 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.8%
Value ($000) $4,224 Shares 120,444 Est. Cost $34.75 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.7%
Value ($000) $4,187 Shares 61,677 Est. Cost $62.50 Unrealized
TIP ISHARES TIPS BOND ETF 0.7%
Value ($000) $4,007 Shares 31,390 Est. Cost $118.47 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.7%
Value ($000) $3,999 Shares 54,895 Est. Cost $72.22 Unrealized
IYE ISHARES U S ENERGY ETF 0.7%
Value ($000) $3,996 Shares 197,427 Est. Cost $20.24 Unrealized
VOOG VANGUARD SP 500 GRW ETF 0.7%
Value ($000) $3,976 Shares 17,279 Est. Cost $170.83 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.7%
Value ($000) $3,909 Shares 30,067 Est. Cost $85.79 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.7%
Value ($000) $3,847 Shares 34,015 Est. Cost $108.72 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.6%
Value ($000) $3,545 Shares 63,045 Est. Cost $51.72 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $3,383 Shares 1,038 Est. Cost $66.28 Unrealized +140.8%
IVW ISHARES SP 500 GROWTH ETF 0.6%
Value ($000) $3,377 Shares 52,914 Est. Cost $81.45 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 0.6%
Value ($000) $3,327 Shares 72,879 Est. Cost $47.16 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.6%
Value ($000) $3,298 Shares 107,804 Est. Cost $30.63 Unrealized
FTSM FIRST TRUST FIRST TR ENH NEW E TF 0.6%
Value ($000) $3,098 Shares 51,602 Est. Cost $60.03 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.5%
Value ($000) $2,951 Shares 16,964 Est. Cost $152.45 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.5%
Value ($000) $2,935 Shares 62,177 Est. Cost $41.20 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $2,910 Shares 10,957 Est. Cost $177.56 Unrealized +36.6%
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 0.5%
Value ($000) $2,830 Shares 6,739 Est. Cost $328.98 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.5%
Value ($000) $2,815 Shares 31,922 Est. Cost $83.70 Unrealized
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.5%
Value ($000) $2,814 Shares 48,061 Est. Cost $55.50 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.5%
Value ($000) $2,693 Shares 10,629 Est. Cost $176.20 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $2,643 Shares 52,742 Est. Cost $46.62 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $2,640 Shares 19,113 Est. Cost $132.88 Unrealized
NHC NATIONAL HEALTHCARE CORP 0.4%
Value ($000) $2,469 Shares 37,182 Est. Cost $63.85 Unrealized +3.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $2,460 Shares 20,993 Est. Cost $114.01 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.4%
Value ($000) $2,404 Shares 10,746 Est. Cost $172.48 Unrealized
ISCG ISHARES MORNINGSTAR SMALL - CAP 0.4%
Value ($000) $2,358 Shares 7,768 Est. Cost $303.55 Unrealized
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.4%
Value ($000) $2,350 Shares 69,934 Est. Cost $32.55 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP 0.4%
Value ($000) $2,305 Shares 6,026 Est. Cost $382.51 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.4%
Value ($000) $2,291 Shares 27,633 Est. Cost $79.34 Unrealized
XMLV INVESCO SP MIDCAP LOW VOLATILITY ETF 0.4%
Value ($000) $2,260 Shares 46,972 Est. Cost $50.71 Unrealized
JPM JPMORGAN CHASE CO 0.4%
Value ($000) $2,217 Shares 17,449 Est. Cost $86.21 Unrealized +13.8%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.4%
Value ($000) $2,132 Shares 29,040 Est. Cost $71.64 Unrealized
ABBV ABBVIE INC COM USD0.01 0.4%
Value ($000) $2,093 Shares 19,536 Est. Cost $69.73 Unrealized +13.2%
PZA INVESCO NAT AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $2,077 Shares 76,626 Est. Cost $26.59 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $2,068 Shares 11,411 Est. Cost $118.55 Unrealized +18.3%
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.4%
Value ($000) $2,030 Shares 15,211 Est. Cost $101.41 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,975 Shares 33,620 Est. Cost $33.95 Unrealized +29.5%
TSLA TESLA MOTORS INC COM USD0.001 0.3%
Value ($000) $1,881 Shares 2,665 Est. Cost $107.71 Unrealized +58.4%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,860 Shares 3,561 Est. Cost $5.93 Unrealized +125.2%
QTWO Q2 HLDGS INC COM 0.3%
Value ($000) $1,814 Shares 14,335 Est. Cost $76.88 Unrealized +40.1%
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.3%
Value ($000) $1,811 Shares 36,753 Est. Cost $48.34 Unrealized
BIL SPDR BBG BARC 1-3 MONTH T 0.3%
Value ($000) $1,806 Shares 19,736 Est. Cost $91.51 Unrealized
T ATT INC COM USD1 0.3%
Value ($000) $1,708 Shares 59,394 Est. Cost $15.36 Unrealized +0.1%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.3%
Value ($000) $1,685 Shares 27,012 Est. Cost $47.17 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,645 Shares 7,520 Est. Cost $130.16 Unrealized +51.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,621 Shares 6,992 Est. Cost $200.07 Unrealized +10.1%
JNJ JOHNSON JOHNSON 0.3%
Value ($000) $1,584 Shares 10,064 Est. Cost $112.05 Unrealized +13.8%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.3%
Value ($000) $1,580 Shares 22,863 Est. Cost $59.38 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.3%
Value ($000) $1,520 Shares 39,472 Est. Cost $37.78 Unrealized
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.3%
Value ($000) $1,519 Shares 4,420 Est. Cost $277.05 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.3%
Value ($000) $1,504 Shares 10,964 Est. Cost $141.25 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,492 Shares 6,967 Est. Cost $263.28 Unrealized -27.0%
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.3%
Value ($000) $1,492 Shares 36,610 Est. Cost $47.71 Unrealized
NEAR ISHARES SHORT MATURITY BO 0.3%
Value ($000) $1,407 Shares 28,043 Est. Cost $50.17 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $1,397 Shares 5,963 Est. Cost $92.75 Unrealized +122.9%
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.2%
Value ($000) $1,390 Shares 30,161 Est. Cost $39.18 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.2%
Value ($000) $1,367 Shares 15,657 Est. Cost $86.83 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $1,354 Shares 4,428 Est. Cost $273.18 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $1,337 Shares 7,576 Est. Cost $75.54 Unrealized +91.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,323 Shares 32,087 Est. Cost $47.26 Unrealized -35.8%
ADBE ADOBE SYS INC 0.2%
Value ($000) $1,317 Shares 2,634 Est. Cost $228.15 Unrealized +111.8%
IJK ISHARES SP MID CAP 400 GROWTH ETF 0.2%
Value ($000) $1,292 Shares 17,883 Est. Cost $80.32 Unrealized
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.2%
Value ($000) $1,273 Shares 11,227 Est. Cost $113.39 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.2%
Value ($000) $1,267 Shares 14,923 Est. Cost $85.87 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.2%
Value ($000) $1,265 Shares 19,111 Est. Cost $54.63 Unrealized
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,229 Shares 8,526 Est. Cost $34.39 Unrealized +31.6%
MRK MERCK CO INC NEW COM 0.2%
Value ($000) $1,211 Shares 14,803 Est. Cost $49.01 Unrealized +32.3%
SCHO SCHWAB SHORT TERM US TREA 0.2%
Value ($000) $1,202 Shares 23,396 Est. Cost $50.27 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,175 Shares 12,219 Est. Cost $93.44 Unrealized
SPYD SPDR SER TR SP500 HIGH DIV 0.2%
Value ($000) $1,175 Shares 35,661 Est. Cost $34.65 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,149 Shares 31,205 Est. Cost $26.82 Unrealized +6.8%
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.2%
Value ($000) $1,142 Shares 11,779 Est. Cost $92.26 Unrealized
TMFC RBB FD INC MOTLEY FOL ETF 0.2%
Value ($000) $1,109 Shares 31,401 Est. Cost $29.10 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,102 Shares 14,277 Est. Cost $61.96 Unrealized +5.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,057 Shares 4,925 Est. Cost $154.03 Unrealized +25.5%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,038 Shares 7,462 Est. Cost $72.74 Unrealized +69.3%
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.2%
Value ($000) $1,034 Shares 11,136 Est. Cost $88.24 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,033 Shares 12,231 Est. Cost $86.13 Unrealized -24.5%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $1,015 Shares 5,692 Est. Cost $136.29 Unrealized
MDYG SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF 0.2%
Value ($000) $1,005 Shares 14,491 Est. Cost $53.72 Unrealized
SHY ISHARES TR BARCLAYS 1-3 YR TREAS BD FD 0.2%
Value ($000) $1,003 Shares 11,612 Est. Cost $86.64 Unrealized
FPX FIRST TR US IPO INDEX FD SHS 0.2%
Value ($000) $1,003 Shares 8,476 Est. Cost $85.17 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $1,001 Shares 571 Est. Cost $55.54 Unrealized +50.3%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $991 Shares 11,969 Est. Cost $52.87 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.2%
Value ($000) $990 Shares 11,890 Est. Cost $81.40 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $986 Shares 3,608 Est. Cost $175.55 Unrealized +55.1%
IYK ISHARES U S CONSUMER GOODS ETF 0.2%
Value ($000) $977 Shares 5,635 Est. Cost $165.73 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.2%
Value ($000) $974 Shares 14,211 Est. Cost $85.83 Unrealized
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.2%
Value ($000) $974 Shares 18,097 Est. Cost $45.00 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.2%
Value ($000) $952 Shares 21,242 Est. Cost $41.37 Unrealized
IGM ISHARES TR SP GSSI TECHNOLOGY INDEX FD 0.2%
Value ($000) $943 Shares 2,695 Est. Cost $313.05 Unrealized
WORLD GOLD TR SPDR GLD MINIS 0.2%
Value ($000) $938 Shares 49,528 Est. Cost $18.80 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $915 Shares 6,007 Est. Cost $91.92 Unrealized +35.7%
WFC WELLS FARGO COMPANY COM USD1.666 0.2%
Value ($000) $903 Shares 29,924 Est. Cost $30.04 Unrealized -23.3%
HYMB SPDR SERIES TRUST NUVEEN SP HIGH YLD MUN B ETF 0.2%
Value ($000) $898 Shares 15,229 Est. Cost $58.47 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $888 Shares 8,108 Est. Cost $61.60 Unrealized +61.1%
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.2%
Value ($000) $887 Shares 22,062 Est. Cost $36.76 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $885 Shares 2,480 Est. Cost $187.23 Unrealized +72.7%
PDP INVESCO DWA MOMENTUM ETF 0.2%
Value ($000) $867 Shares 9,880 Est. Cost $62.73 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $858 Shares 2,445 Est. Cost $252.06 Unrealized +22.3%
FTCS FIRST TRUST CAP STRENGTH ETF 0.2%
Value ($000) $857 Shares 12,699 Est. Cost $60.58 Unrealized
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN #CA82509L1076 SEDOL #BX865C7 0.2%
Value ($000) $852 Shares 752 Est. Cost $40.09 Unrealized +161.8%
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $846 Shares 55,470 Est. Cost $15.25 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $839 Shares 7,760 Est. Cost $106.65 Unrealized
BAR GRANITESHARES GOLD TR SHS BEN INT 0.1%
Value ($000) $828 Shares 43,857 Est. Cost $18.76 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $827 Shares 2,328 Est. Cost $268.08 Unrealized +19.0%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.1%
Value ($000) $822 Shares 22,833 Est. Cost $23.38 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.1%
Value ($000) $818 Shares 27,752 Est. Cost $29.18 Unrealized
KRE SPDR SER TR SP REGL BKG ETF 0.1%
Value ($000) $815 Shares 15,684 Est. Cost $58.34 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $807 Shares 9,481 Est. Cost $85.12 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $802 Shares 17,926 Est. Cost $31.72 Unrealized +11.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $788 Shares 13,514 Est. Cost $44.60 Unrealized +9.7%
IYJ iShares U.S. Industrials 0.1%
Value ($000) $780 Shares 8,032 Est. Cost $97.11 Unrealized
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.1%
Value ($000) $774 Shares 34,039 Est. Cost $21.13 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $768 Shares 14,861 Est. Cost $49.81 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $767 Shares 437 Est. Cost $52.45 Unrealized +59.6%
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.1%
Value ($000) $764 Shares 10,022 Est. Cost $75.83 Unrealized
IBM INTL BUSINESS MACH 0.1%
Value ($000) $760 Shares 6,038 Est. Cost $97.92 Unrealized -4.6%
MET METLIFE INC 5.625 PFD SE 0.1%
Value ($000) $723 Shares 25,577 Est. Cost $32.66 Unrealized +13.3%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $718 Shares 1,904 Est. Cost $222.65 Unrealized +56.0%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.1%
Value ($000) $716 Shares 17,150 Est. Cost $41.41 Unrealized
IJT ISHARES SP SMALLCAP GROWTH ETF 0.1%
Value ($000) $683 Shares 5,977 Est. Cost $147.65 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $682 Shares 3,207 Est. Cost $126.05 Unrealized +29.9%
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $672 Shares 4,508 Est. Cost $85.95 Unrealized +23.9%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $662 Shares 12,955 Est. Cost $48.86 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $659 Shares 12,012 Est. Cost $36.99 Unrealized +19.7%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $658 Shares 5,532 Est. Cost $106.03 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.1%
Value ($000) $652 Shares 5,074 Est. Cost $106.13 Unrealized
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $641 Shares 13,761 Est. Cost $42.70 Unrealized -5.6%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $639 Shares 8,495 Est. Cost $41.37 Unrealized +42.2%
INTC INTEL CORP 0.1%
Value ($000) $639 Shares 12,827 Est. Cost $40.57 Unrealized +8.5%
WIP SPDR SER TR DB INTL GOVT INFLATION- PROTECTED 0.1%
Value ($000) $633 Shares 10,778 Est. Cost $53.62 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $631 Shares 2,836 Est. Cost $165.87 Unrealized +44.8%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $612 Shares 3,143 Est. Cost $170.39 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.1%
Value ($000) $603 Shares 3,979 Est. Cost $116.11 Unrealized
UAL UNITED CONTINENTAL HOLDINGS INC COM USD0.01 0.1%
Value ($000) $600 Shares 13,884 Est. Cost $40.45 Unrealized 0.0%
KXI ISHARES TR SP GLOBAL CONSUMER STAPLES INDEX 0.1%
Value ($000) $596 Shares 10,217 Est. Cost $55.29 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $595 Shares 3,704 Est. Cost $96.31 Unrealized +53.7%
HYLB DBX ETF TR XTRACK USD HIGH 0.1%
Value ($000) $582 Shares 11,612 Est. Cost $48.30 Unrealized
SPGI SP GLOBAL INC 0.1%
Value ($000) $581 Shares 1,766 Est. Cost $337.02 Unrealized -4.1%
IJR ISHARES CORE SP SMALL-CAP ETF 0.1%
Value ($000) $577 Shares 6,274 Est. Cost $77.90 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $576 Shares 6,662 Est. Cost $59.62 Unrealized +22.6%
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $575 Shares 11,328 Est. Cost $50.52 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.1%
Value ($000) $573 Shares 3,372 Est. Cost $143.53 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $564 Shares 5,180 Est. Cost $105.10 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $560 Shares 2,405 Est. Cost $204.72 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.1%
Value ($000) $557 Shares 5,883 Est. Cost $146.50 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $557 Shares 1,029 Est. Cost $28.43 Unrealized +78.3%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $546 Shares 7,441 Est. Cost $59.54 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.1%
Value ($000) $540 Shares 5,897 Est. Cost $69.07 Unrealized +9.6%
SPEM SPDR PRTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $534 Shares 12,656 Est. Cost $35.98 Unrealized
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $531 Shares 4,536 Est. Cost $74.80 Unrealized +27.1%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $525 Shares 8,471 Est. Cost $45.75 Unrealized +9.4%
SKYY FIRST TR EXCHANGE TRADED FD II ISE CLOUD COMPUTING INDEX FD 0.1%
Value ($000) $522 Shares 5,490 Est. Cost $83.24 Unrealized
LLY LILLY ELI CO COM NPV 0.1%
Value ($000) $519 Shares 3,074 Est. Cost $100.33 Unrealized +40.9%
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $515 Shares 6,188 Est. Cost $63.87 Unrealized +12.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $512 Shares 16,881 Est. Cost $23.43 Unrealized +1.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $508 Shares 3,096 Est. Cost $110.17 Unrealized +22.2%
A AGILENT TECH INC 0.1%
Value ($000) $502 Shares 4,238 Est. Cost $69.21 Unrealized +54.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $501 Shares 7,741 Est. Cost $48.44 Unrealized +14.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $497 Shares 7,269 Est. Cost $48.37 Unrealized +14.2%
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.1%
Value ($000) $496 Shares 9,562 Est. Cost $101.28 Unrealized
LMBS FIRST TRUST FST LOW OPPT EFT E TF 0.1%
Value ($000) $493 Shares 9,588 Est. Cost $51.13 Unrealized
BX BLACKSTONE GROUP LP COM UNIT LTD 0.1%
Value ($000) $493 Shares 7,611 Est. Cost $39.84 Unrealized +22.5%
FDG AMERICAN CENTURY FOCUSED DYN 0.1%
Value ($000) $489 Shares 6,568 Est. Cost $68.66 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.1%
Value ($000) $475 Shares 8,802 Est. Cost $44.08 Unrealized
TTD TRADE DESK INCTHE -CLASS A 0.1%
Value ($000) $474 Shares 592 Est. Cost $35.59 Unrealized +112.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $469 Shares 8,946 Est. Cost $34.25 Unrealized +21.6%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $467 Shares 2,031 Est. Cost $117.58 Unrealized +73.6%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $463 Shares 923 Est. Cost $435.58 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.1%
Value ($000) $458 Shares 2,729 Est. Cost $167.47 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $454 Shares 4,954 Est. Cost $75.43 Unrealized +14.4%
XYZ SQUARE INC CL A 0.1%
Value ($000) $452 Shares 2,075 Est. Cost $76.56 Unrealized +154.8%
INTU INTUIT INCORPORATED COM 0.1%
Value ($000) $451 Shares 1,187 Est. Cost $226.43 Unrealized +50.3%
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $449 Shares 8,870 Est. Cost $50.23 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $445 Shares 2,548 Est. Cost $134.75 Unrealized -12.8%
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $443 Shares 18,964 Est. Cost $24.10 Unrealized
CSX C S X CORP 0.1%
Value ($000) $443 Shares 4,878 Est. Cost $20.76 Unrealized +29.1%
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.1%
Value ($000) $441 Shares 8,701 Est. Cost $50.91 Unrealized
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 0.1%
Value ($000) $436 Shares 2,142 Est. Cost $126.96 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $435 Shares 1,916 Est. Cost $135.84 Unrealized +46.0%
PEP PEPSICO INC 0.1%
Value ($000) $435 Shares 2,932 Est. Cost $93.08 Unrealized +30.3%
FDX FEDEX CORP COM 0.1%
Value ($000) $434 Shares 1,671 Est. Cost $198.46 Unrealized +26.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $432 Shares 10,534 Est. Cost $34.99 Unrealized -23.7%
GWW WW GRAINGER INC 0.1%
Value ($000) $429 Shares 1,050 Est. Cost $184.63 Unrealized +101.2%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.1%
Value ($000) $422 Shares 4,736 Est. Cost $68.35 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $421 Shares 4,516 Est. Cost $63.25 Unrealized +21.6%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $420 Shares 3,624 Est. Cost $112.56 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $417 Shares 953 Est. Cost $26.73 Unrealized +30.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $417 Shares 6,251 Est. Cost $53.13 Unrealized +11.2%
NOC NORTHROP GRUMMAN CORP HOLDING CO 0.1%
Value ($000) $415 Shares 1,362 Est. Cost $306.06 Unrealized -8.2%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $412 Shares 16,231 Est. Cost $25.60 Unrealized
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $412 Shares 12,369 Est. Cost $33.75 Unrealized
IYLD ISHARES TRUST ISHARES MORNINGSTAR MULTI ASSET INCOME 0.1%
Value ($000) $409 Shares 16,988 Est. Cost $24.85 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $400 Shares 11,491 Est. Cost $34.52 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $396 Shares 15,229 Est. Cost $19.45 Unrealized 0.0%
MTUM ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $392 Shares 2,430 Est. Cost $161.32 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $387 Shares 1,857 Est. Cost $148.11 Unrealized +20.2%
USRT ISHARES CORE US REIT ETF 0.1%
Value ($000) $384 Shares 7,941 Est. Cost $48.36 Unrealized
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.1%
Value ($000) $382 Shares 11,304 Est. Cost $30.26 Unrealized
CEL SCI CORP COM PAR $0.01 0.1%
Value ($000) $367 Shares 31,500 Est. Cost $9.61 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $363 Shares 1,579 Est. Cost $156.05 Unrealized +25.8%
NOBL PROSHARES TRUST SP 500 DIVID ARISTOCRATS ETF 0.1%
Value ($000) $361 Shares 4,522 Est. Cost $73.17 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $360 Shares 3,645 Est. Cost $68.40 Unrealized +13.6%
FTSL First Trust Senior Loan Fund Loan 0.1%
Value ($000) $358 Shares 7,525 Est. Cost $45.19 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $356 Shares 11,540 Est. Cost $30.03 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $353 Shares 4,259 Est. Cost $57.18 Unrealized +5.5%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $352 Shares 1,479 Est. Cost $168.97 Unrealized +21.2%
XME SPDR SER TR SP METALS MNG ETF 0.1%
Value ($000) $346 Shares 10,346 Est. Cost $36.41 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $345 Shares 2,425 Est. Cost $112.28 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $341 Shares 1,874 Est. Cost $113.82 Unrealized +35.3%
MRNA MODERNA INC COM 0.1%
Value ($000) $340 Shares 3,258 Est. Cost $58.23 Unrealized +73.8%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $339 Shares 9,150 Est. Cost $41.53 Unrealized
RMD RESMED INC 0.1%
Value ($000) $339 Shares 1,595 Est. Cost $103.41 Unrealized +84.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $338 Shares 4,730 Est. Cost $54.73 Unrealized +6.8%
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $337 Shares 9,148 Est. Cost $39.13 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $336 Shares 3,365 Est. Cost $40.56 Unrealized +7.5%
SPTL SPDR LONG TERM TREASURY ETF 0.1%
Value ($000) $334 Shares 7,397 Est. Cost $39.52 Unrealized
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $334 Shares 10,340 Est. Cost $39.60 Unrealized -22.4%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $333 Shares 2,614 Est. Cost $127.39 Unrealized
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $333 Shares 3,142 Est. Cost $101.87 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $332 Shares 5,575 Est. Cost $45.05 Unrealized +13.0%
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $328 Shares 1,254 Est. Cost $180.12 Unrealized +23.8%
SO SOUTHERN CO 0.1%
Value ($000) $326 Shares 5,312 Est. Cost $43.85 Unrealized +12.9%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $325 Shares 5,551 Est. Cost $45.26 Unrealized +10.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $323 Shares 2,105 Est. Cost $100.69 Unrealized +38.4%
GTO INVESCO TOTAL RETURN BOND 0.1%
Value ($000) $322 Shares 5,582 Est. Cost $57.69 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $321 Shares 2,764 Est. Cost $116.14 Unrealized
ZLAB ZAI LAB LTD-ADR 0.1%
Value ($000) $320 Shares 2,361 Est. Cost $81.97 Unrealized
OEF ISHARES SP 100 ETF 0.1%
Value ($000) $319 Shares 1,857 Est. Cost $144.38 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $315 Shares 1,784 Est. Cost $147.45 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $315 Shares 436 Est. Cost $474.85 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $314 Shares 5,771 Est. Cost $56.83 Unrealized
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.1%
Value ($000) $313 Shares 1,477 Est. Cost $211.92 Unrealized
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $312 Shares 5,284 Est. Cost $41.93 Unrealized
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $311 Shares 2,722 Est. Cost $88.33 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND 0.1%
Value ($000) $310 Shares 5,612 Est. Cost $53.16 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $310 Shares 5,943 Est. Cost $47.88 Unrealized
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $309 Shares 1,391 Est. Cost $142.91 Unrealized +37.1%
DOCU DOCUSIGN INC 0.1%
Value ($000) $305 Shares 1,370 Est. Cost $224.62 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $304 Shares 1,385 Est. Cost $173.84 Unrealized +4.0%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $303 Shares 4,822 Est. Cost $58.63 Unrealized
SPHD INVESCO SP 500 HIGH DIVID LOW VOLATILITY ETF 0.1%
Value ($000) $303 Shares 8,071 Est. Cost $33.23 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $302 Shares 6,504 Est. Cost $40.09 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $301 Shares 2,552 Est. Cost $92.36 Unrealized +16.3%
MS MORGAN STANLEY 0.1%
Value ($000) $301 Shares 4,395 Est. Cost $48.82 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $300 Shares 2,126 Est. Cost $110.98 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $299 Shares 34,070 Est. Cost $7.54 Unrealized -15.7%
ADSK AUTODESK INC COM 0.1%
Value ($000) $296 Shares 968 Est. Cost $263.53 Unrealized 0.0%
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.1%
Value ($000) $295 Shares 3,396 Est. Cost $65.95 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $293 Shares 4,705 Est. Cost $50.97 Unrealized
DTE DTE ENERGY HOLDING CO 0.1%
Value ($000) $292 Shares 2,405 Est. Cost $81.93 Unrealized +8.3%
TMFS RBB FUND INC MFAF SMALL CAP GR OWTH ETF 0.1%
Value ($000) $288 Shares 7,470 Est. Cost $38.55 Unrealized
BALL BALL CORP 0.1%
Value ($000) $287 Shares 3,078 Est. Cost $63.19 Unrealized +37.3%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $286 Shares 1,635 Est. Cost $113.81 Unrealized +30.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $286 Shares 2,599 Est. Cost $83.36 Unrealized +3.9%
OKE ONEOK INC 0.1%
Value ($000) $285 Shares 7,413 Est. Cost $22.64 Unrealized +10.0%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $284 Shares 2,281 Est. Cost $124.51 Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $284 Shares 1,059 Est. Cost $199.31 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $283 Shares 2,358 Est. Cost $71.28 Unrealized +45.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $280 Shares 3,249 Est. Cost $70.69 Unrealized 0.0%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $276 Shares 4,814 Est. Cost $55.80 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $275 Shares 1,944 Est. Cost $66.83 Unrealized +84.4%
TVTX RETROPHIN INC 0.0%
Value ($000) $275 Shares 10,085 Est. Cost $23.35 Unrealized 0.0%
GLOBAL BLOOD THERAPEUTICS INC COM 0.0%
Value ($000) $272 Shares 6,288 Est. Cost $64.12 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL ETF 0.0%
Value ($000) $270 Shares 4,394 Est. Cost $59.46 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $266 Shares 7,616 Est. Cost $37.77 Unrealized -7.4%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $266 Shares 1,688 Est. Cost $164.94 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.0%
Value ($000) $265 Shares 4,132 Est. Cost $64.13 Unrealized
ACCELERON PHARMA COM USD0.001 0.0%
Value ($000) $262 Shares 2,050 Est. Cost $112.62 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BD 0.0%
Value ($000) $261 Shares 3,764 Est. Cost $67.34 Unrealized
AES AES CORP 0.0%
Value ($000) $260 Shares 11,081 Est. Cost $14.48 Unrealized +19.1%
ZM ZOOM VIDEO COMMUNICATIONS-A 0.0%
Value ($000) $259 Shares 767 Est. Cost $252.74 Unrealized +76.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $259 Shares 4,202 Est. Cost $42.37 Unrealized 0.0%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $259 Shares 4,805 Est. Cost $45.19 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $258 Shares 1,516 Est. Cost $148.17 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $257 Shares 480 Est. Cost $449.62 Unrealized 0.0%
FEP FIRST TRUST EUROPE ALPHADEX 0.0%
Value ($000) $255 Shares 6,686 Est. Cost $38.14 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $253 Shares 23,398 Est. Cost $14.45 Unrealized
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.0%
Value ($000) $253 Shares 3,719 Est. Cost $63.68 Unrealized
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.0%
Value ($000) $253 Shares 4,579 Est. Cost $37.50 Unrealized
PWR QUANTA SERVICES INC LTD VOTE COM STK 0.0%
Value ($000) $252 Shares 3,494 Est. Cost $65.30 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $251 Shares 1,891 Est. Cost $79.90 Unrealized +51.4%
ULTA ULTA SALON COSMETCS FRAG INC COM 0.0%
Value ($000) $250 Shares 872 Est. Cost $215.16 Unrealized +17.6%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $249 Shares 1,301 Est. Cost $117.64 Unrealized +54.7%
TD TORONTO-DOMINION BANK COM NPV SEDOL #2897222 0.0%
Value ($000) $249 Shares 4,416 Est. Cost $55.46 Unrealized -8.6%
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.0%
Value ($000) $248 Shares 3,948 Est. Cost $53.83 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $247 Shares 506 Est. Cost $488.14 Unrealized
AXIA CENTRAIS ELETRICAS BRASILEIRAS 0.0%
Value ($000) $246 Shares 35,161 Est. Cost $4.65 Unrealized
INSM INSMED INCORPORATED COM 0.0%
Value ($000) $246 Shares 7,375 Est. Cost $23.71 Unrealized +54.1%
EXC EXELON CORP 0.0%
Value ($000) $244 Shares 5,770 Est. Cost $25.72 Unrealized -4.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $242 Shares 6,443 Est. Cost $27.85 Unrealized +1.8%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B633900 0.0%
Value ($000) $242 Shares 13,795 Est. Cost $21.79 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $241 Shares 1,431 Est. Cost $82.26 Unrealized +66.4%
CPRI CAPRI HOLDINGS LIMITED COM NPV 0.0%
Value ($000) $241 Shares 5,731 Est. Cost $30.61 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $239 Shares 513 Est. Cost $407.40 Unrealized +13.5%
FTS FORTIS INC COM 0.0%
Value ($000) $238 Shares 5,822 Est. Cost $32.69 Unrealized +3.1%
ED CONSOLIDATED EDISON HLDG CO INC 0.0%
Value ($000) $238 Shares 3,287 Est. Cost $70.54 Unrealized -8.4%
FSK FS KKR CAPITAL CORP COM 0.0%
Value ($000) $237 Shares 14,301 Est. Cost $6.35 Unrealized +27.0%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $236 Shares 2,882 Est. Cost $59.95 Unrealized +17.3%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $235 Shares 10,777 Est. Cost $16.89 Unrealized 0.0%
APD AIR PRODUCTS CHEM 0.0%
Value ($000) $235 Shares 859 Est. Cost $250.97 Unrealized -1.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $235 Shares 890 Est. Cost $197.01 Unrealized 0.0%
QGRO AMERICAN CENTY ETF TR 0.0%
Value ($000) $234 Shares 3,788 Est. Cost $45.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $233 Shares 3,970 Est. Cost $43.35 Unrealized +17.3%
GAP GAP INC DEL COM 0.0%
Value ($000) $232 Shares 11,474 Est. Cost $17.32 Unrealized 0.0%
AGGY WISDOMTREE TR BRCLYS US AGGR 0.0%
Value ($000) $232 Shares 4,321 Est. Cost $53.69 Unrealized
IEI ISHARES BARCLAYS 3 7 YEAR TREASURY BOND FUND 0.0%
Value ($000) $232 Shares 1,745 Est. Cost $124.30 Unrealized
TAXF AMERICAN CENTURY DIVER MUNI 0.0%
Value ($000) $231 Shares 4,223 Est. Cost $53.52 Unrealized
VST VISTRA ENERGY CORP 0.0%
Value ($000) $231 Shares 11,726 Est. Cost $17.77 Unrealized -6.4%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $230 Shares 1,783 Est. Cost $91.48 Unrealized +25.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $230 Shares 2,114 Est. Cost $92.76 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U 0.0%
Value ($000) $230 Shares 5,079 Est. Cost $45.28 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $229 Shares 2,607 Est. Cost $79.28 Unrealized 0.0%
SHM SPDR SER TR NUVEEN BLMBRG SR 0.0%
Value ($000) $228 Shares 4,585 Est. Cost $48.83 Unrealized
ICLN ISHARES TR SP GLOBAL CLEAN ENERGY INDEX 0.0%
Value ($000) $228 Shares 8,063 Est. Cost $28.28 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $228 Shares 1,489 Est. Cost $121.68 Unrealized +5.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $227 Shares 1,118 Est. Cost $182.06 Unrealized +8.8%
BLUEPRINT MEDICINES CORP COM 0.0%
Value ($000) $226 Shares 2,019 Est. Cost $111.94 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $225 Shares 2,352 Est. Cost $96.59 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $225 Shares 9,133 Est. Cost $24.64 Unrealized
GLW CORNING INC 0.0%
Value ($000) $225 Shares 6,253 Est. Cost $26.66 Unrealized +15.8%
INVESCO BULLETSHARES 2021 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $221 Shares 9,578 Est. Cost $22.13 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES 0.0%
Value ($000) $221 Shares 3,734 Est. Cost $51.56 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $219 Shares 2,722 Est. Cost $66.82 Unrealized 0.0%
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $218 Shares 5,162 Est. Cost $44.35 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.0%
Value ($000) $217 Shares 1,308 Est. Cost $146.70 Unrealized +6.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $215 Shares 2,890 Est. Cost $60.02 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $214 Shares 632 Est. Cost $312.48 Unrealized 0.0%
AMT AMERICAN TOWER CORPORATION 0.0%
Value ($000) $214 Shares 953 Est. Cost $184.17 Unrealized +8.4%
OMER OMEROS CORP COM 0.0%
Value ($000) $212 Shares 14,806 Est. Cost $15.79 Unrealized -22.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $212 Shares 258 Est. Cost $224.54 Unrealized +10.6%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $212 Shares 9,178 Est. Cost $10.62 Unrealized +92.5%
ARKG ARK GENOMIC REVL MULTI-SECTOR ETF 0.0%
Value ($000) $212 Shares 2,270 Est. Cost $93.39 Unrealized
KORP AMERICAN CENTY ETF TR 0.0%
Value ($000) $211 Shares 3,984 Est. Cost $52.96 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $211 Shares 3,621 Est. Cost $55.31 Unrealized -10.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $211 Shares 2,704 Est. Cost $67.00 Unrealized +2.8%
BIO BIO RAD LABORATORIES INC CL A 0.0%
Value ($000) $210 Shares 360 Est. Cost $569.50 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $209 Shares 4,500 Est. Cost $39.70 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR US LAGRE CAP VALUE ETF 0.0%
Value ($000) $209 Shares 3,505 Est. Cost $59.63 Unrealized
BLACKROCK CORE TR SHS BEN INT 0.0%
Value ($000) $205 Shares 12,589 Est. Cost $15.36 Unrealized
L BRANDS INC COM 0.0%
Value ($000) $204 Shares 5,479 Est. Cost $37.23 Unrealized
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value ($000) $204 Shares 15,235 Est. Cost $12.64 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $172 Shares 14,496 Est. Cost $10.76 Unrealized -16.5%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $171 Shares 13,426 Est. Cost $11.80 Unrealized -19.0%
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $159 Shares 14,030 Est. Cost $5.53 Unrealized +10.4%
TCPC TCP CAP CORP COM 0.0%
Value ($000) $157 Shares 13,951 Est. Cost $9.96 Unrealized +8.8%
SOLAR SENIOR CAPITAL LTD 0.0%
Value ($000) $150 Shares 10,384 Est. Cost $14.45 Unrealized
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $130 Shares 23,355 Est. Cost $4.99 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $110 Shares 13,683 Est. Cost $7.31 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $86 Shares 21,500 Est. Cost $4.33 Unrealized
MRCC MONROE CAPITAL CORP 0.0%
Value ($000) $83 Shares 10,377 Est. Cost $3.60 Unrealized +16.3%
KMDA KAMADA ORD ILS1.00 0.0%
Value ($000) $79 Shares 12,259 Est. Cost $7.28 Unrealized -5.0%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $69 Shares 10,849 Est. Cost $4.90 Unrealized
ZAGG INC COM 0.0%
Value ($000) $64 Shares 15,233 Est. Cost $3.15 Unrealized
NEW YORK MTG TR INC COM PAR 0.0%
Value ($000) $55 Shares 14,770 Est. Cost $4.37 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $54 Shares 24,437 Est. Cost $1.81 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $42 Shares 10,420 Est. Cost $2.50 Unrealized
ARCADIA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $33 Shares 13,000 Est. Cost $3.77 Unrealized
PALATIN TECHNOLOGIES INC COM PAR $.01 0.0%
Value ($000) $23 Shares 34,000 Est. Cost $0.64 Unrealized
THERAPEUTICS MD INC 0.0%
Value ($000) $17 Shares 14,000 Est. Cost $1.14 Unrealized