CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 5, 2021

Total Value ($000): $456,849 (100.0% shares, 0.0% debt)

Holdings (395)

IUSB ISHARES TRUST CORE TOTAL USD B OND MRKT ETF 4.3%
Value ($000) $19,792 Shares 371,760 Est. Cost $53.63 Unrealized
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 4.3%
Value ($000) $19,715 Shares 200,398 Est. Cost $73.82 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $13,466 Shares 95,166 Est. Cost $90.37 Unrealized +59.2%
QQQ INVESCO QQQ TRUST 2.6%
Value ($000) $11,745 Shares 32,811 Est. Cost $184.19 Unrealized
IVV ISHARES CORE SP 500 ETF 1.9%
Value ($000) $8,810 Shares 20,449 Est. Cost $333.91 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 1.6%
Value ($000) $7,238 Shares 144,074 Est. Cost $48.85 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 1.5%
Value ($000) $6,769 Shares 109,608 Est. Cost $55.68 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 1.4%
Value ($000) $6,430 Shares 14,983 Est. Cost $284.95 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,830 Shares 20,681 Est. Cost $87.66 Unrealized +220.2%
SCHX SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,708 Shares 54,872 Est. Cost $72.05 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $5,290 Shares 41,432 Est. Cost $122.40 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES 1.2%
Value ($000) $5,262 Shares 56,798 Est. Cost $73.91 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 1.1%
Value ($000) $5,192 Shares 132,466 Est. Cost $35.15 Unrealized
ISHARES TRUST IBONDS DEC 2021 TERM CORP ETF 1.1%
Value ($000) $4,877 Shares 197,210 Est. Cost $24.73 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.0%
Value ($000) $4,473 Shares 60,859 Est. Cost $62.50 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.9%
Value ($000) $4,299 Shares 77,514 Est. Cost $53.51 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN 0.9%
Value ($000) $4,284 Shares 93,102 Est. Cost $46.94 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 0.9%
Value ($000) $4,252 Shares 33,403 Est. Cost $96.87 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.9%
Value ($000) $4,218 Shares 36,732 Est. Cost $111.78 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $3,910 Shares 14,269 Est. Cost $149.10 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.8%
Value ($000) $3,865 Shares 36,309 Est. Cost $106.45 Unrealized
VOOG VANGUARD SP 500 GRW ETF 0.8%
Value ($000) $3,797 Shares 14,240 Est. Cost $174.38 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.8%
Value ($000) $3,750 Shares 122,317 Est. Cost $30.64 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.8%
Value ($000) $3,624 Shares 20,224 Est. Cost $156.89 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.8%
Value ($000) $3,462 Shares 68,099 Est. Cost $50.84 Unrealized
IUSG ISHARES CORE SP US GROWTH ETF 0.7%
Value ($000) $3,419 Shares 33,394 Est. Cost $75.92 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.7%
Value ($000) $3,302 Shares 11,382 Est. Cost $186.67 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $3,227 Shares 9,831 Est. Cost $177.56 Unrealized +65.9%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.7%
Value ($000) $3,209 Shares 63,565 Est. Cost $42.15 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.7%
Value ($000) $3,132 Shares 12,672 Est. Cost $182.43 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $3,088 Shares 940 Est. Cost $66.28 Unrealized +160.2%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.7%
Value ($000) $3,083 Shares 23,177 Est. Cost $133.00 Unrealized
ISHARES TR IBONDS 23 TRM HG 0.7%
Value ($000) $3,030 Shares 122,853 Est. Cost $24.78 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.7%
Value ($000) $3,005 Shares 35,171 Est. Cost $83.86 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.7%
Value ($000) $3,003 Shares 27,168 Est. Cost $108.75 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.6%
Value ($000) $2,930 Shares 41,279 Est. Cost $61.73 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.6%
Value ($000) $2,901 Shares 20,106 Est. Cost $144.29 Unrealized
SPHD INVESCO SP 500 HIGH DIVID LOW VOLATILITY ETF 0.6%
Value ($000) $2,900 Shares 56,753 Est. Cost $48.78 Unrealized
LEMB ISHARES EMERGING MARKETS LOCAL 0.6%
Value ($000) $2,766 Shares 65,312 Est. Cost $42.35 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.6%
Value ($000) $2,749 Shares 37,196 Est. Cost $80.14 Unrealized
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.6%
Value ($000) $2,676 Shares 70,891 Est. Cost $32.71 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $2,661 Shares 17,006 Est. Cost $127.50 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.6%
Value ($000) $2,652 Shares 17,406 Est. Cost $107.71 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 0.6%
Value ($000) $2,575 Shares 9,788 Est. Cost $196.80 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $2,566 Shares 32,902 Est. Cost $71.61 Unrealized
NHC NATIONAL HEALTHCARE CORP 0.6%
Value ($000) $2,519 Shares 35,997 Est. Cost $63.85 Unrealized +13.9%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,471 Shares 11,298 Est. Cost $158.94 Unrealized
FTSM FIRST TRUST FIRST TR ENH NEW E TF 0.5%
Value ($000) $2,468 Shares 41,182 Est. Cost $60.03 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.5%
Value ($000) $2,444 Shares 16,370 Est. Cost $86.82 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $2,419 Shares 11,677 Est. Cost $17.18 Unrealized +20.6%
CMDY ISHARES U S ETF TR BLOOMBERG ROLL 0.5%
Value ($000) $2,345 Shares 40,154 Est. Cost $58.40 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.5%
Value ($000) $2,181 Shares 9,824 Est. Cost $209.36 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $2,165 Shares 18,637 Est. Cost $114.01 Unrealized
IYE ISHARES U S ENERGY ETF 0.5%
Value ($000) $2,126 Shares 75,259 Est. Cost $21.00 Unrealized
JPM JPMORGAN CHASE CO 0.5%
Value ($000) $2,084 Shares 17,698 Est. Cost $106.40 Unrealized +31.9%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.5%
Value ($000) $2,082 Shares 27,641 Est. Cost $71.67 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.5%
Value ($000) $2,062 Shares 25,176 Est. Cost $79.46 Unrealized
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.4%
Value ($000) $1,964 Shares 12,201 Est. Cost $157.57 Unrealized
EMXC ISHARES MSCI EMR MRK EX CHNA 0.4%
Value ($000) $1,953 Shares 32,217 Est. Cost $60.62 Unrealized
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.4%
Value ($000) $1,946 Shares 41,309 Est. Cost $47.59 Unrealized
SPYD SPDR SER TR SP500 HIGH DIV 0.4%
Value ($000) $1,922 Shares 49,142 Est. Cost $35.96 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.4%
Value ($000) $1,916 Shares 21,909 Est. Cost $87.17 Unrealized
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,903 Shares 12,702 Est. Cost $147.62 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.4%
Value ($000) $1,898 Shares 23,162 Est. Cost $59.85 Unrealized
PZA INVESCO NAT AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $1,860 Shares 69,253 Est. Cost $26.60 Unrealized
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.4%
Value ($000) $1,850 Shares 26,010 Est. Cost $47.53 Unrealized
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.4%
Value ($000) $1,848 Shares 13,286 Est. Cost $140.93 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $1,758 Shares 36,392 Est. Cost $48.34 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,755 Shares 7,982 Est. Cost $256.74 Unrealized -13.1%
PGX INVESCO PREFERRED ETF 0.4%
Value ($000) $1,737 Shares 115,612 Est. Cost $15.13 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.4%
Value ($000) $1,647 Shares 31,094 Est. Cost $40.19 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,646 Shares 30,478 Est. Cost $33.95 Unrealized +24.6%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.3%
Value ($000) $1,569 Shares 19,045 Est. Cost $81.82 Unrealized
IAU ISHARES GOLD TRUST ISHARES ISIN US4642851053 SEDOL B0SF3S5 0.3%
Value ($000) $1,537 Shares 46,014 Est. Cost $33.71 Unrealized
FTCS FIRST TRUST CAP STRENGTH ETF 0.3%
Value ($000) $1,533 Shares 20,498 Est. Cost $65.97 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.3%
Value ($000) $1,523 Shares 39,254 Est. Cost $38.02 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,516 Shares 30,682 Est. Cost $47.64 Unrealized +1.7%
TSLA TESLA MOTORS INC COM USD0.001 0.3%
Value ($000) $1,496 Shares 1,930 Est. Cost $107.71 Unrealized +118.5%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $1,482 Shares 11,250 Est. Cost $125.10 Unrealized
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.3%
Value ($000) $1,480 Shares 3,753 Est. Cost $282.61 Unrealized
FPX FIRST TR US IPO INDEX FD SHS 0.3%
Value ($000) $1,479 Shares 11,986 Est. Cost $96.52 Unrealized
SJNK SPDR SER TR BLOOMBERG SRT TR 0.3%
Value ($000) $1,464 Shares 53,456 Est. Cost $27.35 Unrealized
MTUM ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $1,458 Shares 8,308 Est. Cost $166.85 Unrealized
RPG INVESCO SP 500 PURE GROWTH ETF 0.3%
Value ($000) $1,375 Shares 7,140 Est. Cost $192.58 Unrealized
SCHO SCHWAB SHORT TERM US TREA 0.3%
Value ($000) $1,361 Shares 26,600 Est. Cost $50.38 Unrealized
T ATT INC COM USD1 0.3%
Value ($000) $1,352 Shares 50,059 Est. Cost $15.37 Unrealized +4.6%
V VISA INC COM CL A 0.3%
Value ($000) $1,347 Shares 6,047 Est. Cost $130.16 Unrealized +74.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,325 Shares 4,857 Est. Cost $200.07 Unrealized +40.4%
CVX CHEVRON CORP 2.355 05 De 0.3%
Value ($000) $1,273 Shares 17,505 Est. Cost $85.26 Unrealized -2.3%
IJT ISHARES SP SMALLCAP GROWTH ETF 0.3%
Value ($000) $1,262 Shares 9,709 Est. Cost $138.71 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.3%
Value ($000) $1,260 Shares 14,093 Est. Cost $88.49 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.3%
Value ($000) $1,256 Shares 16,927 Est. Cost $60.02 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 0.3%
Value ($000) $1,238 Shares 11,214 Est. Cost $110.64 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.3%
Value ($000) $1,222 Shares 13,669 Est. Cost $69.59 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,220 Shares 7,215 Est. Cost $118.55 Unrealized +46.9%
KRE SPDR SER TR SP REGL BKG ETF 0.3%
Value ($000) $1,216 Shares 17,952 Est. Cost $59.42 Unrealized
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.3%
Value ($000) $1,216 Shares 18,895 Est. Cost $46.19 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $1,210 Shares 5,289 Est. Cost $75.54 Unrealized +191.1%
SKYY FIRST TR EXCHANGE TRADED FD II ISE CLOUD COMPUTING INDEX FD 0.3%
Value ($000) $1,182 Shares 11,220 Est. Cost $92.97 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,180 Shares 2,050 Est. Cost $228.15 Unrealized +175.9%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 05/24/01 REIT VIPER SHS 0.3%
Value ($000) $1,175 Shares 11,545 Est. Cost $85.87 Unrealized
JNJ JOHNSON JOHNSON 0.3%
Value ($000) $1,166 Shares 7,220 Est. Cost $112.05 Unrealized +34.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,163 Shares 14,822 Est. Cost $62.96 Unrealized +14.1%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $1,145 Shares 4,403 Est. Cost $92.75 Unrealized +205.2%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,142 Shares 8,195 Est. Cost $35.26 Unrealized +29.0%
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.2%
Value ($000) $1,109 Shares 10,803 Est. Cost $92.46 Unrealized
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.2%
Value ($000) $1,106 Shares 22,732 Est. Cost $37.30 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $1,105 Shares 413 Est. Cost $57.47 Unrealized +135.0%
HYMB SPDR SERIES TRUST NUVEEN SP HIGH YLD MUN B ETF 0.2%
Value ($000) $1,080 Shares 18,019 Est. Cost $58.72 Unrealized
MDYG SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF 0.2%
Value ($000) $1,070 Shares 14,147 Est. Cost $54.04 Unrealized
PRN INVESCO EXCHANGE TRADED FD TR DWA INDLS MUMT COMMON STOCK 0.2%
Value ($000) $1,064 Shares 10,715 Est. Cost $101.87 Unrealized
IJR ISHARES CORE SP SMALL-CAP ETF 0.2%
Value ($000) $1,049 Shares 9,614 Est. Cost $89.28 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $1,019 Shares 9,475 Est. Cost $106.85 Unrealized
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.2%
Value ($000) $1,010 Shares 41,264 Est. Cost $21.69 Unrealized
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN CA82509L1076 SEDOL BX865C7 0.2%
Value ($000) $1,010 Shares 745 Est. Cost $42.89 Unrealized +249.3%
HNDL STRATEGY SHARES NS 7HANDL IDX ETF 0.2%
Value ($000) $1,009 Shares 40,492 Est. Cost $24.94 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $993 Shares 6,051 Est. Cost $137.91 Unrealized
FIW FIRST TRUST WATER ETF FORMERLY FIRST TRUST ISE WATER INDEX 0.2%
Value ($000) $972 Shares 11,417 Est. Cost $82.20 Unrealized
IYF ISHARES U S FINANCIALS ETF 0.2%
Value ($000) $968 Shares 11,732 Est. Cost $81.03 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $953 Shares 11,170 Est. Cost $54.54 Unrealized
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $951 Shares 8,818 Est. Cost $69.73 Unrealized +39.4%
IYW ISHARES US TECHNOLOGY ETF 0.2%
Value ($000) $949 Shares 9,378 Est. Cost $101.19 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $944 Shares 6,758 Est. Cost $72.74 Unrealized +74.9%
IYH ISHARES U S HEALTHCARE ETF 0.2%
Value ($000) $931 Shares 3,376 Est. Cost $275.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $925 Shares 18,509 Est. Cost $46.62 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.2%
Value ($000) $918 Shares 29,539 Est. Cost $31.08 Unrealized
IGM ISHARES TR SP GSSI TECHNOLOGY INDEX FD 0.2%
Value ($000) $909 Shares 2,252 Est. Cost $314.26 Unrealized
PSL INVESCO DWA CONSUMER STAPLE MOMENTUM ETF 0.2%
Value ($000) $896 Shares 10,016 Est. Cost $92.26 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $893 Shares 20,777 Est. Cost $26.82 Unrealized +33.0%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $880 Shares 7,677 Est. Cost $93.44 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.2%
Value ($000) $875 Shares 5,413 Est. Cost $128.89 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $871 Shares 14,687 Est. Cost $115.93 Unrealized +11.1%
MRNA MODERNA INC COM 0.2%
Value ($000) $865 Shares 2,247 Est. Cost $58.23 Unrealized +533.4%
BAR GRANITESHARES GOLD TR SHS BEN INT 0.2%
Value ($000) $863 Shares 49,487 Est. Cost $18.51 Unrealized
CIBR FIRST TR EXCH-TRADED FND II FIRST TR 0.2%
Value ($000) $862 Shares 17,703 Est. Cost $45.68 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $861 Shares 3,574 Est. Cost $154.03 Unrealized +40.1%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $859 Shares 322 Est. Cost $52.45 Unrealized +160.9%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.2%
Value ($000) $854 Shares 5,147 Est. Cost $166.69 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $846 Shares 2,165 Est. Cost $257.76 Unrealized +49.3%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.2%
Value ($000) $838 Shares 15,938 Est. Cost $49.51 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.2%
Value ($000) $822 Shares 8,070 Est. Cost $101.94 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $816 Shares 6,032 Est. Cost $108.34 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $816 Shares 2,404 Est. Cost $175.55 Unrealized +103.7%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.2%
Value ($000) $812 Shares 17,942 Est. Cost $41.70 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $796 Shares 7,736 Est. Cost $79.55 Unrealized +28.5%
PNC PNC FINL SVCS GROUP 0.2%
Value ($000) $791 Shares 4,047 Est. Cost $85.95 Unrealized +87.0%
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.2%
Value ($000) $775 Shares 4,127 Est. Cost $152.64 Unrealized
SPGI SP GLOBAL INC 0.2%
Value ($000) $759 Shares 1,786 Est. Cost $337.02 Unrealized +24.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $755 Shares 14,999 Est. Cost $50.04 Unrealized
XHE SPDR SP HEALTH CARE EQUIPMENT ETF 0.2%
Value ($000) $750 Shares 5,995 Est. Cost $124.48 Unrealized
BX BLACKSTONE GROUP LP COM UNIT LTD 0.2%
Value ($000) $747 Shares 6,422 Est. Cost $44.63 Unrealized +124.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $744 Shares 3,505 Est. Cost $134.64 Unrealized +44.5%
KXI ISHARES TR SP GLOBAL CONSUMER STAPLES INDEX 0.2%
Value ($000) $739 Shares 12,324 Est. Cost $56.05 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.2%
Value ($000) $733 Shares 14,855 Est. Cost $50.56 Unrealized
MRK MERCK CO INC NEW COM 0.2%
Value ($000) $726 Shares 9,677 Est. Cost $49.01 Unrealized +35.0%
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.2%
Value ($000) $725 Shares 19,328 Est. Cost $29.18 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 0.2%
Value ($000) $724 Shares 1,507 Est. Cost $331.19 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION- PROTECTED 0.2%
Value ($000) $712 Shares 13,093 Est. Cost $54.14 Unrealized
SPEM SPDR PRTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $703 Shares 16,535 Est. Cost $37.81 Unrealized
IYR ISHARES DJ US REAL ESTATE 0.2%
Value ($000) $701 Shares 6,849 Est. Cost $102.35 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.2%
Value ($000) $697 Shares 23,670 Est. Cost $24.54 Unrealized
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.2%
Value ($000) $690 Shares 2,922 Est. Cost $224.59 Unrealized
BIL SPDR BBG BARC 1-3 MONTH T 0.2%
Value ($000) $690 Shares 7,546 Est. Cost $91.51 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.1%
Value ($000) $680 Shares 6,528 Est. Cost $141.46 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $679 Shares 4,197 Est. Cost $77.09 Unrealized +95.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $671 Shares 5,684 Est. Cost $61.60 Unrealized +84.2%
CRM SALESFORCE COM INC 0.1%
Value ($000) $663 Shares 2,445 Est. Cost $168.55 Unrealized +48.9%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $661 Shares 7,336 Est. Cost $60.59 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $659 Shares 1,910 Est. Cost $268.42 Unrealized +19.5%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $652 Shares 4,694 Est. Cost $97.92 Unrealized +14.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $649 Shares 11,939 Est. Cost $31.72 Unrealized +55.2%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $646 Shares 1,437 Est. Cost $222.65 Unrealized +87.8%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.1%
Value ($000) $643 Shares 11,300 Est. Cost $55.50 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $621 Shares 1,786 Est. Cost $195.54 Unrealized +81.4%
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.1%
Value ($000) $615 Shares 8,324 Est. Cost $101.28 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $605 Shares 7,140 Est. Cost $51.35 Unrealized +41.2%
HYLB DBX ETF TR XTRACK USD HIGH 0.1%
Value ($000) $602 Shares 15,044 Est. Cost $46.32 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $602 Shares 5,450 Est. Cost $121.00 Unrealized
AVGO BROADCOM LIMITED COM NPV 0.1%
Value ($000) $599 Shares 1,236 Est. Cost $34.61 Unrealized +28.5%
A AGILENT TECH INC 0.1%
Value ($000) $591 Shares 3,752 Est. Cost $69.21 Unrealized +126.9%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $590 Shares 13,901 Est. Cost $23.43 Unrealized +54.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $589 Shares 9,676 Est. Cost $45.03 Unrealized +19.6%
INTU INTUIT INCORPORATED COM 0.1%
Value ($000) $578 Shares 1,072 Est. Cost $245.68 Unrealized +113.5%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $575 Shares 8,101 Est. Cost $44.80 Unrealized +63.5%
LLY LILLY ELI CO COM NPV 0.1%
Value ($000) $573 Shares 2,483 Est. Cost $100.33 Unrealized +135.9%
INTC INTEL CORP 0.1%
Value ($000) $548 Shares 10,298 Est. Cost $40.72 Unrealized +22.3%
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $515 Shares 4,113 Est. Cost $76.04 Unrealized +49.2%
NUVEEN FLOATING RATE INCOME FD COM 0.1%
Value ($000) $509 Shares 50,644 Est. Cost $10.01 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.1%
Value ($000) $508 Shares 3,431 Est. Cost $106.13 Unrealized
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $506 Shares 1,662 Est. Cost $164.11 Unrealized +62.6%
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 0.1%
Value ($000) $502 Shares 2,142 Est. Cost $126.96 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $502 Shares 2,967 Est. Cost $122.46 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS 0.1%
Value ($000) $498 Shares 3,567 Est. Cost $139.61 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $497 Shares 2,075 Est. Cost $115.17 Unrealized +123.0%
DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 0.1%
Value ($000) $492 Shares 5,048 Est. Cost $69.59 Unrealized +25.4%
INVESCO BULLETSHARES 2024 CO 0.1%
Value ($000) $485 Shares 21,946 Est. Cost $22.10 Unrealized
INVESCO BULLETSHARES 2025 CO 0.1%
Value ($000) $484 Shares 21,813 Est. Cost $22.19 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CO 0.1%
Value ($000) $483 Shares 22,559 Est. Cost $21.41 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $472 Shares 4,201 Est. Cost $64.24 Unrealized +54.6%
BSCR INVESCO BULLETSHARES 2027 CO 0.1%
Value ($000) $468 Shares 21,450 Est. Cost $21.82 Unrealized
IVE ISHARES SP 500 VALUE ETF 0.1%
Value ($000) $468 Shares 3,218 Est. Cost $145.43 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX FD 0.1%
Value ($000) $462 Shares 4,285 Est. Cost $108.44 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $460 Shares 2,185 Est. Cost $190.83 Unrealized +6.2%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.1%
Value ($000) $457 Shares 6,158 Est. Cost $67.20 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $454 Shares 12,529 Est. Cost $30.57 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $454 Shares 744 Est. Cost $28.43 Unrealized +93.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $452 Shares 5,189 Est. Cost $49.73 Unrealized +67.6%
FNY FIRST TR EXCHANGE-TRADED ALPHADEX FD MID CAP GROWTH ALPHADEX FD 0.1%
Value ($000) $452 Shares 6,296 Est. Cost $70.83 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $449 Shares 8,557 Est. Cost $36.99 Unrealized +31.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $445 Shares 3,011 Est. Cost $218.10 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $444 Shares 2,534 Est. Cost $134.80 Unrealized +1.9%
UAL UNITED CONTINENTAL HOLDINGS INC COM USD0.01 0.1%
Value ($000) $442 Shares 9,312 Est. Cost $40.60 Unrealized +16.0%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $441 Shares 4,014 Est. Cost $112.39 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $437 Shares 1,658 Est. Cost $229.23 Unrealized +11.3%
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $436 Shares 8,654 Est. Cost $50.23 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $434 Shares 7,761 Est. Cost $34.59 Unrealized +48.5%
LMBS FIRST TRUST FST LOW OPPT EFT E TF 0.1%
Value ($000) $432 Shares 8,545 Est. Cost $51.13 Unrealized
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $431 Shares 8,399 Est. Cost $42.70 Unrealized +10.1%
XME SPDR SER TR SP METALS MNG ETF 0.1%
Value ($000) $428 Shares 10,275 Est. Cost $36.46 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.1%
Value ($000) $426 Shares 7,017 Est. Cost $53.27 Unrealized
FSK FS KKR CAPITAL CORP COM 0.1%
Value ($000) $421 Shares 19,133 Est. Cost $9.38 Unrealized +24.5%
RMD RESMED INC 0.1%
Value ($000) $417 Shares 1,585 Est. Cost $103.41 Unrealized +154.6%
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.1%
Value ($000) $416 Shares 11,493 Est. Cost $30.62 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $415 Shares 1,851 Est. Cost $135.84 Unrealized +54.9%
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $414 Shares 13,832 Est. Cost $33.44 Unrealized
FDG AMERICAN CENTURY FOCUSED DYN 0.1%
Value ($000) $414 Shares 5,054 Est. Cost $71.11 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.1%
Value ($000) $413 Shares 4,130 Est. Cost $68.72 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $412 Shares 1,050 Est. Cost $184.63 Unrealized +124.7%
IJS ISHARES TR SP SMALLCAP 600 VALUE INDEX FD 0.1%
Value ($000) $411 Shares 4,085 Est. Cost $105.41 Unrealized
CSX C S X CORP 0.1%
Value ($000) $404 Shares 13,613 Est. Cost $27.87 Unrealized +8.2%
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $400 Shares 17,248 Est. Cost $24.07 Unrealized
HORIZON PHARMA PLC ISIN IE00BQPVQZ61 0.1%
Value ($000) $399 Shares 3,644 Est. Cost $91.99 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $394 Shares 2,336 Est. Cost $105.06 Unrealized +52.2%
IYM ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETF 0.1%
Value ($000) $390 Shares 3,138 Est. Cost $130.39 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $390 Shares 6,178 Est. Cost $57.08 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND 0.1%
Value ($000) $389 Shares 7,107 Est. Cost $53.56 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $389 Shares 3,920 Est. Cost $40.40 Unrealized +12.8%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $384 Shares 5,485 Est. Cost $47.96 Unrealized +24.5%
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL ETF 0.1%
Value ($000) $381 Shares 6,108 Est. Cost $60.42 Unrealized
NET CLOUDFLARE INC - CLASS A 0.1%
Value ($000) $379 Shares 3,372 Est. Cost $119.48 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $378 Shares 2,537 Est. Cost $92.36 Unrealized +51.3%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $377 Shares 1,115 Est. Cost $273.18 Unrealized
IJJ ISHARES TR SP MIDCAP 400 VALUE INDEX FD 0.1%
Value ($000) $377 Shares 3,665 Est. Cost $105.31 Unrealized
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $375 Shares 1,298 Est. Cost $121.92 Unrealized +110.4%
AA ALCOA CORP COM NEW 0.1%
Value ($000) $374 Shares 7,657 Est. Cost $40.36 Unrealized 0.0%
NKE NIKE INC CLASS B 0.1%
Value ($000) $373 Shares 2,568 Est. Cost $94.79 Unrealized +60.9%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $372 Shares 3,405 Est. Cost $105.10 Unrealized
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $371 Shares 5,802 Est. Cost $42.49 Unrealized
ACCELERON PHARMA COM USD0.001 0.1%
Value ($000) $370 Shares 2,151 Est. Cost $114.58 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $365 Shares 1,543 Est. Cost $236.55 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $365 Shares 1,716 Est. Cost $163.96 Unrealized +22.1%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $364 Shares 2,830 Est. Cost $78.78 Unrealized +65.8%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $356 Shares 6,027 Est. Cost $45.87 Unrealized +19.6%
OEF ISHARES SP 100 ETF 0.1%
Value ($000) $356 Shares 1,807 Est. Cost $157.90 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $355 Shares 6,325 Est. Cost $108.68 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $355 Shares 14,042 Est. Cost $25.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $355 Shares 3,747 Est. Cost $57.18 Unrealized +41.7%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $354 Shares 2,963 Est. Cost $102.19 Unrealized 0.0%
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $352 Shares 2,994 Est. Cost $102.45 Unrealized
SPTL SPDR LONG TERM TREASURY ETF 0.1%
Value ($000) $352 Shares 8,543 Est. Cost $39.56 Unrealized
FTSL First Trust Senior Loan Fund Loan 0.1%
Value ($000) $350 Shares 7,318 Est. Cost $45.19 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $349 Shares 1,781 Est. Cost $148.69 Unrealized +31.3%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $347 Shares 2,033 Est. Cost $117.58 Unrealized +68.7%
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $347 Shares 4,335 Est. Cost $76.88 Unrealized +19.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $346 Shares 1,706 Est. Cost $96.31 Unrealized +90.6%
TTD TRADE DESK INC/THE -CLASS A 0.1%
Value ($000) $345 Shares 4,910 Est. Cost $63.14 Unrealized +22.4%
PEP PEPSICO INC 0.1%
Value ($000) $345 Shares 2,294 Est. Cost $94.14 Unrealized +43.4%
AFL AFLAC INC 0.1%
Value ($000) $345 Shares 6,623 Est. Cost $43.61 Unrealized +13.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $344 Shares 9,411 Est. Cost $40.95 Unrealized 0.0%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $344 Shares 3,152 Est. Cost $93.78 Unrealized
FNK FIRST TR EXCH TRADED ALPHADEX FD II MID CAP VALUE ALPHADEX FD 0.1%
Value ($000) $344 Shares 7,784 Est. Cost $44.68 Unrealized
SPECIAL OPPORTUNITIES FUND 0.1%
Value ($000) $338 Shares 22,025 Est. Cost $14.99 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $333 Shares 882 Est. Cost $224.07 Unrealized +56.2%
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $333 Shares 4,110 Est. Cost $63.87 Unrealized +16.4%
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.1%
Value ($000) $332 Shares 3,396 Est. Cost $65.95 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $331 Shares 7,280 Est. Cost $34.99 Unrealized -2.9%
WFC WELLS FARGO COMPANY COM USD1.666 0.1%
Value ($000) $325 Shares 7,007 Est. Cost $30.62 Unrealized +35.8%
GLOBAL BLOOD THERAPEUTICS INC COM 0.1%
Value ($000) $323 Shares 12,696 Est. Cost $43.98 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $322 Shares 13,415 Est. Cost $27.43 Unrealized -11.1%
FAUG FIRST TR FD VIII ETF 0.1%
Value ($000) $319 Shares 8,750 Est. Cost $36.46 Unrealized
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.1%
Value ($000) $318 Shares 4,286 Est. Cost $65.60 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $314 Shares 8,223 Est. Cost $39.06 Unrealized
AXIA CENTRAIS ELETRICAS BRASILEIRAS 0.1%
Value ($000) $307 Shares 43,245 Est. Cost $4.93 Unrealized
PEY INVESCO HIGH YIELD EQTY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $306 Shares 15,488 Est. Cost $19.76 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $299 Shares 4,827 Est. Cost $58.63 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $298 Shares 1,362 Est. Cost $198.46 Unrealized +24.9%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $297 Shares 9,243 Est. Cost $41.47 Unrealized
XMMO INVESCO RUSSELL MIDCAP PURE 0.1%
Value ($000) $294 Shares 3,504 Est. Cost $83.90 Unrealized
MET METLIFE INC 5.625 PFD SE 0.1%
Value ($000) $293 Shares 5,307 Est. Cost $36.35 Unrealized +45.0%
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $293 Shares 5,796 Est. Cost $50.54 Unrealized
USRT ISHARES CORE US REIT ETF 0.1%
Value ($000) $292 Shares 4,982 Est. Cost $48.36 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $291 Shares 1,952 Est. Cost $80.88 Unrealized +84.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $291 Shares 1,458 Est. Cost $149.49 Unrealized +25.6%
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $289 Shares 1,033 Est. Cost $202.19 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.1%
Value ($000) $288 Shares 4,661 Est. Cost $44.58 Unrealized
DE DEERE COMPANY 0.1%
Value ($000) $287 Shares 857 Est. Cost $307.48 Unrealized +10.4%
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $286 Shares 1,575 Est. Cost $88.27 Unrealized +84.4%
BLACKROCK INC 0.1%
Value ($000) $286 Shares 341 Est. Cost $474.85 Unrealized
CEL SCI CORP COM PAR $0.01 0.1%
Value ($000) $286 Shares 26,100 Est. Cost $9.61 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $283 Shares 2,223 Est. Cost $83.36 Unrealized +42.4%
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $281 Shares 879 Est. Cost $181.05 Unrealized +68.7%
TD TORONTO-DOMINION BANK COM NPV SEDOL 2897222 0.1%
Value ($000) $278 Shares 4,206 Est. Cost $55.46 Unrealized +20.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $276 Shares 3,958 Est. Cost $55.39 Unrealized +7.2%
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $276 Shares 3,888 Est. Cost $50.97 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $275 Shares 4,745 Est. Cost $34.14 Unrealized +24.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $275 Shares 1,432 Est. Cost $110.17 Unrealized +52.5%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $275 Shares 1,556 Est. Cost $113.81 Unrealized +74.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $274 Shares 1,428 Est. Cost $119.47 Unrealized +60.8%
UGI UGI CORP NEW 0.1%
Value ($000) $272 Shares 6,394 Est. Cost $37.77 Unrealized +21.0%
SBUX STARBUCKS CORP COM USD0.001 0.1%
Value ($000) $265 Shares 2,407 Est. Cost $94.33 Unrealized +12.1%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $264 Shares 3,230 Est. Cost $59.62 Unrealized +22.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $264 Shares 1,579 Est. Cost $127.56 Unrealized +24.1%
SO SOUTHERN CO 0.1%
Value ($000) $263 Shares 4,255 Est. Cost $44.40 Unrealized +23.2%
DTE DTE ENERGY HOLDING CO 0.1%
Value ($000) $263 Shares 2,363 Est. Cost $81.93 Unrealized +23.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $262 Shares 1,592 Est. Cost $123.72 Unrealized +30.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $261 Shares 3,037 Est. Cost $55.79 Unrealized +38.7%
NOC NORTHROP GRUMMAN CORP HOLDING CO 0.1%
Value ($000) $260 Shares 722 Est. Cost $307.81 Unrealized +9.3%
F FORD MTR CO DEL COM 0.1%
Value ($000) $260 Shares 18,389 Est. Cost $7.67 Unrealized +34.5%
EXC EXELON CORP 0.1%
Value ($000) $260 Shares 5,382 Est. Cost $25.72 Unrealized +13.9%
EVRG EVERGY INC COM 0.1%
Value ($000) $259 Shares 4,165 Est. Cost $45.45 Unrealized +20.7%
BIO BIO RAD LABORATORIES INC CL A 0.1%
Value ($000) $257 Shares 345 Est. Cost $569.50 Unrealized +31.5%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.1%
Value ($000) $255 Shares 13,030 Est. Cost $21.79 Unrealized
SHM SPDR SER TR NUVEEN BLMBRG SR 0.1%
Value ($000) $254 Shares 5,158 Est. Cost $48.98 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $254 Shares 6,145 Est. Cost $34.52 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $252 Shares 2,400 Est. Cost $81.79 Unrealized +2.0%
TAXF AMERICAN CENTURY DIVER MUNI 0.1%
Value ($000) $252 Shares 4,584 Est. Cost $54.97 Unrealized
GNR SPDR INDEX SHS FDS SP GLOBAL NAT RES ETF 0.1%
Value ($000) $251 Shares 4,894 Est. Cost $53.02 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $250 Shares 1,045 Est. Cost $174.08 Unrealized +34.1%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $250 Shares 2,715 Est. Cost $74.29 Unrealized +13.0%
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $249 Shares 6,109 Est. Cost $27.85 Unrealized +34.9%
LINDE PLC SH 0.1%
Value ($000) $248 Shares 847 Est. Cost $281.43 Unrealized
NEO NEOGENOMICS INC COM NEW 0.1%
Value ($000) $245 Shares 5,087 Est. Cost $45.81 Unrealized +1.0%
ALLO ALLOGENE THERAPEUTICS INC COM 0.1%
Value ($000) $245 Shares 9,546 Est. Cost $23.74 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $245 Shares 8,985 Est. Cost $24.38 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $244 Shares 857 Est. Cost $264.08 Unrealized +15.9%
NI NISOURCE INC 0.1%
Value ($000) $242 Shares 10,010 Est. Cost $19.14 Unrealized +12.6%
DOCU DOCUSIGN INC 0.1%
Value ($000) $240 Shares 934 Est. Cost $224.62 Unrealized +28.3%
GH GUARDANT HEALTH INC COM 0.1%
Value ($000) $240 Shares 1,921 Est. Cost $94.42 Unrealized +25.8%
TVTX RETROPHIN INC 0.1%
Value ($000) $237 Shares 9,776 Est. Cost $18.37 Unrealized 0.0%
INSM INSMED INCORPORATED COM 0.1%
Value ($000) $237 Shares 8,641 Est. Cost $26.31 Unrealized -0.3%
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U 0.1%
Value ($000) $236 Shares 4,382 Est. Cost $45.28 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $236 Shares 2,684 Est. Cost $80.51 Unrealized +7.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $234 Shares 314 Est. Cost $488.14 Unrealized
FMB FIRST TR EXCHANGE-TRADED FD III MANAGED MUN ETF 0.1%
Value ($000) $233 Shares 4,114 Est. Cost $56.64 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $233 Shares 3,656 Est. Cost $54.62 Unrealized
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $233 Shares 4,012 Est. Cost $45.26 Unrealized +22.5%
LKQ LKQ CORP COM 0.1%
Value ($000) $232 Shares 4,618 Est. Cost $42.93 Unrealized +6.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $232 Shares 406 Est. Cost $419.23 Unrealized +29.4%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $231 Shares 10,449 Est. Cost $22.12 Unrealized
ARKG ARK GENOMIC REVL MULTI-SECTOR ETF 0.1%
Value ($000) $231 Shares 3,098 Est. Cost $90.85 Unrealized
PID INVESCO INTERNATIONAL DIV ACHIEVERS ETF 0.1%
Value ($000) $229 Shares 13,074 Est. Cost $16.82 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $226 Shares 1,067 Est. Cost $182.06 Unrealized +15.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $226 Shares 1,119 Est. Cost $33.93 Unrealized +6.1%
GD GENERAL DYNAMICS CRP 0.0%
Value ($000) $225 Shares 1,150 Est. Cost $150.62 Unrealized +18.6%
TCHP T ROWE PRICE ETF INC PRICE BLUE CHIP COMMON STOCK 0.0%
Value ($000) $224 Shares 7,052 Est. Cost $31.76 Unrealized
TCPC TCP CAP CORP COM 0.0%
Value ($000) $222 Shares 16,396 Est. Cost $10.58 Unrealized +32.6%
ULTA ULTA SALON COSMETCS FRAG INC COM 0.0%
Value ($000) $221 Shares 614 Est. Cost $327.93 Unrealized +10.1%
EBAY EBAY INC 0.0%
Value ($000) $220 Shares 3,170 Est. Cost $57.72 Unrealized +14.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $220 Shares 4,687 Est. Cost $46.94 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS 0.0%
Value ($000) $218 Shares 4,608 Est. Cost $47.31 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $217 Shares 2,263 Est. Cost $96.59 Unrealized -2.2%
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $216 Shares 16,266 Est. Cost $5.83 Unrealized +39.7%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $216 Shares 14,255 Est. Cost $15.66 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $214 Shares 2,200 Est. Cost $48.82 Unrealized +75.6%
VRTX VERTEX PHARMACEUTCLS INC 0.0%
Value ($000) $213 Shares 1,175 Est. Cost $195.24 Unrealized 0.0%
VCR VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS 0.0%
Value ($000) $212 Shares 687 Est. Cost $308.59 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $211 Shares 2,854 Est. Cost $68.84 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $207 Shares 5,698 Est. Cost $26.66 Unrealized +32.4%
FEP FIRST TRUST EUROPE ALPHADEX 0.0%
Value ($000) $207 Shares 4,946 Est. Cost $38.14 Unrealized
BLACKROCK CORE TR SHS BEN INT 0.0%
Value ($000) $207 Shares 12,500 Est. Cost $15.36 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $207 Shares 525 Est. Cost $348.75 Unrealized 0.0%
CTBI COMMUNITY TRUST BANCORPORATION 0.0%
Value ($000) $207 Shares 4,938 Est. Cost $33.83 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $206 Shares 14,496 Est. Cost $10.76 Unrealized +17.8%
AES AES CORP 0.0%
Value ($000) $204 Shares 8,962 Est. Cost $14.48 Unrealized +41.8%
NATIONWIDE RISK-MANAGED INCO 0.0%
Value ($000) $204 Shares 7,460 Est. Cost $27.35 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $200 Shares 3,345 Est. Cost $43.87 Unrealized +16.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $200 Shares 2,553 Est. Cost $67.77 Unrealized 0.0%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $198 Shares 11,579 Est. Cost $17.77 Unrealized -4.8%
OMER OMEROS CORP COM 0.0%
Value ($000) $198 Shares 14,370 Est. Cost $15.79 Unrealized -5.2%
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $196 Shares 27,879 Est. Cost $5.26 Unrealized
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value ($000) $196 Shares 14,174 Est. Cost $12.94 Unrealized
SOLAR SENIOR CAPITAL LTD 0.0%
Value ($000) $188 Shares 12,182 Est. Cost $14.55 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $186 Shares 12,176 Est. Cost $11.80 Unrealized +8.6%
CREDIT SUISSE GROUP SPON ADR-REP 1 ORD CHF0.40REGD 0.0%
Value ($000) $148 Shares 15,011 Est. Cost $10.36 Unrealized
MRCC MONROE CAPITAL CORP 0.0%
Value ($000) $122 Shares 11,827 Est. Cost $3.89 Unrealized +62.1%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $114 Shares 13,683 Est. Cost $7.31 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $111 Shares 16,172 Est. Cost $9.30 Unrealized
KMDA KAMADA ORD ILS1.00 0.0%
Value ($000) $101 Shares 19,214 Est. Cost $6.96 Unrealized -23.7%
DEL TACO RESTAURANTS INC 0.0%
Value ($000) $95 Shares 10,935 Est. Cost $9.59 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $78 Shares 21,500 Est. Cost $4.33 Unrealized
NEW YORK MTG TR INC COM PAR 0.0%
Value ($000) $66 Shares 15,680 Est. Cost $4.37 Unrealized
ARCADIA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $26 Shares 13,000 Est. Cost $3.77 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $25 Shares 23,339 Est. Cost $1.81 Unrealized
PALATIN TECHNOLOGIES INC COM PAR $.01 0.0%
Value ($000) $15 Shares 34,000 Est. Cost $0.64 Unrealized
THERAPEUTICS MD INC 0.0%
Value ($000) $8 Shares 12,000 Est. Cost $1.14 Unrealized