WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 26, 2022

Total Value ($000): $343,731 (100.0% shares, 0.0% debt)

Holdings (109)

WBIG WBI BULLBEAR YIELD 3000 ETF 12.6%
Value ($000) $43,226 Shares 1,752,157 Est. Cost $24.54 Unrealized
WBIY WBI POWER FACTOR HIGH DIVIDEND ETF 10.7%
Value ($000) $36,768 Shares 1,590,960 Est. Cost $25.62 Unrealized
WBIL WBI BULLBEAR QUALITY 3000 ETF 7.8%
Value ($000) $26,939 Shares 990,353 Est. Cost $26.43 Unrealized
WBIF WBI BULLBEAR VALUE 3000 ETF 7.7%
Value ($000) $26,415 Shares 944,022 Est. Cost $27.05 Unrealized
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 3.3%
Value ($000) $11,187 Shares 380,175 Est. Cost $30.42 Unrealized
DVN DEVON ENERGY CORP 2.9%
Value ($000) $9,915 Shares 165,122 Est. Cost $52.95 Unrealized 0.0%
PTMC PACER TRENDPILOT US MID CAP ETF 2.8%
Value ($000) $9,771 Shares 307,801 Est. Cost $34.81 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2.8%
Value ($000) $9,460 Shares 105,312 Est. Cost $90.12 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 2.7%
Value ($000) $9,440 Shares 87,506 Est. Cost $108.12 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.6%
Value ($000) $8,769 Shares 53,504 Est. Cost $163.89 Unrealized
VB VANGUARD SMALL-CAP ETF 2.5%
Value ($000) $8,759 Shares 51,574 Est. Cost $169.83 Unrealized
CAG CONAGRA BRANDS INC 1.7%
Value ($000) $5,706 Shares 179,186 Est. Cost $29.05 Unrealized 0.0%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 1.6%
Value ($000) $5,560 Shares 22,427 Est. Cost $273.32 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 1.4%
Value ($000) $4,767 Shares 135,781 Est. Cost $38.43 Unrealized
NIELSEN HOLDINGS PLC 1.3%
Value ($000) $4,511 Shares 165,819 Est. Cost $27.20 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.3%
Value ($000) $4,458 Shares 67,565 Est. Cost $70.54 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.2%
Value ($000) $4,160 Shares 23,640 Est. Cost $175.97 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.2%
Value ($000) $4,143 Shares 20,405 Est. Cost $203.04 Unrealized
HUM HUMANA INC 1.1%
Value ($000) $3,827 Shares 7,890 Est. Cost $428.58 Unrealized +9.5%
PSX PHILLIPS 66 1.1%
Value ($000) $3,617 Shares 44,815 Est. Cost $78.48 Unrealized -3.9%
PTLC PACER TRENDPILOT US LARGE CAP ETF 1.0%
Value ($000) $3,492 Shares 94,536 Est. Cost $36.57 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE ETF 1.0%
Value ($000) $3,449 Shares 26,553 Est. Cost $133.77 Unrealized
DOW DOW INC 0.9%
Value ($000) $3,227 Shares 73,475 Est. Cost $46.61 Unrealized -11.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,181 Shares 36,449 Est. Cost $75.42 Unrealized +7.9%
KSS KOHL'S CORP 0.9%
Value ($000) $3,121 Shares 124,118 Est. Cost $29.17 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.9%
Value ($000) $3,120 Shares 41,452 Est. Cost $69.20 Unrealized -2.5%
OKE ONEOK INC 0.9%
Value ($000) $3,114 Shares 60,779 Est. Cost $49.79 Unrealized 0.0%
GNMA ISHARES GNMA BOND ETF 0.9%
Value ($000) $3,070 Shares 71,924 Est. Cost $45.06 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $2,893 Shares 92,152 Est. Cost $40.24 Unrealized
BBY BEST BUY CO INC 0.8%
Value ($000) $2,881 Shares 45,498 Est. Cost $62.78 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.8%
Value ($000) $2,776 Shares 32,362 Est. Cost $84.24 Unrealized -3.3%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,743 Shares 72,242 Est. Cost $41.26 Unrealized -13.3%
AGZ ISHARES AGENCY BOND ETF 0.8%
Value ($000) $2,587 Shares 24,608 Est. Cost $117.33 Unrealized
FOOT LOCKER INC 0.7%
Value ($000) $2,436 Shares 78,281 Est. Cost $25.25 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.7%
Value ($000) $2,322 Shares 321,238 Est. Cost $10.82 Unrealized -7.4%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.6%
Value ($000) $2,169 Shares 14,331 Est. Cost $152.84 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $2,127 Shares 17,903 Est. Cost $112.32 Unrealized +3.0%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.6%
Value ($000) $2,120 Shares 28,432 Est. Cost $83.41 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.6%
Value ($000) $2,085 Shares 23,779 Est. Cost $90.50 Unrealized 0.0%
CSX CSX CORP 0.6%
Value ($000) $2,056 Shares 78,508 Est. Cost $30.95 Unrealized -4.3%
CFG CITIZENS FINANCIAL GROUP INC 0.6%
Value ($000) $2,044 Shares 59,501 Est. Cost $31.80 Unrealized 0.0%
VMI VALMONT INDUSTRIES INC 0.6%
Value ($000) $2,017 Shares 7,946 Est. Cost $264.26 Unrealized 0.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.6%
Value ($000) $2,001 Shares 50,641 Est. Cost $44.50 Unrealized
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF 0.4%
Value ($000) $1,404 Shares 45,049 Est. Cost $33.57 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.4%
Value ($000) $1,333 Shares 156,332 Est. Cost $9.08 Unrealized
SMDV PROSHARES TRUST-PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.3%
Value ($000) $1,200 Shares 22,125 Est. Cost $58.56 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $1,167 Shares 167,715 Est. Cost $13.02 Unrealized
KNSL KINSALE CAPITAL GROUP INC 0.3%
Value ($000) $1,150 Shares 4,649 Est. Cost $247.88 Unrealized 0.0%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.3%
Value ($000) $1,147 Shares 12,396 Est. Cost $87.85 Unrealized -1.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,144 Shares 18,550 Est. Cost $54.52 Unrealized +2.3%
WU WESTERN UNION CO/THE 0.3%
Value ($000) $1,139 Shares 85,204 Est. Cost $18.97 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,072 Shares 16,993 Est. Cost $63.50 Unrealized -5.1%
MMM 3M CO 0.3%
Value ($000) $980 Shares 8,875 Est. Cost $114.60 Unrealized -15.9%
MBB ISHARES MBS ETF 0.3%
Value ($000) $951 Shares 10,479 Est. Cost $103.33 Unrealized
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $944 Shares 28,426 Est. Cost $38.00 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOGY PLC 0.3%
Value ($000) $944 Shares 59,804 Est. Cost $13.66 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.3%
Value ($000) $913 Shares 25,235 Est. Cost $34.71 Unrealized -9.7%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $908 Shares 6,742 Est. Cost $163.47 Unrealized -2.6%
KHC KRAFT HEINZ CO/THE 0.3%
Value ($000) $886 Shares 26,588 Est. Cost $28.24 Unrealized +11.4%
PFG PRINCIPAL FINANCIAL GROUP INC 0.3%
Value ($000) $873 Shares 12,107 Est. Cost $51.54 Unrealized +23.4%
GIS GENERAL MILLS INC 0.2%
Value ($000) $853 Shares 11,136 Est. Cost $59.82 Unrealized +13.3%
PAGP PLAINS GP HOLDINGS LP 0.2%
Value ($000) $835 Shares 76,591 Est. Cost $10.31 Unrealized
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $828 Shares 38,511 Est. Cost $26.38 Unrealized -18.9%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $809 Shares 25,539 Est. Cost $43.11 Unrealized -18.7%
C CITIGROUP INC 0.2%
Value ($000) $794 Shares 19,069 Est. Cost $43.67 Unrealized 0.0%
ORI OLD REPUBLIC INTERNATIONAL CORP 0.2%
Value ($000) $786 Shares 37,568 Est. Cost $18.32 Unrealized -5.0%
IVZ INVESCO LTD 0.2%
Value ($000) $781 Shares 57,009 Est. Cost $14.39 Unrealized 0.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.2%
Value ($000) $772 Shares 13,495 Est. Cost $58.37 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $691 Shares 14,725 Est. Cost $49.53 Unrealized
EAGLE BULK SHIPPING INC 0.2%
Value ($000) $664 Shares 15,391 Est. Cost $46.66 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.2%
Value ($000) $661 Shares 7,570 Est. Cost $92.88 Unrealized
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $657 Shares 16,067 Est. Cost $43.26 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.2%
Value ($000) $650 Shares 16,378 Est. Cost $42.36 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.2%
Value ($000) $644 Shares 30,551 Est. Cost $23.67 Unrealized
ASB ASSOCIATED BANC-CORP 0.2%
Value ($000) $619 Shares 30,872 Est. Cost $17.50 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $614 Shares 7,860 Est. Cost $82.66 Unrealized
FNB FNB CORP/PA 0.2%
Value ($000) $588 Shares 50,775 Est. Cost $10.49 Unrealized +0.4%
CWEN CLEARWAY ENERGY INC 0.2%
Value ($000) $585 Shares 18,394 Est. Cost $28.27 Unrealized +7.4%
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $553 Shares 13,768 Est. Cost $42.42 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.2%
Value ($000) $530 Shares 7,409 Est. Cost $76.65 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $494 Shares 39,460 Est. Cost $18.76 Unrealized -15.3%
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 0.1%
Value ($000) $488 Shares 19,784 Est. Cost $25.75 Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $483 Shares 28,313 Est. Cost $18.85 Unrealized
NAVI NAVIENT CORP 0.1%
Value ($000) $459 Shares 31,299 Est. Cost $15.47 Unrealized -1.3%
KTB KONTOOR BRANDS INC 0.1%
Value ($000) $456 Shares 13,589 Est. Cost $45.44 Unrealized -18.4%
HESM HESS MIDSTREAM LP 0.1%
Value ($000) $433 Shares 17,000 Est. Cost $20.99 Unrealized +3.0%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $430 Shares 4,837 Est. Cost $93.68 Unrealized
UPBD RENT-A-CENTER INC/TX 0.1%
Value ($000) $418 Shares 23,929 Est. Cost $24.89 Unrealized +0.0%
MC MOELIS & CO 0.1%
Value ($000) $384 Shares 11,369 Est. Cost $41.89 Unrealized -15.6%
TDS TELEPHONE AND DATA SYSTEMS INC 0.1%
Value ($000) $382 Shares 27,533 Est. Cost $15.89 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $367 Shares 6,471 Est. Cost $56.71 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $364 Shares 1,437 Est. Cost $253.31 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $348 Shares 1,328 Est. Cost $273.93 Unrealized
FRANCHISE GROUP INC 0.1%
Value ($000) $333 Shares 13,727 Est. Cost $30.17 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $274 Shares 2,951 Est. Cost $109.84 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $271 Shares 4,158 Est. Cost $70.25 Unrealized
PACIFIC PREMIER BANCORP INC 0.1%
Value ($000) $240 Shares 7,764 Est. Cost $30.91 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BON 0.1%
Value ($000) $236 Shares 4,750 Est. Cost $49.68 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $236 Shares 18,718 Est. Cost $15.79 Unrealized -8.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $235 Shares 5,134 Est. Cost $49.21 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $234 Shares 7,820 Est. Cost $29.92 Unrealized
WSBC WESBANCO INC 0.1%
Value ($000) $231 Shares 6,935 Est. Cost $33.94 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $230 Shares 5,044 Est. Cost $45.60 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $228 Shares 4,764 Est. Cost $48.91 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $219 Shares 5,730 Est. Cost $40.13 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $212 Shares 693 Est. Cost $338.79 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $209 Shares 1,776 Est. Cost $127.06 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $201 Shares 5,352 Est. Cost $47.20 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $138 Shares 17,719 Est. Cost $8.43 Unrealized 0.0%