$188 Million is the total value of LifePlan Financial Group, Inc's 564 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $7,233,000 | +12.6% | 47,789 | -2.6% | 3.86% | -3.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $6,147,000 | +13.2% | 150,407 | +2.8% | 3.28% | -3.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $6,019,000 | +15.4% | 40,794 | +3.2% | 3.21% | -1.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,529,000 | +11.1% | 35,349 | -4.6% | 2.95% | -5.1% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $5,300,000 | +66150.0% | 159,483 | +58749.8% | 2.83% | +56420.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $5,147,000 | +7.0% | 92,284 | +4.0% | 2.74% | -8.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $5,125,000 | +94.9% | 84,342 | +76.4% | 2.73% | +66.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $5,026,000 | +17.6% | 42,211 | +11.4% | 2.68% | +0.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,894,000 | +8.2% | 39,629 | -2.7% | 2.61% | -7.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $4,784,000 | +16.2% | 26,805 | +5.0% | 2.55% | -0.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,640,000 | +16.8% | 36,043 | +3.5% | 2.47% | -0.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,437,000 | -15.7% | 42,486 | -26.2% | 2.37% | -28.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,964,000 | +424.3% | 13,931 | +363.7% | 2.11% | +347.9% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $3,564,000 | +20.0% | 19,833 | +0.6% | 1.90% | +2.5% |
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $3,516,000 | +25.0% | 99,937 | +9.8% | 1.88% | +6.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $3,449,000 | +13.7% | 39,687 | -2.4% | 1.84% | -2.9% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,366,000 | +23.7% | 103,652 | +10.8% | 1.80% | +5.7% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $3,360,000 | -0.9% | 65,991 | -2.0% | 1.79% | -15.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $3,292,000 | +11.6% | 16,741 | -4.7% | 1.76% | -4.7% |
| IXN | Buy | ISHARES TRglobal tech etf | $3,159,000 | +23.1% | 18,464 | +3.7% | 1.68% | +5.1% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,080,000 | +9.3% | 28,615 | -0.6% | 1.64% | -6.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,723,000 | +5.1% | 42,288 | -7.4% | 1.45% | -10.3% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $2,715,000 | +11.5% | 82,901 | -0.3% | 1.45% | -4.7% |
| USMV | Buy | ISHARES TRmin vol usa etf | $2,614,000 | +355.4% | 44,458 | +306.1% | 1.39% | +289.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,581,000 | +4.7% | 29,846 | -1.8% | 1.38% | -10.6% |
| JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $2,493,000 | +1.2% | 69,296 | -5.5% | 1.33% | -13.6% |
| MTUM | Sell | ISHARES TRusa momentum fct | $2,297,000 | -19.4% | 20,475 | -28.0% | 1.22% | -31.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,276,000 | +16.9% | 14,156 | +0.5% | 1.21% | -0.1% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $2,047,000 | +59.3% | 31,749 | +56.8% | 1.09% | +36.2% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $1,972,000 | +65.6% | 17,922 | +56.3% | 1.05% | +41.6% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $1,964,000 | -4.0% | 18,408 | -6.3% | 1.05% | -18.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,908,000 | -12.5% | 15,489 | -13.8% | 1.02% | -25.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,861,000 | +5.6% | 17,888 | -6.7% | 0.99% | -9.8% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,731,000 | +4.7% | 14,440 | -6.1% | 0.92% | -10.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,700,000 | +395.6% | 22,031 | +345.8% | 0.91% | +323.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,655,000 | +4.2% | 38,952 | -6.5% | 0.88% | -11.0% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $1,465,000 | -50.0% | 37,245 | -56.4% | 0.78% | -57.3% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $1,339,000 | -7.1% | 16,498 | -9.4% | 0.71% | -20.7% |
| QQQ | INVESCO QQQ TRunit ser 1 | $1,206,000 | +16.4% | 6,714 | 0.0% | 0.64% | -0.6% | |
| IVE | ISHARES TRs&p 500 val etf | $1,097,000 | +11.5% | 9,728 | 0.0% | 0.58% | -4.7% | |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $1,082,000 | +64.9% | 19,617 | +56.9% | 0.58% | +40.7% |
| JPIN | Buy | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $1,078,000 | +8.8% | 19,501 | +0.2% | 0.58% | -7.1% |
| LRGF | Sell | ISHARES TRmultifactor usa | $926,000 | -65.5% | 29,839 | -69.0% | 0.49% | -70.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $923,000 | +10.8% | 14,233 | +0.5% | 0.49% | -5.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $921,000 | +13.4% | 4,861 | -0.6% | 0.49% | -3.2% |
| USFR | Buy | WISDOMTREE TRfloatng rat trea | $849,000 | +9.8% | 33,851 | +9.8% | 0.45% | -6.2% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $845,000 | +19.5% | 6,083 | +0.3% | 0.45% | +2.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $801,000 | +10.8% | 5,532 | -2.3% | 0.43% | -5.3% |
| GOVT | Buy | ISHARES TRus treas bd etf | $759,000 | +374.4% | 30,067 | +361.9% | 0.40% | +305.0% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $692,000 | +29.6% | 5,622 | +16.7% | 0.37% | +10.8% |
| MUB | Sell | ISHARES TRnational mun etf | $677,000 | -6.2% | 6,085 | -8.2% | 0.36% | -20.0% |
| QTEC | FIRST TR NASDAQ100 TECH INDE | $669,000 | +21.0% | 8,125 | 0.0% | 0.36% | +3.5% | |
| IGE | Sell | ISHARES TRnorth amern nat | $663,000 | -9.7% | 21,129 | -21.7% | 0.35% | -22.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $647,000 | +2.5% | 6,396 | -1.1% | 0.34% | -12.4% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $639,000 | +13.5% | 4,998 | -0.6% | 0.34% | -2.8% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $635,000 | +43.0% | 10,631 | +29.1% | 0.34% | +22.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $609,000 | +12.6% | 3,531 | -1.6% | 0.32% | -3.8% |
| NEE | NEXTERA ENERGY INC | $595,000 | +11.2% | 3,077 | 0.0% | 0.32% | -5.1% | |
| DTE | DTE ENERGY CO | $585,000 | +13.2% | 4,687 | 0.0% | 0.31% | -3.4% | |
| LMT | LOCKHEED MARTIN CORP | $579,000 | +14.7% | 1,929 | 0.0% | 0.31% | -1.9% | |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $544,000 | +1500.0% | 5,156 | +1344.3% | 0.29% | +1281.0% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $540,000 | +49.6% | 8,959 | +33.6% | 0.29% | +28.0% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $529,000 | +8.6% | 18,308 | -3.1% | 0.28% | -7.2% |
| PFE | Buy | PFIZER INC | $515,000 | +0.6% | 12,126 | +3.5% | 0.28% | -14.1% |
| XOM | Buy | EXXON MOBIL CORP | $515,000 | +29.7% | 6,371 | +9.4% | 0.28% | +10.9% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $507,000 | +0.8% | 3,735 | -15.6% | 0.27% | -14.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $476,000 | +8.9% | 9,486 | -1.0% | 0.25% | -7.0% |
| SYE | Buy | SSGA ACTIVE ETF TRmfs sys cor eq | $476,000 | +213.2% | 5,936 | +175.5% | 0.25% | +167.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $469,000 | +19.9% | 5,402 | +14.4% | 0.25% | +2.5% |
| MCD | MCDONALDS CORP | $461,000 | +7.0% | 2,426 | 0.0% | 0.25% | -8.6% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $454,000 | -37.2% | 4,161 | -38.7% | 0.24% | -46.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $452,000 | +15.6% | 8,371 | -0.5% | 0.24% | -1.2% |
| BA | Buy | BOEING CO | $436,000 | +23.9% | 1,142 | +4.6% | 0.23% | +5.5% |
| SPLB | Buy | SPDR SERIES TRUSTportfolio ln cor | $432,000 | +83.1% | 15,928 | +71.1% | 0.23% | +56.5% |
| T | Buy | AT&T INC | $428,000 | +11.5% | 13,638 | +1.5% | 0.23% | -5.0% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $421,000 | +49.3% | 11,305 | +30.3% | 0.22% | +27.3% |
| XAR | Buy | SPDR SERIES TRUSTaerospace def | $407,000 | +55.3% | 4,430 | +33.5% | 0.22% | +32.3% |
| IBND | Sell | SPDR SERIES TRUSTblombrg brc intl | $397,000 | -11.4% | 11,968 | -12.1% | 0.21% | -24.3% |
| IPKW | Buy | INVESCO EXCHNG TRADED FD TRintl buyback | $395,000 | +30.4% | 12,449 | +18.3% | 0.21% | +11.6% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $386,000 | +13.5% | 7,340 | +0.6% | 0.21% | -2.8% |
| MO | Sell | ALTRIA GROUP INC | $386,000 | +15.6% | 6,715 | -0.7% | 0.21% | -1.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $381,000 | +21.7% | 2,384 | 0.0% | 0.20% | +4.1% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $376,000 | +6.8% | 10,506 | -3.5% | 0.20% | -9.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $374,000 | +13.0% | 4,830 | +0.7% | 0.20% | -3.9% |
| IOO | Sell | ISHARES TRglobal 100 etf | $367,000 | -1.1% | 7,723 | -11.8% | 0.20% | -15.5% |
| ES | EVERSOURCE ENERGY | $367,000 | +9.2% | 5,167 | 0.0% | 0.20% | -6.7% | |
| LSI | LIFE STORAGE INC | $361,000 | +4.3% | 3,716 | 0.0% | 0.19% | -11.1% | |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $358,000 | +18.5% | 4,179 | +7.8% | 0.19% | +1.1% |
| PKG | PACKAGING CORP AMER | $356,000 | +19.1% | 3,586 | 0.0% | 0.19% | +1.6% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $353,000 | +145.1% | 1,248 | +117.0% | 0.19% | +108.9% |
| FXU | FIRST TR EXCHANGE TRADED FDutilities alph | $350,000 | +5.7% | 12,371 | 0.0% | 0.19% | -9.7% | |
| OKE | ONEOK INC NEW | $351,000 | +29.5% | 5,030 | 0.0% | 0.19% | +10.7% | |
| MSFT | MICROSOFT CORP | $343,000 | +15.9% | 2,912 | 0.0% | 0.18% | -1.1% | |
| HDV | Buy | ISHARES TRcore high dv etf | $333,000 | +57.1% | 3,565 | +41.7% | 0.18% | +34.8% |
| LNT | ALLIANT ENERGY CORP | $329,000 | +11.5% | 6,980 | 0.0% | 0.18% | -4.9% | |
| TU | TELUS CORP | $323,000 | +11.8% | 8,719 | 0.0% | 0.17% | -4.4% | |
| WEC | WEC ENERGY GROUP INC | $321,000 | +14.2% | 4,060 | 0.0% | 0.17% | -2.3% | |
| SWK | STANLEY BLACK & DECKER INC | $320,000 | +13.9% | 2,347 | 0.0% | 0.17% | -2.3% | |
| SPMD | Buy | SPDR SERIES TRUSTportfolio md etf | $320,000 | +47.5% | 9,597 | +30.0% | 0.17% | +26.7% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FDindls prod dur | $310,000 | +16.5% | 7,758 | -0.7% | 0.16% | -0.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $302,000 | -11.4% | 3,589 | -11.9% | 0.16% | -24.4% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $300,000 | -33.3% | 5,682 | -34.8% | 0.16% | -43.1% |
| CME | CME GROUP INC | $294,000 | -12.5% | 1,784 | 0.0% | 0.16% | -25.2% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $290,000 | -1.0% | 7,948 | -7.0% | 0.16% | -15.3% |
| NI | NISOURCE INC | $290,000 | +12.8% | 10,123 | 0.0% | 0.16% | -3.1% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $279,000 | +18.2% | 5,335 | +16.5% | 0.15% | +1.4% |
| GYLD | Sell | ARROW ETF TRarrow dj glb yld | $262,000 | +1.9% | 15,618 | -8.6% | 0.14% | -12.5% |
| MBB | Sell | ISHARES TRmbs etf | $260,000 | -6.5% | 2,447 | -7.7% | 0.14% | -20.1% |
| FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $259,000 | +18.3% | 8,607 | -0.8% | 0.14% | +0.7% |
| TD | TORONTO DOMINION BK ONT | $258,000 | +9.3% | 4,756 | 0.0% | 0.14% | -6.1% | |
| NNN | NATIONAL RETAIL PPTYS INC | $247,000 | +14.4% | 4,457 | 0.0% | 0.13% | -2.2% | |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $246,000 | +26.2% | 8,124 | +13.4% | 0.13% | +7.4% |
| SPG | SIMON PPTY GROUP INC NEW | $245,000 | +8.4% | 1,343 | 0.0% | 0.13% | -7.1% | |
| IDA | IDACORP INC | $239,000 | +7.2% | 2,397 | 0.0% | 0.13% | -8.6% | |
| PSA | PUBLIC STORAGE | $235,000 | +7.8% | 1,079 | 0.0% | 0.12% | -8.1% | |
| D | DOMINION ENERGY INC | $233,000 | +7.4% | 3,043 | 0.0% | 0.12% | -8.1% | |
| BLL | BALL CORP | $227,000 | +25.4% | 3,926 | 0.0% | 0.12% | +7.1% | |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $225,000 | +9.8% | 7,883 | +6.9% | 0.12% | -6.2% |
| AAPL | APPLE INC | $218,000 | +20.4% | 1,150 | 0.0% | 0.12% | +2.7% | |
| JNJ | Buy | JOHNSON & JOHNSON | $215,000 | +46.3% | 1,537 | +35.2% | 0.12% | +25.0% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $212,000 | -16.9% | 2,370 | -28.3% | 0.11% | -28.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $208,000 | +156.8% | 4,028 | +135.1% | 0.11% | +117.6% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $206,000 | 0.0% | 1,627 | -4.0% | 0.11% | -14.7% |
| PEP | PEPSICO INC | $205,000 | +10.8% | 1,674 | 0.0% | 0.11% | -5.2% | |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $205,000 | +8.5% | 3,998 | +7.9% | 0.11% | -7.6% |
| PICB | Sell | INVESCO EXCHNG TRADED FD TRintl corp bd | $201,000 | -45.1% | 7,690 | -47.1% | 0.11% | -53.1% |
| WFHY | WISDOMTREE TRfndmtl hgh yld | $200,000 | +7.0% | 3,936 | 0.0% | 0.11% | -8.5% | |
| NEAR | New | ISHARES US ETF TRsht mat bd etf | $192,000 | – | 3,829 | +100.0% | 0.10% | – |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $190,000 | +0.5% | 1,384 | -2.5% | 0.10% | -14.4% |
| KMB | KIMBERLY CLARK CORP | $187,000 | +8.7% | 1,506 | 0.0% | 0.10% | -6.5% | |
| BWX | SPDR SERIES TRUSTblomberg intl tr | $185,000 | +1.1% | 6,645 | 0.0% | 0.10% | -13.2% | |
| AEE | Buy | AMEREN CORP | $181,000 | +13.8% | 2,460 | +0.7% | 0.10% | -2.0% |
| DIS | DISNEY WALT CO | $180,000 | +1.1% | 1,622 | 0.0% | 0.10% | -13.5% | |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $178,000 | -33.6% | 3,138 | -43.2% | 0.10% | -43.1% |
| SPSB | SPDR SERIES TRUSTportfolio short | $176,000 | +1.1% | 5,762 | 0.0% | 0.09% | -13.8% | |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $176,000 | +134.7% | 6,121 | +118.8% | 0.09% | +100.0% |
| JPUS | Sell | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $175,000 | +11.5% | 2,390 | -1.0% | 0.09% | -5.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $174,000 | -43.3% | 2,633 | -50.8% | 0.09% | -51.6% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $174,000 | +72.3% | 4,772 | +65.1% | 0.09% | +47.6% |
| BMY | BRISTOL MYERS SQUIBB CO | $169,000 | -8.2% | 3,542 | 0.0% | 0.09% | -21.7% | |
| XSLV | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $166,000 | +10.7% | 3,527 | 0.0% | 0.09% | -5.3% | |
| IPG | INTERPUBLIC GROUP COS INC | $167,000 | +1.8% | 7,958 | 0.0% | 0.09% | -12.7% | |
| IUSB | Sell | ISHARES TRcore total usd | $165,000 | -3.5% | 3,255 | -6.4% | 0.09% | -17.8% |
| PIZ | Sell | INVESCO EXCHNG TRADED FD TRdwa dev mkts | $164,000 | -52.2% | 6,325 | -57.7% | 0.09% | -59.3% |
| AOM | Sell | ISHARES TRmodert alloc etf | $159,000 | +3.9% | 4,175 | -2.7% | 0.08% | -11.5% |
| KO | COCA COLA CO | $157,000 | -1.3% | 3,358 | 0.0% | 0.08% | -15.2% | |
| AFL | Buy | AFLAC INC | $148,000 | +10.4% | 2,951 | +0.5% | 0.08% | -6.0% |
| KSS | KOHLS CORP | $146,000 | +3.5% | 2,129 | 0.0% | 0.08% | -11.4% | |
| ED | CONSOLIDATED EDISON INC | $144,000 | +10.8% | 1,700 | 0.0% | 0.08% | -4.9% | |
| PNW | PINNACLE WEST CAP CORP | $144,000 | +11.6% | 1,510 | 0.0% | 0.08% | -4.9% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $145,000 | +31.8% | 1,817 | +28.7% | 0.08% | +11.6% |
| RAVI | FLEXSHARES TRready acc vari | $142,000 | +0.7% | 1,885 | 0.0% | 0.08% | -13.6% | |
| EXR | EXTRA SPACE STORAGE INC | $142,000 | +12.7% | 1,390 | 0.0% | 0.08% | -3.8% | |
| CSCO | Buy | CISCO SYS INC | $140,000 | +32.1% | 2,586 | +6.2% | 0.08% | +13.6% |
| PNC | PNC FINL SVCS GROUP INC | $137,000 | +4.6% | 1,118 | 0.0% | 0.07% | -11.0% | |
| SUI | SUN CMNTYS INC | $135,000 | +16.4% | 1,143 | 0.0% | 0.07% | 0.0% | |
| VTR | VENTAS INC | $135,000 | +8.9% | 2,116 | 0.0% | 0.07% | -6.5% | |
| OGE | OGE ENERGY CORP | $131,000 | +10.1% | 3,027 | 0.0% | 0.07% | -5.4% | |
| INTC | INTEL CORP | $130,000 | +14.0% | 2,426 | 0.0% | 0.07% | -2.8% | |
| IAGG | ISHARES TRcore intl aggr | $130,000 | +2.4% | 2,425 | 0.0% | 0.07% | -12.7% | |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $129,000 | +33.0% | 2,808 | +29.8% | 0.07% | +13.1% |
| IWB | Buy | ISHARES TRrus 1000 etf | $130,000 | +261.1% | 828 | +220.9% | 0.07% | +213.6% |
| ACN | ACCENTURE PLC IRELAND | $129,000 | +25.2% | 731 | 0.0% | 0.07% | +7.8% | |
| SPTI | Sell | SPDR SERIES TRUSTblmbrg brc intrm | $129,000 | -9.8% | 2,136 | -11.1% | 0.07% | -22.5% |
| CVX | CHEVRON CORP NEW | $127,000 | +13.4% | 1,030 | 0.0% | 0.07% | -2.9% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $127,000 | +18.7% | 3,171 | +1.2% | 0.07% | +1.5% |
| ITM | Buy | VANECK VECTORS ETF TRamt free int etf | $123,000 | +296.8% | 2,517 | +287.2% | 0.07% | +247.4% |
| BMO | BANK MONTREAL QUE | $121,000 | +15.2% | 1,613 | 0.0% | 0.06% | -1.5% | |
| USRT | Buy | ISHARES TRcre u s reit etf | $118,000 | +1585.7% | 2,278 | +1460.3% | 0.06% | +1475.0% |
| IGLB | Sell | ISHARES TRlng tr crprt bd | $114,000 | +3.6% | 1,893 | -3.2% | 0.06% | -11.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $114,000 | -1.7% | 568 | 0.0% | 0.06% | -15.3% | |
| SPHY | Sell | SPDR SER TRice bofaml etf | $113,000 | -1.7% | 4,333 | -6.9% | 0.06% | -16.7% |
| WFC | WELLS FARGO CO NEW | $111,000 | +4.7% | 2,295 | 0.0% | 0.06% | -10.6% | |
| DRI | DARDEN RESTAURANTS INC | $111,000 | +22.0% | 914 | 0.0% | 0.06% | +3.5% | |
| FDT | Sell | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $110,000 | +0.9% | 2,020 | -8.8% | 0.06% | -13.2% |
| RHP | RYMAN HOSPITALITY PPTYS INC | $108,000 | +22.7% | 1,313 | 0.0% | 0.06% | +5.5% | |
| ORCL | Buy | ORACLE CORP | $106,000 | +34.2% | 1,977 | +12.3% | 0.06% | +16.3% |
| EMHY | Sell | ISHARES INCem hghyl bd etf | $106,000 | -23.2% | 2,263 | -27.2% | 0.06% | -33.7% |
| EAT | BRINKER INTL INC | $104,000 | +1.0% | 2,350 | 0.0% | 0.06% | -14.1% | |
| IGOV | Sell | ISHARES TRintl trea bd etf | $101,000 | -27.3% | 2,064 | -28.0% | 0.05% | -37.9% |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $101,000 | +5.2% | 5,174 | 0.0% | 0.05% | -10.0% | |
| TPR | TAPESTRY INC | $99,000 | -3.9% | 3,045 | 0.0% | 0.05% | -17.2% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $98,000 | +28.9% | 3,352 | +16.9% | 0.05% | +10.6% |
| STRM | STREAMLINE HEALTH SOLUTIONS | $95,000 | +30.1% | 90,000 | 0.0% | 0.05% | +10.9% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $96,000 | +4.3% | 4,676 | 0.0% | 0.05% | -10.5% | |
| SPMO | INVESCO EXCHNG TRADED FD TRs&p 500 momntm | $93,000 | +16.2% | 2,357 | 0.0% | 0.05% | 0.0% | |
| SYV | SSGA ACTIVE ETF TRmfs sys val eq | $93,000 | +12.0% | 1,401 | 0.0% | 0.05% | -3.8% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $93,000 | +14.8% | 1,563 | 0.0% | 0.05% | -2.0% | |
| SO | SOUTHERN CO | $90,000 | +18.4% | 1,741 | 0.0% | 0.05% | +2.1% | |
| COMT | Buy | ISHARES US ETF TR | $90,000 | +20.0% | 2,725 | +11.1% | 0.05% | +2.1% |
| GLD | Sell | SPDR GOLD TRUST | $89,000 | -51.1% | 728 | -51.6% | 0.05% | -58.8% |
| ESGD | Buy | ISHARES TResg msci eafe | $89,000 | +187.1% | 1,410 | +163.6% | 0.05% | +147.4% |
| AFG | Sell | AMERICAN FINL GROUP INC OHIO | $88,000 | -17.0% | 914 | -21.6% | 0.05% | -28.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $88,000 | +15.8% | 1,309 | +3.0% | 0.05% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC | $86,000 | +13.2% | 600 | 0.0% | 0.05% | -2.1% | |
| HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $87,000 | +3.6% | 2,507 | 0.0% | 0.05% | -11.5% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $86,000 | +3.6% | 4,115 | 0.0% | 0.05% | -11.5% | |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $86,000 | +53.6% | 2,888 | +53.5% | 0.05% | +31.4% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $84,000 | -18.4% | 491 | -32.6% | 0.04% | -29.7% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $85,000 | 0.0% | 450 | -14.8% | 0.04% | -15.1% |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $80,000 | +2.6% | 3,796 | 0.0% | 0.04% | -12.2% | |
| SJI | SOUTH JERSEY INDS INC | $81,000 | +15.7% | 2,515 | 0.0% | 0.04% | -2.3% | |
| ECL | ECOLAB INC | $79,000 | +19.7% | 450 | 0.0% | 0.04% | +2.4% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $79,000 | +3.9% | 1,339 | -0.4% | 0.04% | -10.6% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $77,000 | -21.4% | 1,530 | -30.7% | 0.04% | -32.8% |
| FITB | FIFTH THIRD BANCORP | $76,000 | +7.0% | 3,000 | 0.0% | 0.04% | -6.8% | |
| SDY | SPDR SERIES TRUSTs&p divid etf | $75,000 | +11.9% | 752 | 0.0% | 0.04% | -4.8% | |
| ESGU | New | ISHARES TResg msci usa etf | $73,000 | – | 1,180 | +100.0% | 0.04% | – |
| LIN | LINDE PLC | $72,000 | +12.5% | 408 | 0.0% | 0.04% | -5.0% | |
| ICF | ISHARES TRcohen steer reit | $69,000 | +15.0% | 623 | 0.0% | 0.04% | 0.0% | |
| BIV | VANGUARD BD INDEX FD INCintermed term | $69,000 | +4.5% | 816 | 0.0% | 0.04% | -9.8% | |
| AEP | AMERICAN ELEC PWR CO INC | $69,000 | +11.3% | 824 | 0.0% | 0.04% | -5.1% | |
| HYND | WISDOMTREE TRnegt dur hig yld | $69,000 | +3.0% | 3,457 | 0.0% | 0.04% | -11.9% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $68,000 | +19.3% | 914 | 0.0% | 0.04% | 0.0% | |
| GIS | GENERAL MLS INC | $66,000 | +32.0% | 1,280 | 0.0% | 0.04% | +12.9% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $63,000 | 0.0% | 1,041 | 0.0% | 0.03% | -12.8% | |
| IAU | ISHARES GOLD TRUSTishares | $63,000 | +1.6% | 5,060 | 0.0% | 0.03% | -12.8% | |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $64,000 | +4.9% | 703 | -3.8% | 0.03% | -10.5% |
| WPC | W P CAREY INC | $62,000 | +21.6% | 786 | 0.0% | 0.03% | +3.1% | |
| MKC | MCCORMICK & CO INC | $61,000 | +8.9% | 405 | 0.0% | 0.03% | -5.7% | |
| HP | HELMERICH & PAYNE INC | $62,000 | +17.0% | 1,115 | 0.0% | 0.03% | 0.0% | |
| CSX | CSX CORP | $62,000 | +21.6% | 825 | 0.0% | 0.03% | +3.1% | |
| NKE | NIKE INCcl b | $61,000 | +13.0% | 730 | 0.0% | 0.03% | -2.9% | |
| AGZ | Buy | ISHARES TRagency bond etf | $60,000 | +13.2% | 525 | +11.7% | 0.03% | -3.0% |
| PACW | PACWEST BANCORP DEL | $59,000 | +13.5% | 1,575 | 0.0% | 0.03% | -3.1% | |
| BKE | BUCKLE INC | $58,000 | -3.3% | 3,123 | 0.0% | 0.03% | -16.2% | |
| IWM | ISHARES TRrussell 2000 etf | $59,000 | +13.5% | 387 | 0.0% | 0.03% | -3.1% | |
| SCIU | Sell | GLOBAL X FDSscien beta us | $59,000 | -3.3% | 1,867 | -15.1% | 0.03% | -18.4% |
| MDYG | SPDR SERIES TRUSTs&p 400 mdcp grw | $56,000 | +14.3% | 1,059 | 0.0% | 0.03% | -3.2% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $57,000 | +533.3% | 1,098 | +463.1% | 0.03% | +400.0% |
| TRV | TRAVELERS COMPANIES INC | $54,000 | +14.9% | 391 | 0.0% | 0.03% | 0.0% | |
| AON | AON PLC | $55,000 | +17.0% | 325 | 0.0% | 0.03% | 0.0% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $54,000 | +10.2% | 1,009 | -0.8% | 0.03% | -6.5% |
| SYK | STRYKER CORP | $54,000 | +25.6% | 275 | 0.0% | 0.03% | +7.4% | |
| AMZN | Sell | AMAZON COM INC | $53,000 | +12.8% | 30 | -3.2% | 0.03% | -3.4% |
| ICSH | ISHARES TRultr sh trm bd | $53,000 | 0.0% | 1,063 | 0.0% | 0.03% | -15.2% | |
| AOR | ISHARES TRgrwt allocat etf | $52,000 | +8.3% | 1,161 | 0.0% | 0.03% | -6.7% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $50,000 | +28.2% | 570 | +9.2% | 0.03% | +12.5% |
| TXN | TEXAS INSTRS INC | $51,000 | +13.3% | 478 | 0.0% | 0.03% | -3.6% | |
| WMT | WALMART INC | $49,000 | +4.3% | 507 | 0.0% | 0.03% | -10.3% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $48,000 | +14.3% | 418 | 0.0% | 0.03% | 0.0% | |
| HON | HONEYWELL INTL INC | $48,000 | +20.0% | 304 | 0.0% | 0.03% | +4.0% | |
| GEO | GEO GROUP INC NEW | $49,000 | -3.9% | 2,572 | 0.0% | 0.03% | -18.8% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $48,000 | +2.1% | 1,948 | 0.0% | 0.03% | -10.3% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $49,000 | +8.9% | 532 | 0.0% | 0.03% | -7.1% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $48,000 | +23.1% | 1,025 | 0.0% | 0.03% | +8.3% | |
| IHDG | WISDOMTREE TRitl hdg qtly div | $49,000 | +16.7% | 1,512 | 0.0% | 0.03% | 0.0% | |
| IEUR | ISHARES TRcore msci euro | $48,000 | +11.6% | 1,036 | 0.0% | 0.03% | -3.7% | |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $47,000 | -50.5% | 395 | -57.2% | 0.02% | -57.6% |
| CDK | CDK GLOBAL INC | $46,000 | +21.1% | 786 | 0.0% | 0.02% | +4.2% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $46,000 | +17.9% | 1,585 | 0.0% | 0.02% | +4.2% | |
| USIG | ISHARES TRusd inv grde etf | $47,000 | +4.4% | 846 | 0.0% | 0.02% | -10.7% | |
| IP | INTL PAPER CO | $46,000 | +15.0% | 995 | 0.0% | 0.02% | 0.0% | |
| DES | WISDOMTREE TRus smallcap divd | $45,000 | +12.5% | 1,624 | 0.0% | 0.02% | -4.0% | |
| OEF | New | ISHARES TRs&p 100 etf | $45,000 | – | 363 | +100.0% | 0.02% | – |
| MMM | Sell | 3M CO | $44,000 | -2.2% | 213 | -9.0% | 0.02% | -17.9% |
| BDX | BECTON DICKINSON & CO | $44,000 | +12.8% | 175 | 0.0% | 0.02% | -4.2% | |
| APD | AIR PRODS & CHEMS INC | $44,000 | +18.9% | 232 | 0.0% | 0.02% | 0.0% | |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $43,000 | -52.7% | 1,075 | -57.1% | 0.02% | -59.6% |
| EOG | EOG RES INC | $42,000 | +10.5% | 439 | 0.0% | 0.02% | -8.3% | |
| IPAC | Buy | ISHARES TRcore msci pac | $42,000 | +162.5% | 756 | +140.8% | 0.02% | +120.0% |
| DWDP | Buy | DOWDUPONT INC | $42,000 | +7.7% | 788 | +8.8% | 0.02% | -8.3% |
| BGCP | BGC PARTNERS INCcl a | $42,000 | +2.4% | 7,875 | 0.0% | 0.02% | -15.4% | |
| DE | DEERE & CO | $42,000 | +5.0% | 265 | 0.0% | 0.02% | -12.0% | |
| CMS | Sell | CMS ENERGY CORP | $40,000 | +11.1% | 717 | -1.0% | 0.02% | -4.5% |
| CORR | CORENERGY INFRASTRUCTURE TR | $39,000 | +11.4% | 1,050 | 0.0% | 0.02% | -4.5% | |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $39,000 | -7.1% | 488 | -9.6% | 0.02% | -19.2% |
| COP | Sell | CONOCOPHILLIPS | $40,000 | +5.3% | 605 | -0.8% | 0.02% | -12.5% |
| APTS | PREFERRED APT CMNTYS INC | $40,000 | +5.3% | 2,700 | 0.0% | 0.02% | -12.5% | |
| BSBR | BANCO SANTANDER BRASIL S Aads rep 1 unit | $39,000 | +2.6% | 3,440 | 0.0% | 0.02% | -12.5% | |
| PCY | Sell | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $39,000 | -88.3% | 1,387 | -89.0% | 0.02% | -89.9% |
| BKLN | INVESCO EXCHNG TRADED FD TRsr ln etf | $40,000 | +2.6% | 1,778 | 0.0% | 0.02% | -12.5% | |
| NOC | NORTHROP GRUMMAN CORP | $40,000 | +11.1% | 149 | 0.0% | 0.02% | -4.5% | |
| IQDF | FLEXSHARES TRintl qltdv idx | $37,000 | +12.1% | 1,585 | 0.0% | 0.02% | -4.8% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $38,000 | +3700.0% | 917 | +2251.3% | 0.02% | +1900.0% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $37,000 | -82.5% | 934 | -84.5% | 0.02% | -84.8% |
| WOOD | ISHARES TRgl timb fore etf | $38,000 | +11.8% | 595 | 0.0% | 0.02% | -4.8% | |
| FGM | Sell | FIRST TR EXCH TRD ALPHA FD Igermany alpha | $37,000 | -15.9% | 892 | -23.6% | 0.02% | -25.9% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $38,000 | +35.7% | 998 | +19.5% | 0.02% | +17.6% |
| SUN | SUNOCO LP | $37,000 | +12.1% | 1,200 | 0.0% | 0.02% | -4.8% | |
| XMLV | INVESCO EXCHNG TRADED FD TRs&p midcp low | $36,000 | +12.5% | 720 | 0.0% | 0.02% | -5.0% | |
| QCOM | Sell | QUALCOMM INC | $35,000 | -2.8% | 619 | -1.3% | 0.02% | -13.6% |
| NULG | NUSHARES ETF TRnuveen esg lrgcp | $36,000 | +20.0% | 1,010 | 0.0% | 0.02% | 0.0% | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $35,000 | +12.9% | 1,182 | 0.0% | 0.02% | 0.0% | |
| JPEM | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $34,000 | +6.2% | 628 | 0.0% | 0.02% | -10.0% | |
| IPFF | ISHARES TRintl pfd stk etf | $33,000 | +3.1% | 2,108 | 0.0% | 0.02% | -10.0% | |
| Sell | SEACOR HOLDINGS INCnote 3.000%11/1 | $34,000 | +3.0% | 35,000 | -1.9% | 0.02% | -14.3% | |
| SPIB | Buy | SPDR SERIES TRUSTportfolio intrmd | $33,000 | +13.8% | 970 | +8.7% | 0.02% | 0.0% |
| EEMV | New | ISHARES INCmin vol emrg mkt | $34,000 | – | 566 | +100.0% | 0.02% | – |
| GHYB | GOLDMAN SACHS ETF TRaccess hig yld | $31,000 | +6.9% | 638 | 0.0% | 0.02% | -5.6% | |
| GOOG | ALPHABET INCcap stk cl c | $31,000 | +14.8% | 26 | 0.0% | 0.02% | 0.0% | |
| FSZ | Sell | FIRST TR EXCH TRD ALPHA FD Iswitzlnd alpha | $31,000 | -38.0% | 634 | -44.7% | 0.02% | -45.2% |
| GWPH | GW PHARMACEUTICALS PLCads | $31,000 | +72.2% | 182 | 0.0% | 0.02% | +54.5% | |
| SPHD | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $31,000 | +10.7% | 735 | 0.0% | 0.02% | 0.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $31,000 | -91.9% | 273 | -92.2% | 0.02% | -92.9% |
| ONEY | SPDR SER TRrussell yield | $31,000 | +14.8% | 440 | 0.0% | 0.02% | 0.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $31,000 | +24.0% | 444 | +8.6% | 0.02% | +6.2% |
| SBUX | Sell | STARBUCKS CORP | $32,000 | +14.3% | 436 | -1.4% | 0.02% | 0.0% |
| TDC | TERADATA CORP DEL | $31,000 | +14.8% | 704 | 0.0% | 0.02% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $30,000 | +3.4% | 3,653 | 0.0% | 0.02% | -11.1% | |
| MAIN | MAIN STREET CAPITAL CORP | $29,000 | +11.5% | 783 | 0.0% | 0.02% | -6.2% | |
| GXC | SPDR INDEX SHS FDSs&p china etf | $29,000 | +20.8% | 288 | 0.0% | 0.02% | 0.0% | |
| GRA | GRACE W R & CO DEL NEW | $29,000 | +20.8% | 375 | 0.0% | 0.02% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $28,000 | +12.0% | 327 | 0.0% | 0.02% | -6.2% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $29,000 | +20.8% | 697 | 0.0% | 0.02% | 0.0% | |
| IYF | Buy | ISHARES TRu.s. finls etf | $28,000 | +12.0% | 241 | +2.1% | 0.02% | -6.2% |
| WSBC | WESBANCO INC | $28,000 | +12.0% | 692 | 0.0% | 0.02% | -6.2% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $28,000 | -9.7% | 450 | 0.0% | 0.02% | -21.1% | |
| EMR | EMERSON ELEC CO | $29,000 | +16.0% | 421 | 0.0% | 0.02% | -6.2% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $28,000 | 0.0% | 565 | 0.0% | 0.02% | -11.8% | |
| GPC | GENUINE PARTS CO | $28,000 | +16.7% | 250 | 0.0% | 0.02% | 0.0% | |
| BICK | Sell | FIRST TR BICK INDEX FD | $28,000 | -39.1% | 1,022 | -44.5% | 0.02% | -48.3% |
| PFIG | INVESCO EXCHNG TRADED FD TRfndmntl ig crp | $27,000 | +3.8% | 1,053 | 0.0% | 0.01% | -12.5% | |
| FNI | Sell | FIRST TR EXCHANGE TRADED FDchindia etf | $27,000 | -37.2% | 717 | -48.1% | 0.01% | -48.1% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $26,000 | +8.3% | 2,575 | -6.7% | 0.01% | -6.7% |
| RWR | SPDR SERIES TRUSTdj reit etf | $27,000 | +17.4% | 268 | 0.0% | 0.01% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $27,000 | +35.0% | 490 | 0.0% | 0.01% | +16.7% | |
| AMID | AMERICAN MIDSTREAM PARTNERS | $26,000 | +73.3% | 4,950 | 0.0% | 0.01% | +55.6% | |
| GNMA | Sell | ISHARES TRgnma bond etf | $26,000 | -23.5% | 517 | -26.8% | 0.01% | -33.3% |
| QUAL | ISHARES TRusa quality fctr | $26,000 | +18.2% | 289 | 0.0% | 0.01% | 0.0% | |
| EWJ | New | ISHARES INCmsci jpn etf new | $26,000 | – | 480 | +100.0% | 0.01% | – |
| VMC | VULCAN MATLS CO | $24,000 | +20.0% | 200 | 0.0% | 0.01% | +8.3% | |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $25,000 | +13.6% | 195 | -4.9% | 0.01% | -7.1% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $24,000 | +4.3% | 400 | 0.0% | 0.01% | -7.1% | |
| MORT | VANECK VECTORS ETF TR | $25,000 | +13.6% | 1,050 | 0.0% | 0.01% | -7.1% | |
| SFHY | WISDOMTREE TRfndmtl us shrt | $24,000 | +4.3% | 477 | 0.0% | 0.01% | -7.1% | |
| SHV | Buy | ISHARES TRshort treas bd | $25,000 | +400.0% | 227 | +393.5% | 0.01% | +333.3% |
| PBA | PEMBINA PIPELINE CORP | $25,000 | +25.0% | 686 | 0.0% | 0.01% | +8.3% | |
| O | REALTY INCOME CORP | $25,000 | +19.0% | 340 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL | $25,000 | +8.7% | 512 | 0.0% | 0.01% | -7.1% | |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $25,000 | +25.0% | 388 | 0.0% | 0.01% | +8.3% | |
| PPL | PPL CORP | $22,000 | +15.8% | 680 | 0.0% | 0.01% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $22,000 | +10.0% | 19 | 0.0% | 0.01% | 0.0% | |
| AVY | New | AVERY DENNISON CORP | $23,000 | – | 200 | +100.0% | 0.01% | – |
| FBT | FIRST TR EXCHANGE TRADED FDny arca biotech | $23,000 | +21.1% | 153 | 0.0% | 0.01% | 0.0% | |
| SCI | Buy | SERVICE CORP INTL | $22,000 | +4.8% | 543 | +1.7% | 0.01% | -7.7% |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $23,000 | -4.2% | 2,395 | 0.0% | 0.01% | -20.0% | |
| PSX | PHILLIPS 66 | $23,000 | +9.5% | 238 | 0.0% | 0.01% | -7.7% | |
| KR | KROGER CO | $23,000 | -11.5% | 950 | 0.0% | 0.01% | -25.0% | |
| REET | ISHARES TRglobal reit etf | $22,000 | +10.0% | 833 | 0.0% | 0.01% | 0.0% | |
| ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $22,000 | +10.0% | 543 | 0.0% | 0.01% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $22,000 | +22.2% | 80 | 0.0% | 0.01% | +9.1% | |
| FLO | FLOWERS FOODS INC | $22,000 | +15.8% | 1,021 | 0.0% | 0.01% | 0.0% | |
| NLY | ANNALY CAP MGMT INC | $20,000 | 0.0% | 2,000 | 0.0% | 0.01% | -8.3% | |
| BNS | BANK N S HALIFAX | $20,000 | +5.3% | 375 | 0.0% | 0.01% | -8.3% | |
| XNTK | New | SPDR SERIES TRUSTnyse tech etf | $20,000 | – | 281 | +100.0% | 0.01% | – |
| AOA | Sell | ISHARES TRaggres alloc etf | $20,000 | -9.1% | 378 | -16.7% | 0.01% | -21.4% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $21,000 | +10.5% | 195 | 0.0% | 0.01% | -8.3% | |
| IQLT | Buy | ISHARES TRintl qlty factor | $20,000 | +81.8% | 670 | +50.6% | 0.01% | +57.1% |
| SUSC | ISHARES TResg usd corpt | $19,000 | +5.6% | 759 | 0.0% | 0.01% | -9.1% | |
| ISCV | ISHARES TRmrning sm cp etf | $19,000 | +11.8% | 140 | 0.0% | 0.01% | -9.1% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $19,000 | -13.6% | 135 | -25.0% | 0.01% | -28.6% |
| MA | MASTERCARD INCcl a | $18,000 | +20.0% | 77 | 0.0% | 0.01% | +11.1% | |
| ESG | FLEXSHARES TRstox esg index | $18,000 | +12.5% | 263 | 0.0% | 0.01% | 0.0% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $16,000 | +6.7% | 632 | 0.0% | 0.01% | 0.0% | |
| LGLV | SPDR SER TRssga us lrg etf | $17,000 | +13.3% | 168 | 0.0% | 0.01% | 0.0% | |
| DON | WISDOMTREE TRus midcap divid | $16,000 | +14.3% | 435 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE INC | $16,000 | +14.3% | 61 | 0.0% | 0.01% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $17,000 | 0.0% | 165 | 0.0% | 0.01% | -18.2% | |
| SLV | Sell | ISHARES SILVER TRUSTishares | $17,000 | -81.7% | 1,222 | -81.0% | 0.01% | -84.5% |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $17,000 | +6.2% | 275 | 0.0% | 0.01% | -10.0% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $17,000 | +13.3% | 282 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $17,000 | +6.2% | 183 | 0.0% | 0.01% | -10.0% | |
| XHE | Buy | SPDR SERIES TRUSThlth cr equip | $16,000 | +220.0% | 195 | +200.0% | 0.01% | +200.0% |
| FALN | Sell | ISHARES TRfaln angls usd | $15,000 | -16.7% | 581 | -21.7% | 0.01% | -27.3% |
| IYLD | ISHARES TRmrngstr inc etf | $15,000 | +7.1% | 593 | 0.0% | 0.01% | -11.1% | |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $15,000 | +15.4% | 278 | 0.0% | 0.01% | 0.0% | |
| CVS | Buy | CVS HEALTH CORP | $15,000 | +400.0% | 274 | +459.2% | 0.01% | +300.0% |
| ACCO | Buy | ACCO BRANDS CORP | $15,000 | +36.4% | 1,713 | +5.0% | 0.01% | +14.3% |
| FMB | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $15,000 | 0.0% | 276 | 0.0% | 0.01% | -11.1% | |
| ABT | ABBOTT LABS | $15,000 | +15.4% | 185 | 0.0% | 0.01% | 0.0% | |
| GQRE | FLEXSHARES TRglb qlt r/e idx | $15,000 | +15.4% | 230 | 0.0% | 0.01% | 0.0% | |
| VXUS | VANGUARD STAR FDvg tl intl stk f | $15,000 | +7.1% | 286 | 0.0% | 0.01% | -11.1% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $15,000 | +7.1% | 265 | 0.0% | 0.01% | -11.1% | |
| GE | Buy | GENERAL ELECTRIC CO | $14,000 | +40.0% | 1,370 | +7.9% | 0.01% | +16.7% |
| NURE | NUSHARES ETF TRnuveen shrt term | $13,000 | +18.2% | 456 | 0.0% | 0.01% | 0.0% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $14,000 | +40.0% | 181 | +22.3% | 0.01% | +16.7% |
| MRO | MARATHON OIL CORP | $13,000 | +18.2% | 800 | 0.0% | 0.01% | 0.0% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $14,000 | +40.0% | 253 | +21.6% | 0.01% | +16.7% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $13,000 | +30.0% | 357 | +6.9% | 0.01% | +16.7% |
| BSX | BOSTON SCIENTIFIC CORP | $14,000 | +7.7% | 355 | 0.0% | 0.01% | -12.5% | |
| NFRA | FLEXSHARES TRstoxx globr inf | $13,000 | +8.3% | 272 | 0.0% | 0.01% | 0.0% | |
| ADRD | Sell | INVESCO BLDRS INDEX FDS TRdevlpd mkts100 | $14,000 | -86.0% | 677 | -86.7% | 0.01% | -88.7% |
| CPRT | COPART INC | $14,000 | +27.3% | 225 | 0.0% | 0.01% | 0.0% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $13,000 | +44.4% | 84 | +25.4% | 0.01% | +16.7% |
| ABBV | ABBVIE INC | $13,000 | -13.3% | 159 | 0.0% | 0.01% | -22.2% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $14,000 | +27.3% | 264 | +21.7% | 0.01% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $11,000 | -78.0% | 53 | -82.4% | 0.01% | -80.6% |
| DHR | DANAHER CORPORATION | $12,000 | +33.3% | 92 | 0.0% | 0.01% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INC | $11,000 | -15.4% | 122 | -24.7% | 0.01% | -25.0% |
| ILCB | ISHARES TRmrngstr lg-cp et | $11,000 | +10.0% | 68 | 0.0% | 0.01% | 0.0% | |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $12,000 | – | 320 | +100.0% | 0.01% | – |
| TLTE | FLEXSHARES TRmstar emkt fac | $11,000 | +10.0% | 202 | 0.0% | 0.01% | 0.0% | |
| SUSB | ISHARES TResg 1 5 yr usd | $12,000 | 0.0% | 492 | 0.0% | 0.01% | -14.3% | |
| HD | HOME DEPOT INC | $12,000 | +9.1% | 63 | 0.0% | 0.01% | -14.3% | |
| FAAR | New | FIRST TR EXCHNG TRADED FD VIalt abslt strg | $12,000 | – | 436 | +100.0% | 0.01% | – |
| BLV | VANGUARD BD INDEX FD INClong term bond | $12,000 | +9.1% | 126 | 0.0% | 0.01% | -14.3% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $12,000 | +9.1% | 300 | 0.0% | 0.01% | -14.3% | |
| C | CITIGROUP INC | $11,000 | +22.2% | 172 | 0.0% | 0.01% | 0.0% | |
| GIGB | GOLDMAN SACHS ETF TRaccess invt gr | $11,000 | 0.0% | 223 | 0.0% | 0.01% | -14.3% | |
| DUK | DUKE ENERGY CORP NEW | $12,000 | +9.1% | 130 | 0.0% | 0.01% | -14.3% | |
| PXD | PIONEER NAT RES CO | $11,000 | +10.0% | 75 | 0.0% | 0.01% | 0.0% | |
| AGND | WISDOMTREE TRnegative dur us | $9,000 | 0.0% | 221 | 0.0% | 0.01% | -16.7% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $10,000 | +11.1% | 172 | 0.0% | 0.01% | -16.7% | |
| DHT | DHT HOLDINGS INC | $9,000 | +12.5% | 2,000 | 0.0% | 0.01% | 0.0% | |
| SHOP | Sell | SHOPIFY INCcl a | $10,000 | -56.5% | 50 | -69.7% | 0.01% | -64.3% |
| OGS | ONE GAS INC | $9,000 | +12.5% | 96 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $9,000 | +12.5% | 246 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $10,000 | +11.1% | 239 | 0.0% | 0.01% | -16.7% | |
| IQ | IQIYI INCsponsored ads | $10,000 | +66.7% | 400 | 0.0% | 0.01% | +25.0% | |
| VOO | New | VANGUARD INDEX FDS | $10,000 | – | 40 | +100.0% | 0.01% | – |
| EWC | New | ISHARES INCmsci cda etf | $10,000 | – | 355 | +100.0% | 0.01% | – |
| PYPL | PAYPAL HLDGS INC | $9,000 | +12.5% | 90 | 0.0% | 0.01% | 0.0% | |
| GLW | Sell | CORNING INC | $10,000 | -41.2% | 303 | -47.6% | 0.01% | -54.5% |
| EXC | EXELON CORP | $10,000 | +11.1% | 200 | 0.0% | 0.01% | -16.7% | |
| SJM | SMUCKER J M CO | $8,000 | +33.3% | 67 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $8,000 | +60.0% | 185 | 0.0% | 0.00% | +33.3% | |
| CI | CIGNA CORP NEW | $8,000 | -20.0% | 52 | 0.0% | 0.00% | -33.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $8,000 | +14.3% | 58 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES A GE COcl a | $8,000 | +33.3% | 302 | 0.0% | 0.00% | 0.0% | |
| V | VISA INC | $7,000 | +16.7% | 43 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $7,000 | +16.7% | 42 | +13.5% | 0.00% | 0.0% |
| OXY | OCCIDENTAL PETE CORP | $7,000 | +16.7% | 103 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP OHIO | $7,000 | +16.7% | 98 | 0.0% | 0.00% | 0.0% | |
| LKQ | LKQ CORP | $7,000 | +40.0% | 230 | 0.0% | 0.00% | +33.3% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $8,000 | +14.3% | 273 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $8,000 | +14.3% | 494 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $8,000 | +14.3% | 920 | 0.0% | 0.00% | 0.0% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $7,000 | +40.0% | 160 | +20.3% | 0.00% | +33.3% |
| SENS | SENSEONICS HLDGS INC | $7,000 | -12.5% | 3,000 | 0.0% | 0.00% | -20.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $8,000 | +33.3% | 160 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $8,000 | +14.3% | 71 | 0.0% | 0.00% | 0.0% | |
| COST | COSTCO WHSL CORP NEW | $7,000 | +16.7% | 27 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $6,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% | |
| TM | TOYOTA MOTOR CORP | $6,000 | 0.0% | 49 | 0.0% | 0.00% | -25.0% | |
| MS | MORGAN STANLEY | $6,000 | 0.0% | 141 | 0.0% | 0.00% | -25.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $5,000 | +25.0% | 40 | 0.0% | 0.00% | +50.0% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $5,000 | +150.0% | 86 | +104.8% | 0.00% | +200.0% |
| CAT | CATERPILLAR INC DEL | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $5,000 | -16.7% | 143 | 0.0% | 0.00% | -25.0% | |
| DELL | New | DELL TECHNOLOGIES INCcl c | $5,000 | – | 86 | +100.0% | 0.00% | – |
| SLX | VANECK VECTORS ETF TRsteel etf | $6,000 | +20.0% | 138 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $6,000 | 0.0% | 74 | 0.0% | 0.00% | -25.0% | |
| AMGN | AMGEN INC | $6,000 | 0.0% | 32 | 0.0% | 0.00% | -25.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg msci em etf | $6,000 | 0.0% | 184 | 0.0% | 0.00% | -25.0% | |
| SIRI | SIRIUS XM HLDGS INC | $6,000 | -14.3% | 1,143 | 0.0% | 0.00% | -25.0% | |
| RSG | REPUBLIC SVCS INC | $5,000 | +25.0% | 61 | 0.0% | 0.00% | +50.0% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $6,000 | 0.0% | 59 | 0.0% | 0.00% | -25.0% | |
| RHT | RED HAT INC | $6,000 | 0.0% | 33 | 0.0% | 0.00% | -25.0% | |
| BBT | BB&T CORP | $5,000 | +25.0% | 97 | 0.0% | 0.00% | +50.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $6,000 | +20.0% | 88 | 0.0% | 0.00% | 0.0% | |
| PKB | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $5,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $6,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CVV | CVD EQUIPMENT CORP | $5,000 | +25.0% | 1,250 | 0.0% | 0.00% | +50.0% | |
| CABO | CABLE ONE INC | $6,000 | +20.0% | 6 | 0.0% | 0.00% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $5,000 | +25.0% | 55 | 0.0% | 0.00% | +50.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -25.0% | |
| CELG | CELGENE CORP | $5,000 | +66.7% | 48 | 0.0% | 0.00% | +50.0% | |
| HSIC | Sell | HENRY SCHEIN INC | $5,000 | -37.5% | 91 | -8.1% | 0.00% | -40.0% |
| BKF | ISHARES INCmsci bric indx | $5,000 | +25.0% | 108 | 0.0% | 0.00% | +50.0% | |
| USHY | New | ISHARES TRbroad usd high | $5,000 | – | 112 | +100.0% | 0.00% | – |
| SMLV | SPDR SER TRssga us smal etf | $6,000 | +20.0% | 63 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% | |
| BAC | New | BANK AMER CORP | $3,000 | – | 125 | +100.0% | 0.00% | – |
| CLX | CLOROX CO DEL | $3,000 | +50.0% | 16 | 0.0% | 0.00% | +100.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $4,000 | +33.3% | 23 | 0.0% | 0.00% | 0.0% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $3,000 | 0.0% | 111 | +0.9% | 0.00% | 0.0% |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $4,000 | – | 135 | +100.0% | 0.00% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,000 | +200.0% | 8 | +166.7% | 0.00% | +100.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,000 | +50.0% | 54 | +20.0% | 0.00% | +100.0% |
| SPIP | SPDR SERIES TRUSTblombrg brc tips | $3,000 | +50.0% | 45 | 0.0% | 0.00% | +100.0% | |
| IXUS | ISHARES TRcore msci total | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $3,000 | +50.0% | 42 | 0.0% | 0.00% | +100.0% | |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $3,000 | -50.0% | 61 | -57.9% | 0.00% | -50.0% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,000 | +33.3% | 28 | 0.0% | 0.00% | 0.0% | |
| ESML | New | ISHARES TResg msci usa sml | $3,000 | – | 109 | +100.0% | 0.00% | – |
| MCK | MCKESSON CORP | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MRK | Sell | MERCK & CO INC | $4,000 | 0.0% | 47 | -11.3% | 0.00% | 0.0% |
| BAB | INVESCO EXCHNG TRADED FD TRtaxable mun bd | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ZION | ZIONS BANCORPORATION N A | $4,000 | +33.3% | 82 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MET | Sell | METLIFE INC | $3,000 | -57.1% | 82 | -53.4% | 0.00% | -50.0% |
| TJX | TJX COS INC NEW | $4,000 | +33.3% | 78 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| LEMB | ISHARES INCjp morgan em etf | $4,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| CRON | New | CRONOS GROUP INC | $3,000 | – | 150 | +100.0% | 0.00% | – |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $4,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $4,000 | -77.8% | 146 | -80.4% | 0.00% | -81.8% |
| NAVB | NAVIDEA BIOPHARMACEUTICALS I | $4,000 | +33.3% | 28,810 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS A Gsponsored adr | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $4,000 | +33.3% | 10 | 0.0% | 0.00% | 0.0% | |
| WM | New | WASTE MGMT INC DEL | $4,000 | – | 36 | +100.0% | 0.00% | – |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| LB | L BRANDS INC | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| LOW | Sell | LOWES COS INC | $1,000 | -75.0% | 9 | -79.1% | 0.00% | -50.0% |
| MMC | MARSH & MCLENNAN COS INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| HYXU | ISHARES INCintl high yield | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| PCEF | INVESCO EXCHNG TRADED FD TR | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,000 | 0.0% | 6 | -50.0% | 0.00% | 0.0% |
| RELX | RELX PLCsponsored adr | $2,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $2,000 | -33.3% | 108 | -48.1% | 0.00% | -50.0% |
| HAS | HASBRO INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| HPQ | Sell | HP INC | $2,000 | -50.0% | 108 | -48.1% | 0.00% | -50.0% |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GPMT | Sell | GRANITE PT MTG TR INC | $1,000 | 0.0% | 39 | -31.6% | 0.00% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $2,000 | 0.0% | 27 | -18.2% | 0.00% | 0.0% |
| FTV | FORTIVE CORP | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| XHB | SPDR SERIES TRUSTs&p homebuild | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SJNK | New | SPDR SER TRbloomberg srt tr | $1,000 | – | 26 | +100.0% | 0.00% | – |
| SRE | Sell | SEMPRA ENERGY | $1,000 | 0.0% | 8 | -27.3% | 0.00% | 0.0% |
| ENR | ENERGIZER HLDGS INC NEW | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| EPC | EDGEWELL PERS CARE CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| AMTD | TD AMERITRADE HLDG CORP | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | – | 50 | +100.0% | 0.00% | – |
| DNP | DNP SELECT INCOME FD | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TRXC | TRANSENTERIX INC | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TWO | Sell | TWO HBRS INVT CORP | $2,000 | -33.3% | 112 | -47.2% | 0.00% | -50.0% |
| VLO | VALERO ENERGY CORP NEW | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CVET | New | COVETRUS INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
| MGK | VANGUARD WORLD FDmega grwth ind | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| TCS | CONTAINER STORE GROUP INC | $2,000 | +100.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CC | Buy | CHEMOURS CO | $2,000 | +100.0% | 60 | +20.0% | 0.00% | 0.0% |
| CCL | CARNIVAL CORPunit 99/99/9999 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HLDGS INC | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| APA | APACHE CORP | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC DEL | $2,000 | +100.0% | 58 | 0.0% | 0.00% | 0.0% | |
| MDT | New | MEDTRONIC PLC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $2,000 | – | 25 | +100.0% | 0.00% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $1,000 | 0.0% | 15 | -16.7% | 0.00% | 0.0% |
| BHF | Sell | BRIGHTHOUSE FINL INC | $0 | -100.0% | 7 | -58.8% | 0.00% | -100.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 0 | +100.0% | 0.00% | – |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | 3 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | 0 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $0 | – | 3 | +100.0% | 0.00% | – |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $0 | – | 30 | 0.0% | 0.00% | – | |
| MFCB | MFC BANCORP LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
| NVT | New | NVENT ELECTRIC PLC | $0 | – | 5 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $0 | – | 5 | +100.0% | 0.00% | – |
| JWN | NORDSTROM INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| ILTB | New | ISHARES TRcore lt usdb etf | $0 | – | 0 | +100.0% | 0.00% | – |
| RIO | RIO TINTO PLCsponsored adr | $0 | – | 7 | 0.0% | 0.00% | – | |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -29 | -100.0% | 0.00% | – |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $0 | -100.0% | 1 | -98.0% | 0.00% | -100.0% |
| WAB | New | WABTEC CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| AVNS | AVANOS MED INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| YUMC | YUM CHINA HLDGS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| SYMC | New | SYMANTEC CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC | $0 | – | 2 | +100.0% | 0.00% | – |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -10 | -100.0% | -0.00% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM CORPORAT | $0 | – | -72 | -100.0% | -0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRequity etf | $0 | – | -37 | -100.0% | -0.00% | – |
| EQT | Exit | EQT CORP | $0 | – | -91 | -100.0% | -0.00% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -32 | -100.0% | -0.00% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -10 | -100.0% | -0.00% | – |
| TUR | Exit | ISHARES INCmsci turkey etf | $0 | – | -178 | -100.0% | -0.00% | – |
| BEAT | Exit | BIOTELEMETRY INC | $0 | – | -52 | -100.0% | -0.00% | – |
| VNM | Exit | VANECK VECTORS ETF TRvietnam etf | $0 | – | -500 | -100.0% | -0.00% | – |
| VVC | Exit | VECTREN CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -400 | -100.0% | -0.01% | – |
| EWO | Exit | ISHARES INCmsci austria etf | $0 | – | -463 | -100.0% | -0.01% | – |
| EPOL | Exit | ISHARES TRmsci poland etf | $0 | – | -403 | -100.0% | -0.01% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -250 | -100.0% | -0.01% | – |
| EQWL | Exit | INVESCO EXCHANGE TRADED FD Trussel 200 eql | $0 | – | -222 | -100.0% | -0.01% | – |
| AOS | Exit | SMITH A O | $0 | – | -1,650 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| VANGUARD TAX-MANAGED INTL FD | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 7.0% |
| ISHARES TR | 30 | Q3 2020 | 6.1% |
| ISHARES TR | 30 | Q3 2020 | 12.7% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 3.6% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 2.7% |
| ISHARES TR | 30 | Q3 2020 | 5.4% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 6.1% |
View LifePlan Financial Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-07-30 |
| 13F-HR | 2020-04-06 |
| 13F-HR | 2020-01-09 |
| 13F-HR | 2019-10-15 |
| 13F-HR | 2019-07-15 |
| 13F-HR | 2019-04-08 |
| 13F-HR/A | 2019-01-11 |
| 13F-HR | 2019-01-10 |
| 13F-HR | 2018-10-09 |
View LifePlan Financial Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.