691 is the total number of securities Concorde Asset Management, LLC has owned. The longest Concorde Asset Management, LLC has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 36 | 36 | 0.57% | 5.56% | 11.93% | Q4 2014 | Q3 2023 | 36 |
MBB | ISHARES TR | 36 | 36 | 0.31% | 1.63% | 3.36% | Q4 2014 | Q3 2023 | 36 |
SPY | SPDR S&P 500 ETF TR | 36 | 36 | 0.17% | 1.25% | 10.66% | Q4 2014 | Q3 2023 | 36 |
AAPL | APPLE INC | 36 | 36 | 0.38% | 1.17% | 2.35% | Q4 2014 | Q3 2023 | 36 |
FVD | FIRST TR VALUE LINE DI... | 36 | 36 | 0.15% | 1.08% | 5.48% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 0.18% | 0.70% | 1.86% | Q4 2014 | Q3 2023 | 36 |
USMV | ISHARES TR | 34 | 34 | 0.28% | 1.13% | 2.82% | Q2 2015 | Q3 2023 | 34 |
MO | ALTRIA GROUP INC | 21 | 13 | 0.18% | 0.85% | 3.46% | Q4 2014 | Q3 2023 | 34 |
JPM | JPMORGAN CHASE & CO | 17 | 3 | 0.21% | 0.60% | 1.13% | Q4 2014 | Q3 2023 | 34 |
GLD | SPDR GOLD TRUST | 30 | 1 | 0.20% | 0.58% | 1.51% | Q4 2014 | Q3 2023 | 34 |
SLV | ISHARES SILVER TRUST | 30 | 1 | 0.18% | 0.40% | 0.88% | Q4 2014 | Q3 2023 | 34 |
XLK | SELECT SECTOR SPDR TR | 31 | 2 | 0.24% | 1.51% | 4.67% | Q4 2014 | Q3 2023 | 33 |
IWM | ISHARES TR | 17 | 3 | 0.18% | 1.09% | 7.17% | Q4 2014 | Q3 2023 | 33 |
IJH | ISHARES TR | 16 | 3 | 0.24% | 1.08% | 6.34% | Q4 2014 | Q3 2023 | 33 |
XOM | EXXON MOBIL CORP | 33 | 33 | 0.18% | 0.57% | 1.30% | Q3 2015 | Q3 2023 | 33 |
XLF | SELECT SECTOR SPDR TR | 24 | 8 | 0.18% | 0.94% | 2.67% | Q4 2014 | Q4 2022 | 32 |
VOO | VANGUARD INDEX FDS | 30 | 2 | 0.00% | 0.65% | 2.42% | Q4 2014 | Q3 2023 | 32 |
HYG | ISHARES TR | 21 | 1 | 0.12% | 1.59% | 9.88% | Q4 2014 | Q3 2023 | 31 |
MSFT | MICROSOFT CORP | 31 | 31 | 0.25% | 0.67% | 1.39% | Q1 2016 | Q3 2023 | 31 |
VEA | VANGUARD TAX-MANAGED I... | 26 | 2 | 0.15% | 0.47% | 1.13% | Q1 2015 | Q3 2023 | 31 |
IGSB | ISHARES TR | 25 | 1 | 0.16% | 0.86% | 3.42% | Q4 2014 | Q3 2023 | 30 |
T | AT&T INC | 28 | 1 | 0.22% | 0.81% | 2.44% | Q4 2014 | Q4 2022 | 29 |
FTS | FORTIS INC | 28 | 28 | 0.66% | 1.61% | 3.59% | Q4 2016 | Q3 2023 | 28 |
ITOT | ISHARES TR | 21 | 7 | 0.22% | 0.85% | 3.13% | Q1 2015 | Q3 2022 | 28 |
IVW | ISHARES TR | 13 | 1 | 0.12% | 0.82% | 8.36% | Q4 2014 | Q3 2023 | 28 |
PFE | PFIZER INC | 12 | 2 | 0.15% | 0.39% | 1.33% | Q4 2014 | Q4 2022 | 28 |
AGG | ISHARES TR | 24 | 1 | 0.16% | 0.57% | 1.19% | Q2 2015 | Q3 2023 | 27 |
VWO | VANGUARD INTL EQUITY I... | 13 | 1 | 0.13% | 0.44% | 0.84% | Q4 2014 | Q1 2023 | 27 |
VHT | VANGUARD WORLD FDS | 14 | 1 | 0.22% | 0.73% | 1.81% | Q1 2015 | Q4 2022 | 26 |
AMZN | AMAZON COM INC | 14 | 1 | 0.29% | 0.67% | 1.01% | Q2 2016 | Q3 2023 | 26 |
CVX | CHEVRON CORP NEW | 10 | 1 | 0.12% | 0.38% | 1.88% | Q4 2014 | Q3 2023 | 26 |
HD | HOME DEPOT INC | 22 | 1 | 0.17% | 0.35% | 0.83% | Q4 2015 | Q3 2023 | 26 |
SCHV | SCHWAB STRATEGIC TR | 25 | 25 | 0.20% | 1.62% | 3.97% | Q4 2014 | Q4 2020 | 25 |
VCSH | VANGUARD SCOTTSDALE FDS | 25 | 25 | 0.13% | 1.04% | 3.27% | Q4 2014 | Q4 2020 | 25 |
SCHD | SCHWAB STRATEGIC TR | 14 | 2 | 0.38% | 0.92% | 5.27% | Q3 2016 | Q1 2023 | 25 |
XLU | SELECT SECTOR SPDR TR | 14 | 1 | 0.12% | 0.80% | 2.83% | Q4 2014 | Q3 2022 | 25 |
XLP | SELECT SECTOR SPDR TR | 11 | 1 | 0.14% | 0.63% | 2.39% | Q1 2015 | Q2 2023 | 25 |
IGIB | ISHARES TR | 24 | 24 | 0.21% | 1.73% | 3.96% | Q2 2015 | Q1 2021 | 24 |
IEF | ISHARES TR | 15 | 9 | 0.25% | 1.11% | 5.81% | Q4 2014 | Q4 2020 | 24 |
NVDA | NVIDIA CORPORATION | 14 | 2 | 0.11% | 0.69% | 2.76% | Q2 2017 | Q3 2023 | 24 |
ABBV | ABBVIE INC | 11 | 1 | 0.13% | 0.63% | 5.56% | Q3 2016 | Q3 2023 | 24 |
SPIP | SPDR SER TR | 18 | 6 | 0.14% | 0.53% | 1.06% | Q4 2014 | Q4 2020 | 24 |
BA | BOEING CO | 18 | 1 | 0.15% | 0.44% | 1.14% | Q4 2014 | Q4 2022 | 24 |
IHI | ISHARES TR | 20 | 3 | 0.16% | 3.82% | 8.59% | Q1 2017 | Q3 2023 | 23 |
IJR | ISHARES TR | 11 | 2 | 0.34% | 1.16% | 2.16% | Q3 2016 | Q4 2022 | 23 |
FIXD | FIRST TR EXCHNG TRADED... | 21 | 2 | 0.24% | 0.93% | 2.04% | Q4 2017 | Q3 2023 | 23 |
XLI | SELECT SECTOR SPDR TR | 13 | 1 | 0.22% | 0.89% | 2.75% | Q1 2016 | Q3 2023 | 23 |
HEI | HEICO CORP NEW | 15 | 1 | 0.27% | 0.57% | 1.37% | Q1 2017 | Q3 2023 | 23 |
XLE | SELECT SECTOR SPDR TR | 8 | 1 | 0.28% | 0.57% | 1.61% | Q3 2015 | Q3 2023 | 23 |
TIP | ISHARES TR | 17 | 1 | 0.18% | 0.49% | 1.66% | Q2 2015 | Q4 2022 | 23 |
CSCO | CISCO SYS INC | 8 | 1 | 0.13% | 0.25% | 0.58% | Q2 2016 | Q3 2023 | 23 |
GOVT | ISHARES TR | 22 | 22 | 0.44% | 2.65% | 10.20% | Q1 2018 | Q2 2023 | 22 |
BP | BP PLC | 22 | 22 | 0.12% | 0.94% | 2.11% | Q1 2016 | Q2 2021 | 22 |
QQQ | INVESCO QQQ TR | 22 | 22 | 0.25% | 0.73% | 4.25% | Q2 2018 | Q3 2023 | 22 |
XLY | SELECT SECTOR SPDR TR | 7 | 1 | 0.27% | 0.92% | 3.92% | Q1 2015 | Q4 2021 | 21 |
IGLB | ISHARES TR | 13 | 8 | 0.15% | 0.66% | 1.31% | Q1 2015 | Q4 2020 | 21 |
VTI | VANGUARD INDEX FDS | 11 | 5 | 0.26% | 0.63% | 1.09% | Q4 2015 | Q3 2023 | 21 |
IVE | ISHARES TR | 13 | 8 | 0.16% | 0.58% | 1.14% | Q1 2017 | Q3 2023 | 21 |
PG | PROCTER & GAMBLE CO | 13 | 8 | 0.14% | 0.35% | 0.97% | Q2 2015 | Q3 2023 | 21 |
NEAR | ISHARES US ETF TR | 17 | 1 | 0.14% | 1.56% | 3.45% | Q1 2016 | Q4 2021 | 20 |
XLV | SELECT SECTOR SPDR TR | 14 | 1 | 0.13% | 1.55% | 8.10% | Q4 2014 | Q4 2022 | 20 |
LMBS | FIRST TR EXCHANGE-TRAD... | 18 | 2 | 0.23% | 0.59% | 1.15% | Q3 2018 | Q3 2023 | 20 |
PAYC | PAYCOM SOFTWARE INC | 11 | 1 | 0.20% | 0.37% | 0.58% | Q3 2017 | Q3 2023 | 20 |
FTC | FIRST TRUST LRGCP GWT ... | 18 | 2 | 0.16% | 0.35% | 2.44% | Q3 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 14 | 3 | 0.14% | 0.32% | 1.09% | Q2 2015 | Q3 2023 | 20 |
IGM | ISHARES TR | 13 | 7 | 0.15% | 0.26% | 0.48% | Q3 2017 | Q3 2022 | 20 |
AMGN | AMGEN INC | 13 | 1 | 0.12% | 0.25% | 0.56% | Q2 2016 | Q3 2023 | 20 |
LQD | ISHARES TR | 19 | 19 | 0.16% | 1.66% | 6.21% | Q2 2017 | Q4 2021 | 19 |
SHY | ISHARES TR | 8 | 1 | 0.16% | 0.67% | 4.50% | Q4 2014 | Q3 2023 | 19 |
FLOT | ISHARES TR | 19 | 19 | 0.15% | 0.61% | 1.18% | Q3 2016 | Q1 2021 | 19 |
SJNK | SPDR SER TR | 11 | 2 | 0.12% | 0.60% | 2.14% | Q1 2015 | Q4 2020 | 19 |
FB | META PLATFORMS INC | 12 | 1 | 0.18% | 0.53% | 0.99% | Q2 2016 | Q3 2023 | 19 |
IRM | IRON MTN INC NEW | 17 | 2 | 0.19% | 0.50% | 1.12% | Q2 2016 | Q2 2021 | 19 |
OEF | ISHARES TR | 14 | 1 | 0.21% | 0.47% | 1.06% | Q3 2015 | Q3 2020 | 19 |
F | FORD MTR CO DEL | 10 | 4 | 0.08% | 0.35% | 1.74% | Q1 2016 | Q3 2023 | 19 |
JNK | SPDR SERIES TRUST | 18 | 18 | 0.34% | 2.98% | 8.85% | Q4 2014 | Q1 2019 | 18 |
DIA | SPDR DOW JONES INDL AV... | 8 | 1 | 0.12% | 1.13% | 8.40% | Q4 2014 | Q1 2021 | 18 |
TLT | ISHARES TR | 17 | 1 | 0.26% | 0.72% | 1.60% | Q4 2016 | Q3 2023 | 18 |
PM | PHILIP MORRIS INTL INC | 13 | 5 | 0.14% | 0.51% | 1.93% | Q3 2016 | Q3 2023 | 18 |
BSV | VANGUARD BD INDEX FDS | 11 | 2 | 0.14% | 0.37% | 1.33% | Q4 2014 | Q3 2022 | 18 |
IEFA | ISHARES TR | 17 | 17 | 0.14% | 2.03% | 4.20% | Q1 2017 | Q1 2021 | 17 |
BIV | VANGUARD BD INDEX FDS | 14 | 3 | 0.12% | 1.22% | 3.38% | Q4 2014 | Q3 2020 | 17 |
IXN | ISHARES TR | 17 | 17 | 0.35% | 1.08% | 1.75% | Q3 2018 | Q3 2022 | 17 |
MTUM | ISHARES TR | 9 | 1 | 0.36% | 0.93% | 2.20% | Q3 2017 | Q4 2022 | 17 |
PFF | ISHARES TR | 13 | 1 | 0.19% | 0.52% | 0.79% | Q3 2015 | Q1 2021 | 17 |
VNQ | VANGUARD INDEX FDS | 6 | 2 | 0.12% | 0.41% | 0.76% | Q4 2014 | Q1 2020 | 17 |
AMLP | ALPS ETF TR | 16 | 1 | 0.06% | 0.35% | 0.90% | Q4 2014 | Q2 2019 | 17 |
MCD | MCDONALDS CORP | 9 | 1 | 0.13% | 0.33% | 0.51% | Q1 2015 | Q3 2023 | 17 |
FTA | FIRST TR LRG CP VL ALP... | 11 | 1 | 0.15% | 0.29% | 0.58% | Q3 2018 | Q3 2023 | 17 |
UPS | UNITED PARCEL SERVICE INC | 13 | 1 | 0.12% | 0.27% | 0.65% | Q2 2016 | Q1 2022 | 17 |
EMB | ISHARES TR | 15 | 1 | 0.26% | 0.66% | 1.37% | Q3 2016 | Q4 2020 | 16 |
TRU | TRANSUNION | 12 | 1 | 0.21% | 0.37% | 0.71% | Q4 2017 | Q1 2022 | 16 |
FAAR | FIRST TR EXCHNG TRADED... | 14 | 2 | 0.18% | 0.25% | 0.48% | Q3 2019 | Q3 2023 | 16 |
ESGU | ISHARES TR | 15 | 15 | 0.84% | 3.58% | 7.10% | Q1 2020 | Q3 2023 | 15 |
IEMG | ISHARES INC | 12 | 3 | 0.68% | 1.41% | 2.51% | Q2 2017 | Q3 2023 | 15 |
GNL | GLOBAL NET LEASE INC | 15 | 15 | 0.45% | 0.89% | 1.46% | Q1 2017 | Q3 2020 | 15 |
MGV | VANGUARD WORLD FD | 12 | 1 | 0.12% | 0.62% | 1.35% | Q3 2018 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 6 | 1 | 0.18% | 0.54% | 1.21% | Q4 2014 | Q3 2023 | 15 |
NEE | NEXTERA ENERGY INC | 6 | 1 | 0.16% | 0.51% | 1.64% | Q2 2016 | Q2 2023 | 15 |
JPST | JP MORGAN EXCHANGE TRA... | 14 | 1 | 0.21% | 0.40% | 1.04% | Q4 2017 | Q3 2023 | 15 |
ZTS | ZOETIS INC | 7 | 1 | 0.27% | 0.37% | 0.51% | Q1 2019 | Q3 2023 | 15 |
MGK | VANGUARD WORLD FD | 10 | 1 | 0.21% | 0.32% | 0.51% | Q3 2017 | Q3 2023 | 15 |
FTCS | FIRST TR NASDAQ-100 TE... | 13 | 2 | 0.14% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 15 |
EFG | ISHARES TR | 14 | 14 | 1.10% | 2.03% | 3.91% | Q2 2020 | Q3 2023 | 14 |
QQQ | POWERSHARES QQQ TRUST | 14 | 14 | 0.28% | 1.52% | 6.67% | Q4 2014 | Q1 2018 | 14 |
VEU | VANGUARD INTL EQUITY I... | 12 | 2 | 0.28% | 1.36% | 2.40% | Q4 2014 | Q4 2019 | 14 |
QUAL | ISHARES TR | 11 | 3 | 0.12% | 1.06% | 3.74% | Q2 2019 | Q3 2023 | 14 |
IEI | ISHARES TR | 11 | 3 | 0.26% | 0.92% | 2.61% | Q4 2014 | Q2 2019 | 14 |
HDV | ISHARES TR | 9 | 2 | 0.16% | 0.37% | 1.38% | Q4 2017 | Q3 2023 | 14 |
KO | COCA COLA CO | 7 | 1 | 0.24% | 0.34% | 0.63% | Q1 2015 | Q2 2019 | 14 |
BCE | BCE INC | 6 | 2 | 0.18% | 0.96% | 2.31% | Q2 2016 | Q4 2022 | 13 |
TTD | THE TRADE DESK INC | 7 | 1 | 0.29% | 0.93% | 1.68% | Q2 2019 | Q3 2023 | 13 |
FXL | FIRST TR EXCHANGE TRAD... | 7 | 1 | 0.15% | 0.36% | 0.94% | Q4 2014 | Q1 2020 | 13 |
DIS | DISNEY WALT CO | 4 | 1 | 0.12% | 0.30% | 0.63% | Q4 2014 | Q3 2022 | 13 |
FTSL | FIRST TR EXCHANGE-TRAD... | 7 | 1 | 0.13% | 0.29% | 0.61% | Q3 2018 | Q3 2023 | 13 |
COST | COSTCO WHSL CORP NEW | 13 | 13 | 0.12% | 0.28% | 0.54% | Q3 2020 | Q3 2023 | 13 |
AMD | ADVANCED MICRO DEVICES... | 5 | 3 | 0.20% | 0.28% | 0.43% | Q1 2020 | Q3 2023 | 13 |
VO | VANGUARD INDEX FDS | 13 | 13 | 0.16% | 0.26% | 0.42% | Q3 2020 | Q3 2023 | 13 |
NVO | NOVO-NORDISK A S | 13 | 13 | 0.12% | 0.26% | 0.51% | Q3 2020 | Q3 2023 | 13 |
FMF | FIRST TR EXCHANGE-TRAD... | 11 | 2 | 0.13% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 13 |
EFV | ISHARES TR | 11 | 1 | 0.32% | 1.80% | 3.42% | Q3 2017 | Q3 2023 | 12 |
IYW | ISHARES TR | 4 | 1 | 0.58% | 1.41% | 3.00% | Q4 2014 | Q3 2023 | 12 |
SHOP | SHOPIFY INC | 6 | 6 | 0.37% | 1.22% | 3.58% | Q3 2018 | Q4 2021 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.40% | 0.97% | 1.33% | Q4 2020 | Q3 2023 | 12 |
PSL | POWERSHARES ETF TRUST | 12 | 12 | 0.35% | 0.96% | 1.86% | Q2 2015 | Q1 2018 | 12 |
STZ | CONSTELLATION BRANDS INC | 7 | 5 | 0.38% | 0.56% | 0.79% | Q4 2014 | Q2 2018 | 12 |
MDY | SPDR S&P MIDCAP 400 ET... | 8 | 2 | 0.20% | 0.51% | 1.17% | Q4 2014 | Q3 2018 | 12 |
BAC | BK OF AMERICA CORP | 8 | 1 | 0.12% | 0.46% | 0.86% | Q4 2014 | Q1 2021 | 12 |
VUG | VANGUARD INDEX FDS | 11 | 1 | 0.31% | 0.45% | 0.79% | Q4 2016 | Q4 2019 | 12 |
IYE | ISHARES TR | 12 | 12 | 0.18% | 0.44% | 0.81% | Q1 2020 | Q4 2022 | 12 |
BOND | PIMCO ETF TR | 8 | 4 | 0.12% | 0.39% | 0.97% | Q4 2017 | Q1 2021 | 12 |
PYPL | PAYPAL HLDGS INC | 11 | 1 | 0.12% | 0.36% | 0.69% | Q2 2017 | Q2 2021 | 12 |
NFLX | NETFLIX INC | 4 | 2 | 0.15% | 0.34% | 0.55% | Q3 2015 | Q3 2023 | 12 |
PEN | PENUMBRA INC | 12 | 12 | 0.11% | 0.28% | 0.42% | Q4 2020 | Q3 2023 | 12 |
FDT | FIRST TR EXCH TRD ALPH... | 11 | 1 | 0.14% | 0.20% | 0.41% | Q2 2020 | Q2 2023 | 12 |
HEDJ | WISDOMTREE TR | 7 | 1 | 0.13% | 0.20% | 0.44% | Q3 2015 | Q3 2023 | 12 |
GNTX | GENTEX CORP | 7 | 2 | 0.14% | 0.18% | 0.31% | Q3 2019 | Q2 2023 | 12 |
IUSB | ISHARES TR | 11 | 11 | 1.61% | 2.26% | 3.16% | Q1 2021 | Q3 2023 | 11 |
RDVY | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 0.14% | 1.91% | 5.95% | Q1 2021 | Q3 2023 | 11 |
ESGE | ISHARES INC | 11 | 11 | 0.52% | 1.43% | 2.97% | Q1 2020 | Q3 2022 | 11 |
CIM | CHIMERA INVT CORP | 7 | 4 | 0.09% | 1.02% | 1.77% | Q1 2019 | Q1 2022 | 11 |
XPH | SPDR SERIES TRUST | 11 | 11 | 0.29% | 0.94% | 2.03% | Q2 2015 | Q4 2017 | 11 |
FOXF | FOX FACTORY HLDG CORP | 11 | 11 | 0.54% | 0.70% | 1.08% | Q2 2017 | Q4 2019 | 11 |
SPYG | SPDR SER TR | 4 | 1 | 0.25% | 0.62% | 1.11% | Q3 2018 | Q3 2023 | 11 |
DE | DEERE & CO | 11 | 11 | 0.12% | 0.44% | 0.90% | Q1 2021 | Q3 2023 | 11 |
NVEE | NV5 GLOBAL INC | 11 | 11 | 0.27% | 0.39% | 0.64% | Q1 2017 | Q3 2019 | 11 |
NOW | SERVICENOW INC | 9 | 2 | 0.23% | 0.39% | 0.80% | Q1 2020 | Q3 2023 | 11 |
NLY | ANNALY CAP MGMT INC | 6 | 5 | 0.07% | 0.35% | 1.06% | Q3 2018 | Q3 2021 | 11 |
MSOS | ADVISORSHARES TR | 11 | 11 | 0.12% | 0.31% | 0.86% | Q1 2021 | Q3 2023 | 11 |
RYE | RYDEX ETF TRUST | 8 | 3 | 0.22% | 0.31% | 0.40% | Q1 2015 | Q4 2017 | 11 |
INTU | INTUIT | 7 | 1 | 0.14% | 0.30% | 0.47% | Q3 2020 | Q3 2023 | 11 |
GE | GENERAL ELECTRIC CO | 5 | 1 | 0.09% | 0.28% | 0.49% | Q1 2015 | Q2 2019 | 11 |
SPIB | SPDR SER TR | 11 | 11 | 0.14% | 0.23% | 0.36% | Q3 2018 | Q1 2021 | 11 |
OILNF | BARCLAYS BK PLC | 10 | 1 | 0.10% | 0.17% | 0.24% | Q1 2015 | Q4 2017 | 11 |
NRO | NEUBERGER BERMAN REAL ... | 11 | 11 | 0.03% | 0.09% | 0.24% | Q1 2021 | Q3 2023 | 11 |
EIX | EDISON INTL | 5 | 5 | 0.52% | 1.51% | 2.84% | Q1 2021 | Q3 2023 | 10 |
XBI | SPDR SERIES TRUST | 10 | 10 | 0.38% | 1.04% | 2.04% | Q2 2015 | Q3 2017 | 10 |
RSP | INVESCO EXCHANGE TRADE... | 8 | 2 | 0.24% | 0.95% | 2.79% | Q1 2021 | Q3 2023 | 10 |
PBJ | POWERSHARES ETF TRUST | 10 | 10 | 0.32% | 0.93% | 1.81% | Q2 2015 | Q3 2017 | 10 |
EFA | ISHARES TR | 10 | 10 | 0.36% | 0.70% | 1.60% | Q4 2014 | Q1 2017 | 10 |
FEX | FIRST TR LRGE CP CORE ... | 10 | 10 | 0.35% | 0.66% | 1.00% | Q4 2014 | Q1 2017 | 10 |
WIX | WIX COM LTD | 6 | 1 | 0.12% | 0.61% | 1.20% | Q3 2018 | Q3 2021 | 10 |
TTE | TOTAL SE | 8 | 1 | 0.12% | 0.39% | 0.55% | Q4 2016 | Q3 2023 | 10 |
RPAI | RETAIL PPTYS AMER INC | 10 | 10 | 0.22% | 0.35% | 0.62% | Q4 2014 | Q1 2017 | 10 |
DGRO | ISHARES TR | 10 | 10 | 0.14% | 0.30% | 0.52% | Q3 2017 | Q4 2019 | 10 |
LLY | LILLY ELI & CO | 3 | 1 | 0.11% | 0.29% | 0.51% | Q4 2014 | Q3 2023 | 10 |
JMIN | JP MORGAN EXCHANGE TRA... | 6 | 4 | 0.17% | 0.25% | 0.40% | Q4 2019 | Q2 2022 | 10 |
PSEC | PROSPECT CAPITAL CORPO... | 3 | 1 | 0.08% | 0.25% | 0.68% | Q4 2014 | Q3 2021 | 10 |
SIRI | SIRIUS XM HLDGS INC | 10 | 10 | 0.10% | 0.22% | 0.35% | Q1 2017 | Q2 2019 | 10 |
CAT | CATERPILLAR INC DEL | 4 | 2 | 0.12% | 0.19% | 0.27% | Q1 2016 | Q3 2023 | 10 |
ANIX | ANIXA BIOSCIENCES INC | 8 | 2 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
GMTB | COLUMBIA ETF TR | 9 | 9 | 0.61% | 1.37% | 2.85% | Q2 2015 | Q2 2017 | 9 |
SPLG | SPDR SER TR | 9 | 9 | 0.42% | 0.72% | 1.07% | Q1 2018 | Q1 2020 | 9 |
BKLN | POWERSHARES ETF TRUST II | 8 | 1 | 0.26% | 0.61% | 1.36% | Q4 2014 | Q1 2018 | 9 |
GAIN | GLADSTONE INVT CORP | 5 | 2 | 0.10% | 0.53% | 1.06% | Q3 2019 | Q4 2022 | 9 |
IWF | ISHARES TR | 9 | 9 | 0.28% | 0.49% | 0.62% | Q4 2017 | Q4 2019 | 9 |
WBIT | ABSOLUTE SHS TR | 9 | 9 | 0.14% | 0.48% | 1.01% | Q3 2020 | Q3 2022 | 9 |
SECT | NORTHERN LTS FD TR IV | 9 | 9 | 0.16% | 0.40% | 0.89% | Q4 2017 | Q4 2019 | 9 |
ULTA | ULTA BEAUTY INC | 7 | 2 | 0.27% | 0.40% | 0.52% | Q2 2018 | Q3 2023 | 9 |
UDFI | UNITED DEV FDG IV | 9 | 9 | 0.08% | 0.38% | 0.83% | Q4 2014 | Q4 2016 | 9 |
SPLV | INVESCO EXCH TRADED FD... | 7 | 2 | 0.12% | 0.35% | 0.81% | Q2 2020 | Q3 2022 | 9 |
USB | US BANCORP DEL | 9 | 9 | 0.23% | 0.35% | 0.65% | Q3 2021 | Q3 2023 | 9 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 1 | 0.16% | 0.29% | 0.50% | Q3 2020 | Q3 2023 | 9 |
BNDX | VANGUARD CHARLOTTE FDS | 9 | 9 | 0.14% | 0.21% | 0.44% | Q1 2020 | Q1 2022 | 9 |
ABT | ABBOTT LABS | 4 | 1 | 0.13% | 0.20% | 0.33% | Q2 2017 | Q3 2023 | 9 |
SKYY | FIRST TR EXCHANGE TRAD... | 6 | 3 | 0.13% | 0.17% | 0.25% | Q2 2019 | Q3 2021 | 9 |
VLUE | ISHARES TR | 8 | 8 | 0.46% | 1.17% | 1.98% | Q2 2020 | Q1 2022 | 8 |
FXU | FIRST TR EXCHANGE TRAD... | 3 | 1 | 0.22% | 1.16% | 2.64% | Q4 2014 | Q3 2023 | 8 |
TEAM | ATLASSIAN CORP PLC | 5 | 3 | 0.34% | 0.86% | 1.54% | Q2 2019 | Q3 2021 | 8 |
MDB | MONGODB INC | 5 | 3 | 0.12% | 0.72% | 2.04% | Q2 2019 | Q4 2021 | 8 |
RC | READY CAPITAL CORP | 5 | 1 | 0.07% | 0.70% | 1.43% | Q3 2020 | Q4 2022 | 8 |
ANET | ARISTA NETWORKS INC | 3 | 1 | 0.33% | 0.59% | 1.00% | Q3 2018 | Q4 2021 | 8 |
APPN | APPIAN CORP | 5 | 3 | 0.14% | 0.57% | 1.14% | Q2 2019 | Q3 2021 | 8 |
XLB | SELECT SECTOR SPDR TR | 8 | 8 | 0.22% | 0.51% | 1.40% | Q1 2021 | Q4 2022 | 8 |
ALHC | ALIGNMENT HEALTHCARE INC | 8 | 8 | 0.18% | 0.48% | 1.07% | Q4 2021 | Q3 2023 | 8 |
DEEF | DBX ETF TR | 8 | 8 | 0.25% | 0.47% | 0.94% | Q4 2017 | Q3 2019 | 8 |
FXH | FIRST TR EXCHANGE TRAD... | 8 | 8 | 0.21% | 0.46% | 0.77% | Q4 2014 | Q3 2016 | 8 |
FXO | FIRST TR EXCHANGE TRAD... | 8 | 8 | 0.27% | 0.44% | 0.77% | Q4 2014 | Q3 2016 | 8 |
FXD | FIRST TR EXCHANGE TRAD... | 8 | 8 | 0.25% | 0.43% | 0.78% | Q4 2014 | Q3 2016 | 8 |
ABR | ARBOR RLTY TR INC | 5 | 1 | 0.12% | 0.43% | 1.24% | Q4 2018 | Q1 2022 | 8 |
FXG | FIRST TR EXCHANGE TRAD... | 5 | 1 | 0.31% | 0.43% | 0.84% | Q4 2014 | Q4 2022 | 8 |
INTC | INTEL CORP | 3 | 1 | 0.12% | 0.37% | 0.83% | Q4 2014 | Q3 2023 | 8 |
WY | WEYERHAEUSER CO | 8 | 8 | 0.26% | 0.36% | 0.50% | Q1 2016 | Q4 2017 | 8 |
ISRG | INTUITIVE SURGICAL INC | 6 | 2 | 0.19% | 0.35% | 0.90% | Q4 2020 | Q3 2023 | 8 |
FSK | FS KKR CAPITAL CORP | 4 | 4 | 0.04% | 0.32% | 0.92% | Q2 2015 | Q1 2020 | 8 |
CVS | CVS HEALTH CORP | 3 | 2 | 0.18% | 0.30% | 0.63% | Q4 2015 | Q2 2019 | 8 |
LKQ | LKQ CORP | 4 | 1 | 0.21% | 0.29% | 0.41% | Q4 2014 | Q3 2017 | 8 |
ARKK | ARK ETF TR | 5 | 3 | 0.14% | 0.28% | 0.52% | Q1 2020 | Q1 2022 | 8 |
V | VISA INC | 5 | 1 | 0.19% | 0.25% | 0.39% | Q2 2015 | Q2 2019 | 8 |
NHF | NEXPOINT DIVERSIFIED R... | 8 | 8 | 0.09% | 0.25% | 0.42% | Q4 2021 | Q3 2023 | 8 |
KMI | KINDER MORGAN INC DEL | 5 | 3 | 0.09% | 0.18% | 0.37% | Q4 2014 | Q4 2021 | 8 |
FTSM | FIRST TR EXCHANGE-TRAD... | 7 | 1 | 0.13% | 0.18% | 0.29% | Q3 2018 | Q3 2021 | 8 |
LIN | LINDE PLC | 8 | 8 | 0.11% | 0.17% | 0.34% | Q4 2020 | Q3 2022 | 8 |
FDL | FIRST TR MORNINGSTAR D... | 4 | 1 | 0.24% | 2.47% | 7.20% | Q4 2014 | Q2 2023 | 7 |
BBDC | BARINGS BDC INC | 5 | 2 | 1.33% | 1.60% | 2.15% | Q1 2021 | Q4 2022 | 7 |
BTI | BRITISH AMERN TOB PLC | 5 | 2 | 0.43% | 1.41% | 2.41% | Q1 2021 | Q4 2022 | 7 |
SHYG | ISHARES TR | 4 | 1 | 0.30% | 1.15% | 2.10% | Q1 2020 | Q3 2023 | 7 |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.86% | 1.03% | 1.32% | Q4 2014 | Q2 2016 | 7 |
APTS | PREFERRED APT CMNTYS INC | 5 | 1 | 0.00% | 0.66% | 1.57% | Q4 2014 | Q3 2021 | 7 |
STWD | STARWOOD PPTY TR INC | 5 | 2 | 0.18% | 0.65% | 1.72% | Q3 2019 | Q1 2022 | 7 |
FALN | ISHARES TR | 7 | 7 | 0.23% | 0.60% | 1.25% | Q1 2021 | Q3 2022 | 7 |
IGV | ISHARES TR | 7 | 7 | 0.23% | 0.55% | 1.04% | Q1 2015 | Q3 2016 | 7 |
OKTA | OKTA INC | 3 | 1 | 0.13% | 0.53% | 0.65% | Q2 2019 | Q3 2021 | 7 |
COMT | ISHARES U S ETF TR | 7 | 7 | 0.30% | 0.52% | 0.77% | Q2 2021 | Q4 2022 | 7 |
PMT | PENNYMAC MTG INVT TR | 5 | 2 | 0.17% | 0.50% | 1.26% | Q3 2019 | Q1 2022 | 7 |
ACRE | ARES COML REAL ESTATE ... | 5 | 1 | 0.06% | 0.49% | 1.40% | Q4 2019 | Q1 2022 | 7 |
FND | FLOOR & DECOR HLDGS INC | 6 | 1 | 0.12% | 0.42% | 0.69% | Q4 2017 | Q3 2021 | 7 |
IJJ | ISHARES TR | 2 | 1 | 0.21% | 0.40% | 1.07% | Q1 2015 | Q3 2018 | 7 |
TEX | TEREX CORP NEW | 7 | 7 | 0.32% | 0.39% | 0.46% | Q4 2014 | Q2 2016 | 7 |
GILD | GILEAD SCIENCES INC | 3 | 1 | 0.12% | 0.39% | 0.73% | Q4 2014 | Q1 2021 | 7 |
SPSM | SPDR SER TR | 7 | 7 | 0.20% | 0.38% | 0.51% | Q1 2018 | Q3 2019 | 7 |
SRLN | SSGA ACTIVE ETF TR | 4 | 1 | 0.12% | 0.36% | 0.58% | Q4 2017 | Q3 2020 | 7 |
PSL | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.16% | 0.31% | 0.57% | Q2 2018 | Q4 2019 | 7 |
JNK | SPDR SER TR | 3 | 1 | 0.14% | 0.30% | 0.55% | Q2 2019 | Q3 2023 | 7 |
AEG | AEGON N V | 7 | 7 | 0.14% | 0.20% | 0.24% | Q1 2017 | Q3 2018 | 7 |
FTR | FRONTIER COMMUNICATION... | 7 | 7 | 0.06% | 0.09% | 0.13% | Q4 2014 | Q2 2016 | 7 |
NBEV | NEWAGE INC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q1 2022 | 7 |
TDIV | FIRST TR EXCHANGE-TRAD... | 3 | 1 | 0.29% | 1.18% | 2.41% | Q4 2018 | Q3 2023 | 6 |
VBR | VANGUARD INDEX FDS | 4 | 2 | 0.16% | 1.15% | 5.44% | Q1 2016 | Q2 2019 | 6 |
GNL | GLOBAL NET LEASE INC | 6 | 6 | 0.54% | 1.15% | 2.10% | Q3 2015 | Q4 2016 | 6 |
LMAT | LEMAITRE VASCULAR INC | 6 | 6 | 0.60% | 0.78% | 1.14% | Q2 2017 | Q3 2018 | 6 |
AGNC | AGNC INVT CORP | 4 | 1 | 0.10% | 0.78% | 1.44% | Q1 2019 | Q3 2021 | 6 |
ZS | ZSCALER INC | 5 | 1 | 0.18% | 0.70% | 1.30% | Q4 2019 | Q4 2021 | 6 |
CELG | CELGENE CORP | 4 | 2 | 0.49% | 0.61% | 0.78% | Q4 2014 | Q2 2016 | 6 |
GDX | VANECK VECTORS ETF TR | 3 | 1 | 0.22% | 0.59% | 0.83% | Q2 2019 | Q3 2021 | 6 |
ETSY | ETSY INC | 6 | 6 | 0.23% | 0.59% | 1.28% | Q3 2020 | Q4 2021 | 6 |
SDY | SPDR SERIES TRUST | 5 | 1 | 0.27% | 0.51% | 0.68% | Q4 2016 | Q4 2019 | 6 |
DDOG | DATADOG INC | 3 | 1 | 0.14% | 0.48% | 0.76% | Q4 2019 | Q4 2021 | 6 |
FLGT | FULGENT GENETICS INC | 6 | 6 | 0.12% | 0.47% | 0.82% | Q3 2020 | Q4 2021 | 6 |
FTLS | FIRST TR EXCH TRADED F... | 5 | 1 | 0.23% | 0.44% | 0.69% | Q1 2015 | Q1 2020 | 6 |
ETP | ENERGY TRANSFER PARTNE... | 6 | 6 | 0.20% | 0.35% | 0.51% | Q2 2017 | Q3 2018 | 6 |
TLH | ISHARES TR | 6 | 6 | 0.18% | 0.34% | 0.58% | Q1 2022 | Q2 2023 | 6 |
NKE | NIKE INC | 6 | 6 | 0.24% | 0.34% | 0.50% | Q4 2014 | Q1 2016 | 6 |
SPYV | SPDR SER TR | 4 | 1 | 0.12% | 0.31% | 0.52% | Q3 2018 | Q4 2022 | 6 |
UWM | PROSHARES TR | 2 | 1 | 0.18% | 0.30% | 0.55% | Q3 2016 | Q1 2019 | 6 |
IFRA | ISHARES TR | 6 | 6 | 0.22% | 0.28% | 0.46% | Q2 2022 | Q3 2023 | 6 |
SPEM | SPDR INDEX SHS FDS | 6 | 6 | 0.24% | 0.28% | 0.31% | Q3 2018 | Q4 2019 | 6 |
BKLN | INVESCO EXCHNG TRADED ... | 4 | 2 | 0.14% | 0.27% | 0.38% | Q2 2018 | Q4 2019 | 6 |
DSL | DOUBLELINE INCOME SOLU... | 6 | 6 | 0.17% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
MMP | MAGELLAN MIDSTREAM PRT... | 6 | 6 | 0.12% | 0.25% | 0.43% | Q3 2021 | Q4 2022 | 6 |
WIW | WESTERN AST INFL LKD O... | 6 | 6 | 0.15% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
MINT | PIMCO ETF TR | 5 | 1 | 0.15% | 0.23% | 0.35% | Q3 2017 | Q2 2019 | 6 |
FVRR | FIVERR INTL LTD | 6 | 6 | 0.12% | 0.23% | 0.38% | Q3 2020 | Q4 2021 | 6 |
XLC | SELECT SECTOR SPDR TR | 6 | 6 | 0.14% | 0.20% | 0.26% | Q2 2019 | Q3 2020 | 6 |
CLX | CLOROX CO DEL | 6 | 6 | 0.13% | 0.19% | 0.23% | Q3 2020 | Q4 2021 | 6 |
NEOG | NEOGEN CORP | 5 | 1 | 0.11% | 0.14% | 0.23% | Q2 2018 | Q4 2021 | 6 |
NRZ | RITHM CAPITAL CORP | 6 | 6 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q4 2022 | 6 |
SOFI | SOFI TECHNOLOGIES INC | 6 | 6 | 0.07% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
IJK | ISHARES TR | 2 | 1 | 0.11% | 2.02% | 5.10% | Q1 2015 | Q1 2022 | 5 |
TRP | TC ENERGY CORP | 2 | 1 | 1.07% | 1.50% | 2.31% | Q1 2021 | Q4 2022 | 5 |
KREF | KKR REAL ESTATE FIN TR... | 3 | 2 | 1.18% | 1.49% | 2.10% | Q3 2021 | Q4 2022 | 5 |
GSK | GLAXOSMITHKLINE PLC | 5 | 5 | 0.56% | 1.24% | 2.14% | Q1 2021 | Q1 2022 | 5 |
GBDC | GOLUB CAP BDC INC | 5 | 5 | 0.78% | 1.20% | 2.12% | Q1 2021 | Q1 2022 | 5 |
BGS | B & G FOODS INC NEW | 5 | 5 | 0.49% | 1.19% | 2.20% | Q1 2021 | Q1 2022 | 5 |
TU | TELUS CORPORATION | 2 | 1 | 0.74% | 1.17% | 2.10% | Q1 2021 | Q4 2022 | 5 |
HEFA | ISHARES TR | 3 | 2 | 0.29% | 1.07% | 1.90% | Q2 2017 | Q3 2018 | 5 |
HRB | BLOCK H & R INC | 2 | 1 | 0.63% | 1.03% | 1.40% | Q1 2021 | Q4 2022 | 5 |
GRWG | GROWGENERATION CORP | 5 | 5 | 0.13% | 1.01% | 2.23% | Q4 2020 | Q4 2021 | 5 |
SFIX | STITCH FIX INC | 4 | 1 | 0.66% | 0.74% | 0.88% | Q4 2018 | Q4 2020 | 5 |
BRT | BRT APARTMENTS CORP | 5 | 5 | 0.09% | 0.74% | 1.36% | Q4 2020 | Q4 2021 | 5 |
BEAT | BIOTELEMETRY INC | 3 | 2 | 0.21% | 0.63% | 1.13% | Q1 2017 | Q2 2019 | 5 |
SLRC | SLR INVESTMENT CORP | 5 | 5 | 0.19% | 0.62% | 1.27% | Q1 2021 | Q1 2022 | 5 |
ENB | ENBRIDGE INC | 3 | 2 | 0.13% | 0.59% | 1.03% | Q1 2019 | Q3 2021 | 5 |
IRT | INDEPENDENCE RLTY TR INC | 2 | 1 | 0.30% | 0.50% | 0.66% | Q1 2022 | Q3 2023 | 5 |
UNH | UNITEDHEALTH GROUP INC | 4 | 1 | 0.41% | 0.48% | 0.66% | Q3 2015 | Q2 2019 | 5 |
CRSP | CRISPR THERAPEUTICS AG | 5 | 5 | 0.14% | 0.47% | 1.25% | Q3 2020 | Q3 2021 | 5 |
BND | VANGUARD BD INDEX FD INC | 3 | 1 | 0.16% | 0.46% | 1.18% | Q3 2015 | Q2 2019 | 5 |
IXG | ISHARES TR | 3 | 2 | 0.16% | 0.43% | 0.66% | Q1 2019 | Q4 2021 | 5 |
GLOB | GLOBANT S A | 3 | 2 | 0.15% | 0.43% | 0.57% | Q3 2020 | Q4 2021 | 5 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 1 | 0.29% | 0.43% | 0.60% | Q4 2014 | Q2 2019 | 5 |
GOOG | ALPHABET INC | 4 | 1 | 0.38% | 0.42% | 0.52% | Q4 2015 | Q1 2018 | 5 |
HUBS | HUBSPOT INC | 5 | 5 | 0.11% | 0.39% | 0.93% | Q4 2020 | Q4 2021 | 5 |
MFEM | PIMCO EQUITY SER | 4 | 1 | 0.19% | 0.39% | 0.58% | Q1 2018 | Q3 2019 | 5 |
CRWD | CROWDSTRIKE HLDGS INC | 4 | 1 | 0.24% | 0.38% | 0.71% | Q3 2020 | Q4 2021 | 5 |
DXCM | DEXCOM INC | 3 | 2 | 0.12% | 0.38% | 0.57% | Q3 2020 | Q4 2021 | 5 |
GDXJ | VANECK VECTORS ETF TR | 3 | 2 | 0.27% | 0.36% | 0.49% | Q2 2020 | Q3 2021 | 5 |
HYS | PIMCO ETF TR | 2 | 1 | 0.14% | 0.34% | 0.55% | Q1 2015 | Q4 2020 | 5 |
BPT | BP PRUDHOE BAY RTY TR | 3 | 2 | 0.25% | 0.34% | 0.42% | Q1 2015 | Q2 2016 | 5 |
SEP | SPECTRA ENERGY PARTNER... | 5 | 5 | 0.29% | 0.33% | 0.43% | Q2 2016 | Q2 2017 | 5 |
LMT | LOCKHEED MARTIN CORP | 3 | 1 | 0.18% | 0.32% | 0.52% | Q1 2015 | Q4 2022 | 5 |
HYD | VANECK VECTORS ETF TR | 3 | 2 | 0.26% | 0.31% | 0.41% | Q4 2018 | Q2 2020 | 5 |
DUK | DUKE ENERGY CORP NEW | 5 | 5 | 0.22% | 0.31% | 0.42% | Q1 2016 | Q1 2017 | 5 |
VMBS | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.19% | 0.28% | 0.42% | Q1 2020 | Q1 2021 | 5 |
AFIN | AMERICAN FIN TR INC | 5 | 5 | 0.08% | 0.27% | 0.55% | Q4 2020 | Q4 2021 | 5 |
XT | ISHARES TR | 5 | 5 | 0.20% | 0.26% | 0.34% | Q4 2018 | Q4 2019 | 5 |
KBWY | INVESCO EXCHNG TRADED ... | 5 | 5 | 0.15% | 0.24% | 0.39% | Q2 2018 | Q2 2019 | 5 |
IPAY | ETF MANAGERS TR | 2 | 1 | 0.15% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 5 |
GM | GENERAL MTRS CO | 3 | 2 | 0.14% | 0.22% | 0.36% | Q1 2016 | Q3 2021 | 5 |
FSK | FS KKR CAP CORP | 2 | 1 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q4 2022 | 5 |
PLTR | PALANTIR TECHNOLOGIES INC | 3 | 2 | 0.15% | 0.20% | 0.28% | Q1 2021 | Q3 2023 | 5 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 1 | 0.17% | 0.20% | 0.26% | Q3 2017 | Q1 2021 | 5 |
FDN | FIRST TR NASDAQ-100 TE... | 3 | 2 | 0.12% | 0.17% | 0.20% | Q1 2019 | Q4 2020 | 5 |
CMO | CAPSTEAD MTG CORP | 5 | 5 | 0.04% | 0.17% | 0.50% | Q3 2020 | Q3 2021 | 5 |
NICE | NICE LTD | 3 | 1 | 0.15% | 0.16% | 0.18% | Q4 2019 | Q3 2021 | 5 |
AMP | AMERIPRISE FINL INC | 3 | 2 | 0.12% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 5 |
REMX | VANECK VECTORS ETF TR | 5 | 5 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q1 2022 | 5 |
HYZON MOTORS INC | 5 | 5 | 0.03% | 0.10% | 0.14% | Q3 2021 | Q3 2022 | 5 | |
IYH | ISHARES TR | 3 | 1 | 0.77% | 2.42% | 3.07% | Q4 2014 | Q1 2017 | 4 |
JEPI | J P MORGAN EXCHANGE-TR... | 3 | 1 | 0.53% | 1.98% | 3.60% | Q1 2022 | Q1 2023 | 4 |
VOE | VANGUARD INDEX FDS | 2 | 2 | 0.21% | 1.93% | 5.45% | Q4 2014 | Q2 2016 | 4 |
PPL | PPL CORP | 4 | 4 | 0.79% | 1.01% | 1.42% | Q1 2021 | Q4 2021 | 4 |
TGT | TARGET CORP | 3 | 1 | 0.17% | 0.82% | 1.96% | Q2 2016 | Q4 2018 | 4 |
DOW | DOW CHEM CO | 4 | 4 | 0.25% | 0.79% | 2.11% | Q1 2016 | Q4 2016 | 4 |
DXJ | WISDOMTREE TR | 4 | 4 | 0.35% | 0.78% | 1.47% | Q1 2015 | Q4 2015 | 4 |
ACWI | ISHARES TR | 4 | 4 | 0.59% | 0.76% | 1.00% | Q2 2019 | Q1 2020 | 4 |
ET | ENERGY TRANSFER LP | 4 | 4 | 0.12% | 0.73% | 1.06% | Q4 2018 | Q3 2019 | 4 |
JD | JD COM INC | 4 | 4 | 0.62% | 0.71% | 0.77% | Q4 2018 | Q3 2019 | 4 |
PSA | PUBLIC STORAGE | 4 | 4 | 0.43% | 0.71% | 0.91% | Q4 2016 | Q3 2017 | 4 |
SQ | SQUARE INC | 4 | 4 | 0.59% | 0.66% | 0.71% | Q4 2018 | Q3 2019 | 4 |
IPGP | IPG PHOTONICS CORP | 4 | 4 | 0.31% | 0.64% | 0.78% | Q4 2017 | Q3 2018 | 4 |
UAA | UNDER ARMOUR INC | 4 | 4 | 0.31% | 0.55% | 0.92% | Q3 2015 | Q2 2016 | 4 |
SLYV | SPDR SERIES TRUST | 4 | 4 | 0.50% | 0.53% | 0.56% | Q3 2018 | Q2 2019 | 4 |
SWKS | SKYWORKS SOLUTIONS INC | 4 | 4 | 0.37% | 0.51% | 0.63% | Q3 2015 | Q2 2016 | 4 |
TDOC | TELADOC HEALTH INC | 4 | 4 | 0.12% | 0.50% | 1.35% | Q4 2020 | Q3 2021 | 4 |
XHR | XENIA HOTELS & RESORTS... | 4 | 4 | 0.30% | 0.48% | 0.57% | Q1 2015 | Q4 2015 | 4 |
YETI | YETI HLDGS INC | 4 | 4 | 0.38% | 0.47% | 0.56% | Q1 2019 | Q4 2019 | 4 |
CRM | SALESFORCE COM INC | 2 | 2 | 0.32% | 0.46% | 0.58% | Q1 2019 | Q4 2021 | 4 |
SLYG | SPDR SERIES TRUST | 4 | 4 | 0.42% | 0.45% | 0.46% | Q3 2018 | Q2 2019 | 4 |
SPVM | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.15% | 0.43% | 0.62% | Q4 2018 | Q3 2019 | 4 |
MRK | MERCK & CO INC NEW | 4 | 4 | 0.36% | 0.40% | 0.48% | Q3 2015 | Q2 2016 | 4 |
LYB | LYONDELLBASELL INDUSTR... | 4 | 4 | 0.37% | 0.39% | 0.43% | Q2 2016 | Q1 2017 | 4 |
NUAN | NUANCE COMMUNICATIONS INC | 3 | 1 | 0.14% | 0.38% | 0.53% | Q2 2015 | Q3 2017 | 4 |
MFA | MFA FINL INC | 4 | 4 | 0.10% | 0.38% | 0.98% | Q1 2019 | Q4 2019 | 4 |
BIL | SPDR SER TR | 2 | 1 | 0.24% | 0.37% | 0.47% | Q4 2018 | Q3 2023 | 4 |
BUD | ANHEUSER BUSCH INBEV S... | 4 | 4 | 0.18% | 0.37% | 0.51% | Q4 2016 | Q3 2017 | 4 |
MIC | MACQUARIE INFRASTRUCTU... | 4 | 4 | 0.24% | 0.36% | 0.48% | Q2 2016 | Q1 2017 | 4 |
PAYX | PAYCHEX INC | 4 | 4 | 0.26% | 0.36% | 0.49% | Q2 2016 | Q1 2017 | 4 |
BOMN | BOSTON OMAHA CORP | 2 | 2 | 0.13% | 0.35% | 0.51% | Q3 2020 | Q4 2021 | 4 |
CME | CME GROUP INC | 4 | 4 | 0.27% | 0.35% | 0.42% | Q3 2016 | Q2 2017 | 4 |
FTGC | FIRST TR EXCHAN TRADED... | 4 | 4 | 0.21% | 0.35% | 0.47% | Q3 2018 | Q2 2019 | 4 |
SHV | ISHARES TR | 2 | 1 | 0.24% | 0.35% | 0.46% | Q1 2015 | Q3 2022 | 4 |
WPC | W P CAREY INC | 4 | 4 | 0.26% | 0.34% | 0.40% | Q2 2016 | Q1 2017 | 4 |
SIX | SIX FLAGS ENTMT CORP NEW | 4 | 4 | 0.24% | 0.34% | 0.44% | Q2 2016 | Q1 2017 | 4 |
OHI | OMEGA HEALTHCARE INVS INC | 4 | 4 | 0.24% | 0.34% | 0.40% | Q2 2016 | Q1 2017 | 4 |
VLO | VALERO ENERGY CORP NEW | 3 | 1 | 0.19% | 0.32% | 0.46% | Q1 2017 | Q3 2023 | 4 |
PKW | INVESCO EXCHANGE TRADE... | 2 | 1 | 0.20% | 0.30% | 0.36% | Q1 2021 | Q3 2023 | 4 |
CHMI | CHERRY HILL MTG INVT CORP | 4 | 4 | 0.13% | 0.30% | 0.47% | Q1 2021 | Q4 2021 | 4 |
MAT | MATTEL INC | 4 | 4 | 0.15% | 0.29% | 0.44% | Q1 2017 | Q4 2017 | 4 |
HQY | HEALTHEQUITY INC | 2 | 1 | 0.12% | 0.28% | 0.68% | Q4 2019 | Q2 2021 | 4 |
HYLS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.21% | 0.27% | 0.35% | Q2 2020 | Q1 2021 | 4 |
SWHC | SMITH & WESSON HLDG CORP | 4 | 4 | 0.23% | 0.27% | 0.31% | Q4 2015 | Q3 2016 | 4 |
LNC | LINCOLN NATL CORP IND | 3 | 1 | 0.12% | 0.27% | 0.35% | Q2 2015 | Q1 2021 | 4 |
FNX | FIRST TR MID CAP CORE ... | 3 | 1 | 0.16% | 0.25% | 0.34% | Q2 2015 | Q4 2019 | 4 |
WP | WORLDPAY INC | 4 | 4 | 0.20% | 0.24% | 0.29% | Q3 2018 | Q2 2019 | 4 |
EMO | CLEARBRIDGE ENERGY MID... | 4 | 4 | 0.22% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
TRTX | TPG RE FIN TR INC | 3 | 1 | 0.05% | 0.23% | 0.49% | Q3 2020 | Q3 2021 | 4 |
ARCC | ARES CAP CORP | 3 | 1 | 0.15% | 0.23% | 0.41% | Q1 2017 | Q2 2019 | 4 |
EPD | ENTERPRISE PRODS PARTN... | 4 | 4 | 0.15% | 0.22% | 0.33% | Q1 2022 | Q4 2022 | 4 |
RPRX | ROYALTY PHARMA PLC | 4 | 4 | 0.12% | 0.22% | 0.28% | Q1 2021 | Q4 2021 | 4 |
GOOGL | ALPHABET INC | 2 | 2 | 0.14% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 4 |
CSFL | CENTERSTATE BK CORP | 3 | 1 | 0.18% | 0.20% | 0.21% | Q4 2014 | Q3 2017 | 4 |
FIVG | ETF SER SOLUTIONS | 1 | 1 | 0.18% | 0.19% | 0.20% | Q2 2019 | Q2 2023 | 4 |
RF | REGIONS FINL CORP NEW | 3 | 1 | 0.09% | 0.18% | 0.29% | Q3 2015 | Q3 2016 | 4 |
BST | BLACKROCK SCIENCE & TE... | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q3 2020 | 4 |
CQQQ | INVESCO EXCH TRADED FD... | 2 | 2 | 0.12% | 0.17% | 0.24% | Q2 2020 | Q2 2021 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q3 2018 | Q2 2019 | 4 |
YOLO | ADVISORSHARES TR | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
GGN | GAMCO GLOBAL GOLD NAT ... | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 4 |
ITUS | ITUS CORP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q2 2018 | 4 |
IYC | ISHARES TR | 3 | 3 | 2.70% | 2.91% | 3.02% | Q4 2014 | Q2 2015 | 3 |
EMLP | FIRST TR EXCHANGE-TRAD... | 2 | 1 | 1.23% | 2.07% | 2.68% | Q3 2022 | Q2 2023 | 3 |
SPTI | SPDR SER TR | 1 | 1 | 0.23% | 1.39% | 3.35% | Q4 2015 | Q2 2020 | 3 |
EEMV | ISHARES INC | 3 | 3 | 0.76% | 0.99% | 1.13% | Q2 2022 | Q4 2022 | 3 |
O | REALTY INCOME CORP | 2 | 1 | 0.92% | 0.99% | 1.09% | Q1 2021 | Q1 2022 | 3 |
WFC | WELLS FARGO & CO NEW | 3 | 3 | 0.47% | 0.90% | 1.70% | Q3 2016 | Q1 2017 | 3 |
ORAN | ORANGE | 3 | 3 | 0.08% | 0.68% | 1.42% | Q1 2021 | Q3 2021 | 3 |
CMBS | ISHARES TR | 3 | 3 | 0.34% | 0.59% | 0.78% | Q1 2016 | Q3 2016 | 3 |
ABC | AMERISOURCEBERGEN CORP | 3 | 3 | 0.50% | 0.56% | 0.60% | Q4 2014 | Q2 2015 | 3 |
BIDU | BAIDU INC | 3 | 3 | 0.49% | 0.52% | 0.56% | Q4 2014 | Q2 2015 | 3 |
NVTA | INVITAE CORP | 3 | 3 | 0.18% | 0.50% | 0.78% | Q3 2020 | Q1 2021 | 3 |
PCY | POWERSHARES ETF TR II | 2 | 1 | 0.22% | 0.50% | 0.69% | Q3 2016 | Q3 2017 | 3 |
IAI | ISHARES TR | 3 | 3 | 0.30% | 0.49% | 0.82% | Q2 2015 | Q4 2015 | 3 |
FIVN | FIVE9 INC | 3 | 3 | 0.15% | 0.46% | 0.66% | Q3 2020 | Q1 2021 | 3 |
HCAT | HEALTH CATALYST INC | 3 | 3 | 0.14% | 0.46% | 0.65% | Q3 2020 | Q1 2021 | 3 |
CLF | CLEVELAND CLIFFS INC | 3 | 3 | 0.44% | 0.46% | 0.47% | Q4 2018 | Q2 2019 | 3 |
CDL | VICTORY PORTFOLIOS II | 3 | 3 | 0.26% | 0.44% | 0.66% | Q2 2022 | Q4 2022 | 3 |
PETQ | PETIQ INC | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2019 | Q3 2019 | 3 |
TWLO | TWILIO INC | 2 | 1 | 0.12% | 0.43% | 0.64% | Q2 2019 | Q2 2021 | 3 |
GRUB | GRUBHUB INC | 3 | 3 | 0.32% | 0.43% | 0.49% | Q1 2019 | Q3 2019 | 3 |
QARP | DBX ETF TR | 3 | 3 | 0.35% | 0.41% | 0.45% | Q4 2018 | Q2 2019 | 3 |
EFAV | ISHARES TR | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2016 | Q3 2016 | 3 |
FSLY | FASTLY INC | 2 | 1 | 0.12% | 0.41% | 0.92% | Q3 2020 | Q2 2021 | 3 |
LULU | LULULEMON ATHLETICA INC | 3 | 3 | 0.38% | 0.40% | 0.41% | Q4 2014 | Q2 2015 | 3 |
HCA | HCA HOLDINGS INC | 3 | 3 | 0.27% | 0.38% | 0.48% | Q1 2015 | Q3 2015 | 3 |
VOD | VODAFONE GROUP PLC NEW | 3 | 3 | 0.32% | 0.38% | 0.45% | Q2 2016 | Q4 2016 | 3 |
KMB | KIMBERLY CLARK CORP | 3 | 3 | 0.31% | 0.38% | 0.44% | Q3 2016 | Q1 2017 | 3 |
CDC | VICTORY PORTFOLIOS II | 3 | 3 | 0.33% | 0.37% | 0.42% | Q4 2018 | Q2 2019 | 3 |
TIER | TIER REIT INC | 3 | 3 | 0.29% | 0.36% | 0.48% | Q3 2015 | Q1 2016 | 3 |
CN | DBX ETF TR | 3 | 3 | 0.31% | 0.36% | 0.40% | Q4 2018 | Q2 2019 | 3 |
JPHF | JP MORGAN EXCHANGE TRA... | 3 | 3 | 0.30% | 0.35% | 0.43% | Q4 2018 | Q2 2019 | 3 |
QQQM | INVESCO EXCH TRADED FD... | 3 | 3 | 0.33% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
JPSE | JP MORGAN EXCHANGE TRA... | 3 | 3 | 0.30% | 0.33% | 0.38% | Q4 2018 | Q2 2019 | 3 |
UST | PROSHARES TR | 2 | 1 | 0.19% | 0.31% | 0.44% | Q2 2017 | Q4 2018 | 3 |
URI | UNITED RENTALS INC | 3 | 3 | 0.28% | 0.31% | 0.34% | Q4 2014 | Q2 2015 | 3 |
ESTC | ELASTIC N V | 2 | 1 | 0.17% | 0.30% | 0.36% | Q1 2021 | Q4 2021 | 3 |
CBM | CAMBREX CORP | 2 | 1 | 0.25% | 0.30% | 0.35% | Q2 2015 | Q2 2016 | 3 |
STMP | STAMPS COM INC | 3 | 3 | 0.24% | 0.29% | 0.38% | Q1 2021 | Q3 2021 | 3 |
SPDW | SPDR INDEX SHS FDS | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2018 | Q2 2019 | 3 |
CLH | CLEAN HARBORS INC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q4 2014 | Q2 2015 | 3 |
CONE | CYRUSONE INC | 2 | 1 | 0.24% | 0.28% | 0.36% | Q2 2016 | Q1 2017 | 3 |
JCI | JOHNSON CTLS INC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q4 2014 | Q2 2015 | 3 |
POT | POTASH CORP SASK INC | 3 | 3 | 0.25% | 0.28% | 0.33% | Q4 2015 | Q2 2016 | 3 |
FYX | FIRST TR SML CP CORE A... | 3 | 3 | 0.23% | 0.28% | 0.34% | Q2 2015 | Q4 2015 | 3 |
JXI | ISHARES TR | 3 | 3 | 0.20% | 0.28% | 0.37% | Q4 2018 | Q2 2019 | 3 |
TJX | TJX COS INC NEW | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
DTE | DTE ENERGY CO | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2018 | Q2 2019 | 3 |
ROKU | ROKU INC | 2 | 1 | 0.14% | 0.27% | 0.52% | Q4 2019 | Q3 2021 | 3 |
BSY | BENTLEY SYS INC | 3 | 3 | 0.22% | 0.27% | 0.29% | Q1 2021 | Q3 2021 | 3 |
EMO | CLEARBRIDGE ENERGY MID... | 3 | 3 | 0.16% | 0.26% | 0.46% | Q4 2018 | Q2 2019 | 3 |
WBIN | ABSOLUTE SHS TR | 3 | 3 | 0.13% | 0.25% | 0.31% | Q3 2020 | Q1 2021 | 3 |
MINI | MOBILE MINI INC | 2 | 1 | 0.20% | 0.24% | 0.28% | Q4 2014 | Q3 2017 | 3 |
PXF | INVESCO EXCHNG TRADED ... | 3 | 3 | 0.19% | 0.23% | 0.25% | Q2 2019 | Q4 2019 | 3 |
MGNI | MAGNITE INC | 2 | 1 | 0.06% | 0.23% | 0.33% | Q3 2020 | Q4 2021 | 3 |
MVV | PROSHARES TR | 2 | 1 | 0.12% | 0.22% | 0.41% | Q4 2016 | Q2 2019 | 3 |
FDX | FEDEX CORP | 3 | 3 | 0.17% | 0.22% | 0.27% | Q4 2018 | Q2 2019 | 3 |
DIMENSIONAL ETF TRUST | 2 | 1 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 3 | |
CCL | CARNIVAL CORP | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q2 2019 | 3 |
FIRST TR EXCHANGE-TRAD... | 2 | 1 | 0.17% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 3 | |
IDU | ISHARES TR | 3 | 3 | 0.14% | 0.20% | 0.26% | Q1 2020 | Q3 2020 | 3 |
MUB | ISHARES TR | 2 | 1 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 3 |
HYLB | DBX ETF TR | 3 | 3 | 0.17% | 0.19% | 0.21% | Q2 2020 | Q4 2020 | 3 |
MDYV | SPDR SER TR | 1 | 1 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q4 2022 | 3 |
GLW | CORNING INC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2018 | Q2 2019 | 3 |
TWO | TWO HBRS INVT CORP | 3 | 3 | 0.11% | 0.17% | 0.24% | Q4 2018 | Q2 2019 | 3 |
FEP | FIRST TR EXCH TRD ALPH... | 2 | 1 | 0.12% | 0.16% | 0.21% | Q3 2018 | Q2 2019 | 3 |
LGLV | SPDR SERIES TRUST | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2019 | Q4 2019 | 3 |
MFV | MFS SPL VALUE TR | 3 | 3 | 0.11% | 0.14% | 0.22% | Q4 2018 | Q2 2019 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
FSKR | FS KKR CAP CORP II | 2 | 1 | 0.11% | 0.14% | 0.18% | Q2 2020 | Q1 2021 | 3 |
DPG | DUFF & PHELPS GLB UTL ... | 3 | 3 | 0.10% | 0.13% | 0.18% | Q4 2018 | Q2 2019 | 3 |
HON | HONEYWELL INTL INC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
NBW | NEUBERGER BRMAN CLIFRN... | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
OCSL | OAKTREE SPECIALTY LEND... | 3 | 3 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q2 2019 | 3 |
FS CREDIT OPPORTUNITIE... | 3 | 3 | 0.08% | 0.11% | 0.17% | Q1 2023 | Q3 2023 | 3 | |
KRP | KIMBELL RTY PARTNERS LP | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2020 | 3 |
RMT | ROYCE MICRO-CAP TR INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
GUT | GABELLI UTIL TR | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
BGY | BLACKROCK ENHANCED INT... | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
PTIX | PROTAGENIC THERAPEUTIC... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
BUFR | FIRST TR EXCHNG TRADED... | 2 | 2 | 6.03% | 6.79% | 7.55% | Q2 2023 | Q3 2023 | 2 |
IJT | ISHARES TR | 2 | 2 | 4.58% | 4.86% | 5.13% | Q1 2015 | Q2 2015 | 2 |
GRID | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.19% | 2.35% | 4.51% | Q2 2023 | Q3 2023 | 2 |
KNG | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 1.19% | 1.72% | 2.25% | Q3 2022 | Q3 2023 | 2 |
IYF | ISHARES TR | 1 | 1 | 0.75% | 1.71% | 2.67% | Q2 2015 | Q1 2017 | 2 |
UPST | UPSTART HLDGS INC | 2 | 2 | 1.01% | 1.46% | 1.92% | Q3 2021 | Q4 2021 | 2 |
SIZE | ISHARES TR | 2 | 2 | 1.06% | 1.37% | 1.68% | Q4 2019 | Q1 2020 | 2 |
IBM | INTERNATIONAL BUSINESS... | 2 | 2 | 0.48% | 1.15% | 1.83% | Q3 2016 | Q4 2016 | 2 |
BKH | BLACK HILLS CORP | 2 | 2 | 0.97% | 1.05% | 1.13% | Q1 2021 | Q2 2021 | 2 |
RDSB | ROYAL DUTCH SHELL PLC | 2 | 2 | 0.41% | 1.05% | 1.68% | Q3 2016 | Q4 2016 | 2 |
LOPE | GRAND CANYON ED INC | 2 | 2 | 0.69% | 0.84% | 1.00% | Q3 2018 | Q4 2018 | 2 |
AM | ANTERO MIDSTREAM CORP | 2 | 2 | 0.70% | 0.81% | 0.93% | Q1 2019 | Q2 2019 | 2 |
IYG | ISHARES TR | 2 | 2 | 0.65% | 0.76% | 0.87% | Q2 2020 | Q3 2020 | 2 |
AOBC | AMERICAN OUTDOOR BRAND... | 2 | 2 | 0.64% | 0.74% | 0.85% | Q2 2017 | Q3 2017 | 2 |
PHR | PHREESIA INC | 2 | 2 | 0.56% | 0.64% | 0.72% | Q3 2020 | Q4 2020 | 2 |
KBWY | POWERSHARES ETF TRUST II | 2 | 2 | 0.48% | 0.60% | 0.73% | Q4 2017 | Q1 2018 | 2 |
LPLA | LPL FINL HLDGS INC | 2 | 2 | 0.54% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
NEO | NEOGENOMICS INC | 2 | 2 | 0.46% | 0.53% | 0.60% | Q3 2020 | Q4 2020 | 2 |
HYD | VANECK VECTORS ETF TR | 2 | 2 | 0.49% | 0.53% | 0.57% | Q2 2018 | Q3 2018 | 2 |
KNSL | KINSALE CAP GROUP INC | 2 | 2 | 0.50% | 0.52% | 0.55% | Q3 2020 | Q4 2020 | 2 |
SPTL | SPDR SERIES TRUST | 1 | 1 | 0.16% | 0.52% | 0.88% | Q4 2015 | Q2 2019 | 2 |
EOG | EOG RES INC | 2 | 2 | 0.36% | 0.52% | 0.68% | Q3 2015 | Q4 2015 | 2 |
USIG | ISHARES | 2 | 2 | 0.42% | 0.51% | 0.60% | Q4 2014 | Q1 2015 | 2 |
IJS | ISHARES TR | 1 | 1 | 0.25% | 0.50% | 0.76% | Q2 2021 | Q2 2022 | 2 |
STPZ | PIMCO ETF TR | 2 | 2 | 0.42% | 0.47% | 0.52% | Q2 2017 | Q3 2017 | 2 |
COP | CONOCOPHILLIPS | 2 | 2 | 0.43% | 0.47% | 0.51% | Q2 2016 | Q3 2016 | 2 |
SXL | SUNOCO LOGISTICS PRTNR... | 2 | 2 | 0.36% | 0.46% | 0.56% | Q4 2016 | Q1 2017 | 2 |
ABNB | AIRBNB INC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q3 2021 | Q4 2021 | 2 |
GS | GOLDMAN SACHS GROUP INC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q1 2016 | Q2 2016 | 2 |
SMG | SCOTTS MIRACLE GRO CO | 2 | 2 | 0.42% | 0.43% | 0.44% | Q1 2019 | Q2 2019 | 2 |
SAVE | SPIRIT AIRLS INC | 2 | 2 | 0.41% | 0.42% | 0.43% | Q4 2014 | Q1 2015 | 2 |
INSP | INSPIRE MED SYS INC | 1 | 1 | 0.13% | 0.41% | 0.69% | Q3 2020 | Q1 2021 | 2 |
EEM | ISHARES TR | 2 | 2 | 0.40% | 0.41% | 0.42% | Q3 2019 | Q4 2019 | 2 |
IMCB | ISHARES | 2 | 2 | 0.39% | 0.40% | 0.42% | Q4 2014 | Q1 2015 | 2 |
TNH | TERRA NITROGEN CO L P | 2 | 2 | 0.34% | 0.40% | 0.47% | Q4 2015 | Q1 2016 | 2 |
IWY | ISHARES TR | 2 | 2 | 0.39% | 0.40% | 0.41% | Q1 2023 | Q2 2023 | 2 |
FNDX | SCHWAB STRATEGIC TR | 2 | 2 | 0.20% | 0.39% | 0.58% | Q4 2021 | Q1 2022 | 2 |
DDR | DDR CORP | 2 | 2 | 0.36% | 0.38% | 0.40% | Q4 2014 | Q1 2015 | 2 |
JBLU | JETBLUE AIRWAYS CORP | 2 | 2 | 0.25% | 0.37% | 0.48% | Q3 2015 | Q4 2015 | 2 |
SE | SEA LTD | 1 | 1 | 0.12% | 0.36% | 0.60% | Q3 2020 | Q1 2021 | 2 |
VFC | V F CORP | 2 | 2 | 0.32% | 0.35% | 0.38% | Q1 2017 | Q2 2017 | 2 |
SWFT | SWIFT TRANSN CO | 2 | 2 | 0.28% | 0.34% | 0.39% | Q4 2014 | Q1 2015 | 2 |
FISV | FISERV INC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q3 2021 | Q4 2021 | 2 |
DPZ | DOMINOS PIZZA INC | 2 | 2 | 0.28% | 0.32% | 0.36% | Q3 2021 | Q4 2021 | 2 |
MEI | METHODE ELECTRS INC | 2 | 2 | 0.28% | 0.32% | 0.35% | Q3 2015 | Q4 2015 | 2 |
MDYG | SPDR SER TR | 1 | 1 | 0.13% | 0.32% | 0.50% | Q2 2020 | Q4 2020 | 2 |
FXN | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2015 | Q3 2015 | 2 |
GSY | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 0.27% | 0.29% | 0.31% | Q1 2016 | Q2 2016 | 2 |
RYE | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.25% | 0.28% | 0.30% | Q2 2018 | Q3 2018 | 2 |
NOC | NORTHROP GRUMMAN CORP | 2 | 2 | 0.20% | 0.27% | 0.35% | Q2 2018 | Q3 2018 | 2 |
LUMN | CENTURYLINK INC | 2 | 2 | 0.21% | 0.27% | 0.33% | Q1 2019 | Q2 2019 | 2 |
VGK | VANGUARD INTL EQUITY I... | 2 | 2 | 0.23% | 0.27% | 0.30% | Q1 2016 | Q2 2016 | 2 |
PEAKSTONE REALTY TRUST | 2 | 2 | 0.21% | 0.27% | 0.32% | Q2 2023 | Q3 2023 | 2 | |
MLPA | GLOBAL X FDS | 2 | 2 | 0.23% | 0.26% | 0.30% | Q3 2017 | Q4 2017 | 2 |
UGL | PROSHARES TR II | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q2 2020 | 2 |
NRF | NORTHSTAR RLTY FIN CORP | 2 | 2 | 0.03% | 0.26% | 0.49% | Q4 2014 | Q1 2015 | 2 |
VNTV | VANTIV INC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2015 | Q2 2015 | 2 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 0.18% | 0.24% | 0.30% | Q3 2017 | Q4 2019 | 2 |
SMH | VANECK ETF TRUST | 2 | 2 | 0.20% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
EXI | ISHARES TR | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2019 | Q2 2019 | 2 |
VTEB | VANGUARD MUN BD FDS | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
EL | LAUDER ESTEE COS INC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
SPLB | SPDR SERIES TRUST | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
VOOV | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.19% | 0.22% | 0.26% | Q3 2017 | Q4 2018 | 2 |
VIG | VANGUARD SPECIALIZED P... | 1 | 1 | 0.17% | 0.22% | 0.27% | Q3 2017 | Q1 2022 | 2 |
SPAB | SPDR SERIES TRUST | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q2 2019 | 2 |
FNGS | BANK MONTREAL MEDIUM | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
PINS | PINTEREST INC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q1 2021 | Q2 2021 | 2 |
KXI | ISHARES TR | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2019 | Q2 2019 | 2 |
FEN | FIRST TR ENERGY INCOME... | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2019 | Q2 2019 | 2 |
SLQD | ISHARES TR | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2020 | Q4 2020 | 2 |
MMM | 3M CO | 2 | 2 | 0.13% | 0.18% | 0.22% | Q4 2018 | Q1 2019 | 2 |
IAU | ISHARES GOLD TRUST | 2 | 2 | 0.15% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
RHS | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.16% | 0.17% | 0.19% | Q4 2019 | Q2 2020 | 2 |
IXP | ISHARES TR | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q2 2019 | 2 |
RVT | ROYCE VALUE TR INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
FCX | FREEPORT-MCMORAN INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
HMLP | HOEGH LNG PARTNERS LP | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
QCOM | QUALCOMM INC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
IHE | ISHARES TR | 1 | 1 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q4 2022 | 2 |
RXI | ISHARES TR | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
FEM | FIRST TR EXCH TRD ALPH... | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q1 2021 | 2 |
OFS | OFS CAP CORP | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2019 | Q4 2019 | 2 |
IXC | ISHARES TR | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q1 2022 | 2 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q4 2021 | 2 |
SPPI | SPECTRUM PHARMACEUTICA... | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
GINKGO BIOWORKS HOLDIN... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 | |
PGX | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.09% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 2 |
VGM | INVESCO TR INVT GRADE ... | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
EVM | EATON VANCE CALIF MUN ... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
GT | GOODYEAR TIRE & RUBR CO | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
TCPC | BLACKROCK TCP CAPITAL ... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
ORC | ORCHID IS CAP INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
DHS | WISDOMTREE TR | 1 | 1 | 5.18% | 5.18% | 5.18% | Q1 2023 | Q1 2023 | 1 |
IYK | ISHARES TR | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2014 | Q4 2014 | 1 |
IYJ | ISHARES TR | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2015 | Q1 2015 | 1 |
HMST | HOMESTREET INC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2017 | Q1 2017 | 1 |
KKR | KKR & CO INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
UCO | PROSHARES TR II | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2015 | Q4 2015 | 1 |
NEWR | NEW RELIC INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2018 | Q3 2018 | 1 |
IVR | INVESCO MORTGAGE CAPIT... | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
LVGO | LIVONGO HEALTH INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2020 | Q3 2020 | 1 |
ICF | ISHARES TR | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
IYM | ISHARES TR | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2017 | Q1 2017 | 1 |
PGF | POWERSHARES ETF TRUST | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2015 | Q4 2015 | 1 |
SACH | SACHEM CAP CORP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
QTWO | Q2 HLDGS INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2019 | Q4 2019 | 1 |
UVV | UNIVERSAL CORP VA | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2021 | Q2 2021 | 1 |
DX | DYNEX CAP INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2021 | Q2 2021 | 1 |
SMAR | SMARTSHEET INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
VBK | VANGUARD INDEX FDS | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
SPTS | SPDR SER TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
RLMD | RELMADA THERAPEUTICS INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
ASML | ASML HOLDING N V | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
PD | PAGERDUTY INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
CWB | SPDR SERIES TRUST | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2015 | Q3 2015 | 1 |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2020 | Q3 2020 | 1 |
MELI | MERCADOLIBRE INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
APPF | APPFOLIO INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
ADFI | TWO RDS SHARED TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
COG | COTERRA ENERGY INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
SPLV | POWERSHARES ETF TR II | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2014 | Q4 2014 | 1 |
AVAV | AEROVIRONMENT INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
WING | WINGSTOP INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
TWI | TITAN INTL INC ILL | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
MAA | MID-AMER APT CMNTYS INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
YHOO | YAHOO INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
CLNC | COLONY CR REAL ESTATE INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2018 | Q2 2018 | 1 |
DG | DOLLAR GEN CORP NEW | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
APA | APACHE CORP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
PDBC | POWERSHARES ACT MANG C... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2016 | Q2 2016 | 1 |
KRE | SPDR SERIES TRUST | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2017 | Q3 2017 | 1 |
RFV | RYDEX ETF TRUST | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2017 | Q3 2017 | 1 |
IXJ | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
UNG | UNITED STS NAT GAS FD LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
USO | UNITED STS OIL FD LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
PGX | POWERSHARES ETF TR II | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
RHS | RYDEX ETF TRUST | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2017 | Q3 2017 | 1 |
AAP | ADVANCE AUTO PARTS INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
VERU | VERU INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
SHELL PLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 | |
DALT | TWO RDS SHARED TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
HCT | AMER RLTY CAP HEALTHCA... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
HUBB | HUBBELL INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
ETP | ENERGY TRANSFER PRTNRS... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
VPU | VANGUARD WORLD FDS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
PPG | PPG INDS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
DVA | DAVITA HEALTHCARE PART... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
IMVT | IMMUNOVANT INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
UA | UNDER ARMOUR INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2016 | Q2 2016 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
VRP | POWERSHARES ETF TR II | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
EWU | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
DY | DYCOM INDS INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
IFGL | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2017 | Q3 2017 | 1 |
HYD | MARKET VECTORS ETF TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
IDV | ISHARES | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
UCO | PROSHARES TR II | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
CPLP | CAPITAL PRODUCT PARTNE... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
VTV | VANGUARD INDEX FDS | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
EMLC | VANECK VECTORS ETF TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
PXH | POWERSHARES ETF TR II | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2017 | Q3 2017 | 1 |
IYR | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
EMLC | VANECK VECTORS ETF TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
DRI | DARDEN RESTAURANTS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
HDMV | FIRST TR EXCH TRADED F... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
BLV | VANGUARD BD INDEX FDS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
TWST | TWIST BIOSCIENCE CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NL | NL INDS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
WEC | WEC ENERGY GROUP INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
AIRR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
NOAH | NOAH HLDGS LTD | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
PX | PRAXAIR INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
RINF | PROSHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
DWDP | DOWDUPONT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
AESR | TWO RDS SHARED TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
THO | THOR INDS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
MXI | ISHARES TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
PSK | SPDR SER TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
YYY | EXCHANGE TRADED CONCEP... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
SCHK | SCHWAB STRATEGIC TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
IAT | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CABA | CABALETTA BIO INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
XNTK | SPDR SERIES TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
NVAX | NOVAVAX INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
TXN | TEXAS INSTRS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
PHK | PIMCO HIGH INCOME FD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
AR | ANTERO RES CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
RTM | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
AINV | APOLLO INVT CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
BRG | BLUEROCK RESIDENTIAL G... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
IWO | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
ISCV | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
ANGL | VANECK VECTORS ETF TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
IIPR | INNOVATIVE INDL PPTYS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
DIVY | REALITY SHS ETF TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
ZEN | ZENDESK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
GNMA | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
WSR | WHITESTONE REIT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
IBD | NORTHERN LTS FD TR IV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
BKN | BLACKROCK INVT QUALITY... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
IVH | IVY HIGH INC OPPORTUNI... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
RAD | RITE AID CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
SLVP | ISHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
IQI | INVESCO QUALITY MUN IN... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
WEAT | TEUCRIUM COMMODITY TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
WIN | WINDSTREAM HLDGS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
HDGE | ADVISORSHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
ZIOP | ALAUNOS THERAPEUTICS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
CPLP | CAPITAL PRODUCT PARTNE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
MMX | MAVERIX METALS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RLOGQ | RAND LOGISTICS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
SQQQ | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Concorde Asset Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Concorde Asset Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Concorde Asset Management, LLC owns currently or has owned in the past.