$252 Million is the total value of Legacy Financial Advisors, Inc.'s 907 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 17.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BBT | BB&T CORP COMstock | $3,139,000 | +5.7% | 59,719 | 0.0% | 1.25% | +2.4% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $779,000 | -0.6% | 4,960 | 0.0% | 0.31% | -3.7% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $531,000 | +2.1% | 11,053 | 0.0% | 0.21% | -0.9% | |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $471,000 | -0.8% | 2,284 | 0.0% | 0.19% | -4.1% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $390,000 | -1.3% | 3,373 | 0.0% | 0.16% | -4.3% | |
| PBCT | PEOPLES BK BRIDGEPORT CNstock | $341,000 | -0.3% | 18,320 | 0.0% | 0.14% | -2.9% | |
| HES | HESS CORP COMstock | $260,000 | +13.0% | 4,852 | 0.0% | 0.10% | +9.6% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $260,000 | +2.0% | 4,756 | 0.0% | 0.10% | -1.9% | |
| DOV | DOVER CORP COMstock | $247,000 | -6.1% | 2,614 | 0.0% | 0.10% | -9.3% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $225,000 | +19.0% | 2,097 | 0.0% | 0.09% | +14.1% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $220,000 | +0.5% | 1,440 | 0.0% | 0.09% | -3.3% | |
| QAI | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $209,000 | +0.5% | 6,859 | 0.0% | 0.08% | -2.4% | |
| XEC | CIMAREX ENERGY COstock | $204,000 | -22.7% | 2,168 | 0.0% | 0.08% | -25.0% | |
| SNSR | GLOBAL X INTERNET OF THINGS THEMATIC ETFetf | $183,000 | +0.5% | 9,177 | 0.0% | 0.07% | -2.7% | |
| ACWV | ISHARES EDGE MSCI MIN VOL GLOBAL ETFetf | $183,000 | 0.0% | 2,179 | 0.0% | 0.07% | -2.7% | |
| VR | VALIDUS HOLDINGS LTDstock | $143,000 | +44.4% | 2,127 | 0.0% | 0.06% | +39.0% | |
| FFBC | FIRST FINL BANCORP OH COMstock | $140,000 | +8.5% | 4,926 | 0.0% | 0.06% | +5.7% | |
| FCB | FCB FINL HLDGS INC CL Astock | $124,000 | +3.3% | 2,368 | 0.0% | 0.05% | 0.0% | |
| AMAT | APPLIED MATLS INC COMstock | $117,000 | +7.3% | 2,146 | 0.0% | 0.05% | +4.4% | |
| LOW | LOWES COS INC COMstock | $112,000 | -5.9% | 1,291 | 0.0% | 0.04% | -8.2% | |
| EQT | EQT CORP COMstock | $104,000 | -14.8% | 2,159 | 0.0% | 0.04% | -18.0% | |
| FFKT | FARMERS CAP BANK CORPstock | $100,000 | +12.4% | 2,319 | 0.0% | 0.04% | +8.1% | |
| YUM | YUM! BRANDS INCstock | $99,000 | +5.3% | 1,157 | 0.0% | 0.04% | 0.0% | |
| CINF | CINCINNATI FINL CORP COMstock | $96,000 | -2.0% | 1,316 | 0.0% | 0.04% | -5.0% | |
| VNQ | VANGUARD REAL ESTATE ETFetf | $95,000 | -10.4% | 1,278 | 0.0% | 0.04% | -13.6% | |
| HOMB | HOME BANCSHARES INC COMstock | $91,000 | -2.2% | 4,011 | 0.0% | 0.04% | -5.3% | |
| BTO | HANCOCK JOHN BK & THRIFT OPP FD SH BENcef | $88,000 | -2.2% | 2,298 | 0.0% | 0.04% | -5.4% | |
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $85,000 | 0.0% | 1,341 | 0.0% | 0.03% | -2.9% | |
| IYW | ISHARES DJ US TECHNOLOGYetf | $84,000 | +3.7% | 500 | 0.0% | 0.03% | 0.0% | |
| FHN | FIRST HORIZON NATL CORP COMstock | $83,000 | -5.7% | 4,442 | 0.0% | 0.03% | -8.3% | |
| ANTM | ANTHEM INC COMstock | $79,000 | 0.0% | 351 | 0.0% | 0.03% | -3.1% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $69,000 | +19.0% | 4,050 | 0.0% | 0.03% | +12.5% | |
| PKG | PACKAGING CORP OF AMERICAstock | $69,000 | -5.5% | 609 | 0.0% | 0.03% | -10.0% | |
| NVS | NOVARTIS AG ADRadr | $66,000 | -2.9% | 817 | 0.0% | 0.03% | -7.1% | |
| WY | WEYERHAEUSER COreit | $62,000 | +1.6% | 1,753 | 0.0% | 0.02% | 0.0% | |
| IBB | ISHARES NASDAQ BIOTECHNOLOGYetf | $62,000 | -1.6% | 594 | 0.0% | 0.02% | -3.8% | |
| DXC | DXC TECHNOLOGY CO COMstock | $63,000 | +8.6% | 617 | 0.0% | 0.02% | +4.2% | |
| CDW | CDW CORP COMstock | $60,000 | +1.7% | 862 | 0.0% | 0.02% | 0.0% | |
| LRCX | LAM RESEARCH CORPstock | $59,000 | +9.3% | 298 | 0.0% | 0.02% | +4.5% | |
| PRU | PRUDENTIAL FINL INCstock | $59,000 | -7.8% | 564 | 0.0% | 0.02% | -11.5% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $57,000 | -3.4% | 1,388 | 0.0% | 0.02% | -4.2% | |
| IAF | ABERDEEN AUSTRALIAcef | $56,000 | -3.4% | 9,195 | 0.0% | 0.02% | -8.3% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $56,000 | -1.8% | 560 | 0.0% | 0.02% | -4.3% | |
| WSFS | WSFS FINL CORPstock | $53,000 | +1.9% | 1,098 | 0.0% | 0.02% | 0.0% | |
| LEA | LEAR CORPstock | $53,000 | +10.4% | 273 | 0.0% | 0.02% | +5.0% | |
| PVH | PVH CORP COMstock | $50,000 | +16.3% | 320 | 0.0% | 0.02% | +11.1% | |
| CLX | CLOROX CO DEL COMstock | $50,000 | -15.3% | 400 | 0.0% | 0.02% | -16.7% | |
| BR | BROADRIDGE FIN SOLstock | $50,000 | +19.0% | 466 | 0.0% | 0.02% | +17.6% | |
| AMT | AMERICAN TOWER CORPreit | $50,000 | -3.8% | 367 | 0.0% | 0.02% | -4.8% | |
| SYY | SYSCO CORP COMstock | $48,000 | 0.0% | 794 | 0.0% | 0.02% | -5.0% | |
| OC | OWENS CORNINGstock | $47,000 | -11.3% | 585 | 0.0% | 0.02% | -13.6% | |
| ORLY | O REILLY AUTOMOTIVE INCstock | $47,000 | -2.1% | 200 | 0.0% | 0.02% | -5.0% | |
| DHI | D R HORTON INCstock | $49,000 | -10.9% | 1,086 | 0.0% | 0.02% | -17.4% | |
| WYND | WYNDHAM WORLDWIDE CORPstock | $48,000 | -5.9% | 445 | 0.0% | 0.02% | -9.5% | |
| AZN | ASTRAZENECA PLC- SPONS ADRadr | $42,000 | +7.7% | 1,146 | 0.0% | 0.02% | +6.2% | |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $44,000 | +12.8% | 209 | 0.0% | 0.02% | +6.2% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $40,000 | 0.0% | 298 | 0.0% | 0.02% | 0.0% | |
| CAH | CARDINAL HEALTH INCstock | $39,000 | +5.4% | 610 | 0.0% | 0.02% | +6.7% | |
| VO | VANGUARD MID CAPetf | $41,000 | 0.0% | 271 | 0.0% | 0.02% | -5.9% | |
| BCE | BCE INC COM NEWstock | $39,000 | -9.3% | 915 | 0.0% | 0.02% | -11.1% | |
| INGR | INGREDION INC COMstock | $41,000 | -8.9% | 323 | 0.0% | 0.02% | -11.1% | |
| CTBI | COMMUNITY TR BANCORP INC COMstock | $39,000 | -4.9% | 873 | 0.0% | 0.02% | -5.9% | |
| NSC | NORFOLK SOUTHERN CRPstock | $39,000 | -11.4% | 305 | 0.0% | 0.02% | -11.1% | |
| STWD | STARWOOD PROPERTY TRUSTreit | $37,000 | 0.0% | 1,773 | 0.0% | 0.02% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $37,000 | -9.8% | 246 | 0.0% | 0.02% | -11.8% | |
| UN | UNILEVER N V N Y SHS NEWadr | $37,000 | +2.8% | 653 | 0.0% | 0.02% | 0.0% | |
| ALK | ALASKA AIR GROUP INC COMstock | $37,000 | -19.6% | 629 | 0.0% | 0.02% | -21.1% | |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUNDetf | $37,000 | +2.8% | 850 | 0.0% | 0.02% | 0.0% | |
| AET | AETNA INC COMstock | $36,000 | -5.3% | 211 | 0.0% | 0.01% | -12.5% | |
| AEG | AEGON N V ISIN #US0079241032adr | $35,000 | +12.9% | 5,053 | 0.0% | 0.01% | +7.7% | |
| BLL | BALL CORP COMstock | $32,000 | +3.2% | 822 | 0.0% | 0.01% | 0.0% | |
| OTTR | OTTER TAIL CORP COMstock | $29,000 | 0.0% | 666 | 0.0% | 0.01% | 0.0% | |
| ALB | ALBEMARLE CORPstock | $29,000 | -29.3% | 321 | 0.0% | 0.01% | -29.4% | |
| CVG | CONVERGYS CORPstock | $29,000 | -3.3% | 1,293 | 0.0% | 0.01% | 0.0% | |
| RE | EVEREST REINSURANCE GROUP LTDstock | $30,000 | +15.4% | 119 | 0.0% | 0.01% | +9.1% | |
| GPC | GENUINE PARTS CO COMstock | $30,000 | -6.2% | 341 | 0.0% | 0.01% | -7.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L Pstock | $27,000 | -3.6% | 1,072 | 0.0% | 0.01% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $27,000 | +3.8% | 141 | 0.0% | 0.01% | 0.0% | |
| JNPR | JUNIPER NETWORKS INCstock | $28,000 | -12.5% | 1,153 | 0.0% | 0.01% | -15.4% | |
| KHC | KRAFT HEINZ CO COMstock | $27,000 | -20.6% | 441 | 0.0% | 0.01% | -21.4% | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $27,000 | -6.9% | 200 | 0.0% | 0.01% | -8.3% | |
| WLTW | WILLIS TOWERS WATSON PUB LTD SHSstock | $28,000 | 0.0% | 192 | 0.0% | 0.01% | 0.0% | |
| TSLA | TESLA MOTORS INCstock | $26,000 | -3.7% | 87 | 0.0% | 0.01% | -9.1% | |
| FTC | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $24,000 | +4.3% | 390 | 0.0% | 0.01% | +11.1% | |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $25,000 | -3.8% | 300 | 0.0% | 0.01% | -9.1% | |
| AER | AERCAP HOLDINGS N V SHSstock | $26,000 | 0.0% | 504 | 0.0% | 0.01% | -9.1% | |
| EXR | EXTRA SPACE STORAGE INC COMreit | $25,000 | 0.0% | 288 | 0.0% | 0.01% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $26,000 | 0.0% | 382 | 0.0% | 0.01% | -9.1% | |
| CBOE | CBOE GLOBAL MARKETS INC COMstock | $24,000 | -11.1% | 218 | 0.0% | 0.01% | -9.1% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $25,000 | +13.6% | 73 | 0.0% | 0.01% | +11.1% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $25,000 | -3.8% | 161 | 0.0% | 0.01% | -9.1% | |
| CBS | CBS CORP CL Bstock | $26,000 | -10.3% | 503 | 0.0% | 0.01% | -16.7% | |
| AWK | AMERICAN WATER WORKS COstock | $24,000 | -11.1% | 300 | 0.0% | 0.01% | -9.1% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $26,000 | +18.2% | 131 | 0.0% | 0.01% | +11.1% | |
| EGHT | 8X8 INC COMstock | $22,000 | +29.4% | 1,210 | 0.0% | 0.01% | +28.6% | |
| IRDM | IRIDIUM COMMUNICATIONS INC COMstock | $23,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| HDS | HD SUPPLY HLDGS INC COMstock | $23,000 | -4.2% | 600 | 0.0% | 0.01% | -10.0% | |
| SPH | SUBURBAN PROPANE PARTNERS LPstock | $22,000 | -8.3% | 1,000 | 0.0% | 0.01% | -10.0% | |
| ADSK | AUTODESK INCstock | $23,000 | +27.8% | 176 | 0.0% | 0.01% | +28.6% | |
| FMS | FRESENIUS MEDICAL CARE AGadr | $22,000 | 0.0% | 431 | 0.0% | 0.01% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $23,000 | -11.5% | 500 | 0.0% | 0.01% | -18.2% | |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $22,000 | -4.3% | 190 | 0.0% | 0.01% | 0.0% | |
| EBAY | EBAY INCstock | $22,000 | +4.8% | 571 | 0.0% | 0.01% | 0.0% | |
| URI | UNITED RENTALS INCstock | $20,000 | +5.3% | 114 | 0.0% | 0.01% | 0.0% | |
| NRG | NRG ENERGY INC NEWstock | $20,000 | +11.1% | 665 | 0.0% | 0.01% | +14.3% | |
| AEE | AMEREN CORPstock | $20,000 | -4.8% | 361 | 0.0% | 0.01% | -11.1% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $21,000 | 0.0% | 180 | 0.0% | 0.01% | -11.1% | |
| FMK | FIRST TRUST MEGA CAP ALPHADEX FUNDetf | $21,000 | 0.0% | 630 | 0.0% | 0.01% | -11.1% | |
| XLV | HEALTH CARE SELECT SECTOR SPDRetf | $20,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| SCI | SERVICE CORP INTL COMstock | $18,000 | +5.9% | 472 | 0.0% | 0.01% | 0.0% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $18,000 | 0.0% | 530 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $18,000 | +5.9% | 430 | 0.0% | 0.01% | 0.0% | |
| JXI | ISHARES TR S&P GLOBAL UTILITIES INDEX FDetf | $18,000 | 0.0% | 381 | 0.0% | 0.01% | 0.0% | |
| IXP | ISHARES GLOBAL TELECOMetf | $17,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% | |
| BHP | BHP BILLITON LTD SPONSORED ADRadr | $17,000 | 0.0% | 381 | 0.0% | 0.01% | 0.0% | |
| GPN | GLOBAL PAYMENTS INCstock | $17,000 | +13.3% | 158 | 0.0% | 0.01% | +16.7% | |
| APH | AMPHENOL CORP CL Astock | $18,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% | |
| KN | KNOWLES CORPstock | $15,000 | -16.7% | 1,248 | 0.0% | 0.01% | -14.3% | |
| HIG | HARTFORD FINL SVCS GROUP INCstock | $15,000 | -11.8% | 303 | 0.0% | 0.01% | -14.3% | |
| WCG | WELLCARE HEALTH PLANS INC FORMERLYstock | $16,000 | 0.0% | 82 | 0.0% | 0.01% | -14.3% | |
| APD | AIR PRODS & CHEMS INC COMstock | $16,000 | -5.9% | 104 | 0.0% | 0.01% | -14.3% | |
| EQR | EQUITY RESIDENTIALreit | $14,000 | -6.7% | 237 | 0.0% | 0.01% | 0.0% | |
| EQIX | EQUINIX INC COM PAR $0.001reit | $15,000 | -6.2% | 37 | 0.0% | 0.01% | -14.3% | |
| VB | VANGUARD SMALL CAP ETFetf | $14,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% | |
| VFH | VANGUARD FINANCIALS INDEX FUNDetf | $15,000 | 0.0% | 224 | 0.0% | 0.01% | 0.0% | |
| GRA | GRACE W R & CO NEWstock | $14,000 | -6.7% | 221 | 0.0% | 0.01% | 0.0% | |
| ANDE | ANDERSONS INC COMstock | $16,000 | +6.7% | 500 | 0.0% | 0.01% | 0.0% | |
| AZPN | ASPEN TECHNOLOGY INCstock | $15,000 | +25.0% | 187 | 0.0% | 0.01% | +20.0% | |
| LCNB | LCNB CORP COMstock | $14,000 | -6.7% | 744 | 0.0% | 0.01% | 0.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $14,000 | -6.7% | 331 | 0.0% | 0.01% | 0.0% | |
| LPNT | LIFEPOINT HEALTH INC COMstock | $14,000 | 0.0% | 297 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66stock | $15,000 | 0.0% | 154 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INCstock | $16,000 | -11.1% | 266 | 0.0% | 0.01% | -14.3% | |
| DAL | DELTA AIR LINES INC DEL CMNstock | $12,000 | -7.7% | 244 | 0.0% | 0.01% | 0.0% | |
| HRS | HARRIS CORP DEL COMstock | $12,000 | +9.1% | 78 | 0.0% | 0.01% | 0.0% | |
| FLEX | FLEXTRONICS INTL LTD Fstock | $13,000 | -7.1% | 798 | 0.0% | 0.01% | -16.7% | |
| VAR | VARIAN MED SYS INC COMstock | $12,000 | +9.1% | 105 | 0.0% | 0.01% | 0.0% | |
| TDG | TRANSDIGM GROUP INC COM DELAWAREstock | $13,000 | +18.2% | 43 | 0.0% | 0.01% | 0.0% | |
| PIPR | PIPER JAFFRAY COSstock | $12,000 | -7.7% | 155 | 0.0% | 0.01% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $12,000 | -7.7% | 323 | 0.0% | 0.01% | 0.0% | |
| SMTC | SEMTECH CORP COMstock | $12,000 | +33.3% | 290 | 0.0% | 0.01% | +25.0% | |
| PH | PARKER HANNIFIN CORP COMstock | $13,000 | -13.3% | 80 | 0.0% | 0.01% | -16.7% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDRetf | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| NYCB | NY COMMUNITY BANCORP INCstock | $13,000 | -7.1% | 1,087 | 0.0% | 0.01% | -16.7% | |
| SUM | SUMMIT MATLS INC CL Astock | $10,000 | -9.1% | 370 | 0.0% | 0.00% | -20.0% | |
| KLAC | KLA-TENCOR CORPstock | $10,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| SAN | BANCO SANTANDER CENT HISPadr | $9,000 | 0.0% | 1,476 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DELstock | $11,000 | +10.0% | 108 | 0.0% | 0.00% | 0.0% | |
| SEAS | SEAWORLD ENTERTAINMENT INC COM USD0.01stock | $9,000 | +12.5% | 623 | 0.0% | 0.00% | +33.3% | |
| FCX | FREEPORT MCMORAN COPPERstock | $11,000 | -8.3% | 640 | 0.0% | 0.00% | -20.0% | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTDstock | $9,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| CYS | CYS INVTS INC COMreit | $11,000 | -15.4% | 1,731 | 0.0% | 0.00% | -20.0% | |
| BERY | BERRY GLOBAL GROUP INC COMstock | $10,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| MFGP | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $9,000 | -50.0% | 556 | 0.0% | 0.00% | -42.9% | |
| LUMN | CENTURYLINK INC COMstock | $10,000 | +11.1% | 577 | 0.0% | 0.00% | 0.0% | |
| NICE | NICE SYSTEMS LTD ADRadr | $9,000 | +12.5% | 97 | 0.0% | 0.00% | +33.3% | |
| NI | NISOURCE INC COMstock | $10,000 | 0.0% | 422 | 0.0% | 0.00% | 0.0% | |
| CARB | CARBONITE INC COMstock | $9,000 | +12.5% | 344 | 0.0% | 0.00% | +33.3% | |
| IX | ORIX CORPORATION SPONS ADR SPONSORED ADR Cadr | $10,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC COMstock | $9,000 | +28.6% | 52 | 0.0% | 0.00% | +33.3% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $11,000 | -8.3% | 64 | 0.0% | 0.00% | -20.0% | |
| RRR | RED ROCK RESORTS INC CL Astock | $10,000 | -16.7% | 367 | 0.0% | 0.00% | -20.0% | |
| ETR | ENTERGY CORP NEW COMstock | $9,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| ALSN | ALLISON TRANSMISSION HLDGS INC COMstock | $10,000 | -9.1% | 259 | 0.0% | 0.00% | -20.0% | |
| COG | CABOT OIL & GAS CP COMstock | $11,000 | -15.4% | 488 | 0.0% | 0.00% | -20.0% | |
| MLM | MARTIN MARIETTA MATLS INCstock | $9,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UNION COMPANYstock | $11,000 | 0.0% | 630 | 0.0% | 0.00% | -20.0% | |
| INXN | INTERXION HOLDING N.V SHSstock | $10,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
| IPGP | IPG PHOTONICS CORP COMstock | $10,000 | +11.1% | 44 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $9,000 | +12.5% | 38 | 0.0% | 0.00% | +33.3% | |
| AME | AMETEK INC NEW COMstock | $9,000 | +12.5% | 121 | 0.0% | 0.00% | +33.3% | |
| WPM | SILVER WHEATON CORPstock | $9,000 | -10.0% | 453 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC COMstock | $10,000 | -9.1% | 238 | 0.0% | 0.00% | -20.0% | |
| CME | CHICAGO MERCANTILE HLDGS INCstock | $10,000 | +11.1% | 66 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INCstock | $11,000 | 0.0% | 164 | 0.0% | 0.00% | -20.0% | |
| BLD | TOPBUILD CORP COMstock | $11,000 | +10.0% | 144 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER HLDGS INCstock | $10,000 | -9.1% | 99 | 0.0% | 0.00% | -20.0% | |
| TRI | THOMSON REUTERS CORPORATION (USA)stock | $10,000 | -9.1% | 265 | 0.0% | 0.00% | -20.0% | |
| FRC | FIRST REPUBLIC BANKstock | $9,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD COMcef | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INCstock | $9,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| AMC | AMC ENTMT HLDGS INC CL A COMstock | $11,000 | +10.0% | 700 | 0.0% | 0.00% | 0.0% | |
| VNTR | VENATOR MATLS PLC SHSstock | $9,000 | -18.2% | 528 | 0.0% | 0.00% | -20.0% | |
| SYMC | SYMANTEC CORPstock | $10,000 | 0.0% | 390 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INCstock | $7,000 | -12.5% | 248 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORPstock | $8,000 | +14.3% | 153 | 0.0% | 0.00% | 0.0% | |
| HBI | HANESBRANDS INCstock | $7,000 | -12.5% | 385 | 0.0% | 0.00% | 0.0% | |
| THG | HANOVER INSURANCE GROUPstock | $7,000 | +16.7% | 63 | 0.0% | 0.00% | +50.0% | |
| HFC | HOLLYFRONTIER CORP COMstock | $8,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY COMstock | $7,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL Astock | $8,000 | +14.3% | 533 | 0.0% | 0.00% | 0.0% | |
| IJS | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $7,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| DRE | DUKE REALTY CORPreit | $7,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% | |
| CCK | CROWN HOLDINGS INC COMstock | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORPreit | $7,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP COMstock | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| COHR | COHERENT INC COMstock | $7,000 | -36.4% | 40 | 0.0% | 0.00% | -40.0% | |
| CASY | CASEYS GEN STORES INCstock | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC COM CL Astock | $7,000 | +16.7% | 143 | 0.0% | 0.00% | +50.0% | |
| POR | PORTLAND GENERAL ELECTRIC COstock | $8,000 | -11.1% | 209 | 0.0% | 0.00% | -25.0% | |
| COL | ROCKWELL COLLINS INCstock | $7,000 | -12.5% | 59 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $7,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| BUFF | BLUE BUFFALO PET PRODS INC COMstock | $8,000 | +33.3% | 209 | 0.0% | 0.00% | +50.0% | |
| GLD | SPDR GOLD ETFetf | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP Fstock | $8,000 | -20.0% | 699 | 0.0% | 0.00% | -25.0% | |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $8,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETFetf | $7,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% | |
| BANC | BANC OF CALIFORNIA INC COMstock | $8,000 | -11.1% | 473 | 0.0% | 0.00% | -25.0% | |
| STLD | STEEL DYNAMICS INCstock | $8,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| TY | TRI CONTINENTAL CORPCOMcef | $8,000 | 0.0% | 308 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS INDEX FUNDetf | $7,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| VSM | VERSUM MATLS INC COMstock | $7,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
| AL | AIR LEASE CORP CL Astock | $7,000 | -12.5% | 186 | 0.0% | 0.00% | 0.0% | |
| DOX | AMDOCS LTDstock | $8,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| ACGL | ARCH CAPITAL GROUP LTD SHSstock | $7,000 | -12.5% | 97 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC SHSstock | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| NWS | NEWS CORP NEW CL Bstock | $4,000 | -20.0% | 304 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX MANAGED GLOBAL EQUITYcef | $5,000 | 0.0% | 565 | 0.0% | 0.00% | 0.0% | |
| HMN | HORACE MANN EDUCATORS CORstock | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX CORP COM NEWstock | $4,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INCstock | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INCreit | $5,000 | -16.7% | 65 | 0.0% | 0.00% | 0.0% | |
| GNTX | GENTEX CORPstock | $6,000 | +20.0% | 282 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| ARRS | ARRIS GROUP INCstock | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| ACIW | ACI WORLDWIDE INCstock | $4,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| GCP | GCP APPLIED TECHNOLOGIES INC COMstock | $6,000 | -14.3% | 221 | 0.0% | 0.00% | -33.3% | |
| SBNY | SIGNATURE BANKstock | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM RADIO INCstock | $5,000 | +25.0% | 900 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INCstock | $4,000 | +33.3% | 34 | 0.0% | 0.00% | +100.0% | |
| FTI | TECHNIPFMC PLC COMstock | $6,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| XL | XL CAPITAL LTD CL Astock | $6,000 | +50.0% | 117 | 0.0% | 0.00% | 0.0% | |
| HAS | HASBRO INC COMstock | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA INCstock | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| MLNX | MELLANOX TECHNOLOGIES LTD SHSstock | $5,000 | +25.0% | 77 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYSTEMS INCstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SXI | STANDEX INTL CORP COMstock | $4,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INCstock | $5,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| KTWO | K2M GROUP HLDGS INC COMstock | $5,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| STC | STEWART INFORMATION SVCS CORP COMstock | $4,000 | +33.3% | 93 | 0.0% | 0.00% | +100.0% | |
| MANH | MANHATTAN ASSOCIATES INCstock | $4,000 | -20.0% | 105 | 0.0% | 0.00% | 0.0% | |
| STI | SUNTRUST BANKS INCstock | $5,000 | +25.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEWstock | $6,000 | -14.3% | 250 | 0.0% | 0.00% | -33.3% | |
| TDS | TELEPHONE & DATA SYS INC COM NEWstock | $6,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% | |
| RPAI | RETAIL PROPERTIES OF AMERICAreit | $5,000 | 0.0% | 436 | 0.0% | 0.00% | 0.0% | |
| CYH | COMMUNITY HEALTH SYSTEMSstock | $4,000 | 0.0% | 1,128 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| TMK | TORCHMARK CORP COMstock | $6,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC COMstock | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| DOOR | MASONITE INTL CORP NEW COMstock | $6,000 | -25.0% | 110 | 0.0% | 0.00% | -33.3% | |
| MDU | MDU RES GROUP INC COMstock | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATERIALS INCstock | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| OSK | OSHKOSH TRUCK CORPstock | $5,000 | -16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $6,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI INVESTMENTS COstock | $6,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| EFII | ELECTRONICS FOR IMAGING INCstock | $5,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
| NFX | NEWFIELD EXPLORATION COstock | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ADS | ALLIANCE DATA SYSTEMSstock | $6,000 | -14.3% | 29 | 0.0% | 0.00% | -33.3% | |
| ALE | ALLETE INC COM NEWstock | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC COMstock | $5,000 | -16.7% | 69 | 0.0% | 0.00% | 0.0% | |
| F | FORD MOTOR COMPANYstock | $4,000 | 0.0% | 379 | 0.0% | 0.00% | 0.0% | |
| FL | FOOT LOCKER INC COMstock | $4,000 | -20.0% | 107 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COMstock | $5,000 | +25.0% | 48 | 0.0% | 0.00% | 0.0% | |
| WMGI | WRIGHT MED GROUP INCstock | $6,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
| LPT | LIBERTY PPTY TR SHS BEN INTreit | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL Astock | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| GOGO | GOGO INC COM USD0.0001stock | $6,000 | -14.3% | 682 | 0.0% | 0.00% | -33.3% | |
| PUK | PRUDENTIAL CORP PLC ADRF SPONSORED ADRadr | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| INVA | INNOVIVA INC COMstock | $5,000 | +25.0% | 330 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMPERIAL BANK OF COMMERCEstock | $4,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| LLL | L-3 COMMUNICATIONS HLDGS INCstock | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS INTERNAstock | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP COMstock | $4,000 | -20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CORE | CORE MARK HOLDING CO INCstock | $3,000 | -25.0% | 152 | 0.0% | 0.00% | -50.0% | |
| ULTA | ULTA SALON COSMETICS & FRAGRANCE INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| JCOM | J2 GLOBAL INCstock | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PAC RY LTD COMstock | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| AZZ | AZZ INC COMstock | $2,000 | -33.3% | 66 | 0.0% | 0.00% | 0.0% | |
| Y | ALLEGHANY CORP DEL COMstock | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINL COMstock | $3,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| BOKF | BOK FINL CORP COM NEWstock | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INC CL Cstock | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL, INC.stock | $3,000 | +50.0% | 8 | 0.0% | 0.00% | 0.0% | |
| SNECQ | SANCHEZ ENERGY CORP COMstock | $3,000 | -40.0% | 969 | 0.0% | 0.00% | -50.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $2,000 | -33.3% | 44 | 0.0% | 0.00% | 0.0% | |
| STX | SEAGATE TECHNOLOGYstock | $3,000 | +50.0% | 61 | 0.0% | 0.00% | 0.0% | |
| CLGX | CORELOGIC, INC.stock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| SIG | SIGNET JEWELERS LIMITED SHSstock | $2,000 | -33.3% | 59 | 0.0% | 0.00% | 0.0% | |
| CFR | CULLEN FROST BANKERS INC COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TBPH | THERAVANCE BIOPHARMA INC COMstock | $2,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| HSIC | SCHEIN HENRY INC COMstock | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORPstock | $2,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% | |
| WTS | WATTS WATER TECHNOLOGIES CL Astock | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO N J COMstock | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECH INCstock | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| DST | DST SYSTEMS INCstock | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC COMstock | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| HCP | HEALTH CARE PPTY INVS INCreit | $3,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| CEO | CNOOC LTD SPONSORED ADRadr | $3,000 | +50.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| MD | MEDNAX INC COMstock | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CRS | CARPENTER TECHNOLOGY CORP COMstock | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| LKQ | LKQ CORP COMstock | $3,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INCstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO COMstock | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| AEIS | ADVANCED ENERGY INDS COMstock | $3,000 | -25.0% | 60 | 0.0% | 0.00% | -50.0% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $3,000 | -25.0% | 66 | 0.0% | 0.00% | -50.0% | |
| RRC | RANGE RESOURCES CORPstock | $2,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| CR | CRANE CO COMstock | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND GLOBAL HLDGS INC COMstock | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| MOH | MOLINA HEALTHCARE INCstock | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CA | COMPUTER ASSOC INTLstock | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| SIGI | SELECTIVE INSURANCE GROUP INCstock | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC COMstock | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| VVV | VALVOLINE INC COMstock | $2,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| DISCA | DISCOVERY HLDG COstock | $2,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| BEL | BELMOND LTD CL A SHS ISIN#BMG1154H1079stock | $3,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% | |
| SMLP | SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTDstock | $3,000 | -40.0% | 250 | 0.0% | 0.00% | -50.0% | |
| SHG | SHINHAN FINL GROUP ADR F SPONSORED ADRadr | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CPreit | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PTEN | PATTERSON ENERGY INCstock | $0 | -100.0% | 53 | 0.0% | 0.00% | – | |
| MCC | MEDLEY CAP CORP COMcef | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| PBR | PETROLEO BRASILEIRO SA PETROBRASadr | $0 | – | 65 | 0.0% | 0.00% | – | |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CMC | COMMERCIAL METALS CO COMstock | $0 | – | 39 | 0.0% | 0.00% | – | |
| POST | POST HOLDINGS INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| MATR | MATTERSIGHT CORP COMstock | $0 | – | 300 | 0.0% | 0.00% | – | |
| CBRE | CBRE GROUP INC Astock | $0 | – | 13 | 0.0% | 0.00% | – | |
| PB | PROSPERITY BANCSHARES INCstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| QCP | QUALITY CARE PPTYS INC COMreit | $0 | – | 26 | 0.0% | 0.00% | – | |
| BFA | BROWN FORMAN CORP CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
| RJF | RAYMOND JAMES FINL INCstock | $0 | – | 7 | 0.0% | 0.00% | – | |
| O | REALTY INCOME CORP COMreit | $0 | – | 9 | 0.0% | 0.00% | – | |
| REGN | REGENERON PHARMACEUTICALS INCstock | $1,000 | -50.0% | 6 | 0.0% | 0.00% | -100.0% | |
| M | MACYS INC COMstock | $0 | – | 21 | 0.0% | 0.00% | – | |
| RSG | REPUBLIC SERVICES INCstock | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| AAON | AAON INC COM PAR $0.004stock | $0 | – | 12 | 0.0% | 0.00% | – | |
| ROG | ROGERS CORP COMstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
| CXO | CONCHO RESOURCESstock | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
| LOGM | LOGMEIN INC.stock | $0 | – | 8 | 0.0% | 0.00% | – | |
| OFC | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $1,000 | -50.0% | 69 | 0.0% | 0.00% | -100.0% | |
| LAMR | LAMAR ADVERTISING CO A CLASS Areit | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| CROX | CROCS INCstock | $0 | – | 12 | 0.0% | 0.00% | – | |
| OILNF | IPATH S&P GSCI CRUDE OIL TR INDEXetf | $0 | – | 45 | 0.0% | 0.00% | – | |
| BANR | BANNER CORP COM NEWstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| KIM | KIMCO REALTY CORPreit | $0 | – | 24 | 0.0% | 0.00% | – | |
| SON | SONOCO PRODS CO COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| SPPI | SPECTRUM PHARMACEUTICALS INC COMstock | $0 | – | 24 | 0.0% | 0.00% | – | |
| S | SPRINT CORPstock | $0 | – | 42 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | 17 | 0.0% | 0.00% | – | |
| KEY | KEYCORP NEW COMstock | $0 | – | 46 | 0.0% | 0.00% | – | |
| STO | STATOIL ASA SPONSORED ADR CMNadr | $0 | – | 30 | 0.0% | 0.00% | – | |
| KLXI | KLX INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
| KBR | KBR INCstock | $0 | – | 46 | 0.0% | 0.00% | – | |
| KB | KB FINANCIAL GROUP INC SPONSORED ADRadr | $0 | – | 16 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| JBGS | JBG SMITH PPTYS COMreit | $0 | – | 27 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC COMstock | $0 | – | 18 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADRadr | $0 | – | 40 | 0.0% | 0.00% | – | |
| DVN | DEVON ENERGY CORPstock | $0 | -100.0% | 28 | 0.0% | 0.00% | – | |
| TIF | TIFFANY & COstock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| ATR | APTARGROUP INCstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| DG | DOLLAR GEN CORPstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| TRN | TRINITY INDS INC COMstock | $0 | -100.0% | 30 | 0.0% | 0.00% | – | |
| TRMK | TRUSTMARK CORP COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| DEI | DOUGLAS EMMETT INC COMreit | $0 | – | 11 | 0.0% | 0.00% | – | |
| ADI | ANALOG DEVICES INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| APC | ANADARKO PETE CORPstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| DNKN | DUNKIN BRANDS GROUP INC COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| UHS | UNIVERSAL HLTH SVCSstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| EWBC | EAST WEST BANCORPstock | $0 | – | 12 | 0.0% | 0.00% | – | |
| ETB | EATON VANCE T/M GL BUY-WR INcef | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| VVC | VECTREN CORP COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INCCL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
| VIAB | VIACOM INC CL Bstock | $0 | – | 14 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| IBOC | INTERNATIONAL BANCSHARES CORP COMstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| TILE | INTERFACE INC COMstock | $0 | – | 39 | 0.0% | 0.00% | – | |
| WAT | WATERS CPstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| WST | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| INGN | INOGEN INC COMstock | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| INCY | INCYTE CORPstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| WRK | WESTROCK CO COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| JBHT | JB HUNT TRANSPORT SERVICESstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| FAST | FASTENAL COstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| DB | DEUTSCHE BANK AG NAMEN AKTstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| AKR | ACADIA RLTY TR COM SH BEN INTreit | $0 | – | 14 | 0.0% | 0.00% | – | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 17 | 0.0% | 0.00% | – | |
| JHG | JANUS HENDERSON GROUP PLC ORD SHSstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| INFO | IHS MARKIT LTD SHSstock | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| HRC | HILL ROM HLDGS INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| JCI | JOHNSON CTLS INCstock | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| HIW | HIGHWOODS PPTYS INC COMreit | $0 | – | 8 | 0.0% | 0.00% | – | |
| FCG | FIRST TR ISE REVERE NAT GAS INDEX FDetf | $1,000 | -50.0% | 91 | 0.0% | 0.00% | -100.0% | |
| HR | HEALTHCARE RLTY TRreit | $0 | – | 14 | 0.0% | 0.00% | – | |
| MYL | MYLAN N V SHS EUROstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INCstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| DCMYY | NTT DOCOMO! INC. SPONSORED ADR CMNadr | $0 | – | 18 | 0.0% | 0.00% | – | |
| NMR | NOMURA HLDGS INC SPON ADRadr | $1,000 | 0.0% | 183 | 0.0% | 0.00% | – | |
| KMX | CARMAX INCstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| CHK | CHESAPEAKE ENERGY CORPORATIONstock | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| CNEP | CHINA NORTH EAST PETE HLDGS LTDstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| CPB | CAMPBELL SOUP CO COMstock | $0 | – | 17 | 0.0% | 0.00% | – | |
| ELY | CALLAWAY GOLF CO COMstock | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP COM NEWstock | $1,000 | – | 49 | 0.0% | 0.00% | – | |
| MFG | MIZUHO FINL GROUP INC SPONSORED ADRadr | $1,000 | 0.0% | 416 | 0.0% | 0.00% | – | |
| CBB | CINCINNATI BELL INC NEW COM NEWstock | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| PATK | PATRICK INDS INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 27 | Q2 2024 | 40.5% |
| ISHARES TR | 27 | Q2 2024 | 20.6% |
| ISHARES TR | 27 | Q2 2024 | 14.1% |
| ISHARES TR | 27 | Q2 2024 | 12.0% |
| PROCTER & GAMBLE CO COM | 27 | Q2 2024 | 4.4% |
| APPLE INC COM | 27 | Q2 2024 | 2.8% |
| JPMORGAN CHASE & CO. COM | 27 | Q2 2024 | 1.4% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 2.7% |
| PNC FINL SVCS GROUP INC COM | 27 | Q2 2024 | 1.0% |
| US BANCORP DEL COM NEW | 27 | Q2 2024 | 1.2% |
View Legacy Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
View Legacy Financial Advisors, 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.