$167 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 583 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 37.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $8,173,000 | +10797.3% | 155,520 | +9359.9% | 4.90% | +8966.7% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $7,242,000 | -20.3% | 93,873 | -28.4% | 4.34% | -34.2% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $6,975,000 | -25.1% | 36,829 | -34.4% | 4.18% | -38.2% |
| MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $5,532,000 | +114.2% | 49,312 | +91.4% | 3.31% | +76.8% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $5,388,000 | +40.9% | 31,258 | +23.1% | 3.23% | +16.3% |
| BIBL | Buy | INSPIRE 100 ETFetf | $4,906,000 | +16.6% | 178,773 | +1.1% | 2.94% | -3.7% |
| USMV | Sell | ISHARES EDGE MSCI MIN VOL USA ETFetf | $4,866,000 | -30.6% | 82,755 | -38.1% | 2.92% | -42.7% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $4,281,000 | +10.6% | 16,495 | -2.1% | 2.56% | -8.7% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $4,197,000 | +2097.4% | 70,294 | +1887.4% | 2.51% | +1708.6% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $3,796,000 | +101.5% | 35,270 | +83.4% | 2.27% | +66.3% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $3,481,000 | +142.1% | 12,233 | +114.0% | 2.08% | +99.9% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $3,194,000 | +28936.4% | 101,998 | +25722.3% | 1.91% | +23812.5% |
| DWPP | Buy | FIRST TRUST DORSEY WRIGHT PEOPLE'S PORTFOLIO ETFetf | $2,964,000 | +380.4% | 99,575 | +317.3% | 1.78% | +296.2% |
| FVC | Buy | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETFetf | $2,913,000 | +367.6% | 108,971 | +309.5% | 1.74% | +286.1% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $2,869,000 | +67.9% | 93,908 | +65.7% | 1.72% | +38.6% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $2,743,000 | +90.4% | 24,923 | +79.7% | 1.64% | +57.2% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $2,639,000 | +34.4% | 14,688 | +15.3% | 1.58% | +10.9% |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $2,474,000 | +202.1% | 109,282 | +190.5% | 1.48% | +149.5% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,392,000 | +140.4% | 42,890 | +133.8% | 1.43% | +98.5% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $2,365,000 | -27.3% | 57,856 | -34.0% | 1.42% | -40.0% |
| BLES | Sell | INSPIRE GLOBAL HOPE ETFetf | $1,932,000 | +14.2% | 69,700 | -0.1% | 1.16% | -5.7% |
| PGHY | Buy | INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETFetf | $1,889,000 | +147.3% | 80,892 | +140.4% | 1.13% | +104.3% |
| AAPL | Buy | APPLE INC COMstock | $1,875,000 | +82.2% | 9,873 | +51.4% | 1.12% | +50.3% |
| ISMD | Buy | INSPIRE SMALL/MID CAP IMPACT ETFetf | $1,833,000 | +18.1% | 69,704 | +2.6% | 1.10% | -2.5% |
| IBD | Sell | INSPIRE CORPORATE BOND IMPACT ETFetf | $1,829,000 | -30.5% | 72,778 | -32.5% | 1.10% | -42.6% |
| AMGN | Sell | AMGEN INC COMstock | $1,725,000 | -53.8% | 9,081 | -52.7% | 1.03% | -61.9% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,658,000 | -17.3% | 20,520 | -30.2% | 0.99% | -31.7% |
| K | Sell | KELLOGG CO COMstock | $1,621,000 | -41.8% | 28,254 | -42.2% | 0.97% | -52.0% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $1,620,000 | +553.2% | 29,311 | +526.0% | 0.97% | +438.9% |
| FTA | Sell | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $1,593,000 | -10.8% | 30,888 | -20.0% | 0.95% | -26.3% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $1,440,000 | +7100.0% | 40,264 | +6522.4% | 0.86% | +5653.3% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $1,417,000 | +15.9% | 17,233 | +1.1% | 0.85% | -4.3% |
| USB | Sell | US BANCORP DEL COM NEWstock | $1,349,000 | -44.4% | 27,994 | -47.3% | 0.81% | -54.1% |
| SPY | Buy | SPDR S&P 500 ETFetf | $1,275,000 | +15.6% | 4,513 | +2.2% | 0.76% | -4.5% |
| USRT | Buy | ISHARES CORE U.S. REIT ETFetf | $1,273,000 | +1089.7% | 24,619 | +934.8% | 0.76% | +878.2% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,256,000 | +29.2% | 24,966 | +28.7% | 0.75% | +6.7% |
| GD | New | GENERAL DYNAMICS CORP COMstock | $1,213,000 | – | 7,164 | +100.0% | 0.73% | – |
| DBC | Buy | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $1,190,000 | +829.7% | 74,850 | +747.5% | 0.71% | +666.7% |
| EZM | Sell | WISDOMTREE U.S. MIDCAP FUNDetf | $1,156,000 | -27.4% | 29,395 | -36.7% | 0.69% | -40.1% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,142,000 | -19.9% | 13,148 | -23.5% | 0.68% | -33.8% |
| EFAV | Sell | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $1,134,000 | -63.3% | 15,746 | -66.1% | 0.68% | -69.7% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,084,000 | +113.8% | 609 | +80.2% | 0.65% | +76.4% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $1,069,000 | +6581.2% | 9,262 | +5837.2% | 0.64% | +5233.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $1,017,000 | +9.9% | 11,871 | +0.1% | 0.61% | -9.2% |
| FLR | Sell | FLUOR CORP NEW COMstock | $933,000 | -40.0% | 25,341 | -47.5% | 0.56% | -50.4% |
| FDX | Buy | FEDEX CORP COMstock | $900,000 | +4636.8% | 4,963 | +4105.9% | 0.54% | +3750.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $893,000 | +137.5% | 4,445 | +141.2% | 0.54% | +96.0% |
| FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $864,000 | -38.7% | 12,909 | -47.5% | 0.52% | -49.4% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $859,000 | -13.2% | 8,569 | -13.4% | 0.52% | -28.3% |
| HEDJ | Buy | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $856,000 | +16.8% | 13,390 | +3.1% | 0.51% | -3.6% |
| SDY | Sell | SPDR S&P DIVIDEND ETFetf | $855,000 | +9.2% | 8,605 | -1.6% | 0.51% | -9.9% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $778,000 | +8.4% | 7,100 | -3.1% | 0.47% | -10.6% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $768,000 | +13.9% | 21,467 | +0.7% | 0.46% | -5.9% |
| EEMV | Sell | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $767,000 | -1.5% | 12,947 | -7.1% | 0.46% | -18.8% |
| RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $747,000 | +1258.2% | 26,524 | +1148.2% | 0.45% | +1017.5% |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $661,000 | +14.4% | 4,326 | -1.3% | 0.40% | -5.5% |
| CVS | Buy | CVS HEALTH CORP COMstock | $656,000 | +74.0% | 12,168 | +111.2% | 0.39% | +43.4% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $611,000 | +5.5% | 3,424 | -4.6% | 0.37% | -12.9% |
| FHLC | Sell | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $605,000 | +6.7% | 13,604 | -0.8% | 0.36% | -11.9% |
| SCZ | Sell | ISHARES MSCI EAFE SMALL CAP ETFetf | $597,000 | +0.5% | 10,400 | -9.2% | 0.36% | -16.9% |
| SPHQ | Buy | INVESCO S&P 500 QUALITY ETFetf | $592,000 | +17.2% | 18,398 | +1.3% | 0.36% | -3.0% |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $571,000 | +13.3% | 8,866 | -0.2% | 0.34% | -6.6% |
| SO | Buy | SOUTHERN CO COMstock | $567,000 | +85.9% | 10,973 | +58.2% | 0.34% | +53.8% |
| DFE | Buy | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $563,000 | +26.0% | 9,634 | +15.0% | 0.34% | +4.0% |
| VBK | Sell | VANGUARD SMALL CAP GROWTH ETFetf | $532,000 | +12.7% | 2,960 | -5.5% | 0.32% | -6.7% |
| GPC | Buy | GENUINE PARTS CO COMstock | $532,000 | +76.2% | 4,749 | +50.8% | 0.32% | +45.7% |
| VFC | Buy | V F CORP COMstock | $530,000 | +77.3% | 6,096 | +45.5% | 0.32% | +46.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $529,000 | +33.9% | 2,897 | +0.5% | 0.32% | +10.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $507,000 | +108.6% | 3,595 | +67.9% | 0.30% | +72.7% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $507,000 | +19.0% | 6,848 | -0.3% | 0.30% | -1.6% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $505,000 | +70.0% | 5,044 | +56.6% | 0.30% | +40.9% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $502,000 | +512.2% | 4,454 | +449.2% | 0.30% | +410.2% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $500,000 | +49.3% | 5,556 | +43.0% | 0.30% | +23.5% |
| EMR | Buy | EMERSON ELEC CO COMstock | $500,000 | +81.8% | 7,299 | +58.6% | 0.30% | +50.0% |
| FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $498,000 | +245.8% | 14,700 | +210.6% | 0.30% | +186.5% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $494,000 | – | 3,838 | +100.0% | 0.30% | – |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $491,000 | +13.9% | 9,106 | -1.7% | 0.29% | -6.1% |
| FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $463,000 | +33.0% | 12,076 | +21.1% | 0.28% | +9.9% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $443,000 | +8.3% | 5,548 | +5.6% | 0.26% | -10.8% |
| AVGO | Buy | BROADCOM INC COMstock | $397,000 | +53.3% | 1,319 | +29.3% | 0.24% | +26.6% |
| ANGL | Sell | VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETFetf | $395,000 | -11.8% | 13,722 | -18.3% | 0.24% | -27.1% |
| HD | New | HOME DEPOT INC COMstock | $384,000 | – | 1,999 | +100.0% | 0.23% | – |
| APYX | New | APYX MED CORP COMstock | $380,000 | – | 60,150 | +100.0% | 0.23% | – |
| FENY | Sell | FIDELITY MSCI ENERGY INDEX ETFetf | $366,000 | -6.6% | 20,266 | -19.2% | 0.22% | -22.9% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $359,000 | +16.6% | 1,482 | -1.9% | 0.22% | -3.6% |
| GLD | Buy | SPDR GOLD ETFetf | $340,000 | +0.9% | 2,786 | +0.2% | 0.20% | -16.4% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $339,000 | -40.2% | 2,677 | -51.5% | 0.20% | -50.6% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $337,000 | +9.1% | 2,329 | -3.8% | 0.20% | -9.8% |
| FSK | Sell | FS KKR CAPITAL CORP COMcef | $335,000 | -6.4% | 55,378 | -19.8% | 0.20% | -22.7% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $334,000 | -23.2% | 3,065 | -24.9% | 0.20% | -36.7% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $314,000 | -69.5% | 7,389 | -72.7% | 0.19% | -74.9% |
| JPIN | Sell | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETFetf | $312,000 | +5.1% | 5,634 | -3.5% | 0.19% | -13.0% |
| RWR | Sell | SPDR DJ WILSHIRE REIT (ETF)etf | $311,000 | +5.4% | 3,146 | -8.4% | 0.19% | -13.1% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $299,000 | +2618.2% | 5,153 | +2342.2% | 0.18% | +2137.5% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $287,000 | +54.3% | 4,430 | +40.1% | 0.17% | +27.4% |
| BAC | Buy | BANK AMER CORP COMstock | $286,000 | +13.5% | 10,356 | +1.3% | 0.17% | -6.6% |
| TXN | New | TEXAS INSTRS INC COMstock | $286,000 | – | 2,700 | +100.0% | 0.17% | – |
| VLUE | Buy | SHARES EDGE MSCI USA VALUE FACTOR ETFetf | $286,000 | +766.7% | 3,582 | +692.5% | 0.17% | +612.5% |
| IVZ | Buy | INVESCO LTD SHSstock | $279,000 | +54.1% | 14,462 | +33.5% | 0.17% | +27.5% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $276,000 | +64.3% | 2,483 | +61.2% | 0.16% | +35.2% |
| FNCL | Buy | FIDELITY MSCI FINANCIALS INDEX ETFetf | $260,000 | +15.0% | 6,942 | +6.3% | 0.16% | -4.9% |
| PUTW | Sell | WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUNDetf | $258,000 | +5.3% | 9,568 | -0.7% | 0.16% | -12.9% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $258,000 | -3.4% | 1,652 | -17.0% | 0.16% | -20.1% |
| GWX | New | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $254,000 | – | 8,368 | +100.0% | 0.15% | – |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $249,000 | +4880.0% | 2,452 | +4615.4% | 0.15% | +3625.0% |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $248,000 | +9.7% | 1,542 | -5.7% | 0.15% | -9.1% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $244,000 | +3.0% | 1,596 | -9.8% | 0.15% | -15.1% |
| VOOG | Buy | VANGUARD S&P 500 GROWTH ETFetf | $243,000 | +15.2% | 1,571 | +0.3% | 0.15% | -4.6% |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $238,000 | – | 9,439 | +100.0% | 0.14% | – |
| FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $232,000 | +6.4% | 7,153 | -4.8% | 0.14% | -12.0% |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $226,000 | +10.8% | 2,961 | 0.0% | 0.14% | -8.8% | |
| ZUO | Sell | ZUORA INC COM CL Astock | $225,000 | +4.2% | 11,215 | -5.9% | 0.14% | -14.0% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $225,000 | +309.1% | 2,165 | +262.0% | 0.14% | +237.5% |
| SLB | Sell | SCHLUMBERGER LTD COMstock | $226,000 | -47.6% | 5,185 | -56.6% | 0.14% | -56.9% |
| INTC | Buy | INTEL CORP COMstock | $221,000 | +317.0% | 4,121 | +263.4% | 0.13% | +247.4% |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $217,000 | +33.1% | 2,402 | +5.5% | 0.13% | +10.2% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $214,000 | +1.9% | 9,445 | -4.1% | 0.13% | -15.8% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $208,000 | -85.9% | 1,087 | -88.2% | 0.12% | -88.3% |
| ONB | Buy | OLD NATL BANCORP IND COMstock | $203,000 | +7.4% | 12,369 | +0.8% | 0.12% | -10.9% |
| MSFT | Buy | MICROSOFT CORP COMstock | $203,000 | +48.2% | 1,723 | +27.9% | 0.12% | +23.2% |
| VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $197,000 | +12.6% | 1,808 | +0.6% | 0.12% | -7.1% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $193,000 | +0.5% | 2,377 | -1.8% | 0.12% | -16.5% |
| PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $189,000 | +16.0% | 7,349 | +12.9% | 0.11% | -4.2% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $183,000 | -0.5% | 3,031 | -11.5% | 0.11% | -17.3% |
| BSJM | New | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $181,000 | – | 7,393 | +100.0% | 0.11% | – |
| DE | Buy | DEERE & CO COMstock | $178,000 | +474.2% | 1,115 | +431.0% | 0.11% | +386.4% |
| T | Buy | AT&T INC COMstock | $177,000 | +129.9% | 5,658 | +109.9% | 0.11% | +89.3% |
| WELL | Buy | WELLTOWER INC COMreit | $174,000 | +770.0% | 2,240 | +675.1% | 0.10% | +593.3% |
| QUAL | New | ISHARES EDGE MSCI USA QUALITY FACTOR ETFetf | $173,000 | – | 1,952 | +100.0% | 0.10% | – |
| CVX | Buy | CHEVRON CORP NEW COMstock | $172,000 | +52.2% | 1,394 | +33.7% | 0.10% | +25.6% |
| ULTA | New | ULTA BEAUTY INC COMstock | $171,000 | – | 489 | +100.0% | 0.10% | – |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $168,000 | -22.9% | 1,805 | -30.2% | 0.10% | -36.1% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $167,000 | +0.6% | 1,479 | -2.3% | 0.10% | -16.7% |
| DBEF | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $167,000 | +12.1% | 5,352 | 0.0% | 0.10% | -7.4% | |
| UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $165,000 | +3200.0% | 1,277 | +2454.0% | 0.10% | +2375.0% |
| FLTR | New | VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETFetf | $163,000 | – | 6,489 | +100.0% | 0.10% | – |
| ANTM | Buy | ANTHEM INC COMstock | $162,000 | +1925.0% | 565 | +1783.3% | 0.10% | +1516.7% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $161,000 | +1510.0% | 535 | +1271.8% | 0.10% | +1271.4% |
| IWC | ISHARES MICRO-CAP ETFetf | $161,000 | +12.6% | 1,734 | 0.0% | 0.10% | -7.7% | |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $158,000 | +69.9% | 1,279 | +53.2% | 0.10% | +41.8% |
| BX | Buy | BLACKSTONE GROUP L P COM UNIT LTDstock | $157,000 | +19.8% | 4,500 | +2.3% | 0.09% | -1.1% |
| CL | New | COLGATE PALMOLIVE CO COMstock | $157,000 | – | 2,295 | +100.0% | 0.09% | – |
| DDD | Buy | 3-D SYS CORP DEL COM NEWstock | $155,000 | +5.4% | 14,723 | +2.2% | 0.09% | -13.1% |
| LLY | Buy | LILLY ELI & CO COMstock | $153,000 | +1076.9% | 1,178 | +970.9% | 0.09% | +922.2% |
| UNP | New | UNION PACIFIC CORP COMstock | $152,000 | – | 909 | +100.0% | 0.09% | – |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $151,000 | -61.6% | 3,527 | -65.0% | 0.09% | -68.4% |
| HYD | Buy | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $149,000 | +1046.2% | 2,372 | +983.1% | 0.09% | +888.9% |
| GOOGL | ALPHABET INC CAP STK CL Astock | $137,000 | +13.2% | 116 | 0.0% | 0.08% | -6.8% | |
| DIS | Buy | DISNEY WALT CO COM DISNEYstock | $135,000 | +214.0% | 1,212 | +206.1% | 0.08% | +161.3% |
| FIDU | Sell | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $131,000 | -64.1% | 3,437 | -69.2% | 0.08% | -70.6% |
| RFG | Sell | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $129,000 | -42.9% | 850 | -50.5% | 0.08% | -53.0% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $125,000 | +71.2% | 823 | +48.3% | 0.08% | +41.5% |
| LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $124,000 | +10.7% | 1,040 | +5.2% | 0.07% | -8.6% |
| VTIP | Sell | VANGUARD SHORT TERM INFL-PROTECTEDetf | $121,000 | -85.7% | 2,484 | -85.9% | 0.07% | -88.2% |
| FB | Buy | FACEBOOK INC CL Astock | $114,000 | +103.6% | 681 | +60.2% | 0.07% | +65.9% |
| VTC | New | VANGUARD TOTAL CORPORATE BOND ETFetf | $110,000 | – | 1,314 | +100.0% | 0.07% | – |
| MDT | Buy | MEDTRONIC PLC SHSstock | $110,000 | +5.8% | 1,206 | +5.1% | 0.07% | -12.0% |
| V | Buy | VISA INC COM CL Astock | $108,000 | +18.7% | 693 | +0.1% | 0.06% | -1.5% |
| CHDN | New | CHURCHILL DOWNS INC COMstock | $108,000 | – | 1,200 | +100.0% | 0.06% | – |
| LLNW | Buy | LIMELIGHT NETWORKS INC COMstock | $107,000 | +62.1% | 33,100 | +18.2% | 0.06% | +33.3% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $106,000 | +14.0% | 485 | +0.2% | 0.06% | -6.0% |
| CI | Buy | CIGNA CORP NEW COMstock | $106,000 | +1666.7% | 657 | +2090.0% | 0.06% | +1475.0% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $103,000 | +2.0% | 1,223 | -1.1% | 0.06% | -15.1% |
| MRK | Buy | MERCK & CO INC COMstock | $102,000 | +37.8% | 1,223 | +26.1% | 0.06% | +13.0% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $102,000 | -59.8% | 1,848 | -61.3% | 0.06% | -66.8% |
| KO | Buy | COCA COLA CO COMstock | $98,000 | +1.0% | 2,088 | +1.5% | 0.06% | -15.7% |
| BOH | Buy | BANK HAWAII CORP COMstock | $98,000 | +18.1% | 1,237 | +0.8% | 0.06% | -1.7% |
| PSA | Buy | PUBLIC STORAGE COMreit | $97,000 | +67.2% | 446 | +55.9% | 0.06% | +38.1% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $97,000 | +27.6% | 752 | +12.9% | 0.06% | +5.5% |
| MMI | MARCUS & MILLICHAP INC COMstock | $97,000 | +18.3% | 2,375 | 0.0% | 0.06% | -1.7% | |
| FDEF | New | FIRST DEFIANCE FINL CORP COMstock | $95,000 | – | 3,301 | +100.0% | 0.06% | – |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $93,000 | +25.7% | 772 | +11.7% | 0.06% | +3.7% |
| KR | Buy | KROGER CO COMstock | $93,000 | +34.8% | 3,785 | +51.8% | 0.06% | +12.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $91,000 | +810.0% | 901 | +801.0% | 0.06% | +685.7% |
| AOR | Sell | ISHARES GROWTH ALLOCATION FUNDetf | $91,000 | -34.5% | 2,029 | -39.8% | 0.06% | -45.5% |
| PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $89,000 | -16.8% | 2,448 | -21.9% | 0.05% | -32.1% |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $88,000 | +15.8% | 786 | 0.0% | 0.05% | -3.6% | |
| NTNX | Sell | NUTANIX INC CL Astock | $86,000 | -18.1% | 2,270 | -10.1% | 0.05% | -31.6% |
| HSY | Sell | HERSHEY CO COMstock | $83,000 | -15.3% | 719 | -21.2% | 0.05% | -29.6% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $84,000 | +78.7% | 2,763 | +60.9% | 0.05% | +47.1% |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $82,000 | +17.1% | 270 | 0.0% | 0.05% | -3.9% | |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $80,000 | +90.5% | 417 | +60.4% | 0.05% | +60.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $80,000 | -27.3% | 1,259 | -21.6% | 0.05% | -40.0% |
| RWL | OPPENHEIMER S&P 500 REVENUE ETFetf | $78,000 | +9.9% | 1,516 | 0.0% | 0.05% | -9.6% | |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $79,000 | +83.7% | 410 | +60.8% | 0.05% | +51.6% |
| BSV | Buy | VANGUARD SHORT TERM BONDetf | $76,000 | +230.4% | 951 | +225.7% | 0.05% | +170.6% |
| PSEC | Sell | PROSPECT CAPITAL CORPORATION COMcef | $77,000 | -49.7% | 11,855 | -51.2% | 0.05% | -58.6% |
| BBT | New | BB&T CORP COMstock | $75,000 | – | 1,609 | +100.0% | 0.04% | – |
| PM | New | PHILIP MORRIS INTL INC COMstock | $75,000 | – | 850 | +100.0% | 0.04% | – |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC COMstock | $74,000 | +72.1% | 2,780 | +18.3% | 0.04% | +41.9% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $74,000 | +34.5% | 530 | +25.3% | 0.04% | +10.0% |
| PFE | Buy | PFIZER INC COMstock | $73,000 | +121.2% | 1,712 | +126.2% | 0.04% | +83.3% |
| PEP | Buy | PEPSICO INC COMstock | $74,000 | +34.5% | 602 | +21.9% | 0.04% | +10.0% |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $72,000 | +22.0% | 522 | 0.0% | 0.04% | 0.0% | |
| OKTA | OKTA INC CL Astock | $70,000 | +29.6% | 850 | 0.0% | 0.04% | +7.7% | |
| IYH | New | ISHARES U.S. HEALTHCARE ETFetf | $70,000 | – | 359 | +100.0% | 0.04% | – |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $70,000 | +2.9% | 1,360 | -6.1% | 0.04% | -14.3% |
| CCJ | Sell | CAMECO CORP COMstock | $68,000 | -5.6% | 5,790 | -8.2% | 0.04% | -21.2% |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $68,000 | +17.2% | 1,700 | 0.0% | 0.04% | -2.4% | |
| SMH | VANECK VECTORS SEMICONDUCTOR ETFetf | $68,000 | +21.4% | 636 | 0.0% | 0.04% | 0.0% | |
| AFIN | Buy | AMERICAN FIN TR INC COM CLASS Areit | $66,000 | +94.1% | 6,070 | +135.2% | 0.04% | +60.0% |
| BIDU | Buy | BAIDU INC SPON ADR REP Aadr | $65,000 | +6400.0% | 395 | +4837.5% | 0.04% | +3800.0% |
| PPA | Sell | INVESCO AEROSPACE & DEFENSE ETFetf | $64,000 | +8.5% | 1,100 | -8.3% | 0.04% | -11.6% |
| IYC | Buy | ISHARES U.S. CONSUMER SERVICES ETFetf | $63,000 | +14.5% | 307 | +0.3% | 0.04% | -5.0% |
| VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $61,000 | +5.2% | 780 | +0.1% | 0.04% | -11.9% |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $62,000 | +3.3% | 1,185 | 0.0% | 0.04% | -15.9% | |
| MPW | Sell | MEDICAL PPTYS TRUST INC COMreit | $61,000 | -19.7% | 3,320 | -29.4% | 0.04% | -32.7% |
| RHP | Sell | RYMAN HOSPITALITY PPTYS INC COMreit | $61,000 | +17.3% | 739 | -5.6% | 0.04% | -2.6% |
| CSCO | Buy | CISCO SYS INC COMstock | $58,000 | +41.5% | 1,067 | +14.1% | 0.04% | +16.7% |
| SBUX | Sell | STARBUCKS CORP COMstock | $56,000 | -18.8% | 751 | -30.4% | 0.03% | -32.0% |
| MBB | Sell | ISHARES MBS ETFetf | $57,000 | -8.1% | 540 | -8.5% | 0.03% | -24.4% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $56,000 | +124.0% | 521 | +101.9% | 0.03% | +88.9% |
| VLO | Buy | VALERO ENERGY CORP NEW COMstock | $55,000 | +14.6% | 645 | +1.1% | 0.03% | -5.7% |
| BMY | BRISTOL MYERS SQUIBB CO COMstock | $55,000 | -8.3% | 1,155 | 0.0% | 0.03% | -25.0% | |
| AXON | Sell | AXON ENTERPRISE INC COMstock | $55,000 | -63.1% | 1,005 | -70.4% | 0.03% | -69.4% |
| RWO | Buy | SPDR DJ GLOBAL REAL ESTATE ETFetf | $54,000 | +12.5% | 1,082 | +0.5% | 0.03% | -8.6% |
| GTLS | Sell | CHART INDS INC COM PAR $0.01stock | $53,000 | -51.8% | 580 | -65.7% | 0.03% | -60.0% |
| DGRW | New | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $52,000 | – | 1,214 | +100.0% | 0.03% | – |
| CAKE | Sell | CHEESECAKE FACTORY INC COMstock | $51,000 | +6.2% | 1,041 | -6.3% | 0.03% | -11.4% |
| FPI | Sell | FARMLAND PARTNERS INC COMreit | $52,000 | -68.1% | 8,133 | -77.4% | 0.03% | -73.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $50,000 | +85.2% | 201 | +89.6% | 0.03% | +50.0% |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $48,000 | +4.3% | 452 | 0.0% | 0.03% | -12.1% | |
| LOW | Buy | LOWES COS INC COMstock | $48,000 | +152.6% | 440 | +110.5% | 0.03% | +107.1% |
| PCY | Sell | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $48,000 | -43.5% | 1,708 | -46.7% | 0.03% | -53.2% |
| HIBB | Sell | HIBBETT SPORTS INC COMstock | $49,000 | -94.7% | 2,141 | -96.7% | 0.03% | -95.7% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $49,000 | +28.9% | 1,316 | +12.7% | 0.03% | +3.6% |
| ITM | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $46,000 | +2.2% | 940 | 0.0% | 0.03% | -15.2% | |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $45,000 | +28.6% | 227 | +8.1% | 0.03% | +8.0% |
| BP | BP PLC SPONSORED ADRadr | $45,000 | +15.4% | 1,021 | 0.0% | 0.03% | -3.6% | |
| MO | Buy | ALTRIA GROUP INC COMstock | $45,000 | +150.0% | 783 | +113.4% | 0.03% | +107.7% |
| CAT | Buy | CATERPILLAR INC DEL COMstock | $45,000 | +25.0% | 330 | +17.4% | 0.03% | +3.8% |
| KMB | Buy | KIMBERLY CLARK CORP COMstock | $44,000 | +109.5% | 358 | +96.7% | 0.03% | +73.3% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $43,000 | +7.5% | 493 | +0.4% | 0.03% | -10.3% |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $42,000 | +13.5% | 1,025 | -12.1% | 0.02% | -7.4% |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $41,000 | +51.9% | 1,980 | 0.0% | 0.02% | +25.0% | |
| AGX | Sell | ARGAN INC COMstock | $41,000 | -10.9% | 822 | -32.6% | 0.02% | -24.2% |
| CERN | Buy | CERNER CORP COMstock | $41,000 | +355.6% | 710 | +303.4% | 0.02% | +257.1% |
| BC | Sell | BRUNSWICK CORP COMstock | $40,000 | +2.6% | 802 | -5.0% | 0.02% | -14.3% |
| D | Sell | DOMINION ENERGY INC COMstock | $40,000 | -14.9% | 527 | -19.3% | 0.02% | -29.4% |
| TR | Sell | TOOTSIE ROLL INDS INC COMstock | $39,000 | +2.6% | 1,039 | -8.4% | 0.02% | -17.9% |
| SLQD | Sell | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $39,000 | -98.8% | 766 | -98.8% | 0.02% | -99.0% |
| NEAR | Buy | ISHARES SHORT MATURITY BOND ETFetf | $37,000 | +428.6% | 744 | +420.3% | 0.02% | +340.0% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $37,000 | 0.0% | 666 | -14.0% | 0.02% | -18.5% |
| DYB | WISDOMTREE DYNAMIC BEARISH U.S. EQUITY FUNDetf | $36,000 | -5.3% | 1,550 | 0.0% | 0.02% | -21.4% | |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $36,000 | +28.6% | 309 | +2.0% | 0.02% | +10.0% |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $37,000 | +8.8% | 213 | +0.5% | 0.02% | -12.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $35,000 | -2.8% | 575 | -11.8% | 0.02% | -19.2% |
| NVDA | Buy | NVIDIA CORP COMstock | $35,000 | +288.9% | 194 | +181.2% | 0.02% | +200.0% |
| DYLS | Buy | WISDOMTREE DYNAMIC LONG/SHORT U.S. EQUITY FUNDetf | $33,000 | +13.8% | 1,140 | +12.3% | 0.02% | -4.8% |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $34,000 | +30.8% | 3,368 | -1.1% | 0.02% | +5.3% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $34,000 | +25.9% | 1,046 | +65.0% | 0.02% | 0.0% |
| CLNC | COLONY CR REAL ESTATE INC COM CL Areit | $34,000 | 0.0% | 2,159 | 0.0% | 0.02% | -20.0% | |
| HYZD | WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUNDetf | $32,000 | +3.2% | 1,395 | 0.0% | 0.02% | -13.6% | |
| CPB | New | CAMPBELL SOUP CO COMstock | $31,000 | – | 800 | +100.0% | 0.02% | – |
| CELG | Buy | CELGENE CORP COMstock | $31,000 | +3000.0% | 331 | +1968.8% | 0.02% | +1800.0% |
| PWC | Sell | Invesco Dynamic Market ETFetf | $31,000 | -97.2% | 323 | -97.4% | 0.02% | -97.6% |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $31,000 | +3.3% | 4,918 | 0.0% | 0.02% | -13.6% | |
| MMM | Buy | 3M CO COMstock | $31,000 | +210.0% | 151 | +202.0% | 0.02% | +171.4% |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $31,000 | +244.4% | 220 | +205.6% | 0.02% | +171.4% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $30,000 | -48.3% | 162 | -52.9% | 0.02% | -57.1% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $30,000 | +66.7% | 460 | +55.9% | 0.02% | +38.5% |
| C | Buy | CITIGROUP INC COM NEWstock | $30,000 | +42.9% | 486 | +18.0% | 0.02% | +20.0% |
| EQBK | New | EQUITY BANCSHARES INC COM CL Astock | $29,000 | – | 1,000 | +100.0% | 0.02% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $29,000 | +11.5% | 467 | +6.1% | 0.02% | -10.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $29,000 | +52.6% | 350 | +40.0% | 0.02% | +21.4% |
| RWJ | OPPENHEIMER S&P SMALLCAP 600 REVENUE ETFetf | $29,000 | +11.5% | 445 | 0.0% | 0.02% | -10.5% | |
| LOUP | INNOVATOR LOUP FRONTIER TECH ETFetf | $28,000 | +16.7% | 1,180 | 0.0% | 0.02% | 0.0% | |
| VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $28,000 | – | 536 | +100.0% | 0.02% | – |
| SLV | Sell | ISHARES SILVER TRUSTetf | $29,000 | -27.5% | 2,070 | -25.1% | 0.02% | -41.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $29,000 | -12.1% | 492 | -15.3% | 0.02% | -29.2% |
| LIVN | New | LIVANOVA PLC SHSstock | $29,000 | – | 300 | +100.0% | 0.02% | – |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $29,000 | +262.5% | 443 | +216.4% | 0.02% | +183.3% |
| AXP | New | AMERICAN EXPRESS CO COMstock | $28,000 | – | 258 | +100.0% | 0.02% | – |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $29,000 | -19.4% | 369 | -28.3% | 0.02% | -34.6% |
| HQH | Buy | H & Q HEALTHCARE FD SH BEN INTcef | $27,000 | +17.4% | 1,317 | +2.9% | 0.02% | -5.9% |
| NEM | Buy | NEWMONT MNG CORP COMstock | $27,000 | +35.0% | 744 | +31.9% | 0.02% | +6.7% |
| DXC | Sell | DXC TECHNOLOGY CO COMstock | $27,000 | +17.4% | 414 | -3.3% | 0.02% | -5.9% |
| GNTX | New | GENTEX CORP COMstock | $27,000 | – | 1,300 | +100.0% | 0.02% | – |
| TIER | New | TIER REIT INC COM NEWreit | $27,000 | – | 931 | +100.0% | 0.02% | – |
| FLQE | FRANKLIN LIBERTYQ EMERGING MARKETS ETFetf | $26,000 | +8.3% | 865 | 0.0% | 0.02% | -5.9% | |
| NCR | Sell | NCR CORP NEW COMstock | $26,000 | -51.9% | 954 | -59.3% | 0.02% | -59.0% |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $26,000 | +4.0% | 249 | 0.0% | 0.02% | -11.1% | |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $26,000 | +18.2% | 467 | +2.0% | 0.02% | 0.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $25,000 | +212.5% | 667 | +155.6% | 0.02% | +150.0% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $25,000 | +400.0% | 286 | +354.0% | 0.02% | +275.0% |
| NFLX | Sell | NETFLIX INC COMstock | $25,000 | +19.0% | 70 | -9.1% | 0.02% | 0.0% |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $25,000 | +13.6% | 266 | 0.0% | 0.02% | -6.2% | |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $25,000 | +13.6% | 867 | 0.0% | 0.02% | -6.2% | |
| HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $25,000 | +4.2% | 910 | +0.6% | 0.02% | -11.8% |
| FFBC | New | FIRST FINL BANCORP OH COMstock | $23,000 | – | 967 | +100.0% | 0.01% | – |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $23,000 | -50.0% | 120 | -54.7% | 0.01% | -57.6% |
| URE | PROSHARES ULTRA REAL ESTATEetf | $24,000 | +33.3% | 320 | 0.0% | 0.01% | +7.7% | |
| TGT | New | TARGET CORP COMstock | $24,000 | – | 304 | +100.0% | 0.01% | – |
| PBI | New | PITNEY BOWES INC COMstock | $24,000 | – | 3,565 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $23,000 | – | 525 | +100.0% | 0.01% | – |
| NUE | New | NUCOR CORP COMstock | $24,000 | – | 405 | +100.0% | 0.01% | – |
| CGC | Buy | CANOPY GROWTH CORP COMstock | $24,000 | +118.2% | 549 | +31.7% | 0.01% | +75.0% |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFetf | $24,000 | +33.3% | 650 | -9.2% | 0.01% | +7.7% |
| STLD | Sell | STEEL DYNAMICS INCstock | $21,000 | -36.4% | 591 | -46.1% | 0.01% | -45.8% |
| SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $21,000 | +5.0% | 767 | +1.1% | 0.01% | -13.3% |
| HYEM | VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETFetf | $21,000 | +5.0% | 900 | 0.0% | 0.01% | -13.3% | |
| EPR | New | EPR PPTYS COM SH BEN INTreit | $22,000 | – | 280 | +100.0% | 0.01% | – |
| WMT | Buy | WALMART INC COMstock | $22,000 | +120.0% | 226 | +101.8% | 0.01% | +85.7% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $21,000 | -98.8% | 447 | -98.8% | 0.01% | -98.9% |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETFetf | $20,000 | +5.3% | 410 | 0.0% | 0.01% | -14.3% | |
| CSX | CSX CORP COMstock | $20,000 | +17.6% | 266 | 0.0% | 0.01% | 0.0% | |
| BOX | BOX INC CL Astock | $20,000 | +11.1% | 1,060 | 0.0% | 0.01% | -7.7% | |
| RTN | New | RAYTHEON CO COM NEWstock | $20,000 | – | 111 | +100.0% | 0.01% | – |
| NSC | New | NORFOLK SOUTHERN CORP COMstock | $20,000 | – | 105 | +100.0% | 0.01% | – |
| ORCL | Buy | ORACLE CORP COMstock | $19,000 | +58.3% | 356 | +39.1% | 0.01% | +22.2% |
| TLT | Sell | ISHARES 20 YEAR TREASURY BOND ETFetf | $19,000 | -51.3% | 147 | -54.8% | 0.01% | -60.7% |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $18,000 | +12.5% | 322 | 0.0% | 0.01% | -8.3% | |
| DWDP | Sell | DOWDUPONT INC COMstock | $19,000 | -13.6% | 363 | -13.2% | 0.01% | -31.2% |
| TCP | Buy | TC PIPELINES LP UT COM LTD PRTstock | $19,000 | +18.8% | 510 | +2.0% | 0.01% | -8.3% |
| LKFN | LAKELAND FINL CORP COMstock | $19,000 | +11.8% | 422 | 0.0% | 0.01% | -8.3% | |
| FLTB | Sell | FIDELITY LIMITED TERM BOND ETFetf | $18,000 | -85.7% | 352 | -86.2% | 0.01% | -87.9% |
| AGN | ALLERGAN PLC SHSstock | $18,000 | +12.5% | 122 | 0.0% | 0.01% | -8.3% | |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $19,000 | +18.8% | 230 | 0.0% | 0.01% | -8.3% | |
| MCD | Buy | MCDONALDS CORP COMstock | $18,000 | +5.9% | 97 | +4.3% | 0.01% | -8.3% |
| SQ | SQUARE INC CL Astock | $19,000 | +26.7% | 260 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $17,000 | +13.3% | 134 | 0.0% | 0.01% | -9.1% | |
| PWB | Buy | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $17,000 | +21.4% | 349 | +4.2% | 0.01% | 0.0% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $16,000 | +14.3% | 381 | +3.5% | 0.01% | 0.0% |
| IEUR | ISHARES CORE MSCI EUROPE ETFetf | $17,000 | +6.2% | 377 | 0.0% | 0.01% | -16.7% | |
| CRM | SALESFORCE COM INC COMstock | $17,000 | +13.3% | 110 | 0.0% | 0.01% | -9.1% | |
| EWA | ISHARES MSCI AUSTRALIA ETFetf | $17,000 | +13.3% | 800 | 0.0% | 0.01% | -9.1% | |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $16,000 | +14.3% | 303 | +1.0% | 0.01% | 0.0% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $16,000 | -38.5% | 176 | -40.3% | 0.01% | -47.4% |
| AMX | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $17,000 | 0.0% | 1,200 | 0.0% | 0.01% | -16.7% | |
| AABA | Buy | YAHOO INCcef | $17,000 | +1600.0% | 223 | +869.6% | 0.01% | +900.0% |
| CLNY | Buy | COLONY CAP INC NEW CL A COMreit | $16,000 | +220.0% | 3,052 | +206.4% | 0.01% | +150.0% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $17,000 | +21.4% | 30 | 0.0% | 0.01% | 0.0% | |
| FTSL | Sell | FIRST TRUST SENIOR LOAN FUNDetf | $17,000 | -67.3% | 369 | -67.4% | 0.01% | -73.7% |
| VIOG | New | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $16,000 | – | 107 | +100.0% | 0.01% | – |
| WM | WASTE MGMT INC DEL COMstock | $17,000 | +13.3% | 164 | 0.0% | 0.01% | -9.1% | |
| RWX | SPDR DJ WILSHIRE INTL REAL ESTetf | $15,000 | +7.1% | 388 | 0.0% | 0.01% | -10.0% | |
| AMBA | Buy | AMBARELLA INC SHSstock | $15,000 | +150.0% | 350 | +100.0% | 0.01% | +125.0% |
| GWPH | GW PHARMACEUTICALS PLC ADSadr | $15,000 | +66.7% | 91 | 0.0% | 0.01% | +28.6% | |
| INTU | INTUIT COMstock | $15,000 | +36.4% | 58 | 0.0% | 0.01% | +12.5% | |
| KNOW | Buy | DIREXION ALL CAP INSIDER SENTIMENT SHARESetf | $15,000 | +15.4% | 389 | +1.3% | 0.01% | 0.0% |
| VLU | Buy | SPDR S&P 1500 VALUE TILT ETFetf | $15,000 | +15.4% | 148 | +0.7% | 0.01% | 0.0% |
| LRGF | Sell | ISHARES EDGE MSCI MULTIFACTOR USA ETFetf | $15,000 | -6.2% | 493 | -14.7% | 0.01% | -25.0% |
| MDYV | New | SPDR S&P 400 MID CAP VALUE ETFetf | $15,000 | – | 295 | +100.0% | 0.01% | – |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETFetf | $15,000 | +36.4% | 168 | +12.8% | 0.01% | +12.5% |
| PDM | PIEDMONT OFFICE RLTYTR INC COM CL Areit | $14,000 | +16.7% | 688 | 0.0% | 0.01% | -11.1% | |
| CMI | Buy | CUMMINS INC COMstock | $14,000 | +27.3% | 89 | +12.7% | 0.01% | 0.0% |
| SFIX | STITCH FIX INC COM CL Astock | $14,000 | +55.6% | 500 | 0.0% | 0.01% | +14.3% | |
| SMLF | Sell | ISHARES EDGE MSCI MULTIFACTOR USA SMALL-CAP ETFetf | $13,000 | -96.7% | 328 | -97.0% | 0.01% | -97.2% |
| VV | VANGUARD LARGE-CAP INDEX FUNDetf | $14,000 | +16.7% | 108 | 0.0% | 0.01% | -11.1% | |
| FFTY | INNOVATOR IBD 50 ETFetf | $13,000 | +18.2% | 400 | 0.0% | 0.01% | 0.0% | |
| IR | Sell | INGERSOLL-RAND PLC SHSstock | $13,000 | -38.1% | 125 | -44.4% | 0.01% | -46.7% |
| VT | New | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $13,000 | – | 183 | +100.0% | 0.01% | – |
| CAPE | New | BARCLAYS ETN SHILLER CAPE ETNetf | $13,000 | – | 100 | +100.0% | 0.01% | – |
| NI | NISOURCE INC COMstock | $13,000 | +8.3% | 457 | 0.0% | 0.01% | -11.1% | |
| NRE | New | NORTHSTAR REALTY EUROPE CORP COMreit | $14,000 | – | 783 | +100.0% | 0.01% | – |
| OSIR | New | OSIRIS THERAPEUTICS INC NEW COMstock | $13,000 | – | 667 | +100.0% | 0.01% | – |
| FLIO | Sell | FRANKLIN LIBERTY INTERNATIONAL OPPORTUNITIES ETFetf | $14,000 | -12.5% | 524 | -22.3% | 0.01% | -33.3% |
| CTAS | CINTAS CORP COMstock | $14,000 | +16.7% | 71 | 0.0% | 0.01% | -11.1% | |
| PRU | PRUDENTIAL FINL INCstock | $13,000 | +8.3% | 145 | 0.0% | 0.01% | -11.1% | |
| FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $14,000 | -33.3% | 312 | -44.3% | 0.01% | -46.7% |
| WHR | New | WHIRLPOOL CORP COMstock | $14,000 | – | 103 | +100.0% | 0.01% | – |
| TDOC | Sell | TELADOC HEALTH INC COMstock | $14,000 | -22.2% | 250 | -32.4% | 0.01% | -38.5% |
| SHOP | SHOPIFY INC CL Astock | $14,000 | +40.0% | 70 | 0.0% | 0.01% | +14.3% | |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $13,000 | +550.0% | 254 | +440.4% | 0.01% | +700.0% |
| S | SPRINT CORPORATION COMstock | $14,000 | 0.0% | 2,470 | 0.0% | 0.01% | -20.0% | |
| FBND | Sell | FIDELITY TOTAL BOND ETFetf | $11,000 | -91.0% | 218 | -91.3% | 0.01% | -92.1% |
| EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $11,000 | +10.0% | 350 | 0.0% | 0.01% | 0.0% | |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $12,000 | 0.0% | 250 | 0.0% | 0.01% | -22.2% | |
| MFSF | New | MUTUALFIRST FINL INC COMstock | $11,000 | – | 372 | +100.0% | 0.01% | – |
| CFFN | Buy | CAPITOL FED FINL INC COMstock | $11,000 | +266.7% | 791 | +250.0% | 0.01% | +250.0% |
| MPC | Buy | MARATHON PETE CORP COMstock | $12,000 | +200.0% | 201 | +235.0% | 0.01% | +133.3% |
| FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $12,000 | +9.1% | 389 | +0.8% | 0.01% | -12.5% |
| F | Sell | FORD MTR CO DEL COMstock | $12,000 | -33.3% | 1,410 | -39.8% | 0.01% | -46.2% |
| MGA | New | MAGNA INTL INC COMstock | $11,000 | – | 230 | +100.0% | 0.01% | – |
| LFUS | LITTELFUSE INC COMstock | $11,000 | +10.0% | 59 | 0.0% | 0.01% | 0.0% | |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $11,000 | 0.0% | 62 | -22.5% | 0.01% | -12.5% |
| EXEL | New | EXELIXIS INC COMstock | $12,000 | – | 500 | +100.0% | 0.01% | – |
| NVS | Buy | NOVARTIS A G SPONSORED ADRadr | $11,000 | +1000.0% | 114 | +850.0% | 0.01% | +600.0% |
| BUFF | Sell | INNOVATOR LUNT LOW VOL/HIGH BETA TACTICAL ETFetf | $12,000 | -98.2% | 353 | -98.5% | 0.01% | -98.6% |
| CMP | Sell | COMPASS MINERALS INTL INC COMstock | $12,000 | -63.6% | 223 | -71.6% | 0.01% | -70.8% |
| EFG | ISHARES MSCI EAFE GROWTH ETFetf | $10,000 | +11.1% | 134 | 0.0% | 0.01% | -14.3% | |
| EA | New | ELECTRONIC ARTS INC COMstock | $10,000 | – | 100 | +100.0% | 0.01% | – |
| OHI | Sell | OMEGA HEALTHCARE INVS INC COMreit | $10,000 | -56.5% | 269 | -58.2% | 0.01% | -64.7% |
| INGR | Buy | INGREDION INC COMstock | $10,000 | +400.0% | 105 | +320.0% | 0.01% | +500.0% |
| XSLV | Sell | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $10,000 | -96.6% | 203 | -97.1% | 0.01% | -97.2% |
| EWC | ISHARES MSCI CANADA INDEXetf | $10,000 | +25.0% | 350 | 0.0% | 0.01% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $10,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $10,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% | |
| PNR | New | PENTAIR PLC SHSstock | $8,000 | – | 169 | +100.0% | 0.01% | – |
| STAG | Sell | STAG INDL INC COMreit | $8,000 | -55.6% | 262 | -63.7% | 0.01% | -61.5% |
| FIVE | FIVE BELOW INC COMstock | $9,000 | +28.6% | 70 | 0.0% | 0.01% | 0.0% | |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $9,000 | -40.0% | 187 | -41.9% | 0.01% | -54.5% |
| RIG | Sell | TRANSOCEAN LTD REG SHSstock | $9,000 | 0.0% | 1,050 | -20.8% | 0.01% | -28.6% |
| HON | HONEYWELL INTL INC COMstock | $8,000 | +14.3% | 52 | 0.0% | 0.01% | 0.0% | |
| AOA | Buy | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $8,000 | +33.3% | 156 | +34.5% | 0.01% | +25.0% |
| PII | Sell | POLARIS INDS INC COMstock | $8,000 | -46.7% | 95 | -52.3% | 0.01% | -54.5% |
| UNIT | Sell | UNITI GROUP INC COMreit | $9,000 | -71.9% | 793 | -61.9% | 0.01% | -78.3% |
| FSLR | Sell | FIRST SOLAR INC COMstock | $9,000 | -50.0% | 175 | -57.8% | 0.01% | -61.5% |
| ROST | Sell | ROSS STORES INC COMstock | $9,000 | -18.2% | 100 | -23.1% | 0.01% | -37.5% |
| FOF | COHEN & STEERS CLOSED END OPPO COMcef | $9,000 | +12.5% | 693 | 0.0% | 0.01% | -16.7% | |
| UMH | Sell | UMH PPTYS INC COMreit | $9,000 | -52.6% | 618 | -61.4% | 0.01% | -64.3% |
| TCBK | Sell | TRICO BANCSHARES COMstock | $8,000 | -85.7% | 211 | -87.2% | 0.01% | -87.8% |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $8,000 | 0.0% | 185 | 0.0% | 0.01% | -16.7% | |
| VER | Sell | VEREIT INC COMreit | $8,000 | -57.9% | 915 | -65.7% | 0.01% | -64.3% |
| VNLA | New | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $8,000 | – | 160 | +100.0% | 0.01% | – |
| VICI | Buy | VICI PPTYS INC COMreit | $9,000 | +28.6% | 424 | +12.2% | 0.01% | 0.0% |
| ISBC | INVESTORS BANCORP INC NEW COMstock | $9,000 | +12.5% | 787 | 0.0% | 0.01% | -16.7% | |
| IAU | ISHARES COMEX GOLD TRUSTetf | $8,000 | 0.0% | 625 | 0.0% | 0.01% | -16.7% | |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $8,000 | +300.0% | 150 | +200.0% | 0.01% | +400.0% |
| SOHO | Sell | SOTHERLY HOTELS INC COMreit | $9,000 | -59.1% | 1,379 | -65.6% | 0.01% | -68.8% |
| SMIN | Sell | ISHARES MSCI INDIA SMALL CAP INDEX FUNDetf | $8,000 | -85.5% | 192 | -86.5% | 0.01% | -87.5% |
| COG | Sell | CABOT OIL & GAS CORP COMstock | $9,000 | -47.1% | 347 | -53.7% | 0.01% | -58.3% |
| HPQ | Buy | HP INC COMstock | $9,000 | +200.0% | 485 | +203.1% | 0.01% | +150.0% |
| AGEN | AGENUS INC COM NEWstock | $9,000 | +28.6% | 3,070 | 0.0% | 0.01% | 0.0% | |
| IYM | Sell | ISHARES U.S. BASIC MATERIALS ETFetf | $6,000 | -25.0% | 66 | -31.2% | 0.00% | -33.3% |
| CWH | New | CAMPING WORLD HLDGS INC CL Astock | $6,000 | – | 400 | +100.0% | 0.00% | – |
| PICB | Sell | INVESCO INTERNATIONAL CORPORATE BOND ETFetf | $7,000 | -90.9% | 286 | -90.6% | 0.00% | -92.9% |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $7,000 | +16.7% | 111 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HLDGS INC COMstock | $6,000 | 0.0% | 1,025 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $7,000 | +75.0% | 464 | +61.7% | 0.00% | +33.3% |
| IRBT | New | IROBOT CORP COMstock | $7,000 | – | 63 | +100.0% | 0.00% | – |
| IRM | Sell | IRON MTN INC NEW COMreit | $6,000 | -57.1% | 157 | -62.7% | 0.00% | -60.0% |
| THO | THOR INDS INC COMstock | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WPG | Sell | WASHINGTON PRIME GROUP NEW COMreit | $6,000 | -45.5% | 985 | -58.0% | 0.00% | -50.0% |
| MRO | MARATHON OIL CORP COMstock | $7,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| CTT | Sell | CATCHMARK TIMBER TR INC CL Areit | $6,000 | -33.3% | 563 | -53.4% | 0.00% | -42.9% |
| BRX | Sell | BRIXMOR PPTY GROUP INC COMreit | $6,000 | -53.8% | 318 | -64.4% | 0.00% | -55.6% |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $6,000 | +50.0% | 20 | 0.0% | 0.00% | +33.3% | |
| INTL | INTL FCSTONE INC COMstock | $6,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| UAA | Sell | UNDER ARMOUR INC CL Astock | $7,000 | -22.2% | 320 | -38.5% | 0.00% | -42.9% |
| JLL | Sell | JONES LANG LASALLE INC COMstock | $6,000 | -82.4% | 40 | -84.9% | 0.00% | -84.0% |
| IXN | Buy | ISHARES GLOBAL TECH ETFetf | $6,000 | +500.0% | 35 | +250.0% | 0.00% | +300.0% |
| WLL | New | WHITING PETE CORP NEW COM NEWstock | $6,000 | – | 225 | +100.0% | 0.00% | – |
| IRT | Sell | INDEPENDENCE RLTY TR INC COMreit | $6,000 | -53.8% | 528 | -63.5% | 0.00% | -55.6% |
| SRCL | Sell | STERICYCLE INC COMstock | $7,000 | -53.3% | 120 | -70.8% | 0.00% | -63.6% |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $6,000 | +20.0% | 185 | 0.0% | 0.00% | 0.0% | |
| BLD | Sell | TOPBUILD CORP COMstock | $6,000 | -57.1% | 100 | -66.7% | 0.00% | -60.0% |
| AMT | AMERICAN TOWER CORP NEW COMreit | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PRNT | THE 3D PRINTING ETFetf | $6,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
| AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $7,000 | -91.4% | 183 | -91.9% | 0.00% | -93.2% |
| JCAP | Sell | JERNIGAN CAP INC COMreit | $7,000 | -63.2% | 346 | -63.6% | 0.00% | -71.4% |
| SLY | SPDR S&P 600 SMALL CAP ETFetf | $6,000 | +20.0% | 87 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $5,000 | 0.0% | 288 | 0.0% | 0.00% | -25.0% | |
| TIPZ | Sell | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $5,000 | -97.9% | 82 | -98.1% | 0.00% | -98.3% |
| EFX | EQUIFAX INC COMstock | $5,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| CWB | Sell | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $5,000 | -76.2% | 101 | -77.1% | 0.00% | -80.0% |
| GOOG | ALPHABET INC CAP STK CL Cstock | $5,000 | +25.0% | 4 | 0.0% | 0.00% | 0.0% | |
| SMG | New | SCOTTS MIRACLE GRO CO CL Astock | $5,000 | – | 65 | +100.0% | 0.00% | – |
| COP | CONOCOPHILLIPS COMstock | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -25.0% | |
| FCAU | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $5,000 | 0.0% | 325 | 0.0% | 0.00% | -25.0% | |
| VMW | VMWARE INC CL A COMstock | $5,000 | +25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| WW | Sell | WEIGHT WATCHERS INTL INC NEW COMstock | $5,000 | -70.6% | 225 | -50.0% | 0.00% | -75.0% |
| GMWSB | Buy | GENERAL MTRS CO WT EXP 071019stock | $3,000 | – | 174 | +4250.0% | 0.00% | – |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $4,000 | -33.3% | 154 | -35.3% | 0.00% | -50.0% |
| TSLA | Sell | TESLA INC COMstock | $3,000 | -70.0% | 10 | -66.7% | 0.00% | -71.4% |
| MFC | MANULIFE FINL CORP COMstock | $4,000 | +33.3% | 246 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC COMstock | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $4,000 | 0.0% | 125 | 0.0% | 0.00% | -33.3% | |
| MDU | MDU RES GROUP INC COMstock | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
| HAL | HALLIBURTON CO COMstock | $4,000 | 0.0% | 140 | 0.0% | 0.00% | -33.3% | |
| KN | KNOWLES CORP COMstock | $4,000 | +33.3% | 225 | 0.0% | 0.00% | 0.0% | |
| CBLAQ | Sell | CBL & ASSOC PPTYS INC COMreit | $3,000 | -62.5% | 1,753 | -58.7% | 0.00% | -66.7% |
| TRV | TRAVELERS COMPANIES INC COMstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $4,000 | 0.0% | 130 | 0.0% | 0.00% | -33.3% | |
| NKE | NIKE INC CL Bstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| KEY | Sell | KEYCORP NEW COMstock | $3,000 | -40.0% | 170 | -48.5% | 0.00% | -50.0% |
| FAST | Sell | FASTENAL CO COMstock | $3,000 | -25.0% | 50 | -39.8% | 0.00% | -33.3% |
| SMDV | Sell | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $3,000 | -98.2% | 52 | -98.3% | 0.00% | -98.4% |
| AHH | Sell | ARMADA HOFFLER PPTYS INC COMreit | $4,000 | -50.0% | 271 | -51.8% | 0.00% | -66.7% |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $4,000 | +33.3% | 197 | 0.0% | 0.00% | 0.0% | |
| SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $3,000 | -99.5% | 65 | -99.5% | 0.00% | -99.6% |
| DHIL | DIAMOND HILL INVESTMENT GROUP COM NEWstock | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
| TWLO | New | TWILIO INC CL Astock | $4,000 | – | 30 | +100.0% | 0.00% | – |
| PRSP | Sell | PERSPECTA INC COMstock | $4,000 | -20.0% | 198 | -31.5% | 0.00% | -50.0% |
| CXW | Sell | CORECIVIC INC COMreit | $4,000 | -55.6% | 191 | -62.7% | 0.00% | -71.4% |
| EWZ | Sell | ISHARES MSCI BRAZIL ETFetf | $4,000 | -69.2% | 100 | -71.5% | 0.00% | -77.8% |
| DPLO | Buy | DIPLOMAT PHARMACY INC COMstock | $4,000 | +33.3% | 607 | +163.9% | 0.00% | 0.0% |
| RACE | FERRARI N V COMstock | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $4,000 | +33.3% | 21 | 0.0% | 0.00% | 0.0% | |
| WOOD | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $4,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| WSM | WILLIAMS SONOMA INC COMstock | $4,000 | 0.0% | 77 | 0.0% | 0.00% | -33.3% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $3,000 | +50.0% | 20 | 0.0% | 0.00% | +100.0% | |
| EBAY | EBAY INC COMstock | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| TJX | Sell | TJX COS INC NEW COMstock | $3,000 | -50.0% | 47 | -64.4% | 0.00% | -50.0% |
| MET | New | METLIFE INC COMstock | $2,000 | – | 37 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC COMstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
| EES | WISDOMTREE U.S. SMALLCAP FUNDetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HBNC | Sell | HORIZON BANCORP INC COMstock | $2,000 | -60.0% | 102 | -66.4% | 0.00% | -75.0% |
| ITW | New | ILLINOIS TOOL WKS INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
| XPO | XPO LOGISTICS INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| XON | INTREXON CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VSTWSA | VISTRA ENERGY CORP WT EXP 020224stock | $1,000 | – | 304 | 0.0% | 0.00% | – | |
| WPC | Sell | W P CAREY INC COMreit | $2,000 | -95.1% | 24 | -96.2% | 0.00% | -96.7% |
| ACB | New | AURORA CANNABIS INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP COMstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SHY | New | ISHARES 1-3 YR TREASURY BOND ETFetf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| STM | STMICROELECTRONICS N V NY REGISTRYadr | $2,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| SYY | New | SYSCO CORP COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SON | SONOCO PRODS CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MDP | MEREDITH CORP COMstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DFODQ | DEAN FOODS CO NEW COM NEWstock | $1,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| SCHC | Sell | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $2,000 | 0.0% | 56 | -1.8% | 0.00% | 0.0% |
| CRON | Sell | CRONOS GROUP INC COMstock | $2,000 | -90.5% | 100 | -95.1% | 0.00% | -93.3% |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| JNK | Sell | SPDR HIGH YIELD BOND ETFetf | $1,000 | -50.0% | 39 | -42.6% | 0.00% | 0.0% |
| EDIT | Sell | EDITAS MEDICINE INC COMstock | $2,000 | -60.0% | 100 | -50.0% | 0.00% | -75.0% |
| CAG | CONAGRA BRANDS INC COMstock | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| TWTR | Sell | TWITTER INC COMstock | $2,000 | -50.0% | 60 | -52.0% | 0.00% | -66.7% |
| HYMB | SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ESRT | New | EMPIRE ST RLTY TR INC CL Areit | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $2,000 | -71.4% | 46 | -76.4% | 0.00% | -80.0% |
| UMPQ | UMPQUA HLDGS CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ETH | ETHAN ALLEN INTERIORS INC COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| ADI | New | ANALOG DEVICES INC COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| LUMN | Sell | CENTURYLINK INC COMstock | $2,000 | -50.0% | 135 | -46.9% | 0.00% | -66.7% |
| PSX | New | PHILLIPS 66 COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
| PEIX | PACIFIC ETHANOL INC COM PAR $.001stock | $1,000 | 0.0% | 1,276 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC COM CL Astock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $2,000 | -75.0% | 171 | -77.9% | 0.00% | -83.3% |
| TRTY | Sell | CAMBRIA TRINITY ETFetf | $2,000 | -93.9% | 100 | -92.9% | 0.00% | -95.8% |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ESGV | VANGUARD ESG U.S. STOCK ETFetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $2,000 | – | 37 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLC SPON ADR NEWadr | $1,000 | – | 30 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC COM NEWstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
| MOMO | MOMO INC ADRadr | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $1,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MLHR | MILLER HERMAN INC COMstock | $2,000 | +100.0% | 45 | 0.0% | 0.00% | 0.0% | |
| HRS | New | HARRIS CORP DEL COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| AFL | New | AFLAC INC COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
| TPRE | New | THIRD PT REINS LTD COMstock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| AES | AES CORP COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| ABBV | ABBVIE INC COMstock | $0 | -100.0% | 6 | 0.0% | 0.00% | -100.0% | |
| AAOI | APPLIED OPTOELECTRONICS INC COMstock | $0 | – | 18 | 0.0% | 0.00% | – | |
| ABUS | ARBUTUS BIOPHARMA CORP COMstock | $0 | – | 120 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES A GE CO CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| BME | New | BLACKROCK HEALTH SCIENCES TR COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| CFG | Sell | CITIZENS FINL GROUP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| CVRS | CORINDUS VASCULAR ROBOTICS INC COMstock | $0 | – | 30 | 0.0% | 0.00% | – | |
| DELL | New | DELL TECHNOLOGIES INC CL Cstock | $0 | – | 5 | +100.0% | 0.00% | – |
| EV | New | EATON VANCE CORP COM NON VTGstock | $0 | – | 5 | +100.0% | 0.00% | – |
| FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GWW | New | GRAINGER W W INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| LEG | LEGGETT & PLATT INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| MCN | New | MADISON CVRED CALL & EQ STR FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| MLM | New | MARTIN MARIETTA MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MFGP | Sell | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | -100.0% | 8 | -83.0% | 0.00% | -100.0% |
| TISUQ | Sell | ORCHIDS PAPER PRODS CO DEL COMstock | $0 | -100.0% | 301 | -81.0% | 0.00% | -100.0% |
| PVH | Buy | PVH CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PBCT | PEOPLES UTD FINL INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| PLUG | Buy | PLUG POWER INC COM NEWstock | $0 | – | 90 | +28.6% | 0.00% | – |
| QCOM | New | QUALCOMM INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| RMR | RMR GROUP INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| RYN | New | RAYONIER INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| RYAM | New | RAYONIER ADVANCED MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | -100.0% | 1 | -99.4% | 0.00% | -100.0% |
| TMDI | TITAN MED INC COM NEWstock | $0 | – | 45 | 0.0% | 0.00% | – | |
| TPCO | Buy | TRIBUNE PUBG CO NEW COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| VSM | New | VERSUM MATLS INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| ADNT | ADIENT PLC ORD SHSstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| FOXA | Exit | TWENTY FIRST CENTY FOX INC CL Astock | $0 | – | -10 | -100.0% | 0.00% | – |
| LBYYQ | Exit | LIBBEY INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LENB | Exit | LENNAR CORP CL Bstock | $0 | – | -2 | -100.0% | 0.00% | – |
| ES | Exit | EVERSOURCE ENERGY COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| NWSA | Exit | NEWS CORP NEW CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
| WMB | Exit | WILLIAMS COS INC DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DVMT | Exit | DELL TECHNOLOGIES INC COM CL Vstock | $0 | – | -3 | -100.0% | 0.00% | – |
| VTR | Exit | VENTAS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| WRE | Exit | WASHINGTON REAL ESTATE INVT TR SH BEN INTreit | $0 | – | -20 | -100.0% | 0.00% | – |
| FV | Exit | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| PEO | Exit | ADAM NAT RES FD INC COMcef | $0 | – | -3 | -100.0% | 0.00% | – |
| GTX | Exit | GARRETT MOTION INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| CNDT | Exit | CONDUENT INC COMstock | $0 | – | -22 | -100.0% | 0.00% | – |
| RAD | Exit | RITE AID CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MAXR | Exit | MAXAR TECHNOLOGIES LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SEE | Exit | SEALED AIR CORP NEW COMstock | $0 | – | -66 | -100.0% | -0.00% | – |
| IGOV | Exit | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETFetf | $0 | – | -18 | -100.0% | -0.00% | – |
| FFIV | Exit | F5 NETWORKS INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| RCKT | Exit | ROCKET PHARMACEUTICALS INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| NVO | Exit | NOVO-NORDISK A S ADRadr | $0 | – | -48 | -100.0% | -0.00% | – |
| OIL | Exit | IPATH SERIES B S&P GSCI CRUDE OIL TOTAL RETURN INDEX ETNetf | $0 | – | -50 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -37 | -100.0% | -0.00% | – |
| FDC | Exit | FIRST DATA CORP NEW COM CL Astock | $0 | – | -72 | -100.0% | -0.00% | – |
| DFS | Exit | DISCOVER FINL SVCS COMstock | $0 | – | -35 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO COMstock | $0 | – | -39 | -100.0% | -0.00% | – |
| DISCK | Exit | DISCOVERY INC COM SER Cstock | $0 | – | -33 | -100.0% | -0.00% | – |
| BIIB | Exit | BIOGEN INC COMstock | $0 | – | -6 | -100.0% | -0.00% | – |
| SJT | Exit | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $0 | – | -154 | -100.0% | -0.00% | – |
| NTR | Exit | NUTRIEN LTD COMstock | $0 | – | -39 | -100.0% | -0.00% | – |
| KODK | Exit | EASTMAN KODAK CO COM NEWstock | $0 | – | -300 | -100.0% | -0.00% | – |
| SCHH | Exit | SCHWAB U.S. REIT ETFetf | $0 | – | -53 | -100.0% | -0.00% | – |
| EMN | Exit | EASTMAN CHEM CO COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| CPST | Exit | CAPSTONE TURBINE CORP COM NEWstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| FDVV | Exit | FIDELITY HIGH DIVIDEND ETFetf | $0 | – | -75 | -100.0% | -0.00% | – |
| JBLU | Exit | JETBLUE AIRWAYS CORP COMstock | $0 | – | -103 | -100.0% | -0.00% | – |
| CARG | Exit | CARGURUS INC COM CL Astock | $0 | – | -69 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INC CL Astock | $0 | – | -37 | -100.0% | -0.00% | – |
| RYAAY | Exit | RYANAIR HLDGS PLC SPONSORED ADR NEadr | $0 | – | -27 | -100.0% | -0.00% | – |
| RESI | Exit | FRONT YD RESIDENTIAL CORP COMreit | $0 | – | -150 | -100.0% | -0.00% | – |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP COMstock | $0 | – | -7 | -100.0% | -0.00% | – |
| JPS | Exit | NUVEEN PFD & INCM SECURTIES FD COMcef | $0 | – | -100 | -100.0% | -0.00% | – |
| MRCC | Exit | MONROE CAP CORP COMcef | $0 | – | -100 | -100.0% | -0.00% | – |
| XRX | Exit | XEROX CORP COM NEWstock | $0 | – | -28 | -100.0% | -0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
| HFRO | Exit | HIGHLAND FLOATNG RATE OPPRT II SHS BEN INTcef | $0 | – | -68 | -100.0% | -0.00% | – |
| CNC | Exit | CENTENE CORP DEL COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
| SYF | Exit | SYNCHRONY FINL COMstock | $0 | – | -86 | -100.0% | -0.00% | – |
| STT | Exit | STATE STR CORP COMstock | $0 | – | -51 | -100.0% | -0.00% | – |
| TDC | Exit | TERADATA CORP DEL COMstock | $0 | – | -87 | -100.0% | -0.00% | – |
| SCHA | Exit | SCHWAB U.S. SMALL-CAP ETFetf | $0 | – | -45 | -100.0% | -0.00% | – |
| VAR | Exit | VARIAN MED SYS INC COMstock | $0 | – | -26 | -100.0% | -0.00% | – |
| ZION | Exit | ZIONS BANCORPORATION N A COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
| TDS | Exit | TELEPHONE & DATA SYS INC COM NEWstock | $0 | – | -83 | -100.0% | -0.00% | – |
| CLB | Exit | CORE LABORATORIES N V COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORPstock | $0 | – | -30 | -100.0% | -0.00% | – |
| DAN | Exit | DANA INCORPORATED COMstock | $0 | – | -185 | -100.0% | -0.00% | – |
| TAP | Exit | MOLSON COORS BREWING CO CL Bstock | $0 | – | -56 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP COMreit | $0 | – | -50 | -100.0% | -0.00% | – |
| FMAT | Exit | FIDELITY MSCI MATERIALS INDEX ETFetf | $0 | – | -120 | -100.0% | -0.00% | – |
| FDS | Exit | FACTSET RESH SYS INC COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
| ABEV | Exit | AMBEV SA SPONSORED ADRadr | $0 | – | -689 | -100.0% | -0.00% | – |
| TEX | Exit | TEREX CORP NEW COMstock | $0 | – | -121 | -100.0% | -0.00% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL COMstock | $0 | – | -33 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC COMstock | $0 | – | -137 | -100.0% | -0.00% | – |
| GIS | Exit | GENERAL MLS INC COMstock | $0 | – | -103 | -100.0% | -0.00% | – |
| PLYM | Exit | PLYMOUTH INDL REIT INC COMreit | $0 | – | -296 | -100.0% | -0.00% | – |
| APB | Exit | ASIA PAC FD INC COMcef | $0 | – | -330 | -100.0% | -0.00% | – |
| STRL | Exit | STERLING CONSTRUCTION CO INC COMstock | $0 | – | -355 | -100.0% | -0.00% | – |
| FRTA | Exit | FORTERRA INC COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $0 | – | -60 | -100.0% | -0.00% | – |
| CEW | Exit | WISDOMTREE EMERGING CURRENCY STRATEGY FUNDetf | $0 | – | -235 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORP CL Astock | $0 | – | -109 | -100.0% | -0.00% | – |
| IXJ | Exit | ISHARES GLOBAL HEALTHCARE ETFetf | $0 | – | -106 | -100.0% | -0.00% | – |
| ECA | Exit | ENCANA CORP COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC COMstock | $0 | – | -106 | -100.0% | -0.00% | – |
| AA | Exit | ALCOA CORP COMstock | $0 | – | -187 | -100.0% | -0.00% | – |
| MA | Exit | MASTERCARD INCORPORATED CL Astock | $0 | – | -30 | -100.0% | -0.00% | – |
| PHM | Exit | PULTE GROUP INC COMstock | $0 | – | -208 | -100.0% | -0.00% | – |
| ORG | Exit | JANUS ORGANICS ETFetf | $0 | – | -241 | -100.0% | -0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE INC COMstock | $0 | – | -88 | -100.0% | -0.01% | – |
| SNA | Exit | SNAP ON INC COMstock | $0 | – | -45 | -100.0% | -0.01% | – |
| OEF | Exit | ISHARES S&P 100 ETFetf | $0 | – | -59 | -100.0% | -0.01% | – |
| GNW | Exit | GENWORTH FINL INC COM CL Astock | $0 | – | -1,600 | -100.0% | -0.01% | – |
| PYPL | Exit | PAYPAL HLDGS INC COMstock | $0 | – | -85 | -100.0% | -0.01% | – |
| EWQ | Exit | ISHARES MSCI FRANCE ETFetf | $0 | – | -300 | -100.0% | -0.01% | – |
| UHAL | Exit | AMERCO COMstock | $0 | – | -27 | -100.0% | -0.01% | – |
| FTEC | Exit | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $0 | – | -178 | -100.0% | -0.01% | – |
| L100PS | Exit | ARCONIC INC COMstock | $0 | – | -564 | -100.0% | -0.01% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| BKNG | Exit | BOOKING HLDGS INC COMstock | $0 | – | -5 | -100.0% | -0.01% | – |
| VRSK | Exit | VERISK ANALYTICS INC COMstock | $0 | – | -78 | -100.0% | -0.01% | – |
| IVOV | Exit | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW COMstock | $0 | – | -313 | -100.0% | -0.01% | – |
| BA | Exit | BOEING CO COMstock | $0 | – | -38 | -100.0% | -0.01% | – |
| AMLP | Exit | ALERIAN MLP ETFetf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| TRP | Exit | TRANSCANADA CORP COMstock | $0 | – | -400 | -100.0% | -0.01% | – |
| KXI | Exit | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $0 | – | -300 | -100.0% | -0.01% | – |
| EQNR | Exit | EQUINOR ASA SPONSORED ADRadr | $0 | – | -705 | -100.0% | -0.01% | – |
| CZR | Exit | CAESARS ENTMT CORP COMstock | $0 | – | -2,275 | -100.0% | -0.01% | – |
| BCX | Exit | BLACKROCK RES & COMM STRAT TR SHScef | $0 | – | -2,100 | -100.0% | -0.01% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GROUP COMstock | $0 | – | -454 | -100.0% | -0.02% | – |
| BB | Exit | BLACKBERRY LTD COMstock | $0 | – | -3,250 | -100.0% | -0.02% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -1,000 | -100.0% | -0.02% | – |
| SRLN | Exit | SPDR BLACKSTONE/ GSO SENIOR LOAN ETFetf | $0 | – | -735 | -100.0% | -0.02% | – |
| SBRA | Exit | SABRA HEALTH CARE REIT INC COMreit | $0 | – | -2,038 | -100.0% | -0.02% | – |
| ISCV | Exit | ISHARES MORNINGSTAR SMALL-CAP VALUE ETFetf | $0 | – | -400 | -100.0% | -0.04% | – |
| IDLV | Exit | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $0 | – | -1,713 | -100.0% | -0.04% | – |
| DVY | Exit | ISHARES DJ SELECT DIVIDENDetf | $0 | – | -1,296 | -100.0% | -0.08% | – |
| PEY | Exit | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $0 | – | -22,790 | -100.0% | -0.26% | – |
| BVX | Exit | APYX MED CORP COMstock | $0 | – | -60,050 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P SMALL-CAP FUND | 28 | Q3 2023 | 6.6% |
| VANGUARD VALUE INDEX FUND | 28 | Q3 2023 | 3.8% |
| ISHARES S&P MIDCAP FUND | 28 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 28 | Q3 2023 | 3.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 28 | Q3 2023 | 4.1% |
| APPLE INC COM | 28 | Q3 2023 | 2.6% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 28 | Q3 2023 | 5.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC COM | 28 | Q3 2023 | 2.4% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 28 | Q3 2023 | 5.8% |
View CREATIVE FINANCIAL DESIGNS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-08 |
View CREATIVE FINANCIAL DESIGNS INC /ADV'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.