$184 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 572 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 24.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $8,788,000 | +7.5% | 161,122 | +3.6% | 4.77% | -2.6% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $7,249,000 | +3.9% | 37,309 | +1.3% | 3.93% | -5.9% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $7,171,000 | -1.0% | 92,043 | -1.9% | 3.89% | -10.3% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf | $6,588,000 | +35.4% | 104,791 | +26.6% | 3.57% | +22.6% |
| MTUM | Sell | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $5,956,000 | +7.7% | 49,290 | -0.0% | 3.23% | -2.5% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $5,660,000 | +5.0% | 31,104 | -0.5% | 3.07% | -4.8% |
| BIBL | Buy | INSPIRE 100 ETFetf | $5,150,000 | +5.0% | 184,264 | +3.1% | 2.79% | -4.9% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $4,515,000 | +7.6% | 74,368 | +5.8% | 2.45% | -2.5% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $4,380,000 | +25.8% | 14,670 | +19.9% | 2.38% | +14.0% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $4,169,000 | +9.8% | 37,186 | +5.4% | 2.26% | -0.5% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $3,839,000 | +45.5% | 20,236 | +37.8% | 2.08% | +31.8% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $3,794,000 | -11.4% | 13,917 | -15.6% | 2.06% | -19.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $3,417,000 | +7.0% | 106,493 | +4.4% | 1.85% | -3.1% |
| DWPP | Buy | FIRST TRUST DORSEY WRIGHT PEOPLE'S PORTFOLIO ETFetf | $3,387,000 | +14.3% | 108,399 | +8.9% | 1.84% | +3.5% |
| FVC | Buy | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETFetf | $3,244,000 | +11.4% | 119,954 | +10.1% | 1.76% | +0.9% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $3,073,000 | +7.1% | 100,240 | +6.7% | 1.67% | -3.0% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $2,944,000 | +7.3% | 26,012 | +4.4% | 1.60% | -2.8% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,661,000 | +11.2% | 46,222 | +7.8% | 1.44% | +0.8% |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $2,605,000 | +5.3% | 114,607 | +4.9% | 1.41% | -4.7% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $2,472,000 | +4.5% | 59,250 | +2.4% | 1.34% | -5.4% |
| BLES | Buy | INSPIRE GLOBAL HOPE ETFetf | $2,040,000 | +5.6% | 72,254 | +3.7% | 1.11% | -4.3% |
| IBD | Buy | INSPIRE CORPORATE BOND IMPACT ETFetf | $2,018,000 | +10.3% | 78,885 | +8.4% | 1.10% | -0.1% |
| PGHY | Buy | INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETFetf | $1,987,000 | +5.2% | 85,568 | +5.8% | 1.08% | -4.8% |
| AAPL | Sell | APPLE INC COMstock | $1,967,000 | +4.9% | 9,835 | -0.4% | 1.07% | -5.0% |
| ISMD | Buy | INSPIRE SMALL/MID CAP IMPACT ETFetf | $1,922,000 | +4.9% | 72,474 | +4.0% | 1.04% | -5.0% |
| AMGN | Buy | AMGEN INC COMstock | $1,842,000 | +6.8% | 10,110 | +11.3% | 1.00% | -3.3% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $1,822,000 | +12.5% | 32,070 | +9.4% | 0.99% | +2.0% |
| K | Buy | KELLOGG CO COMstock | $1,760,000 | +8.6% | 31,756 | +12.4% | 0.96% | -1.6% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,714,000 | +3.4% | 22,407 | +9.2% | 0.93% | -6.3% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $1,558,000 | +10.0% | 17,890 | +3.8% | 0.84% | -0.5% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $1,545,000 | +7.3% | 43,123 | +7.1% | 0.84% | -2.9% |
| EFAV | Buy | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $1,482,000 | +30.7% | 20,345 | +29.2% | 0.80% | +18.4% |
| FTA | Sell | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $1,466,000 | -8.0% | 28,018 | -9.3% | 0.80% | -16.7% |
| SPY | Buy | SPDR S&P 500 ETFetf | $1,385,000 | +8.6% | 4,666 | +3.4% | 0.75% | -1.7% |
| USRT | Buy | ISHARES CORE U.S. REIT ETFetf | $1,381,000 | +8.5% | 25,836 | +4.9% | 0.75% | -1.8% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $1,353,000 | +11.5% | 7,454 | +4.0% | 0.73% | +1.0% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,335,000 | +23.2% | 684 | +12.3% | 0.72% | +11.6% |
| USB | Sell | US BANCORP DEL COM NEWstock | $1,323,000 | -1.9% | 24,923 | -11.0% | 0.72% | -11.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,282,000 | +43.6% | 5,957 | +34.0% | 0.70% | +30.1% |
| DBC | Buy | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $1,221,000 | +2.6% | 78,145 | +4.4% | 0.66% | -7.2% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $1,167,000 | +9.2% | 9,785 | +5.6% | 0.63% | -1.1% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,139,000 | -9.3% | 22,597 | -9.5% | 0.62% | -17.8% |
| EEMV | Buy | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $1,123,000 | +46.4% | 19,163 | +48.0% | 0.61% | +32.7% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,101,000 | -3.6% | 12,325 | -6.3% | 0.60% | -12.7% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $1,082,000 | +6.4% | 12,272 | +3.4% | 0.59% | -3.6% |
| EZM | Sell | WISDOMTREE U.S. MIDCAP FUNDetf | $997,000 | -13.8% | 25,037 | -14.8% | 0.54% | -21.8% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $898,000 | +277.3% | 34,952 | +270.3% | 0.49% | +240.6% |
| FDX | Buy | FEDEX CORP COMstock | $878,000 | -2.4% | 5,458 | +10.0% | 0.48% | -11.7% |
| CVS | Buy | CVS HEALTH CORP COMstock | $873,000 | +33.1% | 15,786 | +29.7% | 0.47% | +20.6% |
| FLR | Buy | FLUOR CORP NEW COMstock | $870,000 | -6.8% | 27,433 | +8.3% | 0.47% | -15.6% |
| FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $868,000 | +0.5% | 12,169 | -5.7% | 0.47% | -9.1% |
| HEDJ | Sell | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $854,000 | -0.2% | 12,767 | -4.7% | 0.46% | -9.7% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $843,000 | +8.4% | 7,220 | +1.7% | 0.46% | -1.9% |
| UBT | New | PROSHARES ULTRA 20 YEAR TREASURYetf | $824,000 | – | 9,063 | +100.0% | 0.45% | – |
| SO | Buy | SOUTHERN CO COMstock | $775,000 | +36.7% | 13,772 | +25.5% | 0.42% | +23.5% |
| QUAL | Buy | ISHARES EDGE MSCI USA QUALITY FACTOR ETFetf | $772,000 | +346.2% | 8,333 | +326.9% | 0.42% | +302.9% |
| SDY | Sell | SPDR S&P DIVIDEND ETFetf | $768,000 | -10.2% | 7,544 | -12.3% | 0.42% | -18.6% |
| DON | Sell | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $718,000 | -6.5% | 19,701 | -8.2% | 0.39% | -15.2% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $699,000 | +38.4% | 6,415 | +27.2% | 0.38% | +25.1% |
| FSK | Buy | FS KKR CAPITAL CORP COMcef | $697,000 | +108.1% | 113,737 | +105.4% | 0.38% | +88.1% |
| RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $675,000 | -9.6% | 23,834 | -10.1% | 0.37% | -18.1% |
| VFC | Buy | V F CORP COMstock | $666,000 | +25.7% | 7,538 | +23.7% | 0.36% | +13.9% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $656,000 | +31.2% | 7,311 | +31.6% | 0.36% | +18.7% |
| GPC | Buy | GENUINE PARTS CO COMstock | $649,000 | +22.0% | 6,170 | +29.9% | 0.35% | +10.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $647,000 | +27.6% | 4,601 | +28.0% | 0.35% | +15.5% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $642,000 | +44.9% | 7,987 | +44.0% | 0.35% | +31.3% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $635,000 | +3.9% | 3,494 | +2.0% | 0.34% | -5.7% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $615,000 | +3.0% | 10,668 | +2.6% | 0.33% | -6.7% |
| EMR | Buy | EMERSON ELEC CO COMstock | $612,000 | +22.4% | 9,441 | +29.3% | 0.33% | +10.7% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $610,000 | -29.0% | 6,085 | -29.0% | 0.33% | -35.7% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $609,000 | +6.7% | 9,036 | +1.9% | 0.33% | -3.5% |
| FHLC | Sell | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $581,000 | -4.0% | 12,885 | -5.3% | 0.32% | -13.0% |
| VBK | Buy | VANGUARD SMALL CAP GROWTH ETFetf | $558,000 | +4.9% | 2,979 | +0.6% | 0.30% | -5.0% |
| INTC | Buy | INTEL CORP COMstock | $548,000 | +148.0% | 11,460 | +178.1% | 0.30% | +125.0% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $544,000 | +7.3% | 6,850 | +0.0% | 0.30% | -3.0% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $516,000 | +2.8% | 4,384 | -1.6% | 0.28% | -7.0% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $512,000 | +4.3% | 9,077 | -0.3% | 0.28% | -5.4% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $508,000 | +69.9% | 8,650 | +67.9% | 0.28% | +54.2% |
| DFE | Sell | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $506,000 | -10.1% | 8,709 | -9.6% | 0.28% | -18.4% |
| HD | Buy | HOME DEPOT INC COMstock | $468,000 | +21.9% | 2,199 | +10.0% | 0.25% | +10.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $448,000 | -15.3% | 2,661 | -8.1% | 0.24% | -23.3% |
| FUTY | Sell | FIDELITY MSCI UTILITIES INDEX ETFetf | $447,000 | -3.5% | 11,202 | -7.2% | 0.24% | -12.3% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $442,000 | +96.4% | 3,879 | +79.2% | 0.24% | +77.8% |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $435,000 | -34.2% | 2,768 | -36.0% | 0.24% | -40.4% |
| SPHQ | Sell | INVESCO S&P 500 QUALITY ETFetf | $431,000 | -27.2% | 12,868 | -30.1% | 0.23% | -34.1% |
| JNK | New | SPDR HIGH YIELD BOND ETFetf | $423,000 | – | 3,902 | +100.0% | 0.23% | – |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $420,000 | +151.5% | 3,666 | +147.9% | 0.23% | +128.0% |
| VLUE | Buy | SHARES EDGE MSCI USA VALUE FACTOR ETFetf | $402,000 | +40.6% | 4,930 | +37.6% | 0.22% | +27.5% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $398,000 | +10.9% | 1,476 | -0.4% | 0.22% | +0.5% |
| APYX | Sell | APYX MED CORP COMstock | $391,000 | +2.9% | 54,800 | -8.9% | 0.21% | -7.0% |
| AVGO | Sell | BROADCOM INC COMstock | $362,000 | -8.8% | 1,318 | -0.1% | 0.20% | -17.6% |
| FENY | Buy | FIDELITY MSCI ENERGY INDEX ETFetf | $361,000 | -1.4% | 21,202 | +4.6% | 0.20% | -10.5% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $348,000 | +216.4% | 3,548 | +194.2% | 0.19% | +186.4% |
| IMCG | New | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $343,000 | – | 1,346 | +100.0% | 0.19% | – |
| FMAT | New | FIDELITY MSCI MATERIALS INDEX ETFetf | $329,000 | – | 10,100 | +100.0% | 0.18% | – |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $326,000 | +56.7% | 1,426 | +31.2% | 0.18% | +41.6% |
| GWX | Buy | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $320,000 | +26.0% | 10,656 | +27.3% | 0.17% | +14.5% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $320,000 | -4.2% | 2,882 | -6.0% | 0.17% | -13.0% |
| FSTA | Sell | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $316,000 | -36.5% | 8,879 | -39.6% | 0.17% | -42.6% |
| TXN | TEXAS INSTRS INC COMstock | $310,000 | +8.4% | 2,700 | 0.0% | 0.17% | -1.8% | |
| RWR | Sell | SPDR DJ WILSHIRE REIT (ETF)etf | $310,000 | -0.3% | 3,047 | -3.1% | 0.17% | -9.7% |
| BAC | Buy | BANK AMER CORP COMstock | $310,000 | +8.4% | 10,600 | +2.4% | 0.17% | -1.8% |
| ANGL | Sell | VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETFetf | $306,000 | -22.5% | 10,508 | -23.4% | 0.17% | -30.0% |
| PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $293,000 | +55.0% | 11,187 | +52.2% | 0.16% | +40.7% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $293,000 | +2.1% | 4,459 | +0.7% | 0.16% | -7.6% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $292,000 | -13.9% | 2,429 | -9.3% | 0.16% | -22.2% |
| ORCL | Buy | ORACLE CORP COMstock | $289,000 | +1421.1% | 4,856 | +1264.0% | 0.16% | +1327.3% |
| IVZ | Sell | INVESCO LTD SHSstock | $287,000 | +2.9% | 13,946 | -3.6% | 0.16% | -6.6% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $288,000 | +78.9% | 779 | +45.6% | 0.16% | +62.5% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $283,000 | +14.1% | 1,678 | +8.8% | 0.15% | +3.4% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $282,000 | +2.2% | 2,496 | +0.5% | 0.15% | -7.3% |
| WELL | Buy | WELLTOWER INC COMreit | $281,000 | +61.5% | 3,298 | +47.2% | 0.15% | +46.2% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $279,000 | -11.1% | 6,549 | -11.4% | 0.15% | -19.7% |
| MSFT | Buy | MICROSOFT CORP COMstock | $268,000 | +32.0% | 1,953 | +13.3% | 0.14% | +18.9% |
| DE | Buy | DEERE & CO COMstock | $263,000 | +47.8% | 1,602 | +43.7% | 0.14% | +33.6% |
| FXL | New | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $262,000 | – | 3,869 | +100.0% | 0.14% | – |
| VOOG | Buy | VANGUARD S&P 500 GROWTH ETFetf | $258,000 | +6.2% | 1,576 | +0.3% | 0.14% | -4.1% |
| FYX | Buy | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $258,000 | +3585.7% | 4,211 | +3693.7% | 0.14% | +3400.0% |
| FEX | New | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $255,000 | – | 4,128 | +100.0% | 0.14% | – |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $251,000 | +59.9% | 3,415 | +48.8% | 0.14% | +44.7% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $249,000 | -3.5% | 1,499 | -9.3% | 0.14% | -12.9% |
| FV | New | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $243,000 | – | 7,927 | +100.0% | 0.13% | – |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $243,000 | -0.4% | 1,564 | -2.0% | 0.13% | -9.6% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $240,000 | +45.5% | 1,833 | +43.5% | 0.13% | +31.3% |
| UNP | Buy | UNION PACIFIC CORP COMstock | $237,000 | +55.9% | 1,399 | +53.9% | 0.13% | +41.8% |
| PUTW | Sell | WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUNDetf | $236,000 | -8.5% | 8,475 | -11.4% | 0.13% | -17.4% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $236,000 | -5.2% | 2,322 | -5.3% | 0.13% | -14.1% |
| FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $236,000 | +4.4% | 3,050 | +3.0% | 0.13% | -5.2% |
| FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $235,000 | +1.3% | 6,895 | -3.6% | 0.13% | -8.6% |
| JPIN | Sell | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETFetf | $227,000 | -27.2% | 4,189 | -25.6% | 0.12% | -34.2% |
| SLB | Buy | SCHLUMBERGER LTD COMstock | $222,000 | -1.8% | 5,563 | +7.3% | 0.12% | -11.1% |
| T | Buy | AT&T INC COMstock | $219,000 | +23.7% | 6,390 | +12.9% | 0.12% | +12.3% |
| ZUO | Buy | ZUORA INC COM CL Astock | $215,000 | -4.4% | 13,395 | +19.4% | 0.12% | -13.3% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $213,000 | -0.5% | 9,220 | -2.4% | 0.12% | -9.4% |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $211,000 | -2.8% | 2,462 | +2.5% | 0.11% | -12.3% |
| VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $206,000 | +4.6% | 1,818 | +0.6% | 0.11% | -5.1% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $203,000 | +5.2% | 2,448 | +3.0% | 0.11% | -5.2% |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $198,000 | +15.8% | 560 | +14.5% | 0.11% | +4.9% |
| HYD | Buy | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $194,000 | +30.2% | 3,046 | +28.4% | 0.10% | +18.0% |
| BX | New | BLACKSTONE GROUP INC COM CL Astock | $189,000 | – | 4,075 | +100.0% | 0.10% | – |
| BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $181,000 | 0.0% | 7,393 | 0.0% | 0.10% | -9.3% | |
| DBEF | Buy | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $180,000 | +7.8% | 5,626 | +5.1% | 0.10% | -2.0% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $178,000 | +6.0% | 1,869 | +3.5% | 0.10% | -4.0% |
| ONB | Sell | OLD NATL BANCORP IND COMstock | $178,000 | -12.3% | 10,694 | -13.5% | 0.10% | -20.5% |
| DDD | Buy | 3-D SYS CORP DEL COM NEWstock | $176,000 | +13.5% | 16,264 | +10.5% | 0.10% | +2.2% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $167,000 | +33.6% | 1,044 | +26.9% | 0.09% | +21.3% |
| FLTR | VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETFetf | $163,000 | 0.0% | 6,489 | 0.0% | 0.09% | -10.2% | |
| MRK | Buy | MERCK & CO INC COMstock | $161,000 | +57.8% | 1,914 | +56.5% | 0.09% | +42.6% |
| ANTM | ANTHEM INC COMstock | $161,000 | -0.6% | 565 | 0.0% | 0.09% | -10.3% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $151,000 | 0.0% | 3,534 | +0.2% | 0.08% | -8.9% |
| CLNC | Buy | COLONY CR REAL ESTATE INC COM CL Areit | $150,000 | +341.2% | 9,603 | +344.8% | 0.08% | +305.0% |
| IWC | Sell | ISHARES MICRO-CAP ETFetf | $149,000 | -7.5% | 1,609 | -7.2% | 0.08% | -15.6% |
| DIS | Sell | DISNEY WALT CO COM DISNEYstock | $150,000 | +11.1% | 1,062 | -12.4% | 0.08% | 0.0% |
| CHDN | CHURCHILL DOWNS INC COMstock | $142,000 | +31.5% | 1,200 | 0.0% | 0.08% | +18.5% | |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $140,000 | +2.2% | 125 | +7.8% | 0.08% | -7.3% |
| IFV | New | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETFetf | $136,000 | – | 6,850 | +100.0% | 0.07% | – |
| FB | FACEBOOK INC CL Astock | $133,000 | +16.7% | 681 | 0.0% | 0.07% | +5.9% | |
| LLY | LILLY ELI & CO COMstock | $131,000 | -14.4% | 1,178 | 0.0% | 0.07% | -22.8% | |
| V | Buy | VISA INC COM CL Astock | $129,000 | +19.4% | 733 | +5.8% | 0.07% | +7.7% |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $127,000 | -1.6% | 850 | 0.0% | 0.07% | -10.4% | |
| LQD | Sell | ISHARES IBOXX CORPORATE BOND ETFetf | $126,000 | +1.6% | 1,019 | -2.0% | 0.07% | -8.1% |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION COMcef | $123,000 | +59.7% | 18,577 | +56.7% | 0.07% | +45.7% |
| VTIP | Buy | VANGUARD SHORT TERM INFL-PROTECTEDetf | $123,000 | +1.7% | 2,500 | +0.6% | 0.07% | -6.9% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $117,000 | -36.1% | 1,947 | -35.8% | 0.06% | -42.7% |
| VTC | Sell | VANGUARD TOTAL CORPORATE BOND ETFetf | $112,000 | +1.8% | 1,293 | -1.6% | 0.06% | -7.6% |
| OKTA | OKTA INC CL Astock | $111,000 | +58.6% | 850 | 0.0% | 0.06% | +42.9% | |
| JMST | New | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $110,000 | – | 2,184 | +100.0% | 0.06% | – |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $111,000 | +22.0% | 985 | +9.3% | 0.06% | +9.1% |
| PSA | Buy | PUBLIC STORAGE COMreit | $110,000 | +13.4% | 448 | +0.4% | 0.06% | +3.4% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $109,000 | +12.4% | 837 | +11.3% | 0.06% | +1.7% |
| CI | CIGNA CORP NEW COMstock | $106,000 | 0.0% | 657 | 0.0% | 0.06% | -7.9% | |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $106,000 | +2.9% | 1,228 | +0.4% | 0.06% | -6.5% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $107,000 | +0.9% | 470 | -3.1% | 0.06% | -7.9% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $107,000 | -32.3% | 830 | -35.1% | 0.06% | -38.9% |
| BOH | Buy | BANK HAWAII CORP COMstock | $101,000 | +3.1% | 1,247 | +0.8% | 0.06% | -6.8% |
| PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $102,000 | +14.6% | 2,777 | +13.4% | 0.06% | +3.8% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $97,000 | -4.9% | 1,725 | -6.7% | 0.05% | -13.1% |
| AFIN | Buy | AMERICAN FIN TR INC COM CLASS Areit | $97,000 | +47.0% | 8,542 | +40.7% | 0.05% | +32.5% |
| ITM | Buy | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $98,000 | +113.0% | 1,963 | +108.8% | 0.05% | +89.3% |
| KR | Buy | KROGER CO COMstock | $96,000 | +3.2% | 4,401 | +16.3% | 0.05% | -7.1% |
| LLNW | Buy | LIMELIGHT NETWORKS INC COMstock | $94,000 | -12.1% | 37,200 | +12.4% | 0.05% | -20.3% |
| MPW | Buy | MEDICAL PPTYS TRUST INC COMreit | $93,000 | +52.5% | 5,054 | +52.2% | 0.05% | +35.1% |
| FDEF | Buy | FIRST DEFIANCE FINL CORP COMstock | $93,000 | -2.1% | 3,323 | +0.7% | 0.05% | -12.3% |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $93,000 | 0.0% | 772 | 0.0% | 0.05% | -10.7% | |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $91,000 | +3.4% | 844 | +7.4% | 0.05% | -7.5% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $90,000 | -47.7% | 730 | -47.6% | 0.05% | -52.4% |
| F | Buy | FORD MTR CO DEL COMstock | $88,000 | +633.3% | 8,580 | +508.5% | 0.05% | +585.7% |
| PFE | Buy | PFIZER INC COMstock | $88,000 | +20.5% | 2,026 | +18.3% | 0.05% | +9.1% |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $87,000 | +3.6% | 2,763 | 0.0% | 0.05% | -6.0% | |
| ONEQ | Buy | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $86,000 | +4.9% | 271 | +0.4% | 0.05% | -4.1% |
| MMI | Buy | MARCUS & MILLICHAP INC COMstock | $87,000 | -10.3% | 2,800 | +17.9% | 0.05% | -19.0% |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $84,000 | +5.0% | 418 | +0.2% | 0.05% | -4.2% |
| FCOM | New | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $82,000 | – | 2,439 | +100.0% | 0.04% | – |
| RWL | New | INVESCO S&P 500 REVENUE ETFetf | $82,000 | – | 1,516 | +100.0% | 0.04% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $80,000 | +11.1% | 552 | +5.7% | 0.04% | 0.0% |
| BBT | BB&T CORP COMstock | $79,000 | +5.3% | 1,609 | 0.0% | 0.04% | -4.4% | |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $80,000 | +1.3% | 391 | -4.6% | 0.04% | -8.5% |
| TGT | Buy | TARGET CORP COMstock | $80,000 | +233.3% | 899 | +195.7% | 0.04% | +207.1% |
| BSV | Buy | VANGUARD SHORT TERM BONDetf | $77,000 | +1.3% | 956 | +0.5% | 0.04% | -8.7% |
| NTNX | Buy | NUTANIX INC CL Astock | $78,000 | -9.3% | 2,995 | +31.9% | 0.04% | -19.2% |
| AOR | Sell | ISHARES GROWTH ALLOCATION FUNDetf | $77,000 | -15.4% | 1,692 | -16.6% | 0.04% | -23.6% |
| PPA | INVESCO AEROSPACE & DEFENSE ETFetf | $72,000 | +12.5% | 1,100 | 0.0% | 0.04% | +2.6% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $71,000 | +1.4% | 1,388 | +2.1% | 0.04% | -7.1% |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $72,000 | +5.9% | 1,700 | 0.0% | 0.04% | -4.9% | |
| FBT | New | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $70,000 | – | 509 | +100.0% | 0.04% | – |
| SMH | VANECK VECTORS SEMICONDUCTOR ETFetf | $70,000 | +2.9% | 636 | 0.0% | 0.04% | -7.3% | |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $70,000 | 0.0% | 360 | +0.3% | 0.04% | -9.5% |
| BP | Buy | BP PLC SPONSORED ADRadr | $69,000 | +53.3% | 1,681 | +64.6% | 0.04% | +37.0% |
| PM | PHILIP MORRIS INTL INC COMstock | $68,000 | -9.3% | 850 | 0.0% | 0.04% | -17.8% | |
| IYC | ISHARES U.S. CONSUMER SERVICES ETFetf | $68,000 | +7.9% | 307 | 0.0% | 0.04% | -2.6% | |
| HYS | New | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $67,000 | – | 669 | +100.0% | 0.04% | – |
| MMAC | New | MMA CAPITAL HOLDINGS INC COMstock | $65,000 | – | 2,000 | +100.0% | 0.04% | – |
| AXON | Buy | AXON ENTERPRISE INC COMstock | $65,000 | +18.2% | 1,040 | +3.5% | 0.04% | +6.1% |
| KO | Sell | COCA COLA CO COMstock | $65,000 | -33.7% | 1,247 | -40.3% | 0.04% | -40.7% |
| DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $65,000 | +25.0% | 1,472 | +21.3% | 0.04% | +12.9% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $62,000 | +10.7% | 553 | +6.1% | 0.03% | 0.0% |
| VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $63,000 | +3.3% | 783 | +0.4% | 0.03% | -8.1% |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $63,000 | +1.6% | 1,185 | 0.0% | 0.03% | -8.1% | |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $61,000 | +24.5% | 1,558 | +18.4% | 0.03% | +13.8% |
| CSCO | CISCO SYS INC COMstock | $60,000 | +3.4% | 1,067 | 0.0% | 0.03% | -5.7% | |
| MBB | ISHARES MBS ETFetf | $58,000 | +1.8% | 540 | 0.0% | 0.03% | -8.8% | |
| RWO | Sell | SPDR DJ GLOBAL REAL ESTATE ETFetf | $55,000 | +1.9% | 1,072 | -0.9% | 0.03% | -6.2% |
| BMY | BRISTOL MYERS SQUIBB CO COMstock | $53,000 | -3.6% | 1,155 | 0.0% | 0.03% | -12.1% | |
| FPI | Buy | FARMLAND PARTNERS INC COMreit | $54,000 | +3.8% | 8,151 | +0.2% | 0.03% | -6.5% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $52,000 | +2500.0% | 1,210 | +2530.4% | 0.03% | +2700.0% |
| CMA | New | COMERICA INC COMstock | $51,000 | – | 716 | +100.0% | 0.03% | – |
| UNH | UNITEDHEALTH GROUP INC COMstock | $50,000 | 0.0% | 201 | 0.0% | 0.03% | -10.0% | |
| TWLO | Buy | TWILIO INC CL Astock | $49,000 | +1125.0% | 340 | +1033.3% | 0.03% | +1250.0% |
| PCY | Sell | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $49,000 | +2.1% | 1,661 | -2.8% | 0.03% | -6.9% |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $49,000 | +2.1% | 452 | 0.0% | 0.03% | -6.9% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $49,000 | +69.0% | 777 | +75.4% | 0.03% | +58.8% |
| SHW | New | SHERWIN WILLIAMS CO COMstock | $48,000 | – | 104 | +100.0% | 0.03% | – |
| LOW | Buy | LOWES COS INC COMstock | $48,000 | 0.0% | 459 | +4.3% | 0.03% | -10.3% |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $46,000 | +91.7% | 1,475 | +126.9% | 0.02% | +78.6% |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $46,000 | +12.2% | 1,980 | 0.0% | 0.02% | 0.0% | |
| CERN | Sell | CERNER CORP COMstock | $46,000 | +12.2% | 614 | -13.5% | 0.02% | 0.0% |
| FIBR | New | ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETFetf | $44,000 | – | 432 | +100.0% | 0.02% | – |
| NEAR | Buy | ISHARES SHORT MATURITY BOND ETFetf | $43,000 | +16.2% | 851 | +14.4% | 0.02% | +4.5% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $42,000 | -6.7% | 209 | -7.9% | 0.02% | -14.8% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $43,000 | 0.0% | 497 | +0.8% | 0.02% | -11.5% |
| GTLS | CHART INDS INC COM PAR $0.01stock | $42,000 | -20.8% | 580 | 0.0% | 0.02% | -28.1% | |
| SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $43,000 | +43.3% | 259 | +59.9% | 0.02% | +27.8% |
| LYFT | New | LYFT INC CL A COMstock | $40,000 | – | 670 | +100.0% | 0.02% | – |
| D | DOMINION ENERGY INC COMstock | $41,000 | +2.5% | 527 | 0.0% | 0.02% | -8.3% | |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $40,000 | +8.1% | 699 | +5.0% | 0.02% | 0.0% |
| MU | MICRON TECHNOLOGY INC COMstock | $41,000 | -2.4% | 1,025 | 0.0% | 0.02% | -12.0% | |
| CAT | Sell | CATERPILLAR INC DEL COMstock | $41,000 | -8.9% | 306 | -7.3% | 0.02% | -18.5% |
| DYLS | Buy | WISDOMTREE DYNAMIC LONG/SHORT U.S. EQUITY FUNDetf | $41,000 | +24.2% | 1,490 | +30.7% | 0.02% | +10.0% |
| DYB | Buy | WISDOMTREE DYNAMIC BEARISH U.S. EQUITY FUNDetf | $41,000 | +13.9% | 1,900 | +22.6% | 0.02% | 0.0% |
| MO | ALTRIA GROUP INC COMstock | $38,000 | -15.6% | 783 | 0.0% | 0.02% | -22.2% | |
| KMB | Sell | KIMBERLY CLARK CORP COMstock | $38,000 | -13.6% | 278 | -22.3% | 0.02% | -19.2% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $39,000 | +5.4% | 193 | -9.4% | 0.02% | -4.5% |
| AGX | Buy | ARGAN INC COMstock | $37,000 | -9.8% | 903 | +9.9% | 0.02% | -20.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $37,000 | +8.8% | 1,196 | +14.3% | 0.02% | 0.0% |
| HYZD | Buy | WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUNDetf | $35,000 | +9.4% | 1,495 | +7.2% | 0.02% | 0.0% |
| GLD | Sell | SPDR GOLD ETFetf | $35,000 | -89.7% | 263 | -90.6% | 0.02% | -90.7% |
| C | Buy | CITIGROUP INC COM NEWstock | $35,000 | +16.7% | 488 | +0.4% | 0.02% | +5.6% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $34,000 | -2.9% | 557 | -3.1% | 0.02% | -14.3% |
| CAKE | Sell | CHEESECAKE FACTORY INC COMstock | $33,000 | -35.3% | 759 | -27.1% | 0.02% | -41.9% |
| IUSV | New | ISHARES CORE S&P U.S. VALUE ETFetf | $33,000 | – | 579 | +100.0% | 0.02% | – |
| IUSG | New | ISHARES CORE S&P U.S. GROWTH ETFetf | $34,000 | – | 538 | +100.0% | 0.02% | – |
| CPB | CAMPBELL SOUP CO COMstock | $33,000 | +6.5% | 800 | 0.0% | 0.02% | -5.3% | |
| CCJ | Sell | CAMECO CORP COMstock | $33,000 | -51.5% | 3,016 | -47.9% | 0.02% | -56.1% |
| SLV | Buy | ISHARES SILVER TRUSTetf | $34,000 | +17.2% | 2,395 | +15.7% | 0.02% | +5.9% |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $34,000 | 0.0% | 3,327 | -1.2% | 0.02% | -10.0% |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $33,000 | +6.5% | 220 | 0.0% | 0.02% | -5.3% | |
| VER | Buy | VEREIT INC COMreit | $31,000 | +287.5% | 3,370 | +268.3% | 0.02% | +240.0% |
| HFRO | New | HIGHLAND INCOME FUND HIGHLAND INCOMEcef | $32,000 | – | 2,363 | +100.0% | 0.02% | – |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $31,000 | 0.0% | 4,918 | 0.0% | 0.02% | -10.5% | |
| SOHO | Buy | SOTHERLY HOTELS INC COMreit | $31,000 | +244.4% | 4,342 | +214.9% | 0.02% | +240.0% |
| AXP | AMERICAN EXPRESS CO COMstock | $32,000 | +14.3% | 258 | 0.0% | 0.02% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $31,000 | +6.9% | 350 | 0.0% | 0.02% | 0.0% | |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $31,000 | +6.9% | 370 | +0.3% | 0.02% | 0.0% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $31,000 | -90.8% | 201 | -91.4% | 0.02% | -91.6% |
| CELG | CELGENE CORP COMstock | $31,000 | 0.0% | 331 | 0.0% | 0.02% | -10.5% | |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $29,000 | 0.0% | 445 | -4.7% | 0.02% | -5.9% |
| RHP | Sell | RYMAN HOSPITALITY PPTYS INC COMreit | $30,000 | -50.8% | 370 | -49.9% | 0.02% | -56.8% |
| NCR | NCR CORP NEW COMstock | $29,000 | +11.5% | 954 | 0.0% | 0.02% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $27,000 | -10.0% | 396 | -13.9% | 0.02% | -16.7% |
| VZ | VERIZON COMMUNICATIONS INC COMstock | $28,000 | -3.4% | 492 | 0.0% | 0.02% | -11.8% | |
| BC | Sell | BRUNSWICK CORP COMstock | $27,000 | -32.5% | 598 | -25.4% | 0.02% | -37.5% |
| HQH | Buy | H & Q HEALTHCARE FD SH BEN INTcef | $27,000 | 0.0% | 1,374 | +4.3% | 0.02% | -6.2% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $28,000 | 0.0% | 540 | +0.7% | 0.02% | -11.8% |
| RWJ | New | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $28,000 | – | 445 | +100.0% | 0.02% | – |
| EQBK | EQUITY BANCSHARES INC COM CL Astock | $28,000 | -3.4% | 1,000 | 0.0% | 0.02% | -11.8% | |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $27,000 | +3.8% | 249 | 0.0% | 0.02% | -6.2% | |
| NVDA | Sell | NVIDIA CORP COMstock | $28,000 | -20.0% | 180 | -7.2% | 0.02% | -28.6% |
| NFLX | NETFLIX INC COMstock | $26,000 | +4.0% | 70 | 0.0% | 0.01% | -6.7% | |
| URE | PROSHARES ULTRA REAL ESTATEetf | $26,000 | +8.3% | 320 | 0.0% | 0.01% | 0.0% | |
| TR | Sell | TOOTSIE ROLL INDS INC COMstock | $25,000 | -35.9% | 641 | -38.3% | 0.01% | -39.1% |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $26,000 | +4.0% | 266 | 0.0% | 0.01% | -6.7% | |
| JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $26,000 | +4.0% | 626 | -6.1% | 0.01% | -6.7% |
| CUZ | New | COUSINS PPTYS INC COM NEWreit | $26,000 | – | 693 | +100.0% | 0.01% | – |
| FREL | New | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $25,000 | – | 916 | +100.0% | 0.01% | – |
| EPR | Buy | EPR PPTYS COM SH BEN INTreit | $25,000 | +13.6% | 328 | +17.1% | 0.01% | +7.7% |
| UMH | Buy | UMH PPTYS INC COMreit | $25,000 | +177.8% | 1,949 | +215.4% | 0.01% | +180.0% |
| TEAM | New | ATLASSIAN CORP PLC CL Astock | $26,000 | – | 185 | +100.0% | 0.01% | – |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $26,000 | +4.0% | 867 | 0.0% | 0.01% | -6.7% | |
| MMM | Buy | 3M CO COMstock | $26,000 | -16.1% | 152 | +0.7% | 0.01% | -26.3% |
| WMT | Sell | WALMART INC COMstock | $25,000 | +13.6% | 221 | -2.2% | 0.01% | +7.7% |
| STAG | Buy | STAG INDL INC COMreit | $24,000 | +200.0% | 783 | +198.9% | 0.01% | +160.0% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $24,000 | -4.0% | 270 | -5.6% | 0.01% | -13.3% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $24,000 | +4.3% | 116 | -3.3% | 0.01% | -7.1% |
| HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $24,000 | -4.0% | 915 | +0.5% | 0.01% | -13.3% |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $23,000 | 0.0% | 525 | 0.0% | 0.01% | -14.3% | |
| GNTX | Sell | GENTEX CORP COMstock | $22,000 | -18.5% | 913 | -29.8% | 0.01% | -25.0% |
| FLQE | Sell | FRANKLIN LIBERTYQ EMERGING MARKETS ETFetf | $23,000 | -11.5% | 770 | -11.0% | 0.01% | -25.0% |
| FFBC | FIRST FINL BANCORP OH COMstock | $23,000 | 0.0% | 967 | 0.0% | 0.01% | -14.3% | |
| LIVN | LIVANOVA PLC SHSstock | $22,000 | -24.1% | 300 | 0.0% | 0.01% | -29.4% | |
| NUE | NUCOR CORP COMstock | $22,000 | -8.3% | 405 | 0.0% | 0.01% | -14.3% | |
| AHH | Buy | ARMADA HOFFLER PPTYS INC COMreit | $23,000 | +475.0% | 1,339 | +394.1% | 0.01% | +500.0% |
| CGC | CANOPY GROWTH CORP COMstock | $22,000 | -8.3% | 549 | 0.0% | 0.01% | -14.3% | |
| UNIT | Buy | UNITI GROUP INC COMreit | $22,000 | +144.4% | 2,430 | +206.4% | 0.01% | +140.0% |
| SHOP | SHOPIFY INC CL Astock | $22,000 | +57.1% | 70 | 0.0% | 0.01% | +50.0% | |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $20,000 | +5.3% | 230 | 0.0% | 0.01% | 0.0% | |
| SKYY | New | FIRST TRUST CLOUD COMPUTING ETFetf | $21,000 | – | 365 | +100.0% | 0.01% | – |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $21,000 | -71.6% | 148 | -72.1% | 0.01% | -75.0% |
| MCD | Sell | MCDONALDS CORP COMstock | $20,000 | +11.1% | 94 | -3.1% | 0.01% | 0.0% |
| FIDU | Sell | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $20,000 | -84.7% | 505 | -85.3% | 0.01% | -85.9% |
| HON | Buy | HONEYWELL INTL INC COMstock | $21,000 | +162.5% | 117 | +125.0% | 0.01% | +120.0% |
| SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $21,000 | 0.0% | 782 | +2.0% | 0.01% | -15.4% |
| JCAP | Buy | JERNIGAN CAP INC COMreit | $21,000 | +200.0% | 1,000 | +189.0% | 0.01% | +175.0% |
| HYEM | VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETFetf | $21,000 | 0.0% | 900 | 0.0% | 0.01% | -15.4% | |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETFetf | $20,000 | 0.0% | 410 | 0.0% | 0.01% | -8.3% | |
| MRCC | New | MONROE CAP CORP COMcef | $19,000 | – | 1,660 | +100.0% | 0.01% | – |
| MSI | New | MOTOROLA SOLUTIONS INC COM NEWstock | $18,000 | – | 107 | +100.0% | 0.01% | – |
| PEP | Sell | PEPSICO INC COMstock | $19,000 | -74.3% | 145 | -75.9% | 0.01% | -77.3% |
| AMX | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $18,000 | +5.9% | 1,200 | 0.0% | 0.01% | 0.0% | |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $18,000 | +5.9% | 387 | +2.7% | 0.01% | 0.0% |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $18,000 | 0.0% | 322 | 0.0% | 0.01% | -9.1% | |
| STLD | STEEL DYNAMICS INCstock | $18,000 | -14.3% | 591 | 0.0% | 0.01% | -23.1% | |
| FLIO | Buy | FRANKLIN LIBERTY INTERNATIONAL OPPORTUNITIES ETFetf | $18,000 | +28.6% | 656 | +25.2% | 0.01% | +25.0% |
| WM | WASTE MGMT INC DEL COMstock | $19,000 | +11.8% | 164 | 0.0% | 0.01% | 0.0% | |
| NSC | Sell | NORFOLK SOUTHERN CORP COMstock | $19,000 | -5.0% | 96 | -8.6% | 0.01% | -16.7% |
| EWA | ISHARES MSCI AUSTRALIA ETFetf | $18,000 | +5.9% | 800 | 0.0% | 0.01% | 0.0% | |
| LKFN | LAKELAND FINL CORP COMstock | $19,000 | 0.0% | 422 | 0.0% | 0.01% | -9.1% | |
| DXC | Sell | DXC TECHNOLOGY CO COMstock | $19,000 | -29.6% | 350 | -15.5% | 0.01% | -37.5% |
| DTE | DTE ENERGY CO COMstock | $18,000 | +5.9% | 134 | 0.0% | 0.01% | 0.0% | |
| RTN | RAYTHEON CO COM NEWstock | $19,000 | -5.0% | 111 | 0.0% | 0.01% | -16.7% | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $19,000 | 0.0% | 147 | 0.0% | 0.01% | -9.1% | |
| CSX | Sell | CSX CORP COMstock | $19,000 | -5.0% | 251 | -5.6% | 0.01% | -16.7% |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $17,000 | +183.3% | 1,387 | +162.7% | 0.01% | +125.0% |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $16,000 | 0.0% | 176 | 0.0% | 0.01% | -10.0% | |
| FSLR | Buy | FIRST SOLAR INC COMstock | $16,000 | +77.8% | 240 | +37.1% | 0.01% | +80.0% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $16,000 | 0.0% | 305 | +0.7% | 0.01% | -10.0% |
| AMBA | AMBARELLA INC SHSstock | $16,000 | +6.7% | 350 | 0.0% | 0.01% | 0.0% | |
| S | SPRINT CORPORATION COMstock | $17,000 | +21.4% | 2,470 | 0.0% | 0.01% | +12.5% | |
| BOX | Sell | BOX INC CL Astock | $16,000 | -20.0% | 910 | -14.2% | 0.01% | -25.0% |
| GWPH | GW PHARMACEUTICALS PLC ADSadr | $16,000 | +6.7% | 91 | 0.0% | 0.01% | 0.0% | |
| IR | INGERSOLL-RAND PLC SHSstock | $16,000 | +23.1% | 125 | 0.0% | 0.01% | +12.5% | |
| LOUP | Sell | INNOVATOR LOUP FRONTIER TECH ETFetf | $17,000 | -39.3% | 730 | -38.1% | 0.01% | -47.1% |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $17,000 | +6.2% | 107 | 0.0% | 0.01% | -10.0% | |
| CTT | Buy | CATCHMARK TIMBER TR INC CL Areit | $17,000 | +183.3% | 1,549 | +175.1% | 0.01% | +125.0% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $16,000 | +300.0% | 140 | +250.0% | 0.01% | +350.0% |
| VLU | Buy | SPDR S&P 1500 VALUE TILT ETFetf | $16,000 | +6.7% | 149 | +0.7% | 0.01% | 0.0% |
| CTAS | CINTAS CORP COMstock | $17,000 | +21.4% | 71 | 0.0% | 0.01% | +12.5% | |
| CAPE | BARCLAYS ETN SHILLER CAPE ETNetf | $14,000 | +7.7% | 100 | 0.0% | 0.01% | 0.0% | |
| LUMN | Buy | CENTURYLINK INC COMstock | $14,000 | +600.0% | 1,198 | +787.4% | 0.01% | +700.0% |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $14,000 | +7.7% | 183 | 0.0% | 0.01% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP COMstock | $14,000 | +16.7% | 249 | +23.9% | 0.01% | +14.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $14,000 | -82.5% | 244 | -80.6% | 0.01% | -83.3% |
| WHR | Buy | WHIRLPOOL CORP COMstock | $15,000 | +7.1% | 105 | +1.9% | 0.01% | 0.0% |
| AABA | YAHOO INCcef | $15,000 | -11.8% | 223 | 0.0% | 0.01% | -20.0% | |
| PDM | PIEDMONT OFFICE RLTYTR INC COM CL Areit | $14,000 | 0.0% | 688 | 0.0% | 0.01% | 0.0% | |
| INGR | Buy | INGREDION INC COMstock | $15,000 | +50.0% | 183 | +74.3% | 0.01% | +33.3% |
| CLNY | Sell | COLONY CAP INC NEW CL A COMreit | $14,000 | -12.5% | 2,686 | -12.0% | 0.01% | -20.0% |
| VV | VANGUARD LARGE-CAP INDEX FUNDetf | $15,000 | +7.1% | 108 | 0.0% | 0.01% | 0.0% | |
| PBI | PITNEY BOWES INC COMstock | $15,000 | -37.5% | 3,565 | 0.0% | 0.01% | -42.9% | |
| RWX | SPDR DJ WILSHIRE INTL REAL ESTetf | $15,000 | 0.0% | 388 | 0.0% | 0.01% | -11.1% | |
| IYR | ISHARES U.S. REAL ESTATE ETFetf | $15,000 | 0.0% | 168 | 0.0% | 0.01% | -11.1% | |
| EAD | New | WELLS FARGO INCOME OPPORTUNITI WF INC OPPTY FDcef | $14,000 | – | 1,700 | +100.0% | 0.01% | – |
| KNOW | Buy | DIREXION ALL CAP INSIDER SENTIMENT SHARESetf | $15,000 | 0.0% | 391 | +0.5% | 0.01% | -11.1% |
| DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $15,000 | – | 55 | +100.0% | 0.01% | – |
| MDYV | SPDR S&P 400 MID CAP VALUE ETFetf | $15,000 | 0.0% | 295 | 0.0% | 0.01% | -11.1% | |
| SQ | Sell | SQUARE INC CL Astock | $12,000 | -36.8% | 160 | -38.5% | 0.01% | -36.4% |
| EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% | |
| MFSF | MUTUALFIRST FINL INC COMstock | $12,000 | +9.1% | 372 | 0.0% | 0.01% | 0.0% | |
| BRX | Buy | BRIXMOR PPTY GROUP INC COMreit | $12,000 | +100.0% | 633 | +99.1% | 0.01% | +75.0% |
| AGNC | New | AGNC INVT CORP COMreit | $12,000 | – | 725 | +100.0% | 0.01% | – |
| FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $12,000 | -14.3% | 250 | -19.9% | 0.01% | -12.5% |
| LUV | SOUTHWEST AIRLS CO COMstock | $13,000 | 0.0% | 254 | 0.0% | 0.01% | -12.5% | |
| FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $12,000 | 0.0% | 392 | +0.8% | 0.01% | 0.0% |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $13,000 | +8.3% | 250 | 0.0% | 0.01% | 0.0% | |
| FTSL | Sell | FIRST TRUST SENIOR LOAN FUNDetf | $13,000 | -23.5% | 268 | -27.4% | 0.01% | -30.0% |
| SBUX | Sell | STARBUCKS CORP COMstock | $12,000 | -78.6% | 143 | -81.0% | 0.01% | -79.4% |
| NI | NISOURCE INC COMstock | $13,000 | 0.0% | 457 | 0.0% | 0.01% | -12.5% | |
| NRE | NORTHSTAR REALTY EUROPE CORP COMreit | $13,000 | -7.1% | 783 | 0.0% | 0.01% | -12.5% | |
| CMP | COMPASS MINERALS INTL INC COMstock | $12,000 | 0.0% | 223 | 0.0% | 0.01% | 0.0% | |
| ZTR | New | VIRTUS GLOBAL DIVID INCOME FD COMcef | $11,000 | – | 892 | +100.0% | 0.01% | – |
| MGA | Buy | MAGNA INTL INC COMstock | $11,000 | 0.0% | 232 | +0.9% | 0.01% | -14.3% |
| MDLZ | MONDELEZ INTL INC CL Astock | $11,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| EFG | ISHARES MSCI EAFE GROWTH ETFetf | $11,000 | +10.0% | 134 | 0.0% | 0.01% | 0.0% | |
| CFFN | CAPITOL FED FINL INC COMstock | $11,000 | 0.0% | 791 | 0.0% | 0.01% | -14.3% | |
| SFIX | Sell | STITCH FIX INC COM CL Astock | $11,000 | -21.4% | 350 | -30.0% | 0.01% | -25.0% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $11,000 | 0.0% | 63 | +1.6% | 0.01% | -14.3% |
| ROST | ROSS STORES INC COMstock | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| IRM | Buy | IRON MTN INC NEW COMreit | $10,000 | +66.7% | 311 | +98.1% | 0.01% | +25.0% |
| HPQ | HP INC COMstock | $10,000 | +11.1% | 485 | 0.0% | 0.01% | 0.0% | |
| AOA | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $9,000 | +12.5% | 156 | 0.0% | 0.01% | 0.0% | |
| EWC | Buy | ISHARES MSCI CANADA INDEXetf | $10,000 | 0.0% | 352 | +0.6% | 0.01% | -16.7% |
| OHI | OMEGA HEALTHCARE INVS INC COMreit | $10,000 | 0.0% | 269 | 0.0% | 0.01% | -16.7% | |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $10,000 | +11.1% | 190 | +1.6% | 0.01% | 0.0% |
| EA | ELECTRONIC ARTS INC COMstock | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -16.7% | |
| NVS | Sell | NOVARTIS A G SPONSORED ADRadr | $9,000 | -18.2% | 104 | -8.8% | 0.01% | -28.6% |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $9,000 | – | 85 | +100.0% | 0.01% | – |
| XMMO | New | INVESCO RUSSELL MIDCAP PURE GROWTH ETFetf | $9,000 | – | 149 | +100.0% | 0.01% | – |
| PWC | Sell | Invesco Dynamic Market ETFetf | $9,000 | -71.0% | 89 | -72.4% | 0.01% | -73.7% |
| ISBC | INVESTORS BANCORP INC NEW COMstock | $9,000 | 0.0% | 787 | 0.0% | 0.01% | 0.0% | |
| WPG | Buy | WASHINGTON PRIME GROUP NEW COMreit | $9,000 | +50.0% | 2,261 | +129.5% | 0.01% | +25.0% |
| EXEL | EXELIXIS INC COMstock | $10,000 | -16.7% | 500 | 0.0% | 0.01% | -28.6% | |
| FOF | COHEN & STEERS CLOSED END OPPO COMcef | $9,000 | 0.0% | 693 | 0.0% | 0.01% | 0.0% | |
| LFUS | LITTELFUSE INC COMstock | $10,000 | -9.1% | 59 | 0.0% | 0.01% | -28.6% | |
| VICI | VICI PPTYS INC COMreit | $9,000 | 0.0% | 424 | 0.0% | 0.01% | 0.0% | |
| HIBB | Sell | HIBBETT SPORTS INC COMstock | $10,000 | -79.6% | 511 | -76.1% | 0.01% | -82.8% |
| CCL | CARNIVAL CORP PAIRED CTFstock | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -16.7% | |
| SMG | SCOTTS MIRACLE GRO CO CL Astock | $7,000 | +40.0% | 65 | 0.0% | 0.00% | +33.3% | |
| FAST | Buy | FASTENAL CO COMstock | $7,000 | +133.3% | 205 | +310.0% | 0.00% | +100.0% |
| BLD | TOPBUILD CORP COMstock | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $7,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INCstock | $7,000 | -46.2% | 70 | -51.7% | 0.00% | -50.0% |
| WPC | Buy | W P CAREY INC COMreit | $7,000 | +250.0% | 86 | +258.3% | 0.00% | +300.0% |
| XLY | New | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $8,000 | – | 68 | +100.0% | 0.00% | – |
| PII | Sell | POLARIS INDS INC COMstock | $8,000 | 0.0% | 92 | -3.2% | 0.00% | -20.0% |
| COG | CABOT OIL & GAS CORP COMstock | $8,000 | -11.1% | 347 | 0.0% | 0.00% | -20.0% | |
| IAU | ISHARES COMEX GOLD TRUSTetf | $8,000 | 0.0% | 625 | 0.0% | 0.00% | -20.0% | |
| NEM | Sell | NEWMONT GOLDCORP CORPORATION COMstock | $7,000 | -74.1% | 184 | -75.3% | 0.00% | -75.0% |
| AOM | ISHARES MODERATE ALLOCATION FUNDetf | $7,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| VNLA | Buy | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $8,000 | 0.0% | 161 | +0.6% | 0.00% | -20.0% |
| CXW | Buy | CORECIVIC INC COMreit | $7,000 | +75.0% | 361 | +89.0% | 0.00% | +100.0% |
| INTU | Sell | INTUIT COMstock | $8,000 | -46.7% | 28 | -51.7% | 0.00% | -55.6% |
| SMIN | Buy | ISHARES MSCI INDIA SMALL CAP INDEX FUNDetf | $7,000 | -12.5% | 193 | +0.5% | 0.00% | -20.0% |
| XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $7,000 | – | 236 | +100.0% | 0.00% | – |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $8,000 | 0.0% | 185 | 0.0% | 0.00% | -20.0% | |
| FLTB | Sell | FIDELITY LIMITED TERM BOND ETFetf | $7,000 | -61.1% | 145 | -58.8% | 0.00% | -63.6% |
| TCBK | TRICO BANCSHARES COMstock | $8,000 | 0.0% | 211 | 0.0% | 0.00% | -20.0% | |
| AGEN | AGENUS INC COM NEWstock | $8,000 | -11.1% | 3,070 | 0.0% | 0.00% | -20.0% | |
| ENB | Buy | ENBRIDGE INC COMstock | $8,000 | +166.7% | 212 | +120.8% | 0.00% | +100.0% |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +50.0% | |
| IRBT | IROBOT CORP COMstock | $6,000 | -14.3% | 63 | 0.0% | 0.00% | -25.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $6,000 | 0.0% | 185 | 0.0% | 0.00% | -25.0% | |
| PWB | Sell | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $5,000 | -70.6% | 93 | -73.4% | 0.00% | -70.0% |
| INTL | INTL FCSTONE INC COMstock | $6,000 | 0.0% | 153 | 0.0% | 0.00% | -25.0% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $6,000 | 0.0% | 66 | 0.0% | 0.00% | -25.0% | |
| FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $5,000 | – | 86 | +100.0% | 0.00% | – |
| JEF | JEFFERIES FINL GROUP INC COMstock | $6,000 | +20.0% | 288 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP COMstock | $5,000 | +25.0% | 246 | 0.0% | 0.00% | +50.0% | |
| EFX | EQUIFAX INC COMstock | $6,000 | +20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DOW | New | DOW INC COMstock | $5,000 | – | 101 | +100.0% | 0.00% | – |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $6,000 | -25.0% | 101 | -32.7% | 0.00% | -40.0% |
| CWB | Sell | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $5,000 | 0.0% | 92 | -8.9% | 0.00% | 0.0% |
| SLY | Buy | SPDR S&P 600 SMALL CAP ETFetf | $6,000 | 0.0% | 88 | +1.1% | 0.00% | -25.0% |
| CRM | Sell | SALESFORCE COM INC COMstock | $5,000 | -70.6% | 30 | -72.7% | 0.00% | -70.0% |
| SIRI | SIRIUS XM HLDGS INC COMstock | $6,000 | 0.0% | 1,025 | 0.0% | 0.00% | -25.0% | |
| SRCL | STERICYCLE INC COMstock | $6,000 | -14.3% | 120 | 0.0% | 0.00% | -25.0% | |
| THO | THOR INDS INC COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| UAA | Sell | UNDER ARMOUR INC CL Astock | $5,000 | -28.6% | 200 | -37.5% | 0.00% | -25.0% |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $5,000 | -16.7% | 400 | 0.0% | 0.00% | -25.0% | |
| CBLAQ | Buy | CBL & ASSOC PPTYS INC COMreit | $6,000 | +100.0% | 5,739 | +227.4% | 0.00% | +50.0% |
| BA | New | BOEING CO COMstock | $5,000 | – | 15 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC COMstock | $6,000 | +500.0% | 750 | +650.0% | 0.00% | +200.0% |
| NLY | New | ANNALY CAP MGMT INC COMreit | $6,000 | – | 666 | +100.0% | 0.00% | – |
| AMT | AMERICAN TOWER CORP NEW COMreit | $6,000 | 0.0% | 30 | 0.0% | 0.00% | -25.0% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $5,000 | +25.0% | 142 | +13.6% | 0.00% | +50.0% |
| WW | WEIGHT WATCHERS INTL INC NEW COMstock | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| WSM | Buy | WILLIAMS SONOMA INC COMstock | $5,000 | +25.0% | 78 | +1.3% | 0.00% | +50.0% |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $5,000 | +25.0% | 130 | 0.0% | 0.00% | +50.0% | |
| PNR | PENTAIR PLC SHSstock | $6,000 | -25.0% | 169 | 0.0% | 0.00% | -40.0% | |
| RIG | TRANSOCEAN LTD REG SHSstock | $6,000 | -33.3% | 1,050 | 0.0% | 0.00% | -40.0% | |
| PRNT | THE 3D PRINTING ETFetf | $6,000 | 0.0% | 250 | 0.0% | 0.00% | -25.0% | |
| RACE | FERRARI N V COMstock | $5,000 | +25.0% | 32 | 0.0% | 0.00% | +50.0% | |
| FCAU | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $5,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $4,000 | -20.0% | 4 | 0.0% | 0.00% | -33.3% | |
| MDY | New | SPDR S&P MIDCAP 400 ETFetf | $3,000 | – | 9 | +100.0% | 0.00% | – |
| TJX | TJX COS INC NEW COMstock | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| MRO | Sell | MARATHON OIL CORP COMstock | $3,000 | -57.1% | 200 | -50.0% | 0.00% | -50.0% |
| MDU | MDU RES GROUP INC COMstock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ESGV | VANGUARD ESG U.S. STOCK ETFetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| EBAY | EBAY INC COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TDOC | Sell | TELADOC HEALTH INC COMstock | $4,000 | -71.4% | 60 | -76.0% | 0.00% | -75.0% |
| KN | KNOWLES CORP COMstock | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $4,000 | 0.0% | 155 | +0.6% | 0.00% | 0.0% |
| KEY | KEYCORP NEW COMstock | $3,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $4,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SPHD | Sell | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $4,000 | -75.0% | 100 | -73.8% | 0.00% | -80.0% |
| DHIL | Buy | DIAMOND HILL INVESTMENT GROUP COM NEWstock | $4,000 | +33.3% | 30 | +30.4% | 0.00% | 0.0% |
| COP | CONOCOPHILLIPS COMstock | $4,000 | -20.0% | 73 | 0.0% | 0.00% | -33.3% | |
| UPS | UNITED PARCEL SERVICE INC CL Bstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SMLF | Sell | ISHARES EDGE MSCI MULTIFACTOR USA SMALL-CAP ETFetf | $3,000 | -76.9% | 81 | -75.3% | 0.00% | -75.0% |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $4,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
| LRGF | Sell | ISHARES EDGE MSCI MULTIFACTOR USA ETFetf | $4,000 | -73.3% | 128 | -74.0% | 0.00% | -77.8% |
| XSLV | Sell | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $3,000 | -70.0% | 62 | -69.5% | 0.00% | -66.7% |
| WOOD | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WLL | WHITING PETE CORP NEW COM NEWstock | $4,000 | -33.3% | 225 | 0.0% | 0.00% | -50.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $3,000 | +50.0% | 12 | 0.0% | 0.00% | +100.0% | |
| HAL | HALLIBURTON CO COMstock | $3,000 | -25.0% | 140 | 0.0% | 0.00% | 0.0% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DPLO | Buy | DIPLOMAT PHARMACY INC COMstock | $4,000 | 0.0% | 750 | +23.6% | 0.00% | 0.0% |
| GMWSB | GENERAL MTRS CO WT EXP 071019stock | $3,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $2,000 | 0.0% | 71 | +26.8% | 0.00% | 0.0% |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $2,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| TIPZ | Sell | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $1,000 | -80.0% | 16 | -80.5% | 0.00% | -66.7% |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PRSP | Sell | PERSPECTA INC COMstock | $1,000 | -75.0% | 43 | -78.3% | 0.00% | -50.0% |
| EES | WISDOMTREE U.S. SMALLCAP FUNDetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MOMO | MOMO INC ADRadr | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $2,000 | 0.0% | 35 | 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% | |
| HBNC | HORIZON BANCORP INC COMstock | $2,000 | 0.0% | 102 | 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% | |
| CRON | CRONOS GROUP INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XON | INTREXON CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $2,000 | – | 34 | +100.0% | 0.00% | – |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| ZYNE | New | ZYNERBA PHARMACEUTICALS INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| UMPQ | UMPQUA HLDGS CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SON | SONOCO PRODS CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| TPRE | THIRD PT REINS LTD COMstock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SPWR | New | SUNPOWER CORP COMstock | $1,000 | – | 72 | +100.0% | 0.00% | – |
| EDIT | EDITAS MEDICINE INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| UWM | New | PROSHARES ULTRA RUSSELL 2000etf | $2,000 | – | 25 | +100.0% | 0.00% | – |
| ESRT | EMPIRE ST RLTY TR INC CL Areit | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ETH | ETHAN ALLEN INTERIORS INC COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| NAV | New | NAVISTAR INTL CORP NEW COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC COM NEWstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MLHR | MILLER HERMAN INC COMstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| MDP | MEREDITH CORP COMstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TRTY | CAMBRIA TRINITY ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FBND | Sell | FIDELITY TOTAL BOND ETFetf | $1,000 | -90.9% | 13 | -94.0% | 0.00% | -85.7% |
| VSTWSA | VISTRA ENERGY CORP WT EXP 020224stock | $1,000 | 0.0% | 304 | 0.0% | 0.00% | 0.0% | |
| PLYM | New | PLYMOUTH INDL REIT INC COMreit | $1,000 | – | 78 | +100.0% | 0.00% | – |
| WAB | Sell | WABTEC CORP COMstock | $1,000 | 0.0% | 14 | -12.5% | 0.00% | 0.0% |
| JLL | Sell | JONES LANG LASALLE INC COMstock | $1,000 | -83.3% | 10 | -75.0% | 0.00% | -75.0% |
| EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| HYMB | SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CVRS | CORINDUS VASCULAR ROBOTICS INC COMstock | $0 | – | 30 | 0.0% | 0.00% | – | |
| DFODQ | DEAN FOODS CO NEW COM NEWstock | $0 | -100.0% | 180 | 0.0% | 0.00% | -100.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
| RMR | RMR GROUP INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC COM NEWstock | $0 | – | 90 | 0.0% | 0.00% | – | |
| TMDI | Exit | TITAN MED INC COM NEWstock | $0 | – | -45 | -100.0% | 0.00% | – |
| PBCT | PEOPLES UTD FINL INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| PVH | Buy | PVH CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TISUQ | Sell | ORCHIDS PAPER PRODS CO DEL COMstock | $0 | – | 200 | -33.6% | 0.00% | – |
| BKR | BAKER HUGHES A GE CO CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| New | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | 7 | +100.0% | 0.00% | – | |
| ABUS | ARBUTUS BIOPHARMA CORP COMstock | $0 | – | 120 | 0.0% | 0.00% | – | |
| AAOI | APPLIED OPTOELECTRONICS INC COMstock | $0 | – | 18 | 0.0% | 0.00% | – | |
| FNCL | Sell | FIDELITY MSCI FINANCIALS INDEX ETFetf | $0 | -100.0% | 10 | -99.9% | 0.00% | -100.0% |
| LEG | LEGGETT & PLATT INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $0 | -100.0% | 10 | -97.8% | 0.00% | -100.0% |
| FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
| AOK | New | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| GM | GENERAL MTRS CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CFG | Exit | CITIZENS FINL GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PICB | Sell | INVESCO INTERNATIONAL CORPORATE BOND ETFetf | $0 | -100.0% | 17 | -94.1% | 0.00% | -100.0% |
| ASIX | New | ADVANSIX INC COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| ABBV | ABBVIE INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| AES | AES CORP COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| RYN | Exit | RAYONIER INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| MFGP | Exit | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | -8 | -100.0% | 0.00% | – |
| MCN | Exit | MADISON CVRED CALL & EQ STR FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| VSM | Exit | VERSUM MATLS INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| RYAM | Exit | RAYONIER ADVANCED MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ADNT | Exit | ADIENT PLC ORD SHSstock | $0 | – | -4 | -100.0% | 0.00% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| BME | Exit | BLACKROCK HEALTH SCIENCES TR COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| GWW | Exit | GRAINGER W W INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| EV | Exit | EATON VANCE CORP COM NON VTGstock | $0 | – | -5 | -100.0% | 0.00% | – |
| TPCO | TRIBUNE PUBG CO NEW COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| ITW | Exit | ILLINOIS TOOL WKS INC COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
| XPO | Exit | XPO LOGISTICS INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES 1-3 YR TREASURY BOND ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC COMstock | $0 | – | -37 | -100.0% | -0.00% | – |
| STM | Exit | STMICROELECTRONICS N V NY REGISTRYadr | $0 | – | -119 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC COMstock | $0 | – | -7 | -100.0% | -0.00% | – |
| CAG | Exit | CONAGRA BRANDS INC COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
| JWN | Exit | NORDSTROM INC COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 COMstock | $0 | – | -12 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC COMstock | $0 | – | -3 | -100.0% | -0.00% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $0 | – | -37 | -100.0% | -0.00% | – |
| BLK | Exit | BLACKROCK INC COMstock | $0 | – | -2 | -100.0% | -0.00% | – |
| PJT | Exit | PJT PARTNERS INC COM CL Astock | $0 | – | -53 | -100.0% | -0.00% | – |
| VNQI | Exit | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $0 | – | -17 | -100.0% | -0.00% | – |
| TPR | Exit | TAPESTRY INC COMstock | $0 | – | -19 | -100.0% | -0.00% | – |
| PEIX | Exit | PACIFIC ETHANOL INC COM PAR $.001stock | $0 | – | -1,276 | -100.0% | -0.00% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -9 | -100.0% | -0.00% | – |
| HRS | Exit | HARRIS CORP DEL COMstock | $0 | – | -4 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR HIGH YIELD BOND ETFetf | $0 | – | -39 | -100.0% | -0.00% | – |
| HSBC | Exit | HSBC HLDGS PLC SPON ADR NEWadr | $0 | – | -30 | -100.0% | -0.00% | – |
| AFL | Exit | AFLAC INC COMstock | $0 | – | -12 | -100.0% | -0.00% | – |
| IJJ | Exit | ISHARES S&P MID-CAP 400 VALUE ETFetf | $0 | – | -20 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFetf | $0 | – | -65 | -100.0% | -0.00% | – |
| TSLA | Exit | TESLA INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
| NKE | Exit | NIKE INC CL Bstock | $0 | – | -50 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC CL A COMstock | $0 | – | -29 | -100.0% | -0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
| IXN | Exit | ISHARES GLOBAL TECH ETFetf | $0 | – | -35 | -100.0% | -0.00% | – |
| FIVE | Exit | FIVE BELOW INC COMstock | $0 | – | -70 | -100.0% | -0.01% | – |
| BUFF | Exit | INNOVATOR LUNT LOW VOL/HIGH BETA TACTICAL ETFetf | $0 | – | -353 | -100.0% | -0.01% | – |
| OSIR | Exit | OSIRIS THERAPEUTICS INC NEW COMstock | $0 | – | -667 | -100.0% | -0.01% | – |
| CMI | Exit | CUMMINS INC COMstock | $0 | – | -89 | -100.0% | -0.01% | – |
| FFTY | Exit | INNOVATOR IBD 50 ETFetf | $0 | – | -400 | -100.0% | -0.01% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM NEWstock | $0 | – | -30 | -100.0% | -0.01% | – |
| TCP | Exit | TC PIPELINES LP UT COM LTD PRTstock | $0 | – | -510 | -100.0% | -0.01% | – |
| AGN | Exit | ALLERGAN PLC SHSstock | $0 | – | -122 | -100.0% | -0.01% | – |
| DWDP | Exit | DOWDUPONT INC COMstock | $0 | – | -363 | -100.0% | -0.01% | – |
| NGG | Exit | NATIONAL GRID PLC SPONSORED ADR NEadr | $0 | – | -467 | -100.0% | -0.02% | – |
| TIER | Exit | TIER REIT INC COM NEWreit | $0 | – | -931 | -100.0% | -0.02% | – |
| RWJ | Exit | OPPENHEIMER S&P SMALLCAP 600 REVENUE ETFetf | $0 | – | -445 | -100.0% | -0.02% | – |
| SJM | Exit | SMUCKER J M CO COM NEWstock | $0 | – | -309 | -100.0% | -0.02% | – |
| SLQD | Exit | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -766 | -100.0% | -0.02% | – |
| VLO | Exit | VALERO ENERGY CORP NEW COMstock | $0 | – | -645 | -100.0% | -0.03% | – |
| BIDU | Exit | BAIDU INC SPON ADR REP Aadr | $0 | – | -395 | -100.0% | -0.04% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC COMstock | $0 | – | -2,780 | -100.0% | -0.04% | – |
| RWL | Exit | OPPENHEIMER S&P 500 REVENUE ETFetf | $0 | – | -1,516 | -100.0% | -0.05% | – |
| HSY | Exit | HERSHEY CO COMstock | $0 | – | -719 | -100.0% | -0.05% | – |
| BX | Exit | BLACKSTONE GROUP L P COM UNIT LTDstock | $0 | – | -4,500 | -100.0% | -0.09% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -3,838 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-07
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)
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