$188 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 639 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 30.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $7,445,000 | +2.7% | 39,796 | +6.7% | 4.01% | +1.9% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $7,021,000 | -2.1% | 92,928 | +1.0% | 3.78% | -2.9% |
USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf | $6,806,000 | +3.3% | 108,586 | +3.6% | 3.66% | +2.5% |
MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $6,326,000 | +6.2% | 54,598 | +10.8% | 3.41% | +5.4% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $5,731,000 | +1.3% | 32,771 | +5.4% | 3.08% | +0.5% |
MDYG | Sell | SPDR S&P 400 MID CAP GROWTH ETFetf | $5,639,000 | -35.8% | 108,128 | -32.9% | 3.04% | -36.3% |
BIBL | Buy | INSPIRE 100 ETFetf | $5,353,000 | +3.9% | 197,889 | +7.4% | 2.88% | +3.1% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $4,932,000 | +12.6% | 17,030 | +16.1% | 2.66% | +11.7% |
VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $4,584,000 | +10.0% | 42,417 | +14.1% | 2.47% | +9.1% |
QQQ | Buy | INVESCO QQQ TRUSTetf | $4,141,000 | +7.9% | 22,501 | +11.2% | 2.23% | +7.0% |
SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $3,620,000 | +17.8% | 117,418 | +17.1% | 1.95% | +16.9% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $3,450,000 | +1.0% | 111,482 | +4.7% | 1.86% | +0.2% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $3,313,000 | +24.5% | 56,454 | +22.1% | 1.78% | +23.5% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $3,270,000 | -13.8% | 12,359 | -11.2% | 1.76% | -14.5% |
EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $3,083,000 | +4.7% | 27,430 | +5.5% | 1.66% | +3.9% |
SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $2,939,000 | -34.9% | 50,700 | -31.8% | 1.58% | -35.4% |
FVC | Sell | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETFetf | $2,831,000 | -12.7% | 109,274 | -8.9% | 1.52% | -13.4% |
BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $2,773,000 | +6.4% | 123,188 | +7.5% | 1.49% | +5.7% |
DWPP | Sell | FIRST TRUST DORSEY WRIGHT PEOPLE'S PORTFOLIO ETFetf | $2,765,000 | -18.4% | 91,702 | -15.4% | 1.49% | -19.0% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $2,672,000 | +8.1% | 66,972 | +13.0% | 1.44% | +7.2% |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $2,257,000 | +23.9% | 38,778 | +20.9% | 1.22% | +22.9% |
PGHY | Buy | INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETFetf | $2,127,000 | +7.0% | 92,901 | +8.6% | 1.14% | +6.2% |
IBD | Buy | INSPIRE CORPORATE BOND IMPACT ETFetf | $2,048,000 | +1.5% | 79,458 | +0.7% | 1.10% | +0.7% |
AAPL | Sell | APPLE INC COMstock | $2,025,000 | +2.9% | 9,250 | -5.9% | 1.09% | +2.2% |
K | Buy | KELLOGG CO COMstock | $1,986,000 | +12.8% | 32,043 | +0.9% | 1.07% | +11.9% |
BLES | Buy | INSPIRE GLOBAL HOPE ETFetf | $1,984,000 | -2.7% | 73,931 | +2.3% | 1.07% | -3.5% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $1,906,000 | +40.9% | 10,928 | +46.6% | 1.03% | +39.8% |
ISMD | Buy | INSPIRE SMALL/MID CAP IMPACT ETFetf | $1,891,000 | -1.6% | 74,344 | +2.6% | 1.02% | -2.4% |
AMGN | Sell | AMGEN INC COMstock | $1,848,000 | +0.3% | 9,766 | -3.4% | 1.00% | -0.4% |
EFAV | Buy | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $1,760,000 | +18.8% | 24,460 | +20.2% | 0.95% | +17.8% |
SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $1,635,000 | +5.8% | 48,259 | +11.9% | 0.88% | +5.0% |
IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $1,576,000 | +1.2% | 18,593 | +3.9% | 0.85% | +0.4% |
USRT | Buy | ISHARES CORE U.S. REIT ETFetf | $1,549,000 | +12.2% | 28,213 | +9.2% | 0.83% | +11.3% |
XOM | Buy | EXXON MOBIL CORP COMstock | $1,540,000 | -10.2% | 22,934 | +2.4% | 0.83% | -10.9% |
SPY | Buy | SPDR S&P 500 ETFetf | $1,476,000 | +6.6% | 5,122 | +9.8% | 0.80% | +5.9% |
FTA | Sell | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $1,358,000 | -7.4% | 27,509 | -1.8% | 0.73% | -8.1% |
USB | Buy | US BANCORP DEL COM NEWstock | $1,338,000 | +1.1% | 25,310 | +1.6% | 0.72% | +0.3% |
EEMV | Buy | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $1,291,000 | +15.0% | 22,882 | +19.4% | 0.70% | +14.1% |
DBC | Buy | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $1,282,000 | +5.0% | 86,041 | +10.1% | 0.69% | +4.2% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $1,278,000 | +42.3% | 48,402 | +38.5% | 0.69% | +41.3% |
AMZN | Buy | AMAZON COM INC COMstock | $1,216,000 | -8.9% | 710 | +3.8% | 0.66% | -9.5% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,202,000 | -6.2% | 5,917 | -0.7% | 0.65% | -7.0% |
VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $1,156,000 | -0.9% | 10,214 | +4.4% | 0.62% | -1.7% |
VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,123,000 | +2.0% | 12,308 | -0.1% | 0.60% | +1.3% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $1,092,000 | +0.9% | 12,706 | +3.5% | 0.59% | +0.2% |
CVS | Buy | CVS HEALTH CORP COMstock | $1,007,000 | +15.3% | 16,371 | +3.7% | 0.54% | +14.3% |
JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $993,000 | -12.8% | 19,679 | -12.9% | 0.54% | -13.4% |
UBT | PROSHARES ULTRA 20 YEAR TREASURYetf | $966,000 | +17.2% | 9,063 | 0.0% | 0.52% | +16.3% | |
VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $930,000 | +44.9% | 11,465 | +43.5% | 0.50% | +44.0% |
EZM | Sell | WISDOMTREE U.S. MIDCAP FUNDetf | $919,000 | -7.8% | 24,092 | -3.8% | 0.50% | -8.5% |
SO | Buy | SOUTHERN CO COMstock | $883,000 | +13.9% | 14,447 | +4.9% | 0.48% | +13.1% |
IFF | New | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $827,000 | – | 7,068 | +100.0% | 0.44% | – |
FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $809,000 | -6.8% | 11,885 | -2.3% | 0.44% | -7.4% |
FDX | Buy | FEDEX CORP COMstock | $784,000 | -10.7% | 5,569 | +2.0% | 0.42% | -11.3% |
QUAL | Buy | ISHARES EDGE MSCI USA QUALITY FACTOR ETFetf | $765,000 | -0.9% | 8,530 | +2.4% | 0.41% | -1.7% |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $751,000 | -2.2% | 7,568 | +0.3% | 0.40% | -3.1% |
HEDJ | Sell | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $749,000 | -12.3% | 11,630 | -8.9% | 0.40% | -13.0% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $742,000 | +3.3% | 21,065 | +6.9% | 0.40% | +2.3% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $738,000 | +12.5% | 7,787 | +6.5% | 0.40% | +11.5% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $718,000 | -14.8% | 6,174 | -14.5% | 0.39% | -15.3% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $716,000 | +10.7% | 5,055 | +9.9% | 0.38% | +9.7% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $688,000 | +192.8% | 20,301 | +194.4% | 0.37% | +191.3% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $672,000 | +9.3% | 12,017 | +12.6% | 0.36% | +8.4% |
RY | New | ROYAL BK CDA MONTREAL QUE COMstock | $673,000 | – | 8,523 | +100.0% | 0.36% | – |
EMR | Buy | EMERSON ELEC CO COMstock | $657,000 | +7.4% | 10,342 | +9.5% | 0.35% | +6.6% |
GPC | Buy | GENUINE PARTS CO COMstock | $630,000 | -2.9% | 6,673 | +8.2% | 0.34% | -3.7% |
RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $628,000 | -7.0% | 23,071 | -3.2% | 0.34% | -7.7% |
IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $615,000 | -3.1% | 3,545 | +1.5% | 0.33% | -4.1% |
JNK | Buy | SPDR HIGH YIELD BOND ETFetf | $594,000 | +40.4% | 5,527 | +41.6% | 0.32% | +39.7% |
ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $584,000 | -4.1% | 8,967 | -0.8% | 0.31% | -4.8% |
INTC | Buy | INTEL CORP COMstock | $577,000 | +5.3% | 11,690 | +2.0% | 0.31% | +4.7% |
FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $546,000 | -6.0% | 12,905 | +0.2% | 0.29% | -6.7% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $536,000 | -1.5% | 6,852 | +0.0% | 0.29% | -2.0% |
PG | Buy | PROCTER & GAMBLE CO COMstock | $532,000 | +20.4% | 4,397 | +13.4% | 0.29% | +19.2% |
IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $509,000 | +0.2% | 9,031 | +4.4% | 0.27% | -0.7% |
BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $507,000 | +13.2% | 3,059 | +15.0% | 0.27% | +12.3% |
VBK | Sell | VANGUARD SMALL CAP GROWTH ETFetf | $507,000 | -9.1% | 2,859 | -4.0% | 0.27% | -9.9% |
VLUE | Buy | SHARES EDGE MSCI USA VALUE FACTOR ETFetf | $498,000 | +23.9% | 6,303 | +27.8% | 0.27% | +22.9% |
HD | Buy | HOME DEPOT INC COMstock | $498,000 | +6.4% | 2,206 | +0.3% | 0.27% | +5.5% |
IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $490,000 | -4.3% | 9,029 | -0.5% | 0.26% | -5.0% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $486,000 | -5.8% | 4,211 | -3.9% | 0.26% | -6.4% |
FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $469,000 | +4.9% | 11,232 | +0.3% | 0.25% | +3.7% |
IMCG | Buy | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $460,000 | +34.1% | 1,941 | +44.2% | 0.25% | +33.3% |
FTCS | New | FIRST TRUST CAPITAL STRENGTH ETFetf | $415,000 | – | 7,556 | +100.0% | 0.22% | – |
FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $406,000 | +55.0% | 6,396 | +65.3% | 0.22% | +54.2% |
AVGO | Buy | BROADCOM INC COMstock | $406,000 | +12.2% | 1,503 | +14.0% | 0.22% | +11.7% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $400,000 | +0.5% | 1,404 | -4.9% | 0.22% | -0.5% |
GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $388,000 | -36.4% | 3,872 | -36.4% | 0.21% | -36.9% |
FV | Buy | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $380,000 | +56.4% | 13,177 | +66.2% | 0.20% | +55.3% |
FDN | New | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $377,000 | – | 2,912 | +100.0% | 0.20% | – |
FYX | Buy | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $371,000 | +43.8% | 6,389 | +51.7% | 0.20% | +42.9% |
IVZ | Buy | INVESCO LTD SHSstock | $367,000 | +27.9% | 23,337 | +67.3% | 0.20% | +26.9% |
GWX | Buy | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $367,000 | +14.7% | 12,700 | +19.2% | 0.20% | +13.8% |
MDT | Sell | MEDTRONIC PLC SHSstock | $368,000 | +5.7% | 3,478 | -2.0% | 0.20% | +4.8% |
VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $366,000 | -15.9% | 2,447 | -11.6% | 0.20% | -16.5% |
FEX | Buy | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $349,000 | +36.9% | 5,934 | +43.8% | 0.19% | +36.2% |
MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $345,000 | +46.2% | 3,401 | +46.5% | 0.19% | +45.3% |
TXN | Buy | TEXAS INSTRS INC COMstock | $344,000 | +11.0% | 2,713 | +0.5% | 0.18% | +10.1% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $343,000 | +5.2% | 1,627 | +14.1% | 0.18% | +4.5% |
WELL | Buy | WELLTOWER INC COMreit | $343,000 | +22.1% | 3,816 | +15.7% | 0.18% | +21.7% |
BAC | Buy | BANK AMER CORP COMstock | $337,000 | +8.7% | 12,115 | +14.3% | 0.18% | +7.7% |
PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $332,000 | +13.3% | 12,488 | +11.6% | 0.18% | +12.6% |
FENY | Buy | FIDELITY MSCI ENERGY INDEX ETFetf | $325,000 | -10.0% | 21,676 | +2.2% | 0.18% | -10.7% |
AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $325,000 | +1.6% | 2,867 | -0.5% | 0.18% | +0.6% |
RWR | Buy | SPDR DJ WILSHIRE REIT (ETF)etf | $321,000 | +3.5% | 3,110 | +2.1% | 0.17% | +3.0% |
FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $319,000 | +0.9% | 8,899 | +0.2% | 0.17% | +0.6% |
FMAT | Buy | FIDELITY MSCI MATERIALS INDEX ETFetf | $314,000 | -4.6% | 10,115 | +0.1% | 0.17% | -5.1% |
DE | Buy | DEERE & CO COMstock | $308,000 | +17.1% | 1,889 | +17.9% | 0.17% | +16.1% |
APYX | Sell | APYX MED CORP COMstock | $307,000 | -21.5% | 48,750 | -11.0% | 0.16% | -22.2% |
ANGL | Sell | VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETFetf | $297,000 | -2.9% | 10,228 | -2.7% | 0.16% | -3.6% |
T | Buy | AT&T INC COMstock | $298,000 | +36.1% | 8,030 | +25.7% | 0.16% | +34.5% |
VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $296,000 | +4.6% | 1,818 | +8.3% | 0.16% | +3.2% |
UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $288,000 | +20.0% | 2,206 | +20.3% | 0.16% | +19.2% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $288,000 | +3.2% | 7,228 | +10.4% | 0.16% | +2.6% |
VIAB | New | VIACOM INC NEW CL Bstock | $288,000 | – | 12,509 | +100.0% | 0.16% | – |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $286,000 | +1.4% | 2,502 | +0.2% | 0.15% | +0.7% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $285,000 | -2.7% | 4,499 | +0.9% | 0.15% | -3.8% |
GWW | New | GRAINGER W W INC COMstock | $266,000 | – | 927 | +100.0% | 0.14% | – |
MSFT | Buy | MICROSOFT CORP COMstock | $264,000 | -1.5% | 1,962 | +0.5% | 0.14% | -2.1% |
FSK | Sell | FS KKR CAPITAL CORP COMcef | $256,000 | -63.3% | 44,949 | -60.5% | 0.14% | -63.5% |
UNP | Buy | UNION PACIFIC CORP COMstock | $255,000 | +7.6% | 1,678 | +19.9% | 0.14% | +6.2% |
ETN | New | EATON CORP PLC SHSstock | $255,000 | – | 3,278 | +100.0% | 0.14% | – |
VUG | Buy | VANGUARD GROWTH ETFetf | $250,000 | +0.4% | 1,546 | +3.1% | 0.14% | 0.0% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $250,000 | -14.4% | 2,312 | -4.8% | 0.14% | -14.6% |
SPHQ | Sell | INVESCO S&P 500 QUALITY ETFetf | $249,000 | -42.2% | 7,668 | -40.4% | 0.13% | -42.7% |
VOOG | Buy | VANGUARD S&P 500 GROWTH ETFetf | $249,000 | -3.5% | 1,582 | +0.4% | 0.13% | -4.3% |
ORCL | Sell | ORACLE CORP COMstock | $244,000 | -15.6% | 4,600 | -5.3% | 0.13% | -16.6% |
HYD | Buy | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $242,000 | +24.7% | 3,765 | +23.6% | 0.13% | +23.8% |
FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $239,000 | +1.3% | 3,314 | +8.7% | 0.13% | +0.8% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $233,000 | -4.1% | 1,583 | +1.2% | 0.12% | -5.3% |
ULTA | Buy | ULTA BEAUTY INC COMstock | $226,000 | +14.1% | 859 | +53.4% | 0.12% | +14.0% |
JPIN | Buy | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETFetf | $219,000 | -3.5% | 4,218 | +0.7% | 0.12% | -4.1% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $217,000 | +6.9% | 2,562 | +4.7% | 0.12% | +6.4% |
KR | Buy | KROGER CO COMstock | $207,000 | +115.6% | 8,258 | +87.6% | 0.11% | +113.5% |
VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $204,000 | -1.0% | 1,829 | +0.6% | 0.11% | -1.8% |
PUTW | Sell | WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUNDetf | $204,000 | -13.6% | 7,550 | -10.9% | 0.11% | -14.1% |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $205,000 | +135.6% | 6,618 | +139.5% | 0.11% | +134.0% |
QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $200,000 | -6.1% | 9,070 | -1.6% | 0.11% | -6.9% |
DWLD | New | DAVIS SELECT WORLDWIDE ETFetf | $201,000 | – | 9,000 | +100.0% | 0.11% | – |
BX | Sell | BLACKSTONE GROUP INC COM CL Astock | $188,000 | -0.5% | 4,025 | -1.2% | 0.10% | -1.9% |
SLB | Buy | SCHLUMBERGER LTD COMstock | $187,000 | -15.8% | 5,892 | +5.9% | 0.10% | -15.8% |
IFV | Buy | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETFetf | $185,000 | +36.0% | 9,955 | +45.3% | 0.10% | +35.1% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $185,000 | -12.3% | 2,457 | -0.2% | 0.10% | -12.3% |
ONB | Buy | OLD NATL BANCORP IND COMstock | $183,000 | +2.8% | 10,772 | +0.7% | 0.10% | +2.1% |
ZUO | Sell | ZUORA INC COM CL Astock | $182,000 | -15.3% | 12,490 | -6.8% | 0.10% | -16.2% |
DDD | Buy | 3-D SYS CORP DEL COM NEWstock | $181,000 | +2.8% | 16,440 | +1.1% | 0.10% | +2.1% |
BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $180,000 | -0.6% | 7,393 | 0.0% | 0.10% | -1.0% | |
SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFetf | $178,000 | +52.1% | 2,988 | +53.5% | 0.10% | +52.4% |
DBEF | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $176,000 | -2.2% | 5,626 | 0.0% | 0.10% | -3.1% | |
DIS | Buy | DISNEY WALT CO COM DISNEYstock | $174,000 | +16.0% | 1,347 | +26.8% | 0.09% | +16.0% |
SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $173,000 | +183.6% | 4,592 | +194.7% | 0.09% | +181.8% |
FLTR | VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETFetf | $164,000 | +0.6% | 6,489 | 0.0% | 0.09% | 0.0% | |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $161,000 | +45.0% | 1,426 | +44.8% | 0.09% | +45.0% |
IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $162,000 | -3.0% | 1,044 | 0.0% | 0.09% | -4.4% | |
MRK | Buy | MERCK & CO INC COMstock | $158,000 | -1.9% | 1,930 | +0.8% | 0.08% | -2.3% |
HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $154,000 | -13.5% | 1,693 | -9.4% | 0.08% | -14.4% |
CHDN | CHURCHILL DOWNS INC COMstock | $147,000 | +3.5% | 1,200 | 0.0% | 0.08% | +2.6% | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $142,000 | -6.0% | 3,534 | 0.0% | 0.08% | -7.3% | |
IWC | Buy | ISHARES MICRO-CAP ETFetf | $140,000 | -6.0% | 1,629 | +1.2% | 0.08% | -7.4% |
LLY | Buy | LILLY ELI & CO COMstock | $138,000 | +5.3% | 1,293 | +9.8% | 0.07% | +4.2% |
ANTM | ANTHEM INC COMstock | $134,000 | -16.8% | 565 | 0.0% | 0.07% | -17.2% | |
LQD | Sell | ISHARES IBOXX CORPORATE BOND ETFetf | $129,000 | +2.4% | 1,015 | -0.4% | 0.07% | +1.5% |
FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $128,000 | – | 2,525 | +100.0% | 0.07% | – |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $127,000 | -9.3% | 108 | -13.6% | 0.07% | -10.5% |
VTIP | Buy | VANGUARD SHORT TERM INFL-PROTECTEDetf | $124,000 | +0.8% | 2,521 | +0.8% | 0.07% | 0.0% |
JMST | Buy | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $123,000 | +11.8% | 2,432 | +11.4% | 0.07% | +10.0% |
LLNW | Buy | LIMELIGHT NETWORKS INC COMstock | $121,000 | +28.7% | 41,900 | +12.6% | 0.06% | +27.5% |
FB | FACEBOOK INC CL Astock | $119,000 | -10.5% | 681 | 0.0% | 0.06% | -11.1% | |
RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $117,000 | -7.9% | 850 | 0.0% | 0.06% | -8.7% | |
VTC | Buy | VANGUARD TOTAL CORPORATE BOND ETFetf | $115,000 | +2.7% | 1,298 | +0.4% | 0.06% | +1.6% |
SPHY | New | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $115,000 | – | 4,449 | +100.0% | 0.06% | – |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $109,000 | +2.8% | 1,231 | +0.2% | 0.06% | +1.7% |
PSA | Buy | PUBLIC STORAGE COMreit | $109,000 | -0.9% | 450 | +0.4% | 0.06% | -1.7% |
VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $108,000 | -0.9% | 866 | +3.5% | 0.06% | -1.7% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $107,000 | 0.0% | 491 | +4.5% | 0.06% | 0.0% |
BOH | Buy | BANK HAWAII CORP COMstock | $104,000 | +3.0% | 1,256 | +0.7% | 0.06% | +1.8% |
IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $103,000 | -3.7% | 830 | 0.0% | 0.06% | -5.2% | |
TGT | Buy | TARGET CORP COMstock | $100,000 | +25.0% | 950 | +5.7% | 0.05% | +25.6% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $98,000 | +1.0% | 1,726 | +0.1% | 0.05% | 0.0% |
ITM | Buy | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $99,000 | +1.0% | 1,967 | +0.2% | 0.05% | 0.0% |
CI | CIGNA CORP NEW COMstock | $98,000 | -7.5% | 657 | 0.0% | 0.05% | -8.6% | |
PSEC | Sell | PROSPECT CAPITAL CORPORATION COMcef | $97,000 | -21.1% | 15,125 | -18.6% | 0.05% | -22.4% |
WMT | Buy | WALMART INC COMstock | $96,000 | +284.0% | 825 | +273.3% | 0.05% | +271.4% |
FBT | Buy | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $95,000 | +35.7% | 783 | +53.8% | 0.05% | +34.2% |
FDEF | Buy | FIRST DEFIANCE FINL CORP COMstock | $95,000 | +2.2% | 3,347 | +0.7% | 0.05% | +2.0% |
MMI | Sell | MARCUS & MILLICHAP INC COMstock | $95,000 | +9.2% | 2,700 | -3.6% | 0.05% | +8.5% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $94,000 | – | 2,047 | +20370.0% | 0.05% | – |
TIP | Sell | ISHARES TIPS BOND ETFetf | $94,000 | -77.6% | 804 | -78.1% | 0.05% | -77.6% |
IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $92,000 | +1.1% | 947 | +12.2% | 0.05% | +2.0% |
PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $90,000 | -11.8% | 2,417 | -13.0% | 0.05% | -12.7% |
CVX | Buy | CHEVRON CORP NEW COMstock | $86,000 | -4.4% | 770 | +5.5% | 0.05% | -6.1% |
ONEQ | Buy | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $83,000 | -3.5% | 272 | +0.4% | 0.04% | -4.3% |
NTNX | Buy | NUTANIX INC CL Astock | $84,000 | +7.7% | 3,320 | +10.9% | 0.04% | +7.1% |
IYW | ISHARES U.S. TECHNOLOGY ETFetf | $83,000 | -1.2% | 418 | 0.0% | 0.04% | -2.2% | |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $82,000 | +412.5% | 1,543 | +405.9% | 0.04% | +388.9% |
BBT | BB&T CORP COMstock | $82,000 | +3.8% | 1,609 | 0.0% | 0.04% | +2.3% | |
OKTA | Sell | OKTA INC CL Astock | $81,000 | -27.0% | 790 | -7.1% | 0.04% | -26.7% |
F | Buy | FORD MTR CO DEL COMstock | $82,000 | -6.8% | 9,495 | +10.7% | 0.04% | -8.3% |
FCOM | Buy | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $79,000 | -3.7% | 2,440 | +0.0% | 0.04% | -2.3% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $78,000 | -2.5% | 392 | +0.3% | 0.04% | -2.3% |
BSV | Buy | VANGUARD SHORT TERM BONDetf | $78,000 | +1.3% | 958 | +0.2% | 0.04% | 0.0% |
AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $77,000 | 0.0% | 1,698 | +0.4% | 0.04% | -2.4% |
SMH | VANECK VECTORS SEMICONDUCTOR ETFetf | $74,000 | +5.7% | 636 | 0.0% | 0.04% | +5.3% | |
PFE | Buy | PFIZER INC COMstock | $72,000 | -18.2% | 2,088 | +3.1% | 0.04% | -18.8% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $71,000 | +44.9% | 1,266 | +62.9% | 0.04% | +40.7% |
FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $68,000 | -5.6% | 1,700 | 0.0% | 0.04% | -5.1% | |
V | Sell | VISA INC COM CL Astock | $68,000 | -47.3% | 399 | -45.6% | 0.04% | -47.1% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $67,000 | -1.5% | 868 | +2.1% | 0.04% | -2.7% |
KO | Sell | COCA COLA CO COMstock | $66,000 | +1.5% | 1,240 | -0.6% | 0.04% | +2.9% |
IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $67,000 | -4.3% | 361 | +0.3% | 0.04% | -5.3% |
HYS | Sell | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $66,000 | -1.5% | 665 | -0.6% | 0.04% | 0.0% |
IYC | Buy | ISHARES U.S. CONSUMER SERVICES ETFetf | $65,000 | -4.4% | 308 | +0.3% | 0.04% | -5.4% |
VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $63,000 | 0.0% | 784 | +0.1% | 0.03% | 0.0% |
FEP | New | FIRST TRUST EUROPE ALPHADEX FUNDetf | $64,000 | – | 1,932 | +100.0% | 0.03% | – |
VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $64,000 | +1.6% | 1,185 | 0.0% | 0.03% | 0.0% | |
PPA | Sell | INVESCO AEROSPACE & DEFENSE ETFetf | $62,000 | -13.9% | 950 | -13.6% | 0.03% | -15.4% |
VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $62,000 | 0.0% | 567 | +2.5% | 0.03% | -2.9% |
SKYY | Buy | FIRST TRUST CLOUD COMPUTING ETFetf | $61,000 | +190.5% | 1,111 | +204.4% | 0.03% | +200.0% |
MBB | Buy | ISHARES MBS ETFetf | $61,000 | +5.2% | 565 | +4.6% | 0.03% | +6.5% |
CWB | Buy | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $60,000 | +1100.0% | 1,170 | +1171.7% | 0.03% | +966.7% |
IGM | New | ISHARES EXPANDED TECH SECTOR ETFetf | $59,000 | – | 281 | +100.0% | 0.03% | – |
DGRW | Sell | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $60,000 | -7.7% | 1,366 | -7.2% | 0.03% | -8.6% |
MMAC | MMA CAPITAL HOLDINGS INC COMstock | $59,000 | -9.2% | 2,000 | 0.0% | 0.03% | -8.6% | |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $57,000 | -28.8% | 502 | -9.1% | 0.03% | -27.9% |
SHW | SHERWIN WILLIAMS CO COMstock | $56,000 | +16.7% | 104 | 0.0% | 0.03% | +15.4% | |
RWO | Buy | SPDR DJ GLOBAL REAL ESTATE ETFetf | $55,000 | 0.0% | 1,081 | +0.8% | 0.03% | 0.0% |
AXON | Sell | AXON ENTERPRISE INC COMstock | $53,000 | -18.5% | 990 | -4.8% | 0.03% | -17.1% |
MPW | Sell | MEDICAL PPTYS TRUST INC COMreit | $54,000 | -41.9% | 2,813 | -44.3% | 0.03% | -42.0% |
AFIN | Sell | AMERICAN FIN TR INC COM CLASS Areit | $53,000 | -45.4% | 3,801 | -55.5% | 0.03% | -45.3% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $54,000 | +3.8% | 1,226 | +1.3% | 0.03% | +3.6% |
FPI | Buy | FARMLAND PARTNERS INC COMreit | $53,000 | -1.9% | 8,169 | +0.2% | 0.03% | 0.0% |
FIBR | Buy | ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETFetf | $52,000 | +18.2% | 511 | +18.3% | 0.03% | +16.7% |
VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $50,000 | +51.5% | 345 | +56.8% | 0.03% | +50.0% |
TTAC | New | TRIMTABS ALL CAP U.S. FREE-CASH-FLOW ETFetf | $51,000 | – | 1,425 | +100.0% | 0.03% | – |
BP | Sell | BP PLC SPONSORED ADRadr | $48,000 | -30.4% | 1,320 | -21.5% | 0.03% | -29.7% |
XLU | New | UTILITIES SELECT SECTOR SPDR FUNDetf | $48,000 | – | 756 | +100.0% | 0.03% | – |
CSCO | Sell | CISCO SYS INC COMstock | $48,000 | -20.0% | 1,038 | -2.7% | 0.03% | -21.2% |
BMY | Sell | BRISTOL MYERS SQUIBB CO COMstock | $49,000 | -7.5% | 1,005 | -13.0% | 0.03% | -10.3% |
PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $48,000 | -2.0% | 1,661 | 0.0% | 0.03% | -3.7% | |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $48,000 | +54.8% | 330 | +64.2% | 0.03% | +52.9% |
BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $49,000 | 0.0% | 452 | 0.0% | 0.03% | -3.7% | |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $47,000 | +88.0% | 1,697 | +85.3% | 0.02% | +78.6% |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $45,000 | +12.5% | 816 | +16.7% | 0.02% | +9.1% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $44,000 | -38.0% | 908 | -34.6% | 0.02% | -38.5% |
CMA | COMERICA INC COMstock | $45,000 | -11.8% | 716 | 0.0% | 0.02% | -14.3% | |
SBUX | Buy | STARBUCKS CORP COMstock | $42,000 | +250.0% | 501 | +250.3% | 0.02% | +228.6% |
D | Buy | DOMINION ENERGY INC COMstock | $42,000 | +2.4% | 529 | +0.4% | 0.02% | +4.5% |
TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $43,000 | +126.3% | 300 | +104.1% | 0.02% | +130.0% |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $43,000 | +4.9% | 1,030 | +0.5% | 0.02% | +4.5% |
PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $41,000 | – | 2,655 | +100.0% | 0.02% | – |
CERN | CERNER CORP COMstock | $41,000 | -10.9% | 614 | 0.0% | 0.02% | -12.0% | |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $40,000 | +400.0% | 344 | +405.9% | 0.02% | +450.0% |
LOW | Sell | LOWES COS INC COMstock | $41,000 | -14.6% | 389 | -15.3% | 0.02% | -15.4% |
COMT | New | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $41,000 | – | 1,309 | +100.0% | 0.02% | – |
KMB | Buy | KIMBERLY CLARK CORP COMstock | $40,000 | +5.3% | 288 | +3.6% | 0.02% | +4.8% |
IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $41,000 | -55.9% | 349 | -54.8% | 0.02% | -56.0% |
CAT | Buy | CATERPILLAR INC DEL COMstock | $39,000 | -4.9% | 325 | +6.2% | 0.02% | -4.5% |
SLV | ISHARES SILVER TRUSTetf | $39,000 | +14.7% | 2,395 | 0.0% | 0.02% | +16.7% | |
KHC | Buy | KRAFT HEINZ CO COMstock | $38,000 | +2.7% | 1,446 | +20.9% | 0.02% | 0.0% |
CPB | CAMPBELL SOUP CO COMstock | $37,000 | +12.1% | 800 | 0.0% | 0.02% | +11.1% | |
PRF | New | INVESCO FTSE RAFI US 1000 ETFetf | $37,000 | – | 324 | +100.0% | 0.02% | – |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $37,000 | +8.8% | 628 | +12.7% | 0.02% | +11.1% |
GLD | SPDR GOLD ETFetf | $37,000 | +5.7% | 263 | 0.0% | 0.02% | +5.3% | |
TWLO | Buy | TWILIO INC CL Astock | $38,000 | -22.4% | 355 | +4.4% | 0.02% | -25.9% |
VER | Buy | VEREIT INC COMreit | $37,000 | +19.4% | 3,750 | +11.3% | 0.02% | +17.6% |
NVDA | Buy | NVIDIA CORP COMstock | $36,000 | +28.6% | 205 | +13.9% | 0.02% | +26.7% |
DXC | Buy | DXC TECHNOLOGY CO COMstock | $36,000 | +89.5% | 1,318 | +276.6% | 0.02% | +90.0% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $36,000 | -7.7% | 174 | -9.8% | 0.02% | -9.5% |
DFJ | New | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUNDetf | $35,000 | – | 513 | +100.0% | 0.02% | – |
AGX | Buy | ARGAN INC COMstock | $35,000 | -5.4% | 926 | +2.5% | 0.02% | -5.0% |
RHP | Buy | RYMAN HOSPITALITY PPTYS INC COMreit | $33,000 | +10.0% | 413 | +11.6% | 0.02% | +12.5% |
HYZD | WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUNDetf | $34,000 | -2.9% | 1,495 | 0.0% | 0.02% | -5.3% | |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $33,000 | +37.5% | 362 | +34.1% | 0.02% | +38.5% |
CCJ | Buy | CAMECO CORP COMstock | $33,000 | 0.0% | 3,510 | +16.4% | 0.02% | 0.0% |
WY | New | WEYERHAEUSER CO COMstock | $33,000 | – | 1,230 | +100.0% | 0.02% | – |
CAKE | Buy | CHEESECAKE FACTORY INC COMstock | $34,000 | +3.0% | 820 | +8.0% | 0.02% | 0.0% |
GTLS | Sell | CHART INDS INC COM PAR $0.01stock | $31,000 | -26.2% | 530 | -8.6% | 0.02% | -26.1% |
CELG | CELGENE CORP COMstock | $32,000 | +3.2% | 331 | 0.0% | 0.02% | 0.0% | |
SHOP | Buy | SHOPIFY INC CL Astock | $31,000 | +40.9% | 100 | +42.9% | 0.02% | +41.7% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $31,000 | +29.2% | 134 | +15.5% | 0.02% | +30.8% |
HFRO | HIGHLAND INCOME FUND HIGHLAND INCOMEcef | $31,000 | -3.1% | 2,363 | 0.0% | 0.02% | 0.0% | |
BC | Buy | BRUNSWICK CORP COMstock | $31,000 | +14.8% | 614 | +2.7% | 0.02% | +13.3% |
DYB | Sell | WISDOMTREE DYNAMIC BEARISH U.S. EQUITY FUNDetf | $32,000 | -22.0% | 1,400 | -26.3% | 0.02% | -22.7% |
MO | ALTRIA GROUP INC COMstock | $31,000 | -18.4% | 783 | 0.0% | 0.02% | -19.0% | |
VZ | VERIZON COMMUNICATIONS INC COMstock | $29,000 | +3.6% | 492 | 0.0% | 0.02% | +6.7% | |
C | Sell | CITIGROUP INC COM NEWstock | $29,000 | -17.1% | 441 | -9.6% | 0.02% | -15.8% |
FEM | New | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $30,000 | – | 1,277 | +100.0% | 0.02% | – |
AXP | AMERICAN EXPRESS CO COMstock | $29,000 | -9.4% | 258 | 0.0% | 0.02% | -5.9% | |
GIM | TEMPLETON GLOBAL INCOME FD COMcef | $30,000 | -3.2% | 4,918 | 0.0% | 0.02% | -5.9% | |
GE | Sell | GENERAL ELECTRIC CO COMstock | $28,000 | -17.6% | 3,321 | -0.2% | 0.02% | -16.7% |
DYLS | Sell | WISDOMTREE DYNAMIC LONG/SHORT U.S. EQUITY FUNDetf | $28,000 | -31.7% | 1,045 | -29.9% | 0.02% | -31.8% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $27,000 | -3.6% | 541 | +0.2% | 0.02% | 0.0% |
HYG | Sell | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $28,000 | -34.9% | 325 | -34.6% | 0.02% | -34.8% |
QDEF | New | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDetf | $27,000 | – | 605 | +100.0% | 0.02% | – |
TR | Buy | TOOTSIE ROLL INDS INC COMstock | $28,000 | +12.0% | 763 | +19.0% | 0.02% | +7.1% |
CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $27,000 | 0.0% | 249 | 0.0% | 0.02% | 0.0% | |
LYFT | Buy | LYFT INC CL A COMstock | $28,000 | -30.0% | 740 | +10.4% | 0.02% | -31.8% |
MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFetf | $28,000 | +86.7% | 557 | +88.8% | 0.02% | +87.5% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $28,000 | +33.3% | 215 | +45.3% | 0.02% | +36.4% |
AGGY | Buy | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $27,000 | +107.7% | 510 | +104.0% | 0.02% | +114.3% |
AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $28,000 | -39.1% | 1,980 | 0.0% | 0.02% | -40.0% | |
SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $27,000 | -12.9% | 325 | -12.2% | 0.02% | -11.8% |
SPIP | New | SPDR PORTFOLIO TIPS ETFetf | $26,000 | – | 912 | +100.0% | 0.01% | – |
DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $26,000 | 0.0% | 266 | 0.0% | 0.01% | 0.0% | |
EQBK | EQUITY BANCSHARES INC COM CL Astock | $26,000 | -7.1% | 1,000 | 0.0% | 0.01% | -6.7% | |
UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $26,000 | -48.0% | 118 | -41.3% | 0.01% | -48.1% |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $26,000 | +73.3% | 101 | +83.6% | 0.01% | +75.0% |
GNTX | Buy | GENTEX CORP COMstock | $25,000 | +13.6% | 915 | +0.2% | 0.01% | +8.3% |
LMBS | New | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $24,000 | – | 466 | +100.0% | 0.01% | – |
MMM | Buy | 3M CO COMstock | $25,000 | -3.8% | 158 | +3.9% | 0.01% | -7.1% |
HQH | Buy | H & Q HEALTHCARE FD SH BEN INTcef | $25,000 | -7.4% | 1,407 | +2.4% | 0.01% | -13.3% |
CUZ | COUSINS PPTYS INC COM NEWreit | $25,000 | -3.8% | 693 | 0.0% | 0.01% | -7.1% | |
GILD | Buy | GILEAD SCIENCES INC COMstock | $25,000 | -7.4% | 407 | +2.8% | 0.01% | -13.3% |
MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFetf | $25,000 | -45.7% | 1,225 | -16.9% | 0.01% | -48.0% |
XMMO | Buy | INVESCO S&P MIDCAP MOMENTUM ETFetf | $24,000 | +166.7% | 412 | +176.5% | 0.01% | +160.0% |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $23,000 | -45.2% | 125 | -40.2% | 0.01% | -47.8% |
AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $23,000 | +228.6% | 589 | +221.9% | 0.01% | +200.0% |
FTLS | New | FIRST TRUST LONG/SHORT EQUITY ETFetf | $23,000 | – | 561 | +100.0% | 0.01% | – |
PEP | Buy | PEPSICO INC COMstock | $23,000 | +21.1% | 168 | +15.9% | 0.01% | +20.0% |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $22,000 | -48.8% | 150 | -42.1% | 0.01% | -47.8% |
FFBC | FIRST FINL BANCORP OH COMstock | $23,000 | 0.0% | 967 | 0.0% | 0.01% | 0.0% | |
JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $23,000 | -11.5% | 553 | -11.7% | 0.01% | -14.3% |
DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $21,000 | -8.7% | 525 | 0.0% | 0.01% | -8.3% | |
QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $20,000 | 0.0% | 230 | 0.0% | 0.01% | 0.0% | |
CTAS | Buy | CINTAS CORP COMstock | $20,000 | +17.6% | 76 | +7.0% | 0.01% | +22.2% |
AMBA | AMBARELLA INC SHSstock | $20,000 | +25.0% | 350 | 0.0% | 0.01% | +22.2% | |
LIVN | LIVANOVA PLC SHSstock | $21,000 | -4.5% | 300 | 0.0% | 0.01% | -8.3% | |
NUE | NUCOR CORP COMstock | $20,000 | -9.1% | 405 | 0.0% | 0.01% | -8.3% | |
EPR | Sell | EPR PPTYS COM SH BEN INTreit | $20,000 | -20.0% | 256 | -22.0% | 0.01% | -21.4% |
NCR | Sell | NCR CORP NEW COMstock | $21,000 | -27.6% | 704 | -26.2% | 0.01% | -31.2% |
SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $21,000 | 0.0% | 789 | +0.9% | 0.01% | 0.0% |
HON | Buy | HONEYWELL INTL INC COMstock | $21,000 | 0.0% | 132 | +12.8% | 0.01% | 0.0% |
HYEM | VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETFetf | $21,000 | 0.0% | 900 | 0.0% | 0.01% | 0.0% | |
MCD | Buy | MCDONALDS CORP COMstock | $21,000 | +5.0% | 104 | +10.6% | 0.01% | 0.0% |
RTN | RAYTHEON CO COM NEWstock | $21,000 | +10.5% | 111 | 0.0% | 0.01% | +10.0% | |
ROKU | New | ROKU INC COM CL Astock | $21,000 | – | 200 | +100.0% | 0.01% | – |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $20,000 | +185.7% | 760 | +222.0% | 0.01% | +175.0% |
DFE | Sell | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $21,000 | -95.8% | 387 | -95.6% | 0.01% | -96.0% |
URE | Sell | PROSHARES ULTRA REAL ESTATEetf | $19,000 | -26.9% | 220 | -31.2% | 0.01% | -28.6% |
DTE | DTE ENERGY CO COMstock | $18,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% | |
DGS | Buy | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $18,000 | +1700.0% | 405 | +1520.0% | 0.01% | +900.0% |
WHR | Buy | WHIRLPOOL CORP COMstock | $18,000 | +20.0% | 116 | +10.5% | 0.01% | +25.0% |
IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $18,000 | 0.0% | 322 | 0.0% | 0.01% | 0.0% | |
EFV | ISHARES MSCI EAFE VALUE INDEX ETFetf | $19,000 | -5.0% | 410 | 0.0% | 0.01% | -9.1% | |
LKFN | LAKELAND FINL CORP COMstock | $18,000 | -5.3% | 422 | 0.0% | 0.01% | 0.0% | |
FLQE | Sell | FRANKLIN LIBERTYQ EMERGING MARKETS ETFetf | $19,000 | -17.4% | 656 | -14.8% | 0.01% | -16.7% |
FIDU | Buy | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $19,000 | -5.0% | 508 | +0.6% | 0.01% | -9.1% |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $18,000 | 0.0% | 107 | 0.0% | 0.01% | 0.0% | |
AMX | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $17,000 | -5.6% | 1,200 | 0.0% | 0.01% | -10.0% | |
MA | New | MASTERCARD INC CL Astock | $16,000 | – | 59 | +100.0% | 0.01% | – |
STLD | Buy | STEEL DYNAMICS INCstock | $17,000 | -5.6% | 592 | +0.2% | 0.01% | -10.0% |
EWA | ISHARES MSCI AUSTRALIA ETFetf | $17,000 | -5.6% | 800 | 0.0% | 0.01% | -10.0% | |
AOK | Buy | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $16,000 | – | 457 | +100.0% | 0.01% | – |
MPC | Buy | MARATHON PETE CORP COMstock | $16,000 | +14.3% | 266 | +6.8% | 0.01% | +12.5% |
VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $16,000 | -5.9% | 107 | 0.0% | 0.01% | 0.0% | |
IEUR | ISHARES CORE MSCI EUROPE ETFetf | $17,000 | -5.6% | 387 | 0.0% | 0.01% | -10.0% | |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $17,000 | -94.1% | 45 | -94.2% | 0.01% | -94.2% |
NSC | NORFOLK SOUTHERN CORP COMstock | $16,000 | -15.8% | 96 | 0.0% | 0.01% | -10.0% | |
DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $14,000 | -12.5% | 128 | -8.6% | 0.01% | -11.1% |
VV | VANGUARD LARGE-CAP INDEX FUNDetf | $14,000 | -6.7% | 108 | 0.0% | 0.01% | 0.0% | |
EAD | WELLS FARGO INCOME OPPORTUNITI WF INC OPPTY FDcef | $14,000 | 0.0% | 1,700 | 0.0% | 0.01% | 0.0% | |
CGC | Buy | CANOPY GROWTH CORP COMstock | $14,000 | -36.4% | 653 | +18.9% | 0.01% | -33.3% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $14,000 | 0.0% | 257 | +5.3% | 0.01% | 0.0% |
INGR | Buy | INGREDION INC COMstock | $15,000 | 0.0% | 195 | +6.6% | 0.01% | 0.0% |
LRCX | LAM RESEARCH CORP COMstock | $14,000 | +27.3% | 63 | 0.0% | 0.01% | +33.3% | |
S | Sell | SPRINT CORPORATION COMstock | $15,000 | -11.8% | 2,456 | -0.6% | 0.01% | -11.1% |
IYR | Sell | ISHARES U.S. REAL ESTATE ETFetf | $15,000 | 0.0% | 164 | -2.4% | 0.01% | 0.0% |
FLIO | Sell | FRANKLIN LIBERTY INTERNATIONAL OPPORTUNITIES ETFetf | $15,000 | -16.7% | 594 | -9.5% | 0.01% | -20.0% |
LFUS | Buy | LITTELFUSE INC COMstock | $15,000 | +50.0% | 89 | +50.8% | 0.01% | +60.0% |
RWX | SPDR DJ WILSHIRE INTL REAL ESTetf | $15,000 | 0.0% | 388 | 0.0% | 0.01% | 0.0% | |
VLU | Buy | SPDR S&P 1500 VALUE TILT ETFetf | $15,000 | -6.2% | 150 | +0.7% | 0.01% | -11.1% |
IR | Sell | INGERSOLL-RAND PLC SHSstock | $14,000 | -12.5% | 121 | -3.2% | 0.01% | -11.1% |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $15,000 | -6.2% | 176 | 0.0% | 0.01% | -11.1% | |
PBI | PITNEY BOWES INC COMstock | $15,000 | 0.0% | 3,565 | 0.0% | 0.01% | 0.0% | |
SFIX | Buy | STITCH FIX INC COM CL Astock | $14,000 | +27.3% | 800 | +128.6% | 0.01% | +33.3% |
PDM | PIEDMONT OFFICE RLTYTR INC COM CL Areit | $14,000 | 0.0% | 688 | 0.0% | 0.01% | 0.0% | |
CLNY | Sell | COLONY CAP INC NEW CL A COMreit | $15,000 | +7.1% | 2,586 | -3.7% | 0.01% | 0.0% |
FTSM | New | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $13,000 | – | 220 | +100.0% | 0.01% | – |
VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $13,000 | -7.1% | 183 | 0.0% | 0.01% | -12.5% | |
CAPE | BARCLAYS ETN SHILLER CAPE ETNetf | $13,000 | -7.1% | 100 | 0.0% | 0.01% | -12.5% | |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $13,000 | +18.2% | 243 | +21.5% | 0.01% | +16.7% |
NI | NISOURCE INC COMstock | $13,000 | 0.0% | 457 | 0.0% | 0.01% | 0.0% | |
FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $13,000 | 0.0% | 271 | +1.1% | 0.01% | 0.0% |
ROST | Buy | ROSS STORES INC COMstock | $13,000 | +30.0% | 117 | +17.0% | 0.01% | +40.0% |
RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $13,000 | -55.2% | 230 | -48.3% | 0.01% | -56.2% |
SPYX | New | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $13,000 | – | 191 | +100.0% | 0.01% | – |
LUV | SOUTHWEST AIRLS CO COMstock | $13,000 | 0.0% | 254 | 0.0% | 0.01% | 0.0% | |
NFLX | Sell | NETFLIX INC COMstock | $12,000 | -53.8% | 43 | -38.6% | 0.01% | -57.1% |
UCON | New | FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETFetf | $11,000 | – | 408 | +100.0% | 0.01% | – |
MGA | Buy | MAGNA INTL INC COMstock | $12,000 | +9.1% | 233 | +0.4% | 0.01% | 0.0% |
EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $11,000 | -8.3% | 350 | 0.0% | 0.01% | -14.3% | |
MRCC | Sell | MONROE CAP CORP COMcef | $12,000 | -36.8% | 1,160 | -30.1% | 0.01% | -40.0% |
OHI | OMEGA HEALTHCARE INVS INC COMreit | $11,000 | +10.0% | 269 | 0.0% | 0.01% | +20.0% | |
WORK | New | SLACK TECHNOLOGIES INC COM CL Astock | $12,000 | – | 500 | +100.0% | 0.01% | – |
FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $12,000 | 0.0% | 397 | +1.3% | 0.01% | -14.3% |
TEAM | Sell | ATLASSIAN CORP PLC CL Astock | $11,000 | -57.7% | 90 | -51.4% | 0.01% | -57.1% |
CDC | New | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $11,000 | – | 252 | +100.0% | 0.01% | – |
LGLV | New | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $11,000 | – | 101 | +100.0% | 0.01% | – |
AGNC | AGNC INVT CORP COMreit | $11,000 | -8.3% | 725 | 0.0% | 0.01% | -14.3% | |
MFSF | MUTUALFIRST FINL INC COMstock | $11,000 | -8.3% | 372 | 0.0% | 0.01% | -14.3% | |
FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $11,000 | -8.3% | 250 | 0.0% | 0.01% | -14.3% | |
O | New | REALTY INCOME CORP COMreit | $9,000 | – | 117 | +100.0% | 0.01% | – |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $9,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
FSLR | Sell | FIRST SOLAR INC COMstock | $10,000 | -37.5% | 175 | -27.1% | 0.01% | -44.4% |
IAU | ISHARES COMEX GOLD TRUSTetf | $9,000 | +12.5% | 625 | 0.0% | 0.01% | +25.0% | |
INTL | Buy | INTL FCSTONE INC COMstock | $10,000 | +66.7% | 260 | +69.9% | 0.01% | +66.7% |
EXEL | EXELIXIS INC COMstock | $9,000 | -10.0% | 500 | 0.0% | 0.01% | 0.0% | |
GWPH | GW PHARMACEUTICALS PLC ADSadr | $10,000 | -37.5% | 91 | 0.0% | 0.01% | -44.4% | |
EFG | ISHARES MSCI EAFE GROWTH ETFetf | $10,000 | -9.1% | 134 | 0.0% | 0.01% | -16.7% | |
EA | ELECTRONIC ARTS INC COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
CRM | Buy | SALESFORCE COM INC COMstock | $9,000 | +80.0% | 60 | +100.0% | 0.01% | +66.7% |
ZTR | VIRTUS GLOBAL DIVID INCOME FD COMcef | $10,000 | -9.1% | 892 | 0.0% | 0.01% | -16.7% | |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $9,000 | -71.0% | 100 | -71.4% | 0.01% | -70.6% |
ISBC | INVESTORS BANCORP INC NEW COMstock | $9,000 | 0.0% | 787 | 0.0% | 0.01% | 0.0% | |
VICI | VICI PPTYS INC COMreit | $10,000 | +11.1% | 424 | 0.0% | 0.01% | 0.0% | |
BYLD | New | ISHARES YIELD OPTIMIZED BOND ETFetf | $10,000 | – | 393 | +100.0% | 0.01% | – |
EWC | ISHARES MSCI CANADA INDEXetf | $10,000 | 0.0% | 352 | 0.0% | 0.01% | 0.0% | |
BOX | Sell | BOX INC CL Astock | $9,000 | -43.8% | 560 | -38.5% | 0.01% | -44.4% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $9,000 | -10.0% | 191 | +0.5% | 0.01% | 0.0% |
FOF | COHEN & STEERS CLOSED END OPPO COMcef | $9,000 | 0.0% | 693 | 0.0% | 0.01% | 0.0% | |
HPQ | HP INC COMstock | $9,000 | -10.0% | 485 | 0.0% | 0.01% | 0.0% | |
BLD | TOPBUILD CORP COMstock | $9,000 | +12.5% | 100 | 0.0% | 0.01% | +25.0% | |
CLF | New | CLEVELAND CLIFFS INC COMstock | $10,000 | – | 1,400 | +100.0% | 0.01% | – |
TWTR | Buy | TWITTER INC COMstock | $10,000 | +400.0% | 250 | +316.7% | 0.01% | +400.0% |
NVS | NOVARTIS A G SPONSORED ADRadr | $9,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT GOLDCORP CORPORATION COMstock | $7,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
AOA | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $8,000 | -11.1% | 156 | 0.0% | 0.00% | -20.0% | |
CFFN | Sell | CAPITOL FED FINL INC COMstock | $8,000 | -27.3% | 565 | -28.6% | 0.00% | -33.3% |
QEFA | New | SPDR MSCI EAFE STRATEGICFACTORS ETFetf | $7,000 | – | 115 | +100.0% | 0.00% | – |
FLTB | Buy | FIDELITY LIMITED TERM BOND ETFetf | $7,000 | 0.0% | 146 | +0.7% | 0.00% | 0.0% |
LUMN | Sell | CENTURYLINK INC COMstock | $8,000 | -42.9% | 701 | -41.5% | 0.00% | -50.0% |
WW | New | WW INTL INC COMstock | $8,000 | – | 225 | +100.0% | 0.00% | – |
PII | Buy | POLARIS INC COMstock | $8,000 | 0.0% | 93 | +1.1% | 0.00% | 0.0% |
CCL | CARNIVAL CORP PAIRED CTFstock | $8,000 | -11.1% | 200 | 0.0% | 0.00% | -20.0% | |
NEAR | Sell | ISHARES SHORT MATURITY BOND ETFetf | $7,000 | -83.7% | 143 | -83.2% | 0.00% | -82.6% |
SHY | New | ISHARES 1-3 YR TREASURY BOND ETFetf | $7,000 | – | 79 | +100.0% | 0.00% | – |
INTU | INTUIT COMstock | $7,000 | -12.5% | 28 | 0.0% | 0.00% | 0.0% | |
GEF | New | GREIF INC CL Astock | $7,000 | – | 200 | +100.0% | 0.00% | – |
COG | Buy | CABOT OIL & GAS CORP COMstock | $7,000 | -12.5% | 428 | +23.3% | 0.00% | 0.0% |
ENB | ENBRIDGE INC COMstock | $7,000 | -12.5% | 212 | 0.0% | 0.00% | 0.0% | |
SMG | Buy | SCOTTS MIRACLE GRO CO CL Astock | $8,000 | +14.3% | 78 | +20.0% | 0.00% | 0.0% |
TCBK | TRICO BANCSHARES COMstock | $7,000 | -12.5% | 211 | 0.0% | 0.00% | 0.0% | |
CMP | Sell | COMPASS MINERALS INTL INC COMstock | $8,000 | -33.3% | 149 | -33.2% | 0.00% | -42.9% |
BA | Buy | BOEING CO COMstock | $7,000 | +40.0% | 18 | +20.0% | 0.00% | +33.3% |
SQ | Sell | SQUARE INC CL Astock | $7,000 | -41.7% | 110 | -31.2% | 0.00% | -42.9% |
SIRI | Buy | SIRIUS XM HLDGS INC COMstock | $7,000 | +16.7% | 1,117 | +9.0% | 0.00% | +33.3% |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $7,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% | |
SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $8,000 | – | 182 | +100.0% | 0.00% | – |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $7,000 | -12.5% | 185 | 0.0% | 0.00% | 0.0% | |
RWL | Sell | INVESCO S&P 500 REVENUE ETFetf | $8,000 | -90.2% | 160 | -89.4% | 0.00% | -90.9% |
VNLA | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $8,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
IGE | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $5,000 | -16.7% | 185 | 0.0% | 0.00% | 0.0% | |
FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $5,000 | – | 96 | +100.0% | 0.00% | – |
GOOG | ALPHABET INC CAP STK CL Cstock | $5,000 | +25.0% | 4 | 0.0% | 0.00% | +50.0% | |
DOW | Buy | DOW INC COMstock | $5,000 | 0.0% | 102 | +1.0% | 0.00% | 0.0% |
RIG | Buy | TRANSOCEAN LTD REG SHSstock | $6,000 | 0.0% | 1,390 | +32.4% | 0.00% | 0.0% |
XLRE | New | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $5,000 | – | 135 | +100.0% | 0.00% | – |
NLY | ANNALY CAP MGMT INC COMreit | $6,000 | 0.0% | 666 | 0.0% | 0.00% | 0.0% | |
SLY | SPDR S&P 600 SMALL CAP ETFetf | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
IYM | Sell | ISHARES U.S. BASIC MATERIALS ETFetf | $5,000 | -16.7% | 52 | -21.2% | 0.00% | 0.0% |
MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $5,000 | +66.7% | 15 | +66.7% | 0.00% | +50.0% |
JEF | JEFFERIES FINL GROUP INC COMstock | $5,000 | -16.7% | 288 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $5,000 | – | 135 | +100.0% | 0.00% | – |
WSM | Buy | WILLIAMS SONOMA INC COMstock | $5,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
HMC | Sell | HONDA MOTOR LTD AMERN SHSadr | $5,000 | -79.2% | 212 | -76.8% | 0.00% | -76.9% |
PBA | New | PEMBINA PIPELINE CORP COMstock | $6,000 | – | 160 | +100.0% | 0.00% | – |
IIPR | New | INNOVATIVE INDL PPTYS INC COMreit | $5,000 | – | 50 | +100.0% | 0.00% | – |
RACE | FERRARI N V COMstock | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
LOUP | Sell | INNOVATOR LOUP FRONTIER TECH ETFetf | $6,000 | -64.7% | 280 | -61.6% | 0.00% | -66.7% |
THO | THOR INDS INC COMstock | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
RQI | New | COHEN & STEERS QUALITY RLTY FD COMcef | $6,000 | – | 400 | +100.0% | 0.00% | – |
FMB | Buy | FIRST TRUST MANAGED MUNICIPAL ETFetf | $5,000 | 0.0% | 87 | +1.2% | 0.00% | 0.0% |
CSX | Sell | CSX CORP COMstock | $5,000 | -73.7% | 76 | -69.7% | 0.00% | -70.0% |
PNR | PENTAIR PLC SHSstock | $6,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $5,000 | +25.0% | 34 | +36.0% | 0.00% | +50.0% |
WEC | New | WEC ENERGY GROUP INC COMstock | $5,000 | – | 51 | +100.0% | 0.00% | – |
EFX | EQUIFAX INC COMstock | $6,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
UBER | New | UBER TECHNOLOGIES INC COMstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
ADBE | New | ADOBE INC COMstock | $5,000 | – | 20 | +100.0% | 0.00% | – |
ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $5,000 | – | 25 | +100.0% | 0.00% | – |
PRU | PRUDENTIAL FINL INCstock | $6,000 | -14.3% | 70 | 0.0% | 0.00% | -25.0% | |
IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $5,000 | – | 36 | +100.0% | 0.00% | – |
JXI | ISHARES GLOBAL UTILITIES ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
FXO | New | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $4,000 | – | 129 | +100.0% | 0.00% | – |
AABA | YAHOO INCcef | $4,000 | -73.3% | 223 | 0.0% | 0.00% | -75.0% | |
PSR | New | POWERSHARES ACTIVE U.S. REAL ESTATE FUNDetf | $3,000 | – | 27 | +100.0% | 0.00% | – |
GII | New | SPDR S&P GLOBAL INFRASTRUCTURE ETFetf | $3,000 | – | 49 | +100.0% | 0.00% | – |
FRAK | New | VANECK VECTORS UNCONVENTIONAL OIL & GAS ETFetf | $3,000 | – | 312 | +100.0% | 0.00% | – |
PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $4,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
KN | KNOWLES CORP COMstock | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
KMI | New | KINDER MORGAN INC DEL COMstock | $4,000 | – | 200 | +100.0% | 0.00% | – |
HACK | ETFMG PRIME CYBER SECURITY ETFetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
KEY | KEYCORP NEW COMstock | $3,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
KIE | New | SPDR S&P INSURANCE ETFetf | $4,000 | – | 110 | +100.0% | 0.00% | – |
DPLO | DIPLOMAT PHARMACY INC COMstock | $4,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
DHIL | DIAMOND HILL INVESTMENT GROUP COM NEWstock | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
JCAP | Sell | JERNIGAN CAP INC COMreit | $4,000 | -81.0% | 189 | -81.1% | 0.00% | -81.8% |
ONEV | New | SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETFetf | $4,000 | – | 55 | +100.0% | 0.00% | – |
FCAU | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $4,000 | -20.0% | 325 | 0.0% | 0.00% | -33.3% | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $4,000 | -20.0% | 142 | 0.0% | 0.00% | -33.3% | |
SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $4,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
UMH | Sell | UMH PPTYS INC COMreit | $4,000 | -84.0% | 254 | -87.0% | 0.00% | -85.7% |
CFO | New | VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETFetf | $3,000 | – | 61 | +100.0% | 0.00% | – |
CWH | CAMPING WORLD HLDGS INC CL Astock | $4,000 | -20.0% | 400 | 0.0% | 0.00% | -33.3% | |
IRT | Sell | INDEPENDENCE RLTY TR INC COMreit | $3,000 | -82.4% | 200 | -85.6% | 0.00% | -77.8% |
ESGV | VANGUARD ESG U.S. STOCK ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SMIN | Sell | ISHARES MSCI INDIA SMALL CAP INDEX FUNDetf | $3,000 | -57.1% | 103 | -46.6% | 0.00% | -50.0% |
UAA | UNDER ARMOUR INC CL Astock | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% | |
ACB | AURORA CANNABIS INC COMstock | $3,000 | -50.0% | 750 | 0.0% | 0.00% | -33.3% | |
IRBT | IROBOT CORP COMstock | $4,000 | -33.3% | 63 | 0.0% | 0.00% | -33.3% | |
HAL | HALLIBURTON CO COMstock | $3,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
EES | Buy | WISDOMTREE U.S. SMALLCAP FUNDetf | $4,000 | +100.0% | 119 | +138.0% | 0.00% | +100.0% |
SOHO | Sell | SOTHERLY HOTELS INC COMreit | $4,000 | -87.1% | 558 | -87.1% | 0.00% | -88.2% |
BDX | New | BECTON DICKINSON & CO COMstock | $4,000 | – | 16 | +100.0% | 0.00% | – |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $4,000 | -88.2% | 70 | -87.0% | 0.00% | -88.9% |
STAG | Sell | STAG INDL INC COMreit | $3,000 | -87.5% | 103 | -86.8% | 0.00% | -84.6% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $4,000 | +33.3% | 39 | +30.0% | 0.00% | 0.0% |
SRCL | Sell | STERICYCLE INC COMstock | $3,000 | -50.0% | 70 | -41.7% | 0.00% | -33.3% |
TJX | TJX COS INC NEW COMstock | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC COMstock | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
BRX | Sell | BRIXMOR PPTY GROUP INC COMreit | $4,000 | -66.7% | 218 | -65.6% | 0.00% | -71.4% |
CARA | New | CARA THERAPEUTICS INC COMstock | $4,000 | – | 220 | +100.0% | 0.00% | – |
HIBB | Sell | HIBBETT SPORTS INC COMstock | $4,000 | -60.0% | 165 | -67.7% | 0.00% | -60.0% |
IRM | Sell | IRON MTN INC NEW COMreit | $3,000 | -70.0% | 106 | -65.9% | 0.00% | -60.0% |
FIS | New | FIDELITY NATL INFORMATION SVCS COMstock | $4,000 | – | 27 | +100.0% | 0.00% | – |
QDF | New | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $3,000 | – | 79 | +100.0% | 0.00% | – |
WOOD | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PSX | New | PHILLIPS 66 COMstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
GCC | New | WISDOMTREE CONTINUOUS COMMODITY INDEX FUNDetf | $3,000 | – | 149 | +100.0% | 0.00% | – |
ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $4,000 | -20.0% | 130 | 0.0% | 0.00% | -33.3% | |
MDU | MDU RES GROUP INC COMstock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FAST | Sell | FASTENAL CO COMstock | $3,000 | -57.1% | 100 | -51.2% | 0.00% | -50.0% |
AB | New | ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTNstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
EWZ | Sell | ISHARES MSCI BRAZIL ETFetf | $2,000 | -60.0% | 50 | -50.0% | 0.00% | -66.7% |
ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $1,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
CGW | New | INVESCO S&P GLOBAL WATER INDEX ETFetf | $2,000 | – | 49 | +100.0% | 0.00% | – |
PDP | New | INVESCO DWA MOMENTUM ETFetf | $2,000 | – | 30 | +100.0% | 0.00% | – |
XON | INTREXON CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ITW | New | ILLINOIS TOOL WKS INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
HBNC | Buy | HORIZON BANCORP INC COMstock | $2,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
JKHY | New | HENRY JACK & ASSOC INC COMstock | $2,000 | – | 13 | +100.0% | 0.00% | – |
EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
GBCI | New | GLACIER BANCORP INC NEW COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
JLL | JONES LANG LASALLE INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
GME | New | GAMESTOP CORP NEW CL Astock | $2,000 | – | 386 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC COMstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
LEG | Buy | LEGGETT & PLATT INC COMstock | $1,000 | – | 22 | +2100.0% | 0.00% | – |
FTS | New | FORTIS INC COMstock | $1,000 | – | 32 | +100.0% | 0.00% | – |
MRO | MARATHON OIL CORP COMstock | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
MMC | New | MARSH & MCLENNAN COS INC COMstock | $2,000 | – | 23 | +100.0% | 0.00% | – |
MKC | New | MCCORMICK & CO INC COM NON VTGstock | $2,000 | – | 11 | +100.0% | 0.00% | – |
MOMO | MOMO INC ADRadr | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC COM NEWstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
OXY | New | OCCIDENTAL PETE CORP COMstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
OKE | New | ONEOK INC NEW COMstock | $2,000 | – | 21 | +100.0% | 0.00% | – |
PKG | New | PACKAGING CORP AMER COMstock | $2,000 | – | 19 | +100.0% | 0.00% | – |
PRSP | PERSPECTA INC COMstock | $1,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
FBND | FIDELITY TOTAL BOND ETFetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
UWM | PROSHARES ULTRA RUSSELL 2000etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
QCOM | New | QUALCOMM INC COMstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
RSG | New | REPUBLIC SVCS INC COMstock | $2,000 | – | 21 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER LP COM UT LTD PTNstock | $2,000 | – | 192 | +100.0% | 0.00% | – |
XNTK | SPDR NYSE TECHNOLOGY ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ESRT | EMPIRE ST RLTY TR INC CL Areit | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
EDIT | EDITAS MEDICINE INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SPMB | New | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $2,000 | – | 93 | +100.0% | 0.00% | – |
SMLV | New | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $2,000 | – | 24 | +100.0% | 0.00% | – |
CONE | New | CYRUSONE INC COMreit | $2,000 | – | 22 | +100.0% | 0.00% | – |
CRON | CRONOS GROUP INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $2,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
CXW | Sell | CORECIVIC INC COMreit | $2,000 | -71.4% | 96 | -73.4% | 0.00% | -75.0% |
CBSH | New | COMMERCE BANCSHARES INC COMstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
SNA | New | SNAP ON INC COMstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
SON | SONOCO PRODS CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
SYK | New | STRYKER CORP COMstock | $2,000 | – | 8 | +100.0% | 0.00% | – |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $1,000 | -99.6% | 21 | -99.4% | 0.00% | -99.3% |
UMPQ | UMPQUA HLDGS CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
UNIT | Sell | UNITI GROUP INC COMreit | $2,000 | -90.9% | 320 | -86.8% | 0.00% | -91.7% |
VFC | Sell | V F CORP COMstock | $1,000 | -99.8% | 14 | -99.8% | 0.00% | -99.7% |
CTT | Sell | CATCHMARK TIMBER TR INC CL Areit | $2,000 | -88.2% | 201 | -87.0% | 0.00% | -88.9% |
VSGX | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
TRTY | CAMBRIA TRINITY ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CBLAQ | Sell | CBL & ASSOC PPTYS INC COMreit | $1,000 | -83.3% | 605 | -89.5% | 0.00% | -66.7% |
BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $2,000 | – | 19 | +100.0% | 0.00% | – |
VSS | New | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
BLK | New | BLACKROCK INC COMstock | $2,000 | – | 4 | +100.0% | 0.00% | – |
ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $2,000 | – | 11 | +100.0% | 0.00% | – |
AIZ | New | ASSURANT INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $2,000 | -66.7% | 8 | -73.3% | 0.00% | -66.7% |
CSF | New | VICTORYSHARES U.S. DISCOVERY ENHANCED VOLATILITY WTD INDEX ETFetf | $2,000 | – | 64 | +100.0% | 0.00% | – |
CIZ | New | VICTORYSHARES DEVELOPED ENHANCED VOLATILITY WTD INDEX ETFetf | $2,000 | – | 55 | +100.0% | 0.00% | – |
VSTWSA | VISTRA ENERGY CORP WT EXP 020224stock | $1,000 | 0.0% | 304 | 0.0% | 0.00% | 0.0% | |
WPG | Sell | WASHINGTON PRIME GROUP NEW COMreit | $2,000 | -77.8% | 446 | -80.3% | 0.00% | -80.0% |
WSO | New | WATSCO INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
WFC | New | WELLS FARGO CO NEW COMstock | $2,000 | – | 43 | +100.0% | 0.00% | – |
WLL | WHITING PETE CORP NEW COM NEWstock | $2,000 | -50.0% | 225 | 0.0% | 0.00% | -50.0% | |
DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $2,000 | 0.0% | 35 | 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% | |
WDAY | WORKDAY INC CL Astock | $2,000 | -33.3% | 12 | 0.0% | 0.00% | -50.0% | |
XEL | New | XCEL ENERGY INC COMstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
XLNX | New | XILINX INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $2,000 | +100.0% | 64 | +106.5% | 0.00% | 0.0% |
ZYNE | ZYNERBA PHARMACEUTICALS INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
AGN | New | ALLERGAN PLC SHSstock | $2,000 | – | 11 | +100.0% | 0.00% | – |
LIN | New | LINDE PLC SHSstock | $2,000 | – | 12 | +100.0% | 0.00% | – |
NLSN | New | NIELSEN HLDGS PLC SHS EURstock | $1,000 | – | 38 | +100.0% | 0.00% | – |
STE | New | STERIS PLC SHS USDstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
TPRE | THIRD PT REINS LTD COMstock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CB | New | CHUBB LIMITED COMstock | $2,000 | – | 13 | +100.0% | 0.00% | – |
AKS | New | AK STL HLDG CORP COMstock | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
AHH | Sell | ARMADA HOFFLER PPTYS INC COMreit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
ABUS | ARBUTUS BIOPHARMA CORP COMstock | $0 | – | 120 | 0.0% | 0.00% | – | |
AAOI | APPLIED OPTOELECTRONICS INC COMstock | $0 | – | 18 | 0.0% | 0.00% | – | |
FUT | New | PROSHARES MANAGED FUTURES STRATEGY ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
WAB | Sell | WABTEC CORP COMstock | $0 | -100.0% | 6 | -57.1% | 0.00% | -100.0% |
TISUQ | Exit | ORCHIDS PAPER PRODS CO DEL COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
DELL | Exit | DELL TECHNOLOGIES INC CL Cstock | $0 | – | -5 | -100.0% | 0.00% | – |
PLUG | Sell | PLUG POWER INC COM NEWstock | $0 | – | 20 | -77.8% | 0.00% | – |
DFODQ | DEAN FOODS CO NEW COM NEWstock | $0 | – | 180 | 0.0% | 0.00% | – | |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
REZI | Buy | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 12 | +20.0% | 0.00% | – |
CVRS | CORINDUS VASCULAR ROBOTICS INC COMstock | $0 | – | 30 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INC CL Astock | $0 | – | 1 | 0.0% | 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% | – |
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | 7 | 0.0% | 0.00% | – | ||
ASIX | ADVANSIX INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
FAMI | New | FARMMI INC SHSstock | $0 | – | 98 | +100.0% | 0.00% | – |
FLR | Sell | FLUOR CORP NEW COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
GTX | Buy | GARRETT MOTION INC COMstock | $0 | – | 7 | +16.7% | 0.00% | – |
CLNC | Sell | COLONY CR REAL ESTATE INC COM CL Areit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
JNPR | JUNIPER NETWORKS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
ABBV | ABBVIE INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
TSLA | New | TESLA INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
GM | GENERAL MTRS CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
RZG | New | INVESCO S&P SMALLCAP 600 PURE GROWTH ETFetf | $0 | – | 4 | +100.0% | 0.00% | – |
PICB | INVESCO INTERNATIONAL CORPORATE BOND ETFetf | $0 | – | 17 | 0.0% | 0.00% | – | |
ALC | New | ALCON INC ORD SHSstock | $0 | – | 2 | +100.0% | 0.00% | – |
IUSV | Sell | ISHARES CORE S&P U.S. VALUE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
HEFA | Sell | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
IOVA | IOVANCE BIOTHERAPEUTICS INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
AES | AES CORP COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
SMLF | Sell | ISHARES EDGE MSCI MULTIFACTOR USA SMALL-CAP ETFetf | $0 | -100.0% | 11 | -86.4% | 0.00% | -100.0% |
TPCO | Buy | TRIBUNE PUBG CO NEW COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $0 | – | 10 | 0.0% | 0.00% | – | |
BKR | BAKER HUGHES A GE CO CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
TIPZ | Exit | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $0 | – | -16 | -100.0% | -0.00% | – |
FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -171 | -100.0% | -0.00% | – |
SPWR | Exit | SUNPOWER CORP COMstock | $0 | – | -72 | -100.0% | -0.00% | – |
ETH | Exit | ETHAN ALLEN INTERIORS INC COMstock | $0 | – | -45 | -100.0% | -0.00% | – |
NAV | Exit | NAVISTAR INTL CORP NEW COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
PLYM | Exit | PLYMOUTH INDL REIT INC COMreit | $0 | – | -78 | -100.0% | -0.00% | – |
MDP | Exit | MEREDITH CORP COMstock | $0 | – | -45 | -100.0% | -0.00% | – |
MLHR | Exit | MILLER HERMAN INC COMstock | $0 | – | -45 | -100.0% | -0.00% | – |
HYMB | Exit | SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETFetf | $0 | – | -25 | -100.0% | -0.00% | – |
XSLV | Exit | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $0 | – | -62 | -100.0% | -0.00% | – |
LRGF | Exit | ISHARES EDGE MSCI MULTIFACTOR USA ETFetf | $0 | – | -128 | -100.0% | -0.00% | – |
SPHD | Exit | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
GMWSB | Exit | GENERAL MTRS CO WT EXP 071019stock | $0 | – | -174 | -100.0% | -0.00% | – |
IEO | Exit | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $0 | – | -70 | -100.0% | -0.00% | – |
COP | Exit | CONOCOPHILLIPS COMstock | $0 | – | -73 | -100.0% | -0.00% | – |
SOXX | Exit | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $0 | – | -21 | -100.0% | -0.00% | – |
SMDV | Exit | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $0 | – | -52 | -100.0% | -0.00% | – |
PRNT | Exit | THE 3D PRINTING ETFetf | $0 | – | -250 | -100.0% | -0.00% | – |
WW | Exit | WEIGHT WATCHERS INTL INC NEW COMstock | $0 | – | -225 | -100.0% | -0.00% | – |
MFC | Exit | MANULIFE FINL CORP COMstock | $0 | – | -246 | -100.0% | -0.00% | – |
PWB | Exit | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $0 | – | -93 | -100.0% | -0.00% | – |
AGEN | Exit | AGENUS INC COM NEWstock | $0 | – | -3,070 | -100.0% | -0.00% | – |
WPC | Exit | W P CAREY INC COMreit | $0 | – | -86 | -100.0% | -0.00% | – |
PWC | Exit | Invesco Dynamic Market ETFetf | $0 | – | -89 | -100.0% | -0.01% | – |
NRE | Exit | NORTHSTAR REALTY EUROPE CORP COMreit | $0 | – | -783 | -100.0% | -0.01% | – |
KNOW | Exit | DIREXION ALL CAP INSIDER SENTIMENT SHARESetf | $0 | – | -391 | -100.0% | -0.01% | – |
WM | Exit | WASTE MGMT INC DEL COMstock | $0 | – | -164 | -100.0% | -0.01% | – |
RWJ | Exit | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $0 | – | -445 | -100.0% | -0.02% | – |
TROW | Exit | PRICE T ROWE GROUP INC COMstock | $0 | – | -6,415 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-23
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.