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☆IFP Advisors, Inc

CIK 0001641866 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.492
AUM ($M)
5,537
Positions
5147
Turnover
0.11
Top-10 wt
14%
Herfindahl
0.004
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 5371 positions (showing top 500 by weight) · portfolio value $5,537M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 2.5% -0.0% 140.3 484,958 -298 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.4% +0.0% 132.8 663,778 +11,936 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.4% +0.3% 80.0 108,639 +13,892 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.4% -0.0% 78.2 328,243 -2,630 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 67.3 180,462 +5,662 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.2% -0.1% 66.4 188,042 -31,573 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.2% -0.0% 64.0 742,981 +611,199 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.1% +0.1% 60.1 168,260 +2,486 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.0% -0.2% 57.4 76,832 -11,928 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 1.0% +0.1% 55.6 632,889 +93,035 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.8% +0.5% 46.7 80,458 +3,156 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.8% +0.1% 46.2 915,993 +90,146 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.8% +0.1% 44.2 64,339 +6,934 5 —
☆IEF funds › ISHARES TR ADD — 0.8% +0.1% 44.2 467,027 +112,935 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.8% -0.3% 41.9 555,136 -11,717 5 —
☆IVV funds › ISHARES TR ADD — 0.7% -0.0% 40.6 54,261 +56 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.7% +0.4% 39.7 116,369 +7,577 5 —
☆DGRW funds › WISDOMTREE TR ADD — 0.7% -0.0% 38.9 406,971 +247 5 —
☆TLT funds › ISHARES TR TRIM — 0.7% -0.3% 38.6 446,710 -109,400 5 —
☆IGSB funds › ISHARES TR ADD — 0.7% +0.2% 38.1 727,413 +300,268 5 —
☆IVW funds › ISHARES TR TRIM — 0.7% -0.1% 37.1 269,980 -73,175 5 —
☆IVE funds › ISHARES TR TRIM — 0.6% -0.1% 33.8 148,739 -4,004 5 —
☆HDV funds › ISHARES TR ADD — 0.6% +0.2% 33.4 1,219,092 +1,093,020 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.6% -0.0% 33.3 156,520 -723 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.6% +0.0% 33.2 87,886 -2,957 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.6% +0.1% 32.9 275,462 +242,342 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.6% +0.0% 32.8 666,097 +33,843 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.6% -0.0% 31.7 937,753 -13,741 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.5% +0.0% 28.6 775,129 +257 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.5% +0.0% 28.5 604,049 +33,559 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.5% +0.0% 28.1 1,129,539 +236,972 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.5% -0.1% 27.7 29,628 -1,256 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.5% -0.0% 27.5 174,068 +4,646 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.5% -0.0% 27.4 54,780 +1,703 5 —
☆OEF funds › ISHARES TR TRIM — 0.5% -0.1% 26.6 72,781 -21,248 5 —
☆ITA funds › ISHARES TR ADD — 0.5% -0.0% 26.6 109,759 +2,375 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.5% +0.0% 26.0 109,943 +5,199 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.4% -0.1% 24.6 412,661 -22,873 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.1% 24.4 20,352 +2,078 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.4% -0.1% 23.4 171,296 +10,202 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.1% 23.4 41,474 +908 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.1% 23.3 327,485 +60,492 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% +0.0% 23.1 70,542 +2,652 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 22.6 712,723 +17,536 5 —
☆IEFA funds › ISHARES TR ADD — 0.4% -0.0% 22.6 233,923 +12,684 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.4% +0.0% 22.4 194,679 +4,851 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 22.3 756,568 +43,581 5 —
☆IEMG funds › ISHARES INC TRIM — 0.4% -0.1% 21.4 258,623 -82,578 5 —
☆GSEW funds › GOLDMAN SACHS ETF TR ADD — 0.4% -0.0% 21.3 225,517 +6,447 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.4% +0.3% 21.2 234,173 +176,649 5 —
☆EFG funds › ISHARES TR ADD — 0.4% +0.1% 19.8 159,304 +48,087 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.4% +0.0% 19.5 439,025 +16,207 5 —
☆ITOT funds › ISHARES TR TRIM — 0.4% -0.0% 19.5 118,813 -1,398 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.3% +0.3% 19.0 16,479 +3,908 5 —
☆FNV funds › FRANCO NEV CORP ADD — 0.3% -0.1% 18.7 89,770 +2,480 5 —
☆TFLO funds › ISHARES TR ADD — 0.3% +0.0% 18.4 363,276 +66,964 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.3% -0.0% 18.1 253,572 +83,081 5 —
☆IJH funds › ISHARES TR TRIM — 0.3% -0.0% 17.5 226,750 -497 5 —
☆WMT funds › WALMART INC ADD — 0.3% -0.0% 17.5 154,200 +13,641 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 17.4 601,558 +30,216 5 —
☆TSLA funds › TESLA INC ADD — 0.3% -0.0% 17.3 41,167 +397 5 —
☆EFA funds › ISHARES TR ADD — 0.3% -0.0% 17.2 165,876 +2,045 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.3% +0.0% 16.8 196,113 +17,855 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.3% +0.2% 16.3 216,648 +151,621 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.3% +0.0% 16.3 39,233 -5,562 5 —
☆IJR funds › ISHARES TR ADD — 0.3% +0.0% 16.2 108,901 +2,042 5 —
☆V funds › VISA INC ADD — 0.3% +0.0% 15.9 46,449 +1,502 5 —
☆GSSC funds › GOLDMAN SACHS ETF TR ADD — 0.3% +0.0% 15.9 174,206 +4,041 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.3% -0.0% 15.9 263,334 +5,604 5 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.3% -0.0% 15.9 152,692 +6,301 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.3% -0.1% 15.8 215,008 -20,117 5 —
☆AXSM funds › AXSOME THERAPEUTICS INC. ADD — 0.3% +0.1% 15.2 62,273 +1,279 5 —
☆HD funds › HOME DEPOT INC ADD — 0.3% +0.0% 15.1 42,759 +4,764 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.3% +0.0% 15.1 44,957 +1,046 5 —
☆XYZ funds › BLOCK INC TRIM — 0.3% +0.0% 14.9 196,142 -14,818 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.3% +0.0% 14.9 13,949 -2,613 5 —
☆SHY funds › ISHARES TR ADD — 0.3% +0.0% 14.8 180,492 +25,675 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.3% -0.1% 14.1 38,550 -11,753 5 —
☆SOXX funds › ISHARES TR TRIM — 0.3% +0.1% 14.1 21,936 -605 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.2% -0.1% 13.6 36,746 -16,193 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.2% +0.1% 13.6 17,760 -524 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.1% 13.5 270,349 -24,819 5 —
☆TER funds › TERADYNE INC ADD — 0.2% +0.1% 13.4 27,669 +234 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC TRIM — 0.2% -0.3% 13.4 165,301 -95,096 4 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% -0.0% 13.3 52,930 -2,013 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.2% +0.0% 13.2 347,015 +18,166 5 —
☆IWP funds › ISHARES TR ADD — 0.2% +0.0% 12.9 88,152 +9,016 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.1% 12.8 67,401 +2,661 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 12.8 109,237 -22,098 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 12.8 87,479 +9,756 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 12.8 64,604 +2,764 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 12.7 246,034 +29,386 5 —
☆IAGG funds › ISHARES TR ADD — 0.2% -0.0% 12.7 250,856 +14,166 5 —
☆MAGS funds › LISTED FDS TR ADD — 0.2% +0.2% 12.7 196,837 +180,495 4 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.2% -0.1% 12.6 57,979 -11,108 5 —
☆INTC funds › INTEL CORP TRIM — 0.2% +0.1% 12.6 90,338 -28,267 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.2% 12.4 245,334 -117,133 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.1% 12.2 43,273 +10,130 5 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 12.1 617,647 +14,445 4 —
☆IBDR funds › ISHARES TR ADD — 0.2% -0.0% 12.0 495,135 +13,900 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.2% +0.1% 11.9 10,543 -30 5 —
☆SGOV funds › ISHARES TR TRIM — 0.2% -0.1% 11.9 118,044 -23,856 5 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.2% +0.0% 11.6 90,820 +3,974 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.2% -0.0% 11.5 228,282 +14,779 5 —
☆TGTX funds › TG THERAPEUTICS INC ADD — 0.2% +0.1% 11.5 209,318 +2,780 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 11.5 60,470 +108 5 —
☆VST funds › VISTRA CORP ADD — 0.2% -0.0% 11.5 72,197 +4,066 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.2% +0.0% 11.4 166,925 +5,038 5 —
☆QUAL funds › ISHARES TR TRIM — 0.2% -0.0% 11.3 51,558 -9,357 5 —
☆GLW funds › CORNING INC TRIM — 0.2% +0.1% 11.2 43,864 -3,000 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% +0.0% 11.1 21,615 +2,418 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 10.9 132,460 +8,930 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 10.9 65,858 -10,006 5 —
☆MTUM funds › ISHARES TR ADD — 0.2% +0.1% 10.9 31,818 +14,085 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.1% 10.7 92,086 +11,312 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 10.5 14,578 +2,957 5 —
☆IVLU funds › ISHARES TR ADD — 0.2% +0.0% 10.5 251,132 +26,361 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 10.4 34,373 +45 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.2% -0.0% 10.4 143,821 +7,376 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 10.1 169,501 +21,660 5 —
☆VLUE funds › ISHARES TR TRIM — 0.2% +0.0% 10.1 50,619 -701 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 9.9 429,530 +73,597 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 9.8 38,760 +3,133 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% +0.0% 9.8 172,020 -1,199 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.2% -0.0% 9.7 185,483 +10,220 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 9.7 61,149 -6,183 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.2% +0.0% 9.6 20,005 -1,926 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% -0.0% 9.5 117,303 -7,354 5 —
☆IBB funds › ISHARES TR ADD — 0.2% +0.0% 9.5 49,988 +14,115 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 9.4 207,805 +43,873 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.2% +0.0% 9.4 13,034 -181 5 —
☆AGG funds › ISHARES TR TRIM — 0.2% -0.1% 9.3 93,781 -13,400 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 9.3 9,172 +700 5 —
☆IGV funds › ISHARES TR ADD — 0.2% +0.0% 9.2 101,274 +25,137 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.1% 9.1 21,044 +4,186 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.2% +0.2% 9.0 52,736 +52,736 1 —
☆IBDS funds › ISHARES TR TRIM — 0.2% -0.0% 9.0 370,829 -4,935 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.2% -0.0% 8.9 88,730 +5,717 5 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 8.8 167,367 +7,580 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.1% 8.7 32,263 -2,017 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 8.6 178,257 -19,906 5 —
☆IYW funds › ISHARES TR TRIM — 0.2% +0.0% 8.6 33,944 -1,441 5 —
☆FISV funds › FISERV INC TRIM — 0.2% -0.0% 8.5 173,460 -2,218 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.2% +0.0% 8.5 164,298 +25,284 5 —
☆TCAF funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.2% +0.0% 8.3 202,679 +8,844 5 —
☆GRNY funds › TIDAL TRUST I TRIM — 0.2% -0.0% 8.3 300,895 -46,049 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC TRIM — 0.1% -0.0% 8.2 34,193 -4,955 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 8.2 54,276 +3,678 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 8.2 293,056 +293,056 1 —
☆TLH funds › ISHARES TR TRIM — 0.1% -0.0% 8.1 80,435 -4,112 5 —
☆PAAA funds › PGIM ETF TR ADD — 0.1% +0.0% 8.1 157,200 +52,729 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 8.0 6,840 +756 5 —
☆IOCT funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 8.0 216,088 -1,163 5 —
☆NLR funds › VANECK ETF TRUST TRIM — 0.1% -0.1% 8.0 68,779 -4,286 5 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 7.9 155,153 +22,211 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.1% 7.9 148,671 +93,742 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.1% -0.1% 7.9 159,124 -28,906 5 —
☆CEF funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.1% 7.9 195,814 -1,835 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 7.8 53,490 +5,764 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 7.8 43,201 -1,017 5 —
☆IJJ funds › ISHARES TR TRIM — 0.1% -0.0% 7.8 52,727 -1,555 5 —
☆NOW funds › SERVICENOW INC ADD — 0.1% +0.0% 7.8 78,294 +23,559 5 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 7.7 130,190 -603 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 7.7 92,360 +274 5 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 7.7 370,739 +27,322 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 7.7 25,302 +4,799 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 7.7 25,613 +1,038 5 —
☆IBDT funds › ISHARES TR TRIM — 0.1% -0.0% 7.7 303,282 -965 5 —
☆COWZ funds › PACER FDS TR ADD — 0.1% -0.0% 7.6 121,969 +1,649 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% -0.3% 7.5 25,119 -60,874 5 —
☆TAXF funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 7.5 148,181 +9,463 5 —
☆Z funds › ZILLOW GROUP INC TRIM — 0.1% -0.1% 7.5 238,182 -3,742 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 7.5 98,210 -3,199 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.1% 7.4 169,238 -37,393 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR ADD — 0.1% -0.0% 7.3 158,811 +4,156 5 —
☆BKLC funds › BNY MELLON ETF TRUST TRIM — 0.1% -0.0% 7.2 50,408 -6,008 5 —
☆IWY funds › ISHARES TR TRIM — 0.1% -0.0% 7.2 24,854 -627 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 7.2 29,079 +1,571 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.1% -0.0% 7.1 96,934 -16,551 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 7.1 167,843 +310 5 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.1% 7.1 103,859 +72,758 5 —
☆SHV funds › ISHARES TR ADD — 0.1% -0.0% 7.1 64,258 +5,388 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 7.0 239,480 +54,139 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 7.0 194,779 +5,483 5 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.1% +0.1% 7.0 190,454 +85,751 2 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 6.9 332,441 +16,803 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% -0.0% 6.9 7,037 +97 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 6.9 37,106 -545 5 —
☆STIP funds › ISHARES TR ADD — 0.1% -0.0% 6.8 67,008 +5,209 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 6.7 19,897 +2,199 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 6.5 41,768 -1,650 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.1% -0.3% 6.5 21,312 -54,851 5 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 6.5 125,779 +0 5 —
☆IBDU funds › ISHARES TR ADD — 0.1% -0.0% 6.3 272,975 +7,059 5 —
☆IJS funds › ISHARES TR TRIM — 0.1% -0.0% 6.3 46,137 -830 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 6.3 16,824 +1,678 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 6.3 124,042 +3,300 5 —
☆XSOE funds › WISDOMTREE TR TRIM — 0.1% +0.0% 6.3 127,200 -2,106 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 6.2 243,819 +48,975 5 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 6.2 46,034 +7,071 5 —
☆ASML funds › ASML HLDG NV ADD — 0.1% +0.0% 6.2 3,097 +384 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 6.1 49,480 +37,237 5 —
☆AUPH funds › AURINIA PHARMACEUTICALS INC ADD — 0.1% +0.0% 6.1 361,634 +33,843 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% -0.0% 6.1 16,594 -488 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% +0.1% 6.1 241,832 +129,686 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% +0.0% 6.0 73,059 +10,173 5 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.1% -0.0% 6.0 18,260 -167 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 6.0 50,392 +636 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 6.0 75,839 +7,595 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 6.0 65,129 -15,277 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 5.9 214,237 +25,997 5 —
☆FANG funds › DIAMONDBACK ENERGY INC TRIM — 0.1% -0.0% 5.8 33,102 -3,224 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.0% 5.8 62,623 -1,191 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 5.7 70,648 +1,987 5 —
☆DE funds › DEERE & CO ADD — 0.1% +0.0% 5.7 9,046 +351 5 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 0.1% +0.1% 5.7 125,774 +108,717 5 —
☆FTNT funds › FORTINET INC TRIM — 0.1% +0.0% 5.6 36,521 -5,839 5 —
☆USMV funds › ISHARES TR TRIM — 0.1% -0.2% 5.5 57,284 -83,223 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 5.5 228,411 +28,014 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.1% -0.0% 5.5 120,520 +1,450 5 —
☆TMHC funds › TAYLOR MORRISON HOME CORP TRIM — 0.1% +0.0% 5.5 76,093 -2,686 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 5.5 42,711 -18,186 5 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 5.4 34,622 +3,084 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST TRIM — 0.1% +0.0% 5.4 86,836 -1,247 5 —
☆KGC funds › KINROSS GOLD CORP TRIM — 0.1% -0.2% 5.4 227,680 -285,694 5 —
☆NFLT funds › ETFIS SER TR I ADD — 0.1% +0.1% 5.4 234,059 +157,432 3 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 5.4 30,395 +6,285 5 —
☆ICVT funds › ISHARES TR ADD — 0.1% +0.0% 5.3 43,742 +13,241 5 —
☆IBDV funds › ISHARES TR TRIM — 0.1% -0.0% 5.3 242,424 -5,181 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.1% 5.3 10,332 -2,140 5 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 5.3 121,179 +15,717 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 5.3 19,309 +4,304 5 —
☆TSLX funds › SIXTH STREET SPECIALTY LENDI ADD — 0.1% +0.0% 5.2 305,604 +71,693 5 —
☆ACYN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.1% 5.2 252,324 +228,862 2 —
☆PJAN funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 5.2 105,912 -603 5 —
☆DGRO funds › ISHARES TR ADD — 0.1% +0.0% 5.2 69,089 +11,500 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 5.2 41,174 -984 5 —
☆INFL funds › LISTED FDS TR TRIM — 0.1% -0.0% 5.2 103,698 -5,922 5 —
☆IUSB funds › ISHARES TR TRIM — 0.1% -0.0% 5.2 112,010 -31,289 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.1% -0.1% 5.2 55,154 -16,673 5 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 5.1 6,786 +586 5 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.0% 5.1 47,611 +11,140 5 —
☆OHI funds › OMEGA HEALTHCARE INVS INC ADD — 0.1% -0.0% 5.1 107,457 +373 5 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.1% +0.1% 5.1 179,956 +112,481 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.1% 5.1 17,079 +426 5 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.1% +0.0% 5.1 19,978 +4,736 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 5.1 12,751 +1,498 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 5.1 7,723 -2,526 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.1% +0.0% 5.1 54,869 +20,323 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 5.0 94,096 +13,587 5 —
☆MLM funds › MARTIN MARIETTA MATLS INC ADD — 0.1% +0.0% 5.0 8,714 +2,227 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% -0.0% 5.0 46,661 +326 5 —
☆BLK funds › BLACKROCK INC ADD — 0.1% +0.0% 4.9 5,105 +1,141 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 4.9 54,424 +5,226 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.1% -0.0% 4.9 120,818 +6,026 5 —
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD ADD — 0.1% -0.0% 4.9 143,876 +1,532 5 —
☆ADBE funds › ADOBE INC ADD — 0.1% -0.0% 4.9 23,740 +814 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 4.8 55,230 +211 5 —
☆GFI funds › GOLD FIELDS LTD TRIM — 0.1% -0.1% 4.8 144,193 -13,924 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 4.8 50,163 +1,289 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 4.8 131,301 -24,029 5 —
☆CUSIP:46137V290 funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 4.8 131,000 +131,000 1 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 4.8 15,993 +3,290 5 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% +0.0% 4.8 101,693 +17,101 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 4.8 202,937 +27,029 5 —
☆QJUN funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 4.8 140,654 +1,479 5 —
☆FLQM funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% -0.0% 4.7 81,614 +2,526 5 —
☆SDVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 4.7 203,442 +50,524 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 4.7 19,208 +2,060 5 —
☆IBTI funds › ISHARES TR ADD — 0.1% -0.0% 4.7 210,382 +23,163 5 —
☆MISL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 4.6 101,253 +53,706 5 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 4.6 42,853 -951 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 4.6 10,814 +288 5 —
☆HURC funds › HURCO CO HOLD — 0.1% +0.0% 4.6 200,068 +0 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 4.5 21,762 +2,185 5 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.1% +0.1% 4.5 16,386 +4,140 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 4.5 79,641 +2,383 5 —
☆PPL funds › PPL CORP ADD — 0.1% -0.0% 4.5 123,238 +2,855 5 —
☆EVMO funds › MORGAN STANLEY ETF TRUST ADD — 0.1% -0.0% 4.5 89,610 +4,519 2 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 4.5 14,219 -314 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 4.5 14,775 +13,042 5 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 4.4 142,262 +14,755 5 —
☆EMB funds › ISHARES TR TRIM — 0.1% -0.0% 4.4 45,653 -4,242 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 4.4 75,537 +3,706 5 —
☆FDG funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 4.3 32,678 +2,936 5 —
☆HYDB funds › ISHARES TR ADD — 0.1% -0.0% 4.3 92,977 +6,651 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 4.3 43,923 +5,563 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.1% +0.0% 4.3 2,525 +908 5 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC TRIM — 0.1% -0.0% 4.3 91,719 -3,608 5 —
☆NTR funds › NUTRIEN LTD ADD — 0.1% -0.0% 4.3 67,879 +5,808 5 —
☆IEI funds › ISHARES TR ADD — 0.1% -0.0% 4.3 36,202 +2,264 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 4.2 52,476 +38,263 5 —
☆SDOG funds › ALPS ETF TR ADD ETP 0.1% -0.0% 4.2 61,107 +2,318 5 —
☆DJAN funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 4.2 91,376 +315 5 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.1% +0.1% 4.1 30,490 +30,490 1 —
☆EPU funds › ISHARES TR NEW — 0.1% +0.1% 4.1 48,921 +48,921 1 —
☆FCX funds › FREEPORT MCMORAN INC TRIM — 0.1% -0.0% 4.1 64,655 -11,002 5 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.1% -0.0% 4.1 11,777 +92 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST ADD — 0.1% +0.0% 4.0 79,607 +19,100 5 —
☆UL funds › UNILEVER PLC ADD — 0.1% +0.0% 4.0 66,896 +5,984 3 —
☆TIP funds › ISHARES TR ADD — 0.1% -0.0% 4.0 36,649 +2,441 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 4.0 107,625 +5,409 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 4.0 30,895 +1,202 5 —
☆C funds › CITIGROUP INC TRIM — 0.1% +0.0% 4.0 28,259 -971 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.1% -0.0% 3.9 50,426 -2,519 5 —
☆FNF funds › FIDELITY NATL FINL INC TRIM — 0.1% -0.0% 3.9 83,520 -2,928 5 —
☆SYY funds › SYSCO CORP ADD — 0.1% +0.0% 3.9 47,078 +2,652 5 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 3.9 56,740 +650 5 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% -0.0% 3.9 40,377 -1,367 5 —
☆LDUR funds › PIMCO ETF TR TRIM — 0.1% -0.0% 3.9 40,800 -1,964 5 —
☆RNG funds › RINGCENTRAL INC ADD — 0.1% +0.1% 3.9 99,068 +95,396 5 —
☆UNOV funds › INNOVATOR ETFS TRUST ADD — 0.1% -0.0% 3.9 96,054 +1,253 3 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.8 75,925 +18,443 5 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 3.8 46,221 -22 5 —
☆SIRI funds › SIRIUSXM HOLDINGS INC ADD — 0.1% +0.0% 3.8 127,271 +41,797 5 —
☆MTZ funds › MASTEC INC TRIM — 0.1% +0.0% 3.8 9,027 -811 5 —
☆KKR funds › KKR & CO INC TRIM — 0.1% -0.0% 3.8 40,898 -470 5 —
☆FEM funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.1% +0.0% 3.8 117,309 +9,135 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC ADD — 0.1% -0.0% 3.7 16,107 +90 5 —
☆HCA funds › HCA HEALTHCARE INC ADD — 0.1% -0.0% 3.7 9,563 +377 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 3.7 7,115 -281 5 —
☆DOW funds › DOW HLDGS INC TRIM — 0.1% -0.1% 3.7 135,634 -213 5 —
☆SLQD funds › ISHARES TR ADD — 0.1% +0.0% 3.7 73,563 +13,909 5 —
☆ICLN funds › ISHARES TR TRIM — 0.1% -0.0% 3.7 180,531 -13,264 5 —
☆EDIV funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 3.7 90,190 -6,045 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.7 39,243 +5,854 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.1% 3.7 23,436 +18,418 5 —
☆CI funds › THE CIGNA GROUP TRIM — 0.1% -0.0% 3.6 13,132 -13 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 3.6 26,736 +3,752 5 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 3.6 95,067 +13,341 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.6 53,255 +5,176 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% -0.0% 3.6 18,506 -1,869 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 3.6 10,711 -3,553 5 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.1% -0.0% 3.6 69,139 -512 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 3.6 71,129 +19,474 3 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 3.6 66,320 +3,319 5 —
☆COHR funds › COHERENT CORP TRIM — 0.1% +0.0% 3.6 9,075 -600 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 3.6 49,513 +4,246 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 3.6 58,185 +2,397 5 —
☆IQV funds › IQVIA HLDGS INC ADD — 0.1% +0.0% 3.5 18,301 +1,571 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.1% -0.0% 3.5 56,729 -24 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 3.5 48,848 -6,394 5 —
☆CUSIP:97717X594 funds › WISDOMTREE TR ADD — 0.1% +0.0% 3.5 66,869 +7,658 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 3.5 14,200 +5,200 5 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.0% 3.5 47,678 +21,035 5 —
☆FEOE funds › RBB FUND TRUST ADD — 0.1% +0.0% 3.4 64,308 +7,422 4 —
☆USFR funds › WISDOMTREE TR TRIM — 0.1% -0.1% 3.4 68,117 -48,279 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.4 82,707 +6,510 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.1% +0.0% 3.4 4,054 -342 5 —
☆SO funds › SOUTHERN CO ADD — 0.1% -0.0% 3.4 35,414 +1,129 5 —
☆XBI funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.4 21,192 +3,590 5 —
☆TLTW funds › ISHARES TR ADD — 0.1% -0.0% 3.3 149,948 +5,170 4 —
☆LQTI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 3.3 173,194 +2,167 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 3.3 149,983 +5,553 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.3 13,369 +279 5 —
☆GOVT funds › ISHARES TR ADD — 0.1% +0.0% 3.3 145,329 +44,268 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 3.3 64,786 +362 5 —
☆IWB funds › ISHARES TR TRIM — 0.1% -0.0% 3.3 8,043 -1,618 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.1% -0.0% 3.3 57,120 +4,844 5 —
☆SDSI funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 3.3 63,809 +4,876 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.1% -0.0% 3.2 19,223 -496 5 —
☆XBB funds › BONDBLOXX ETF TRUST ADD — 0.1% -0.0% 3.2 78,747 +7,253 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% -0.0% 3.2 9,097 +334 5 —
☆IDEV funds › ISHARES TR ADD — 0.1% -0.0% 3.2 36,077 +878 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 3.2 33,014 +3,483 5 —
☆CB funds › CHUBB LIMITED ADD — 0.1% +0.0% 3.2 9,346 +4,014 5 —
☆IMTM funds › ISHARES TR ADD — 0.1% +0.0% 3.2 59,205 +3,939 5 —
☆FMF funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 3.2 62,877 +2,801 5 —
☆BKDV funds › BNY MELLON ETF TRUST II ADD — 0.1% +0.0% 3.1 91,873 +9,632 4 —
☆FDD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.1% 3.1 165,816 -202,869 5 —
☆DDOG funds › DATADOG INC TRIM — 0.1% +0.0% 3.1 11,802 -436 5 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 3.1 147,458 +15,773 5 —
☆CAG funds › CONAGRA BRANDS INC ADD — 0.1% -0.0% 3.0 226,563 +5,805 5 —
☆VPU funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 3.0 15,520 +2,172 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 3.0 90,878 -2,656 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% -0.0% 3.0 31,898 -6,099 5 —
☆POCT funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 3.0 65,050 -130 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.1% +0.0% 3.0 31,269 +4,571 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.1% -0.0% 3.0 12,071 +2,512 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.1% -0.0% 3.0 69,082 -10,548 5 —
☆QQA funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% +0.0% 3.0 51,634 +1,017 2 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 3.0 8,216 +643 5 —
☆IWS funds › ISHARES TR ADD — 0.1% +0.0% 3.0 17,965 +3,306 5 —
☆SNDK funds › SANDISK CORP TRIM — 0.1% +0.0% 2.9 1,286 -160 5 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 2.9 11,913 -247 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 2.9 42,118 -4,268 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 2.9 59,642 +59,442 5 —
☆EFV funds › ISHARES TR TRIM — 0.1% -0.1% 2.9 37,623 -32,458 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 2.9 10,877 -254 5 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.1% -0.0% 2.9 15,962 -154 5 —
☆IBDW funds › ISHARES TR TRIM — 0.1% -0.0% 2.9 137,046 -2,727 5 —
☆ICSH funds › ISHARES TR ADD — 0.1% +0.0% 2.9 56,435 +25,266 5 —
☆PMAY funds › INNOVATOR ETFS TRUST ADD — 0.1% -0.0% 2.8 68,892 +2,458 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 2.8 66,860 +7,238 5 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.1% -0.0% 2.8 96,115 +3,603 5 —
☆PEY funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 2.8 120,570 -2,421 5 —
☆TWIN funds › TWIN DISC INC ADD — 0.1% +0.0% 2.8 120,357 +2,368 5 —
☆CASY funds › CASEYS GEN STORES INC ADD — 0.1% +0.0% 2.8 3,511 +493 5 —
☆ONEQ funds › FIDELITY COMWLTH TR ADD — 0.1% +0.0% 2.8 26,975 +332 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.1% -0.0% 2.8 24,127 -9,869 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.1% -0.0% 2.8 12,427 +1,049 5 —
☆FSMB funds › FIRST TR EXCH TRADED FD III TRIM — 0.0% -0.0% 2.7 136,134 -1,112 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 2.7 49,362 +6,642 5 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 2.7 91,238 +48,679 5 —
☆RSI funds › RUSH STREET INTERACTIVE INC TRIM — 0.0% +0.0% 2.7 89,782 -14,534 5 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 2.7 42,533 +221 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 2.7 56,687 +4,725 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.7 9,364 +816 5 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.0% -0.0% 2.6 34,123 +510 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 2.6 49,363 +8,609 5 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 2.6 11,914 +1,986 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 2.6 5,215 -76 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 2.6 26,424 +2,547 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 2.6 3,638 +70 5 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 2.6 11,970 +968 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.0% -0.0% 2.6 70,278 +1,226 5 —
☆IDV funds › ISHARES TR ADD — 0.0% -0.0% 2.6 61,875 +5,946 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 2.6 13,359 +2,023 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 2.6 4,970 +279 5 —
☆DGX funds › QUEST DIAGNOSTICS INC TRIM — 0.0% -0.0% 2.5 12,005 -467 5 —
☆GQGU funds › ADVISORS INNER CIRCLE FD III ADD — 0.0% -0.0% 2.5 99,912 +14,154 4 —
☆ARTY funds › ISHARES TR TRIM — 0.0% +0.0% 2.5 32,782 -7,276 5 —
☆HRI funds › HERC HLDGS INC ADD — 0.0% +0.0% 2.5 17,353 +5,142 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.0% +0.0% 2.5 51,185 +12,220 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.5 29,877 +8,004 5 —
☆TPSC funds › TIMOTHY PLAN ADD — 0.0% +0.0% 2.5 51,150 +984 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% -0.0% 2.4 23,885 -9,917 5 —
☆CTAS funds › CINTAS CORP ADD — 0.0% +0.0% 2.4 14,287 +2,435 5 —
☆EWJ funds › ISHARES INC ADD — 0.0% -0.0% 2.4 26,009 +550 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.0% +0.0% 2.4 135,670 +18,502 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% -0.0% 2.4 13,120 -3,513 5 —
☆VKTX funds › VIKING THERAPEUTICS INC ADD — 0.0% +0.0% 2.4 61,616 +1,043 5 —
☆INTF funds › ISHARES TR TRIM — 0.0% -0.0% 2.4 58,421 -2,544 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 2.4 8,366 -762 5 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.0% +0.0% 2.4 1,781 +43 5 —
☆BOND funds › PIMCO ETF TR TRIM — 0.0% -0.0% 2.4 25,666 -956 5 —
☆FEP funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.0% -0.0% 2.4 41,236 +1,367 5 —
☆EXEL funds › EXELIXIS INC TRIM — 0.0% +0.0% 2.3 43,101 -349 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% -0.0% 2.3 39,198 +6,919 5 —
☆GBIL funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 2.3 23,338 +20,442 5 —
☆JANW funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% -0.0% 2.3 59,923 -189 5 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL ADD — 0.0% +0.0% 2.3 62,784 +26,316 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 0.0% -0.0% 2.3 30,448 -50 5 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.3 28,824 +3,480 5 —
☆MP funds › MP MATERIALS CORP ADD — 0.0% +0.0% 2.3 40,676 +5,419 5 —
☆COKE funds › COCA COLA CONS INC ADD — 0.0% -0.0% 2.3 11,922 +594 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 2.3 4,369 -1,795 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 2.3 56,381 +4,711 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 2.3 47,352 +595 5 —
☆FENI funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 2.2 56,060 +2,325 5 —
☆SPYH funds › NEOS ETF TRUST ADD — 0.0% -0.0% 2.2 40,325 +1,916 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 2.2 2,322 +437 5 —
☆IQDG funds › WISDOMTREE TR TRIM — 0.0% -0.0% 2.2 51,923 -61 5 —
☆HYG funds › ISHARES TR ADD — 0.0% -0.0% 2.2 27,913 +448 5 —
☆XME funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 2.2 20,831 +636 5 —
☆RECS funds › COLUMBIA ETF TR I ADD — 0.0% +0.0% 2.2 51,466 +51,352 2 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 2.2 24,760 -3,525 5 —
☆IMTB funds › ISHARES TR NEW — 0.0% +0.0% 2.2 50,992 +50,992 1 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 2.2 18,885 +1,160 5 —
☆BE funds › BLOOM ENERGY CORP TRIM — 0.0% +0.0% 2.2 7,315 -2,268 5 —
☆OAKM funds › HARRIS OAKMARK ETF TRUST TRIM — 0.0% -0.0% 2.2 78,467 -1,514 5 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.0% -0.0% 2.2 85,481 -248 5 —
☆EZU funds › ISHARES INC ADD — 0.0% +0.0% 2.2 31,491 +1,467 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 2.2 4,288 -1,610 5 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% +0.0% 2.2 9,176 +1,095 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% -0.0% 2.2 27,158 +1,255 5 —
☆MBB funds › ISHARES TR TRIM — 0.0% -0.0% 2.1 22,723 -175 5 —
☆CAIE funds › CALAMOS ETF TR ADD — 0.0% -0.0% 2.1 78,018 +3,029 4 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 2.1 34,712 +1,215 5 —
☆MEAR funds › ISHARES U S ETF TR ADD — 0.0% -0.0% 2.1 41,793 +2,460 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.0% +0.0% 2.1 5,300 -99 5 —
☆LALT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 2.1 87,134 +87,134 1 —
☆QINT funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 2.1 30,043 +1,310 5 —
☆PNOV funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 2.1 46,911 -6,438 5 —
☆MGC funds › VANGUARD WORLD FD TRIM — 0.0% -0.1% 2.1 7,525 -18,445 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 2.1 85,116 +8,959 5 —
☆ALAB funds › ASTERA LABS INC ADD — 0.0% +0.0% 2.0 4,241 +356 5 —
☆EIX funds › EDISON INTL TRIM — 0.0% -0.0% 2.0 27,478 -4,305 5 —
☆MCO funds › MOODYS CORP ADD — 0.0% +0.0% 2.0 4,491 +494 5 —
☆IBDX funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 80,562 -2,241 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% -0.1% 2.0 23,041 +10,055 5 —
☆BDGS funds › EA SERIES TRUST ADD — 0.0% -0.0% 2.0 55,705 +2,311 5 —
☆SGOL funds › ETFS GOLD TR ADD — 0.0% -0.0% 2.0 52,629 +3,314 5 —
☆DUSA funds › DAVIS FUNDAMENTAL ETF TR ADD — 0.0% +0.0% 2.0 35,586 +32,921 5 —
☆IBTG funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 87,293 -528 5 —
☆FMHI funds › FIRST TR EXCH TRADED FD III ADD — 0.0% +0.0% 2.0 41,153 +4,840 5 —
☆QLC funds › FLEXSHARES TR NEW — 0.0% +0.0% 2.0 22,161 +22,161 1 —
☆IBTH funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 88,883 -521 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 2.0 62,164 -1,090 5 —
☆DOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 2.0 42,495 -2,567 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 2.0 8,843 -7,033 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 2.0 7,601 +3,704 5 —
☆MTB funds › M & T BK CORP TRIM — 0.0% -0.0% 2.0 8,298 -67 5 —
☆QQH funds › NORTHERN LTS FD TR III ADD — 0.0% +0.0% 2.0 22,990 +22 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% +0.0% 2.0 7,665 +1,609 5 —
☆PJUN funds › INNOVATOR ETFS TRUST ADD — 0.0% +0.0% 2.0 45,293 +10,190 5 —
☆IFRA funds › ISHARES TR ADD — 0.0% +0.0% 1.9 30,752 +3,158 5 —
☆VMC funds › VULCAN MATLS CO ADD — 0.0% +0.0% 1.9 6,559 +1,558 5 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 1.9 39,554 -5 5 —
☆IBD funds › NORTHERN LTS FD TR IV ADD — 0.0% -0.0% 1.9 81,140 +1,477 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 5,537 5147 0.11 14% 0.004 0.486 — in
2026Q1 4,823 5032 0.11 15% 0.004 0.486 — in
2025Q4 4,455 4899 0.11 16% 0.005 0.411 — in
2025Q3 3,878 5107 0.10 15% 0.005 0.422 — in
2025Q2 3,517 4929 0.14 14% 0.004 0.372 — entered
2025Q1 3,243 4312 0.00 15% 0.005 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status