Fund Universe

← Fund Universe

☆Gateway Wealth Partners, LLC

CIK 0001966037 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.275
AUM ($M)
1,667
Positions
750
Turnover
0.13
Top-10 wt
17%
Herfindahl
0.006
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 971 positions (showing top 500 by weight) · portfolio value $1,667M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 3.6% +1.0% 59.3 79,120 -19,957 5 —
☆AAPL funds › APPLE INC TRIM — 2.2% +0.1% 36.9 127,474 -87,502 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 2.2% +0.1% 36.5 415,184 -280,349 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.5% -0.0% 24.2 120,858 -98,966 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 1.3% +0.4% 21.6 245,744 +182,569 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.3% -0.1% 21.4 28,610 -26,361 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 1.3% +1.2% 21.3 159,922 +133,284 5 —
☆EEMA funds › ISHARES INC TRIM — 1.2% -0.1% 19.8 169,684 -173,431 3 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 1.1% -0.1% 18.6 145,032 -127,490 5 —
☆IUSB funds › ISHARES TR TRIM — 1.0% +0.1% 16.5 357,713 -137,318 5 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 1.0% -0.0% 16.0 176,685 -149,412 5 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 1.0% -0.2% 15.9 623,869 -484,051 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.9% +0.0% 15.1 40,443 -20,474 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.9% +0.0% 15.0 163,254 -75,744 4 —
☆PYLD funds › PIMCO ETF TR TRIM — 0.9% -0.2% 14.8 558,957 -479,692 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.9% +0.0% 14.5 60,778 -41,212 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.9% -0.1% 14.4 115,160 -100,548 5 —
☆IEMG funds › ISHARES INC TRIM — 0.8% -0.1% 14.1 169,939 -171,210 5 —
☆HYG funds › ISHARES TR ADD — 0.8% +0.3% 14.1 175,770 +14,852 2 —
☆IVW funds › ISHARES TR TRIM — 0.8% +0.1% 13.8 100,301 -74,429 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.8% -0.1% 13.7 36,889 -33,094 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.8% +0.0% 13.4 37,451 -31,576 5 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.7% +0.3% 12.5 76,465 -4,474 2 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.7% +0.0% 12.3 181,023 -134,277 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.7% -0.1% 12.1 199,142 -167,567 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.7% +0.0% 12.1 76,345 -46,194 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.7% +0.3% 11.5 16,746 -339 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.7% -0.2% 11.0 184,253 -175,767 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.6% -0.0% 10.8 133,659 -115,481 5 —
☆IVE funds › ISHARES TR TRIM — 0.6% -0.2% 10.4 45,935 -52,153 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.6% +0.1% 10.4 197,056 -191,473 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.6% -0.0% 10.4 198,472 -126,318 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% -0.2% 9.9 204,631 -248,145 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED TRIM — 0.6% +0.1% 9.8 259,076 -91,312 5 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 0.6% -0.1% 9.8 109,637 -100,677 5 —
☆BBIN funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.6% -0.1% 9.7 124,747 -101,201 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% -0.0% 9.7 102,941 -66,111 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.5% -0.1% 9.0 362,821 -327,321 4 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 8.8 40,513 -28,749 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.5% -0.1% 8.7 238,294 -199,232 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 8.7 28,604 -22,193 3 —
☆LDUR funds › PIMCO ETF TR TRIM — 0.5% -0.1% 8.6 90,411 -85,609 4 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.5% -0.1% 8.5 89,344 -88,165 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.5% +0.0% 8.5 71,776 -60,590 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY TRIM — 0.5% +0.1% 8.2 232,465 -124,455 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.5% +0.1% 8.1 93,833 +69,743 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.5% -0.0% 8.0 162,572 -134,265 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.5% -0.0% 8.0 82,450 -78,033 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.5% +0.0% 7.9 156,933 -93,853 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.5% -0.0% 7.9 103,673 -110,957 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.5% +0.1% 7.8 49,900 -26,002 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.5% +0.0% 7.8 10,554 -8,492 5 —
☆JNK funds › SPDR SERIES TRUST ADD — 0.5% +0.2% 7.8 80,643 +6,816 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.5% +0.1% 7.8 20,530 -9,943 5 —
☆MTUM funds › ISHARES TR TRIM — 0.5% +0.1% 7.8 22,613 -20,555 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.5% -0.1% 7.7 179,511 -171,535 5 —
☆IXUS funds › ISHARES TR ADD — 0.5% +0.3% 7.7 80,979 +33,024 5 —
☆META funds › META PLATFORMS INC TRIM — 0.5% +0.0% 7.6 13,525 -6,837 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 7.6 93,854 +52,586 4 —
☆GOVT funds › ISHARES TR TRIM — 0.5% -0.0% 7.5 329,833 -221,626 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% -0.0% 7.5 148,546 -91,266 3 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.4% -0.0% 7.4 34,581 -30,132 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.4% +0.0% 7.3 63,406 -50,028 5 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.4% +0.1% 7.2 344,495 -113,990 5 —
☆IJR funds › ISHARES TR TRIM — 0.4% -0.0% 7.1 47,766 -46,593 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT TRIM — 0.4% +0.1% 6.9 161,943 -88,141 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.4% +0.0% 6.8 182,567 -87,507 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.4% +0.0% 6.7 142,181 -106,732 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.4% +0.1% 6.4 19,528 -6,215 5 —
☆EFG funds › ISHARES TR TRIM — 0.4% +0.0% 6.2 49,853 -34,653 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.4% +0.1% 6.2 5,799 -5,053 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.4% -0.0% 6.1 70,976 -64,726 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.4% +0.0% 5.9 122,454 -59,276 5 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 5.9 175,696 -131,712 5 —
☆CVIE funds › MORGAN STANLEY ETF TRUST TRIM — 0.3% -0.0% 5.8 68,233 -58,659 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.3% -0.0% 5.6 206,345 -125,595 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.3% -0.0% 5.6 23,646 -22,192 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.3% +0.1% 5.6 55,380 +5,023 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.0% 5.5 11,076 -8,031 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.3% +0.0% 5.5 124,032 -87,667 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.0% 5.5 18,192 -19,396 5 —
☆USMV funds › ISHARES TR TRIM — 0.3% -0.1% 5.4 56,096 -51,200 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.3% +0.0% 5.4 28,318 -26,234 5 —
☆IEFA funds › ISHARES TR TRIM — 0.3% +0.0% 5.4 55,676 -28,209 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.3% -0.3% 5.4 14,554 -21,630 5 —
☆TLH funds › ISHARES TR TRIM — 0.3% -0.1% 5.3 52,789 -51,472 5 —
☆LALT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.3% +0.3% 5.1 213,678 +213,678 1 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 5.1 172,209 -150,429 5 —
☆ONEQ funds › FIDELITY COMWLTH TR TRIM — 0.3% -0.0% 5.1 48,953 -47,313 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.0% 5.0 81,873 -65,757 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.3% -0.0% 4.9 66,204 -47,963 5 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% +0.0% 4.9 111,705 -66,296 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.0% 4.8 90,956 -44,556 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.3% +0.1% 4.7 19,304 -2,486 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.1% 4.7 96,382 -89,770 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 4.7 164,225 -112,349 5 —
☆BLCR funds › BLACKROCK ETF TRUST TRIM — 0.3% +0.0% 4.5 90,297 -57,709 2 —
☆VOTE funds › TCW ETF TRUST TRIM — 0.3% -0.0% 4.5 51,211 -48,957 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% -0.0% 4.5 12,743 -12,300 5 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.3% -0.0% 4.4 84,829 -78,702 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.3% -0.0% 4.4 88,571 -72,495 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.3% +0.0% 4.3 17,158 -11,835 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.3% +0.1% 4.3 8,970 -5,009 5 —
☆EVSD funds › MORGAN STANLEY ETF TRUST TRIM — 0.3% -0.0% 4.2 82,608 -46,978 3 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.2% -0.0% 4.2 158,933 -107,866 5 —
☆MBB funds › ISHARES TR TRIM — 0.2% -0.1% 4.1 43,302 -53,030 5 —
☆SMMU funds › PIMCO ETF TR TRIM — 0.2% -0.1% 4.1 80,456 -93,354 4 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 4.0 44,678 -43,251 5 —
☆TSLA funds › TESLA INC TRIM — 0.2% -0.1% 4.0 9,463 -16,500 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 3.9 106,235 -62,286 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.2% 3.9 3,401 -2,470 3 —
☆EFV funds › ISHARES TR TRIM — 0.2% -0.3% 3.9 50,479 -149,349 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.2% +0.1% 3.8 19,360 -536 2 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 3.8 70,347 -51,614 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.0% 3.8 52,892 -43,119 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 3.7 4,008 -3,460 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.2% -0.1% 3.7 46,166 -30,112 2 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.2% -0.0% 3.7 37,826 -31,551 5 —
☆IEI funds › ISHARES TR ADD — 0.2% +0.1% 3.6 30,998 +2,260 5 —
☆IDEF funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.0% 3.6 113,969 -64,853 2 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.2% +0.1% 3.5 94,442 +14,034 4 —
☆FSMB funds › FIRST TR EXCH TRADED FD III TRIM — 0.2% +0.0% 3.5 176,814 -57,226 4 —
☆QQQE funds › DIREXION SHARES ETF TRUST TRIM — 0.2% +0.0% 3.5 28,658 -23,974 5 —
☆FMB funds › FIRST TR EXCH TRADED FD III TRIM — 0.2% +0.0% 3.5 68,048 -29,476 4 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.2% +0.0% 3.5 126,887 -23,849 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.1% 3.5 80,142 -139,462 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.2% -0.0% 3.4 151,524 -115,157 5 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 3.4 70,585 -70,967 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 3.4 12,679 -9,394 5 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 3.3 102,791 -95,235 4 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 3.3 9,771 -15,175 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% +0.0% 3.2 2,629 -1,458 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 3.1 68,928 -50,029 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% +0.0% 3.1 57,356 -22,309 3 —
☆SGOV funds › ISHARES TR TRIM — 0.2% -0.1% 3.0 30,214 -30,886 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.1% 3.0 61,013 -91,978 5 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR TRIM — 0.2% +0.1% 3.0 91,946 -17,774 2 —
☆FEM funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.2% +0.0% 3.0 94,697 -60,549 5 —
☆USFR funds › WISDOMTREE TR TRIM — 0.2% -0.0% 3.0 60,116 -57,798 5 —
☆LVHI funds › LEGG MASON ETF INVT TRIM — 0.2% +0.0% 3.0 74,508 -31,790 3 —
☆IDEV funds › ISHARES TR TRIM — 0.2% -0.1% 3.0 33,745 -54,608 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 3.0 107,059 +107,059 1 —
☆USIG funds › ISHARES TR TRIM — 0.2% +0.1% 3.0 58,053 -2,577 2 —
☆SHY funds › ISHARES TR ADD — 0.2% +0.1% 2.9 35,676 +7,936 4 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 2.9 9,526 +8,428 2 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.2% +0.1% 2.9 9,368 -407 2 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 2.9 21,203 -23,333 5 —
☆SHYG funds › ISHARES TR TRIM — 0.2% +0.1% 2.8 67,197 -4,140 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 2.8 89,420 -64,152 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% +0.0% 2.8 11,060 -5,114 5 —
☆GE funds › GE AEROSPACE TRIM — 0.2% +0.0% 2.8 7,514 -4,447 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.2% +0.1% 2.8 7,656 -784 2 —
☆MUB funds › ISHARES TR TRIM — 0.2% +0.0% 2.8 26,010 -9,291 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 2.8 20,266 -15,057 5 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 2.8 133,052 -34,562 5 —
☆AFL funds › AFLAC INC TRIM Common Stock 0.2% +0.1% 2.7 23,403 -2,099 3 —
☆EMBD funds › GLOBAL X FDS TRIM — 0.2% -0.0% 2.7 114,287 -96,425 5 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 2.7 54,010 -45,804 5 —
☆AGG funds › ISHARES TR TRIM — 0.2% +0.0% 2.7 27,328 -11,855 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 2.7 14,080 -8,480 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% +0.0% 2.6 56,405 -8,358 2 —
☆FEGE funds › RBB FUND TRUST ADD — 0.2% +0.1% 2.6 53,279 +42,359 2 —
☆ARCC funds › ARES CAPITAL CORP TRIM — 0.2% -0.0% 2.6 139,984 -129,152 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.1% 2.6 21,994 -11,727 5 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 2.6 65,331 -49,561 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% +0.0% 2.6 44,920 -29,237 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.2% +0.0% 2.6 2,525 -1,877 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.2% -0.0% 2.5 13,014 -18,124 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 2.5 4,313 -2,990 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% +0.0% 2.5 26,178 -17,056 5 —
☆BGRN funds › ISHARES TR NEW — 0.1% +0.1% 2.5 51,724 +51,724 1 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.1% 2.4 3,367 -2,113 2 —
☆CUSIP:76883Y107 funds › RIVERNORTH FLEXIBLE MUNI INC TRIM — 0.1% -0.0% 2.4 177,106 -173,952 4 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 2.4 21,229 -15,740 5 —
☆OAKM funds › HARRIS OAKMARK ETF TRUST TRIM — 0.1% -0.0% 2.4 84,622 -88,608 3 —
☆IGIB funds › ISHARES TR TRIM — 0.1% +0.0% 2.4 44,289 -5,762 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 2.4 19,696 +15,439 5 —
☆BOND funds › PIMCO ETF TR TRIM — 0.1% -0.0% 2.3 25,396 -21,107 5 —
☆IPKW funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 2.3 40,976 -25,892 5 —
☆CGHM funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% +0.0% 2.3 87,436 -19,294 4 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 2.2 3,397 -2,330 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% +0.0% 2.2 50,926 -24,543 5 —
☆RMMZ funds › RIVERNORTH MANAGED DUR MUN I TRIM — 0.1% -0.0% 2.2 147,255 -144,043 4 —
☆FTAI funds › FTAI AVIATION LTD TRIM — 0.1% -0.0% 2.2 8,135 -7,807 5 —
☆RECS funds › COLUMBIA ETF TR I NEW — 0.1% +0.1% 2.2 50,729 +50,729 1 —
☆DGRO funds › ISHARES TR TRIM — 0.1% -0.0% 2.2 28,867 -24,119 5 —
☆FUMB funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% -0.1% 2.2 109,033 -151,033 4 —
☆EFFI funds › HARBOR ETF TRUST TRIM — 0.1% -0.0% 2.1 82,552 -70,824 2 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 2.1 36,159 -15,609 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 2.1 30,196 -37,680 2 —
☆EQL funds › ALPS ETF TR TRIM ETP 0.1% -0.0% 2.0 40,364 -42,450 5 —
☆INCM funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.1% -0.0% 2.0 69,694 -53,930 3 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 2.0 4,832 -2,777 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 2.0 14,875 -19,577 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 2.0 10,292 -7,945 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.9 23,178 -16,807 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% +0.0% 1.9 13,128 -4,153 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 1.9 25,178 -18,927 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 1.9 91,655 -29,952 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 1.9 1,612 -1,625 4 —
☆EMXC funds › ISHARES INC TRIM — 0.1% +0.0% 1.9 18,361 -8,316 3 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% +0.0% 1.9 5,530 -3,204 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% +0.0% 1.8 22,410 -13,746 5 —
☆SO funds › SOUTHERN CO TRIM — 0.1% -0.0% 1.8 19,206 -16,358 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 1.8 5,147 -3,866 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC ADD — 0.1% +0.1% 1.8 2,153 +1 2 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.8 11,319 -11,239 5 —
☆FEP funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% +0.0% 1.8 31,497 -17,753 5 —
☆FJP funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% -0.0% 1.8 23,222 -14,530 5 —
☆NVT funds › NVENT ELEC PLC TRIM — 0.1% +0.1% 1.8 10,375 -5 2 —
☆ITOT funds › ISHARES TR TRIM — 0.1% +0.0% 1.7 10,628 -5,165 5 —
☆FAI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 1.7 32,001 +32,001 1 —
☆BBJP funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.7 22,819 -21,636 2 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% +0.0% 1.7 9,488 -5,187 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% +0.0% 1.7 8,023 -2,284 2 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 1.7 13,338 +6,934 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 1.6 21,361 -23,090 5 —
☆FID funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.0% 1.6 76,542 -72,436 5 —
☆FXU funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 1.6 33,171 +3,067 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 1.6 65,127 -28,124 3 —
☆NULV funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 1.6 32,262 -37,299 5 —
☆XBIL funds › RBB FD INC TRIM — 0.1% -0.0% 1.6 32,230 -38,684 5 —
☆ROBT funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.1% 1.6 28,529 -61,417 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% +0.0% 1.6 4,695 -519 2 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 1.6 26,022 -33,258 2 —
☆WSM funds › WILLIAMS SONOMA INC TRIM — 0.1% +0.0% 1.6 6,825 -1,928 5 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 1.6 2,494 -2,554 5 —
☆CGCV funds › CAPITAL GROUP CONSERVATIVE E TRIM — 0.1% +0.0% 1.6 47,247 -20,888 4 —
☆SPYI funds › NEOS ETF TRUST TRIM — 0.1% +0.0% 1.5 29,116 -9,656 5 —
☆XBI funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 1.5 9,716 -2,222 2 —
☆BIBL funds › NORTHERN LTS FD TR IV TRIM — 0.1% +0.0% 1.5 26,465 -18,127 4 —
☆FIX funds › COMFORT SYS USA INC TRIM — 0.1% +0.0% 1.5 762 -746 5 —
☆FLOT funds › ISHARES TR ADD — 0.1% +0.0% 1.5 29,446 +7,926 3 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 1.5 4,355 -4,115 5 —
☆RDIV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 1.5 25,576 -23,964 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 1.5 2,077 -647 4 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% +0.0% 1.5 20,215 -7,583 4 —
☆NEM funds › NEWMONT CORP TRIM — 0.1% +0.0% 1.4 15,224 -1,862 2 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.1% 1.4 13,729 +6,366 2 —
☆SNPE funds › DBX ETF TR TRIM — 0.1% -0.0% 1.4 20,503 -20,355 5 —
☆SYF funds › SYNCHRONY FINANCIAL ADD — 0.1% +0.0% 1.4 18,524 +1,318 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 1.4 1,833 -1,596 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL ADD — 0.1% +0.0% 1.4 2,572 +168 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 1.4 2,673 -1,627 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 1.4 32,305 -16,429 5 —
☆FTLS funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% -0.1% 1.3 18,283 -39,781 5 —
☆DXJ funds › WISDOMTREE TR TRIM — 0.1% +0.0% 1.3 7,692 -1,531 2 —
☆FPX funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.3 6,469 -10,334 3 —
☆SPTL funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 1.3 50,788 -16,370 2 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% +0.0% 1.3 10,347 -6,284 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.3 25,620 -27,096 3 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 1.3 4,808 -3,270 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.0% 1.3 42,965 -39,619 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 1.3 8,067 -7,688 5 —
☆FOXA funds › FOX CORP TRIM — 0.1% +0.0% 1.3 24,330 -2,700 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.1% 1.3 10,852 -15,675 5 —
☆RSPA funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.1% -0.0% 1.3 23,719 -21,479 5 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% +0.0% 1.3 9,918 -8,054 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 1.3 7,598 -4,938 4 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 1.3 4,466 -2,663 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.1% 1.3 8,991 -5,665 2 —
☆HGER funds › HARBOR ETF TRUST TRIM — 0.1% +0.0% 1.2 42,567 -16,737 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 1.2 5,045 -1,099 2 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.2 21,155 -23,517 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.2 18,224 -17,214 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 1.2 7,977 +721 2 —
☆USDU funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.2 45,816 +1,706 2 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 1.2 9,044 -10,172 5 —
☆BA funds › BOEING CO TRIM — 0.1% -0.0% 1.2 5,657 -4,794 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 1.2 615 -102 2 —
☆FXR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.1% 1.2 13,437 +10,459 2 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.1% +0.0% 1.2 6,327 -1,106 2 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 1.2 5,357 -2,778 5 —
☆CGIC funds › CAPITAL GROUP INTERNATIONAL ADD — 0.1% +0.1% 1.2 32,310 +26,215 2 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.1% -0.0% 1.2 61,213 -58,625 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC NEW — 0.1% +0.1% 1.2 46,265 +46,265 1 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 1.2 9,162 -4,473 5 —
☆EWW funds › ISHARES INC NEW — 0.1% +0.1% 1.2 15,406 +15,406 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.2 19,423 -17,706 4 —
☆IXJ funds › ISHARES TR NEW — 0.1% +0.1% 1.2 11,781 +11,781 1 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.1% +0.1% 1.1 2,966 +1,655 2 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.3% 1.1 5,209 -49,557 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% +0.0% 1.1 23,576 -1,552 2 —
☆LCTU funds › BLACKROCK ETF TRUST TRIM — 0.1% -0.0% 1.1 14,107 -15,740 5 —
☆IEUR funds › ISHARES TR ADD — 0.1% +0.0% 1.1 14,983 +1,641 2 —
☆KO funds › COCA COLA CO TRIM — 0.1% +0.0% 1.1 13,642 -6,976 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.1% +0.0% 1.1 2,508 -2,357 5 —
☆TIP funds › ISHARES TR TRIM — 0.1% +0.0% 1.1 9,888 -965 2 —
☆EFAV funds › ISHARES TR TRIM — 0.1% -0.0% 1.1 12,307 -10,837 5 —
☆EWY funds › ISHARES INC NEW — 0.1% +0.1% 1.1 5,308 +5,308 1 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 1.1 9,943 -9,987 4 —
☆LGLV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.0 5,760 -5,552 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 3,470 -1,530 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% +0.0% 1.0 1,061 -381 2 —
☆LIN funds › LINDE PLC TRIM — 0.1% +0.0% 1.0 1,992 -728 2 —
☆CBOE funds › CBOE GLOBAL MKTS INC ADD — 0.1% +0.0% 1.0 4,256 +572 2 —
☆DSI funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 7,228 -7,234 5 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.1% -0.0% 1.0 22,334 -20,182 5 —
☆DTD funds › WISDOMTREE TR TRIM — 0.1% -0.0% 1.0 10,863 -11,360 5 —
☆CUSIP:524682200 funds › LEGG MASON ETF INVT ADD — 0.1% +0.1% 1.0 11,794 +8,510 2 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 1.0 42,030 -18,454 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 1.0 12,106 -7,526 5 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.0 10,826 -8,038 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.1% +0.0% 1.0 1,194 +30 2 —
☆ESGU funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 6,026 -4,947 5 —
☆EAGG funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 20,642 -13,529 3 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 1.0 7,992 +2,117 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.0% 1.0 13,642 -8,421 5 —
☆EDOW funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.0 21,996 -16,610 5 —
☆FTQI funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 1.0 43,897 -10,589 3 —
☆LQD funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 8,879 -247 2 —
☆IWX funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 9,200 -2,691 2 —
☆DLN funds › WISDOMTREE TR TRIM — 0.1% +0.0% 1.0 9,931 -905 3 —
☆RPV funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.1% 1.0 8,361 -17,502 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% +0.0% 1.0 12,790 -3,417 3 —
☆BUFT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 36,686 -32,533 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.9 5,550 +5,550 1 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 31,981 -29,245 5 —
☆CLS funds › CELESTICA INC TRIM — 0.1% +0.0% 0.9 2,560 -1,040 3 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.9 2,558 -1,765 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 0.9 7,305 -2,993 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 0.9 11,826 -10,626 3 —
☆AGGY funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.9 21,061 -22,516 5 —
☆VTIP funds › VANGUARD MALVERN FDS TRIM — 0.1% -0.0% 0.9 18,204 -14,480 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 0.9 2,110 -1,689 2 —
☆FDD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.9 49,148 -44,764 5 —
☆WPC funds › WP CAREY INC TRIM — 0.1% -0.0% 0.9 12,701 -12,975 2 —
☆FTXO funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 0.9 21,947 -16,015 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.1% -0.0% 0.9 30,008 -30,406 4 —
☆CGSM funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% -0.0% 0.9 34,328 -30,113 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.9 15,435 +2,457 2 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.1% 0.9 9,492 -22,392 5 —
☆IBIE funds › ISHARES TR NEW — 0.1% +0.1% 0.9 34,080 +34,080 1 —
☆CGHY funds › CAPITAL GRP FIXED INCM ETF T NEW — 0.1% +0.1% 0.9 35,326 +35,326 1 —
☆PLD funds › PROLOGIS INC. TRIM — 0.1% +0.0% 0.9 6,601 -1,129 2 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 0.9 5,048 -4,426 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.9 12,855 -14,725 3 —
☆FYT funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% -0.0% 0.9 12,397 -12,231 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% +0.0% 0.9 2,525 -2,294 5 —
☆UAL funds › UNITED AIRLS HLDGS INC ADD — 0.1% +0.0% 0.9 6,273 +48 2 —
☆RMM funds › RIVERNORTH MANAGED DUR MUN I TRIM — 0.1% -0.0% 0.9 57,670 -57,710 4 —
☆TD funds › TORONTO DOMINION BK ONT TRIM — 0.1% +0.0% 0.9 7,006 -2,763 2 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.8 7,879 -7,449 5 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.8 10,720 -4,114 5 —
☆FSIG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.8 44,068 -12,779 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.0% -0.0% 0.8 3,246 -2,958 3 —
☆EXEL funds › EXELIXIS INC ADD — 0.0% +0.0% 0.8 15,242 +19 2 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.8 4,475 -4,195 5 —
☆RMI funds › RIVERNORTH OPPORTUNISTIC MUN TRIM — 0.0% -0.0% 0.8 53,143 -53,093 4 —
☆ATO funds › ATMOS ENERGY CORP TRIM — 0.0% +0.0% 0.8 4,766 -900 2 —
☆PICK funds › ISHARES INC NEW — 0.0% +0.0% 0.8 14,089 +14,089 1 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 0.8 4,821 -603 2 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.8 2,049 +228 2 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 0.8 7,778 -2,673 2 —
☆FICS funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 0.8 19,354 -22,496 5 —
☆EWU funds › ISHARES TR NEW — 0.0% +0.0% 0.8 17,508 +17,508 1 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.1% 0.8 3,244 -16,410 5 —
☆QGRW funds › WISDOMTREE TR TRIM — 0.0% +0.0% 0.8 12,134 -10,114 5 —
☆STIP funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 7,807 -5,101 4 —
☆HAL funds › HALLIBURTON CO ADD — 0.0% +0.0% 0.8 23,401 +3,636 2 —
☆NRG funds › NRG ENERGY INC ADD — 0.0% +0.0% 0.8 5,417 +261 2 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% +0.0% 0.8 1,848 -1,483 5 —
☆EVSM funds › MORGAN STANLEY ETF TRUST TRIM — 0.0% -0.0% 0.8 15,617 -12,775 3 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.8 8,564 -15,431 5 —
☆IWMI funds › NEOS ETF TRUST TRIM — 0.0% +0.0% 0.8 14,445 -3,747 3 —
☆QQQI funds › NEOS ETF TRUST TRIM — 0.0% +0.0% 0.8 13,447 -3,781 3 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% +0.0% 0.8 8,697 -2,503 3 —
☆SHV funds › ISHARES TR ADD — 0.0% +0.0% 0.8 6,898 +473 2 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.0% +0.0% 0.8 2,693 +1,049 2 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% +0.0% 0.8 7,824 -4,015 5 —
☆SPMB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.8 33,745 +3,044 4 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.0% +0.0% 0.7 1,172 +185 2 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 0.7 3,007 -1,907 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.0% +0.0% 0.7 2,338 -1,096 2 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.7 13,144 +188 2 —
☆SUSC funds › ISHARES TR TRIM — 0.0% -0.0% 0.7 31,692 -54,447 5 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.7 6,754 -178 2 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.7 1,424 -1,410 5 —
☆SAN funds › BANCO SANTANDER SA TRIM — 0.0% +0.0% 0.7 52,442 -2,068 2 —
☆UNP funds › UNION PAC CORP ADD — 0.0% +0.0% 0.7 2,659 +102 2 —
☆BUFZ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.7 25,895 -24,601 3 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% +0.0% 0.7 2,085 -174 2 —
☆RPRX funds › ROYALTY PHARMA PLC ADD — 0.0% +0.0% 0.7 12,599 +825 2 —
☆WTFC funds › WINTRUST FINL CORP ADD — 0.0% +0.0% 0.7 4,373 +235 2 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% +0.0% 0.7 2,232 -169 2 —
☆IWR funds › ISHARES TR TRIM — 0.0% +0.0% 0.7 6,359 -2,045 2 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.7 3,212 -2,882 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% +0.0% 0.7 1,385 -293 3 —
☆EWC funds › ISHARES INC ADD — 0.0% +0.0% 0.7 12,033 +3,995 2 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.7 8,343 +5,529 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.7 5,027 -5,308 5 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC ADD — 0.0% +0.0% 0.7 29,009 +517 2 —
☆CFG funds › CITIZENS FINL GROUP INC TRIM — 0.0% +0.0% 0.7 9,710 -718 2 —
☆DEM funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.7 12,638 -12,656 5 —
☆RY funds › ROYAL BK CDA TRIM — 0.0% +0.0% 0.7 3,284 -279 2 —
☆VOX funds › VANGUARD WORLD FD TRIM — 0.0% +0.0% 0.7 3,686 -903 2 —
☆SLB funds › SLB LIMITED TRIM — 0.0% -0.0% 0.7 14,556 -8,149 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.0% 0.7 703 -489 5 —
☆IOO funds › ISHARES TR NEW — 0.0% +0.0% 0.7 4,936 +4,936 1 —
☆ILDR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.7 17,137 +17,137 1 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.0% -0.0% 0.7 35,451 -33,699 5 —
☆FTSD funds › FRANKLIN ETF TR TRIM — 0.0% -0.0% 0.7 7,347 -7,129 4 —
☆EZU funds › ISHARES INC ADD — 0.0% +0.0% 0.7 9,517 +4,517 2 —
☆FCX funds › FREEPORT MCMORAN INC TRIM — 0.0% +0.0% 0.7 10,475 -999 2 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 0.7 7,533 -7,265 5 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.7 30,598 -2,662 5 —
☆MMTM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 2,085 -2,195 5 —
☆GCC funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.6 28,636 -18,804 2 —
☆CUSIP:37960A438 funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.6 6,457 -6,925 5 —
☆BCS funds › BARCLAYS PLC ADD — 0.0% +0.0% 0.6 24,106 +8,844 2 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 7,485 -13,411 5 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.0% +0.0% 0.6 850 +98 2 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.6 8,586 -6,282 3 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.6 1,867 -4,555 5 —
☆GLW funds › CORNING INC TRIM — 0.0% +0.0% 0.6 2,499 -2,171 2 —
☆FN funds › FABRINET ADD — 0.0% +0.0% 0.6 1,134 +152 2 —
☆GAL funds › SSGA ACTIVE ETF TR TRIM — 0.0% -0.0% 0.6 11,945 -10,425 3 —
☆IWB funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 1,541 -1,643 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW TRIM — 0.0% +0.0% 0.6 6,503 -1,032 2 —
☆DECK funds › DECKERS OUTDOOR CORP ADD — 0.0% +0.0% 0.6 6,291 +3,151 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.6 11,528 -23,108 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.0% +0.0% 0.6 1,717 +164 2 —
☆CF funds › CF INDUSTRIES HOLD NEW — 0.0% +0.0% 0.6 5,614 +5,614 1 —
☆USXF funds › ISHARES TR TRIM — 0.0% +0.0% 0.6 8,727 -7,523 3 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.6 12,893 +12,893 1 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.6 6,137 -10,377 5 —
☆IYM funds › ISHARES TR NEW — 0.0% +0.0% 0.6 3,329 +3,329 1 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.6 3,533 -3,809 5 —
☆COWZ funds › PACER FDS TR TRIM — 0.0% -0.0% 0.6 9,565 -18,226 5 —
☆NET funds › CLOUDFLARE INC TRIM — 0.0% -0.0% 0.6 2,420 -2,356 3 —
☆ENSG funds › ENSIGN GROUP INC ADD — 0.0% +0.0% 0.6 3,685 +237 2 —
☆AEE funds › AMEREN CORP TRIM — 0.0% +0.0% 0.6 5,224 -624 2 —
☆ASHR funds › DBX ETF TR TRIM — 0.0% +0.0% 0.6 16,079 -1,176 2 —
☆ITA funds › ISHARES TR TRIM — 0.0% +0.0% 0.6 2,417 -1,053 4 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% +0.0% 0.6 5,293 -2,575 2 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.0% -0.0% 0.6 11,647 -13,087 5 —
☆NTRS funds › NORTHERN TR CORP ADD — 0.0% +0.0% 0.6 3,349 +1,187 2 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.0% +0.0% 0.6 22,525 -10,946 4 —
☆WTV funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.6 5,654 -4,140 3 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.6 3,355 -424 2 —
☆LITE funds › LUMENTUM HLDGS INC TRIM — 0.0% +0.0% 0.6 656 -325 2 —
☆XSD funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.6 897 -897 5 —
☆TEL funds › TE CONNECTIVITY PLC TRIM — 0.0% +0.0% 0.6 2,772 -457 2 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 0.6 20,384 +12,575 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.6 3,101 +2,881 5 —
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 3,354 -3,116 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 0.6 17,239 -10,024 2 —
☆XAR funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.5 1,928 -1,922 5 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.5 23,311 -1,126 2 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. TRIM — 0.0% +0.0% 0.5 5,938 -2,819 2 —
☆WTAI funds › WISDOMTREE TR TRIM — 0.0% +0.0% 0.5 11,362 -11,740 3 —
☆AM funds › ANTERO MIDSTREAM CORP TRIM — 0.0% +0.0% 0.5 23,483 -5,006 2 —
☆GSIE funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.5 11,588 -12,393 3 —
☆BG funds › BUNGE GLOBAL SA ADD — 0.0% +0.0% 0.5 4,926 +1,583 2 —
☆EWJ funds › ISHARES INC ADD — 0.0% +0.0% 0.5 5,631 +562 2 —
☆EIX funds › EDISON INTL TRIM — 0.0% +0.0% 0.5 7,017 -2,547 2 —
☆GDX funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.5 6,846 -3,639 5 —
☆MUST funds › COLUMBIA ETF TR I NEW — 0.0% +0.0% 0.5 24,750 +24,750 1 —
☆SHM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.5 10,729 -7,487 4 —
☆QLYS funds › QUALYS INC ADD — 0.0% +0.0% 0.5 3,730 +1,195 2 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.5 9,079 +873 3 —
☆IAGG funds › ISHARES TR TRIM — 0.0% -0.2% 0.5 10,105 -94,394 5 —
☆HYD funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.5 9,869 +3,394 2 —
☆CSHI funds › NEOS ETF TRUST TRIM — 0.0% +0.0% 0.5 10,200 -2,668 2 —
☆IPAC funds › ISHARES TR ADD — 0.0% +0.0% 0.5 6,136 +84 2 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN ADD — 0.0% +0.0% 0.5 2,660 +878 2 —
☆EEM funds › ISHARES TR TRIM — 0.0% +0.0% 0.5 7,314 -184 2 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA TRIM — 0.0% +0.0% 0.5 19,956 -10,371 2 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 0.5 24,178 -1,969 2 —
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 4,733 -9,183 3 —
☆RPG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.5 7,665 -8,643 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 0.5 3,021 -1,989 2 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.0% -0.0% 0.5 9,304 -9,424 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.5 19,883 -23,708 4 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.0% +0.0% 0.5 3,783 -234 2 —
☆TFI funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.5 10,393 -2,140 2 —
☆MINO funds › PIMCO ETF TR TRIM — 0.0% +0.0% 0.5 10,400 -4,300 2 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.5 3,136 -2,133 2 —
☆SWKS funds › SKYWORKS SOLUTIONS INC TRIM — 0.0% +0.0% 0.5 6,997 -5,003 5 —
☆EMB funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 4,903 -3,254 5 —
☆SPBO funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.5 16,151 +331 2 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.0% +0.0% 0.5 13,793 -1,564 2 —
☆WEC funds › WEC ENERGY GROUP INC TRIM — 0.0% -0.0% 0.5 3,993 -3,418 5 —
☆FDV funds › FEDERATED HERMES ETF TRUST TRIM — 0.0% -0.0% 0.5 14,811 -13,785 5 —
☆RL funds › RALPH LAUREN CORP TRIM — 0.0% +0.0% 0.5 1,153 -71 2 —
☆VIK funds › VIKING HOLDINGS LTD NEW — 0.0% +0.0% 0.5 4,412 +4,412 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.5 4,683 -4,834 5 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT TRIM — 0.0% -0.0% 0.5 13,255 -13,020 2 —
☆SEIC funds › SEI INVTS CO TRIM — 0.0% +0.0% 0.5 5,211 -1,911 2 —
☆SCHY funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.5 14,391 +14,391 1 —
☆NXT funds › NEXTPOWER INC ADD — 0.0% +0.0% 0.5 3,831 +414 2 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.5 18,562 -8,258 2 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.5 5,907 -6,331 2 —
☆AIZ funds › ASSURANT INC ADD — 0.0% +0.0% 0.5 1,682 +528 2 —
☆VTEL funds › VANGUARD MUN BD FDS TRIM — 0.0% +0.0% 0.5 4,310 -2,316 2 —
☆SU funds › SUNCOR ENERGY INC NEW ADD — 0.0% +0.0% 0.5 8,412 +3,446 2 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.4 8,013 +155 3 —
☆ROSC funds › LATTICE STRATEGIES TR TRIM — 0.0% -0.0% 0.4 8,023 -12,497 3 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 1,851 -1,606 3 —
☆FMF funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.1% 0.4 8,923 -76,010 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 1,667 750 0.13 17% 0.006 0.272 — in
2026Q1 2,566 925 0.25 15% 0.006 0.171 — in
2025Q4 898 459 0.13 18% 0.008 0.186 — in
2025Q3 741 410 0.20 19% 0.008 0.112 — in
2025Q2 527 355 0.14 19% 0.009 0.173 — entered
2025Q1 445 311 0.00 22% 0.010 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