☆BUYW
Flow ranking
Rank#1049
Score / z0.085 / 0.06
Consensus25.95 over 52 funds
Momentumnot computed
Price & positioning
224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 319.5 | 2.7% | 6 | +0.4 pp | +0.6 pp | -6.0 pp | +0.6 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 254.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Main Management LLC CIK 0001583092 | 0.804 | 95 | 148.9 | 10.8% | 4 | +2.6 pp | +2.9 pp | +2.7 pp | +10.8 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 103.3 | 0.2% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 37.2 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 15.5 | 2.6% | 4 | -3.8 pp | -1.7 pp | -2.2 pp | +2.6 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 14.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Madrona Financial Services, LLC CIK 0001578370 | 0.590 | 143 | 13.2 | 2.9% | 4 | +1.9 pp | +1.9 pp | +1.8 pp | +2.9 pp |
| ☆San Luis Wealth Advisors LLC CIK 0001844709 | 0.293 | 183 | 12.2 | 2.0% | 4 | +0.1 pp | +0.9 pp | +0.9 pp | +2.0 pp |
| ☆AMG Asset Management Group, Inc. CIK 0002113282 | 0.310 | 92 | 8.0 | 6.2% | 1 | +6.2 pp | +6.2 pp | +6.2 pp | +6.2 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 5.0 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Echo45 Advisors LLC CIK 0001908617 | 0.495 | 78 | 4.5 | 2.5% | 4 | +0.0 pp | +0.0 pp | -0.1 pp | +2.5 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 4.0 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 3.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GWN SECURITIES INC. CIK 0001265905 | 0.178 | 486 | 3.5 | 0.7% | 4 | -0.0 pp | -0.0 pp | -0.2 pp | +0.7 pp |
| ☆Copley Financial Group, Inc. CIK 0002045258 | 0.304 | 118 | 3.1 | 1.9% | 5 | -0.1 pp | -0.1 pp | -0.0 pp | +0.2 pp |
| ☆Tactive Advisors, LLC CIK 0002002409 | 0.103 | 282 | 2.9 | 0.8% | 3 | -0.0 pp | +0.0 pp | +0.8 pp | +0.8 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 2.6 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 2.3 | 0.1% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Pine Valley Investments Ltd Liability Co CIK 0001975417 | 0.417 | 571 | 2.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 2.1 | 0.1% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dynamic Advisor Solutions LLC CIK 0001599747 | 0.500 | 1030 | 2.0 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 1.8 | 0.1% | 3 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sonoma Allocations LLC CIK 0002084965 | 0.086 | 118 | 1.6 | 0.6% | 2 | +0.2 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 1.5 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 1.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CFS Investment Advisory Services, LLC CIK 0001845688 | 0.547 | 357 | 1.1 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆Silver Grove Financial Group, Inc. CIK 0002111172 | 0.061 | 2450 | 1.1 | 0.9% | 2 | -0.0 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Astoria Portfolio Advisors LLC. CIK 0001931642 | 0.385 | 354 | 1.1 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 1.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tortuga Wealth Management, Inc CIK 0002118051 | 0.180 | 135 | 1.0 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 1.0 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1370 | 0.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 | 0.471 | 397 | 0.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 | 0.713 | 1219 | 0.5 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 0.5 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | -0.0 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 | 0.419 | 633 | 0.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 | 0.418 | 995 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PFG Advisors CIK 0001694435 | 0.248 | 791 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Koshinski Asset Management, Inc. CIK 0001633389 | 0.469 | 767 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Richmond Investment Services, LLC CIK 0002031991 | 0.250 | 145 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Balefire, LLC CIK 0001750924 | 0.097 | 475 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrity Advisory Solutions, LLC CIK 0002057931 | 0.588 | 336 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONEYWISE, INC. CIK 0001703080 | 0.317 | 86 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Strategic Equity Management CIK 0001843578 | 0.305 | 65 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Synergy Investment Management, LLC CIK 0002053786 | 0.265 | 1086 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Fortis Group Advisors, LLC CIK 0001815183 | 0.142 | 619 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vision Retirement, LLC CIK 0002069023 | 0.485 | 621 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 0.0 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mission Financial Group, LLC CIK 0002113810 | 0.151 | 158 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.4 pp |
| ☆Defined Financial Planning LLC CIK 0002056559 | 0.262 | 65 | 0.0 | 0.0% | 0 | +0.0 pp | -1.7 pp | -1.8 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthPLAN Partners, LLC CIK 0001639943 | 0.241 | 223 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.6 pp | +0.0 pp |
| ☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 | 0.938 | 109 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -5.5 pp | +0.0 pp |
| ☆Oak Harvest Investment Services CIK 0001839430 | 0.239 | 160 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 | 0.208 | 108 | 0.0 | 0.0% | 0 | -0.2 pp | -0.5 pp | -0.5 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 | 0.092 | 362 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Horizon Advisors, Inc. CIK 0001588539 | 0.589 | 2345 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 0.0 | 0.0% | 0 | +0.0 pp | -2.7 pp | -3.2 pp | +0.0 pp |
| ☆Tripletail Wealth Management, LLC CIK 0002079812 | 0.216 | 278 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 | 0.757 | 1423 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 | 0.982 | 5665 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Atria Wealth Solutions, Inc. CIK 0001927543 | 0.273 | 1461 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GPS Wealth Strategies Group, LLC CIK 0001731837 | 0.017 | 582 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 | 0.409 | 111 | 0.0 | 0.0% | 0 | -0.1 pp | -0.2 pp | -0.2 pp | +0.0 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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