☆BUYW
Flow ranking
Rank#24296
Score / z-0.064 / -0.10
Consensus27.81 over 54 funds
Momentum-0.20 =
Price & positioning
224 cached closes, trailing year
Drawdown-0%
Short interest-14% / 1.0d
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 | 340.9 | 2.6% | 7 | -0.1 pp | +0.3 pp | +0.5 pp | -6.1 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 330.1 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Main Management LLC CIK 0001583092 | 0.804 | 95 | 146.9 | 9.9% | 5 | -1.0 pp | +1.6 pp | +1.9 pp | +1.7 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 107.1 | 0.1% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 36.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆San Luis Wealth Advisors LLC CIK 0001844709 | 0.293 | 183 | 17.6 | 2.7% | 5 | +0.6 pp | +0.8 pp | +1.5 pp | +1.5 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 16.3 | 2.4% | 5 | -0.2 pp | -4.0 pp | -1.9 pp | -2.4 pp |
| ☆Madrona Financial Services, LLC CIK 0001578370 | 0.590 | 143 | 13.6 | 2.5% | 5 | -0.4 pp | +1.5 pp | +1.5 pp | +1.4 pp |
| ☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 | 0.938 | 109 | 11.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | -5.2 pp |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 8.9 | 1.2% | 1 | +1.2 pp | +1.2 pp | -1.6 pp | -2.0 pp |
| ☆AMG Asset Management Group, Inc. CIK 0002113282 | 0.310 | 92 | 8.4 | 5.3% | 2 | -0.9 pp | +5.3 pp | +5.3 pp | +5.3 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 6.0 | 0.1% | 3 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Echo45 Advisors LLC CIK 0001908617 | 0.495 | 78 | 5.0 | 2.6% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆GWN SECURITIES INC. CIK 0001265905 | 0.178 | 486 | 4.2 | 0.7% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 3.7 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Copley Financial Group, Inc. CIK 0002045258 | 0.304 | 118 | 3.5 | 2.1% | 6 | +0.3 pp | +0.2 pp | +0.2 pp | +0.3 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 3.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 3.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tactive Advisors, LLC CIK 0002002409 | 0.103 | 282 | 3.0 | 0.7% | 4 | -0.1 pp | -0.1 pp | -0.0 pp | +0.7 pp |
| ☆Pine Valley Investments Ltd Liability Co CIK 0001975417 | 0.417 | 571 | 2.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dynamic Advisor Solutions LLC CIK 0001599747 | 0.500 | 1030 | 2.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 2.4 | 0.1% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sonoma Allocations LLC CIK 0002084965 | 0.086 | 118 | 2.3 | 0.7% | 3 | +0.2 pp | +0.4 pp | +0.7 pp | +0.7 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 2.3 | 0.0% | 7 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 1.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 1.7 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 1.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Silver Grove Financial Group, Inc. CIK 0002111172 | 0.061 | 2450 | 1.2 | 0.7% | 3 | -0.3 pp | -0.3 pp | +0.7 pp | +0.7 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 1.2 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆CFS Investment Advisory Services, LLC CIK 0001845688 | 0.547 | 357 | 1.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Tortuga Wealth Management, Inc CIK 0002118051 | 0.180 | 135 | 1.2 | 0.9% | 2 | -0.1 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Astoria Portfolio Advisors LLC. CIK 0001931642 | 0.385 | 354 | 1.1 | 0.2% | 3 | -0.0 pp | -0.1 pp | +0.2 pp | +0.2 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 1.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 1.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 1.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 | 0.713 | 1219 | 1.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 | 0.471 | 397 | 0.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1370 | 0.8 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 | 0.419 | 633 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆PFG Advisors CIK 0001694435 | 0.248 | 791 | 0.4 | 0.0% | 5 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.4 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrity Advisory Solutions, LLC CIK 0002057931 | 0.588 | 336 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mission Financial Group, LLC CIK 0002113810 | 0.151 | 158 | 0.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 0.3 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Balefire, LLC CIK 0001750924 | 0.097 | 475 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.2 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 | 0.374 | 85 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.1 | 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% | 5 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.1 | 0.0% | 5 | +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% | 2 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 1 | +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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 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% | 5 | -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% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Buck Wealth Strategies, LLC CIK 0001973259 | 0.427 | 1170 | 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% | 5 | -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 |
| ☆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 |
| ☆Richmond Investment Services, LLC CIK 0002031991 | 0.250 | 145 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONEYWISE, INC. CIK 0001703080 | 0.317 | 86 | 0.0 | 0.0% | 0 | -0.1 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 |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Equity Management CIK 0001843578 | 0.305 | 65 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Defined Financial Planning LLC CIK 0002056559 | 0.262 | 65 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.7 pp | -1.8 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 | +0.0 pp | -0.6 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 |
| ☆Vision Retirement, LLC CIK 0002069023 | 0.485 | 621 | 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 | +0.0 pp | -0.2 pp | -0.5 pp | -0.5 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.0 | 0.0% | 0 | -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% | 0 | -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% | 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 |
| ☆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 |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 0 | -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% | 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 |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tripletail Wealth Management, LLC CIK 0002079812 | 0.216 | 278 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 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 | +0.0 pp | -0.1 pp | -0.2 pp | -0.2 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 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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