☆RSST
Flow ranking
Rank#19898
Score / z0.000 / -0.01
Consensus13.70 over 28 funds
Momentumnot computed
Price & positioning
225 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Cohalo Advisory LLC CIK 0002056438 | 0.803 | 14 | 93.1 | 6.9% | 3 | -0.0 pp | +0.9 pp | +6.9 pp | +6.9 pp |
| ☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 | 0.510 | 82 | 11.9 | 4.6% | 3 | +0.0 pp | -0.7 pp | +4.6 pp | +4.6 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 9.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 9.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 7.6 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 7.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Triton Wealth Management, PLLC CIK 0001791126 | 0.546 | 133 | 7.0 | 2.6% | 3 | +2.0 pp | +2.2 pp | +2.6 pp | +2.6 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 6.2 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Professional Financial Advisors, LLC CIK 0001798221 | 0.533 | 146 | 6.1 | 1.3% | 3 | +0.0 pp | +0.1 pp | +1.3 pp | +1.3 pp |
| ☆WealthTrak Capital Management LLC CIK 0002052710 | 0.237 | 77 | 5.8 | 4.1% | 3 | -0.4 pp | +0.1 pp | +4.1 pp | +4.1 pp |
| ☆BWM Planning, LLC CIK 0002039698 | 0.671 | 99 | 5.7 | 1.5% | 3 | -0.0 pp | +0.0 pp | +1.5 pp | +1.5 pp |
| ☆WJ Interests, LLC CIK 0001727642 | 0.622 | 22 | 5.6 | 2.4% | 3 | +0.2 pp | +0.6 pp | +2.4 pp | +2.4 pp |
| ☆Innova Wealth Partners CIK 0001888831 | 0.101 | 167 | 5.2 | 2.6% | 3 | +0.3 pp | +0.5 pp | +2.6 pp | +2.6 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 4.6 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Private Advisory Group LLC CIK 0001632965 | 0.257 | 287 | 4.4 | 0.3% | 4 | +0.0 pp | +0.2 pp | +0.2 pp | +0.3 pp |
| ☆Accurate Wealth Management, LLC CIK 0001877728 | 0.228 | 576 | 4.1 | 0.5% | 3 | +0.0 pp | +0.1 pp | +0.5 pp | +0.5 pp |
| ☆Planned Solutions, Inc. CIK 0001831332 | 0.615 | 154 | 3.5 | 1.1% | 3 | -0.1 pp | -0.0 pp | +1.1 pp | +1.1 pp |
| ☆McGrath & Associates, Inc. CIK 0002054701 | 0.294 | 32 | 3.4 | 4.8% | 3 | +0.4 pp | +1.0 pp | +4.8 pp | +4.8 pp |
| ☆BlackDiamond Wealth Management, LLC CIK 0001903059 | 0.164 | 225 | 2.8 | 1.4% | 3 | +0.1 pp | +0.1 pp | +1.4 pp | +1.4 pp |
| ☆Magnolia Private Wealth, LLC CIK 0002055130 | 0.108 | 153 | 2.7 | 1.9% | 3 | -0.0 pp | +0.4 pp | +1.9 pp | +1.9 pp |
| ☆Fermata Advisors, LLC CIK 0001859259 | 0.280 | 275 | 2.2 | 0.5% | 3 | +0.1 pp | +0.2 pp | +0.5 pp | +0.5 pp |
| ☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 | 0.332 | 32 | 2.1 | 2.7% | 3 | +0.1 pp | +0.3 pp | +2.7 pp | +2.7 pp |
| ☆RHS Financial, LLC CIK 0001766514 | 0.159 | 165 | 1.8 | 0.9% | 3 | -0.0 pp | +0.0 pp | +0.9 pp | +0.9 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 1.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.2 pp | -0.2 pp |
| ☆Bravias Capital Group, LLC CIK 0002054328 | 0.462 | 97 | 1.0 | 0.6% | 3 | +0.1 pp | +0.2 pp | +0.6 pp | +0.6 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 | 0.951 | 3335 | 0.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 0.9 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Worth Asset Management, LLC CIK 0001927285 | 0.074 | 212 | 0.8 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ascentis Wealth Management, LLC CIK 0002032602 | 0.450 | 714 | 0.5 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.5 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Oregon Pacific Wealth Management, LLC CIK 0002043757 | 0.272 | 115 | 0.4 | 0.4% | 3 | +0.1 pp | -3.4 pp | +0.4 pp | +0.4 pp |
| ☆Claro Advisors Inc. CIK 0001764386 | 0.389 | 533 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 | 0.372 | 162 | 0.3 | 0.1% | 3 | +0.0 pp | -0.0 pp | +0.1 pp | +0.1 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 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆True Wealth Design, LLC CIK 0001966033 | 0.694 | 2655 | 0.2 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Legacy Wealth Managment, LLC/ID CIK 0002045082 | 0.046 | 193 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.1 | 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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 | 0.441 | 571 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Luminist Capital LLC CIK 0001807270 | 0.130 | 418 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Essential Partners LLC CIK 0002136442 | 0.019 | 2853 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆TCTC Holdings, LLC CIK 0001483870 | 0.833 | 240 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 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 |
| ☆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 |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Ferguson Shapiro LLC CIK 0001767433 | 0.167 | 87 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆Stratos Wealth Advisors, LLC CIK 0001707202 | 0.393 | 638 | 0.0 | 0.0% | 0 | -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% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Investment Partners, Inc. CIK 0001055980 | 0.474 | 3174 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Northwest Capital Management Inc CIK 0001730404 | 0.000 | 92 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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