☆RSST
Flow ranking
Rank#21734
Score / z0.000 / -0.02
Consensus23.38 over 51 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Cohalo Advisory LLC CIK 0002056438 | 0.803 | 14 | 102.4 | 6.2% | 5 | -0.1 pp | -0.7 pp | -0.7 pp | +0.2 pp |
| ☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 | 0.510 | 82 | 17.8 | 6.0% | 5 | +0.9 pp | +1.4 pp | +1.4 pp | +0.7 pp |
| ☆Private Advisory Group LLC CIK 0001632965 | 0.257 | 287 | 16.5 | 0.9% | 6 | +0.0 pp | +0.6 pp | +0.6 pp | +0.8 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 11.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 10.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 10.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Triton Wealth Management, PLLC CIK 0001791126 | 0.546 | 133 | 8.4 | 2.6% | 5 | +0.0 pp | -0.1 pp | +2.0 pp | +2.2 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 7.9 | 0.0% | 5 | -0.0 pp | -0.1 pp | -0.0 pp | -0.0 pp |
| ☆Innova Wealth Partners CIK 0001888831 | 0.101 | 167 | 7.7 | 3.2% | 5 | +0.4 pp | +0.6 pp | +0.9 pp | +1.1 pp |
| ☆BWM Planning, LLC CIK 0002039698 | 0.671 | 99 | 7.5 | 1.7% | 5 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 7.0 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 6.5 | 0.8% | 2 | +0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆WealthTrak Capital Management LLC CIK 0002052710 | 0.237 | 77 | 6.3 | 4.1% | 5 | +0.2 pp | -0.0 pp | -0.4 pp | +0.0 pp |
| ☆Fermata Advisors, LLC CIK 0001859259 | 0.280 | 275 | 5.7 | 1.1% | 5 | +0.1 pp | +0.6 pp | +0.7 pp | +0.8 pp |
| ☆Professional Financial Advisors, LLC CIK 0001798221 | 0.533 | 146 | 5.1 | 0.9% | 5 | +0.0 pp | -0.4 pp | -0.3 pp | -0.3 pp |
| ☆Wright Wealth LLC CIK 0002046147 | 0.601 | 54 | 4.6 | 2.8% | 2 | +0.1 pp | +2.8 pp | +2.8 pp | +2.8 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 4.6 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Accurate Wealth Management, LLC CIK 0001877728 | 0.228 | 576 | 4.5 | 0.4% | 5 | -0.0 pp | -0.1 pp | -0.0 pp | -0.0 pp |
| ☆McGrath & Associates, Inc. CIK 0002054701 | 0.294 | 32 | 4.2 | 5.5% | 5 | +0.3 pp | +0.8 pp | +1.2 pp | +1.8 pp |
| ☆Planned Solutions, Inc. CIK 0001831332 | 0.615 | 154 | 3.8 | 1.1% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆BlackDiamond Wealth Management, LLC CIK 0001903059 | 0.164 | 225 | 3.3 | 1.3% | 5 | +0.1 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆CLG LLC CIK 0002059872 | 0.428 | 156 | 2.8 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 | 0.332 | 32 | 2.5 | 3.3% | 5 | +0.6 pp | +0.5 pp | +0.6 pp | +0.9 pp |
| ☆Magnolia Private Wealth, LLC CIK 0002055130 | 0.108 | 153 | 2.0 | 1.1% | 5 | -0.5 pp | -0.8 pp | -0.8 pp | -0.4 pp |
| ☆MATHER GROUP, LLC. CIK 0001527641 | 0.713 | 1894 | 1.8 | 0.0% | 2 | +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 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RHS Financial, LLC CIK 0001766514 | 0.159 | 165 | 1.5 | 0.6% | 5 | -0.1 pp | -0.3 pp | -0.3 pp | -0.3 pp |
| ☆Bravias Capital Group, LLC CIK 0002054328 | 0.462 | 97 | 1.5 | 0.9% | 5 | +0.2 pp | +0.3 pp | +0.4 pp | +0.5 pp |
| ☆Lunt Capital Management, Inc. CIK 0001608034 | 0.429 | 90 | 1.4 | 0.5% | 2 | +0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Optivise Advisory Services LLC CIK 0002042876 | 0.055 | 227 | 1.3 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 1.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 1.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Worth Asset Management, LLC CIK 0001927285 | 0.074 | 212 | 1.0 | 0.3% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.3 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.9 | 0.0% | 7 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Oregon Pacific Wealth Management, LLC CIK 0002043757 | 0.272 | 115 | 0.8 | 0.8% | 5 | +0.0 pp | +0.4 pp | +0.5 pp | -3.0 pp |
| ☆Ascentis Wealth Management, LLC CIK 0002032602 | 0.450 | 714 | 0.8 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SteelPeak Wealth, LLC CIK 0001801868 | 0.452 | 596 | 0.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WELLINGTON-ALTUS USA INC. CIK 1760398 | 0.103 | 661 | 0.5 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Claro Advisors Inc. CIK 0001764386 | 0.389 | 533 | 0.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Legacy Wealth Managment, LLC/ID CIK 0002045082 | 0.046 | 193 | 0.4 | 0.2% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆Foguth Wealth Management, LLC. CIK 0002016322 | 0.377 | 213 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Manhattan West Asset Management, LLC CIK 0001904770 | 0.346 | 185 | 0.3 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Barnes Wealth Management Group, Inc CIK 0002066194 | 0.212 | 195 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AlphaCore Capital LLC CIK 0001713662 | 0.482 | 1478 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Luminist Capital LLC CIK 0001807270 | 0.130 | 418 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.1 | 0.0% | 5 | +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 |
| ☆Ares Financial Consulting, LLC CIK 0002106717 | 0.267 | 1132 | 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% | 4 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Physician Wealth Advisors, Inc. CIK 0001795173 | 0.595 | 2334 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CENTRAL TRUST Co CIK 0000044365 | 0.726 | 1568 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 | 0.215 | 230 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Essential Partners LLC CIK 0002136442 | 0.019 | 2853 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Downshift Financial, LLC CIK 0002118380 | 0.484 | 660 | 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% | 1 | +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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 | 0.372 | 162 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 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 |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆WJ Interests, LLC CIK 0001727642 | 0.622 | 22 | 0.0 | 0.0% | 0 | -2.4 pp | -2.4 pp | -2.2 pp | -1.9 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 |
| ☆Longview Financial Advisors, Inc. CIK 0001786915 | 0.635 | 43 | 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 |
| ☆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 |
| ☆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 |
| ☆TCTC Holdings, LLC CIK 0001483870 | 0.833 | 240 | 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 | -0.2 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 |
| ☆Ferguson Shapiro LLC CIK 0001767433 | 0.167 | 87 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 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 |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 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.
JSON: /api/signals ·
/api/funds ·
/api/status