Integrity Advisory Solutions LLC Portfolio
Invests via Integrity Advisory Solutions LLC | Managed by Integrity Advisory Solutions LLC, Integrity Alliance LLC
Invests via Integrity Advisory Solutions LLC
Managed by Integrity Advisory Solutions LLC, Integrity Alliance LLC
Automatically Tracked
Company Profile
Boutique advisory firm focused on restructuring advisory, interim management and transaction execution for middle-market creditors and corporate clients. Integrity Advisory Solutions LLC provides distressed-debt workout services, creditor representation, valuation support and operational turnaround oversight, often working with private equity sponsors, hedge funds and banks. The firm positions itself as a hands-on, outcomes-driven advisor in special situations and restructuring markets.
Boutique advisory firm focused on restructuring advisory, interim management and transaction execution for middle-market creditors and corporate clients. Integrity Advisory Solutions LLC provides distressed-debt workout services, creditor representation, valuation support and operational turnaround oversight, often working with private equity sponsors, hedge funds and banks. The firm positions itself as a hands-on, outcomes-driven advisor in special situations and restructuring markets.
Investment Philosophy & Strategy
Focuses on value recovery in stressed and distressed situations, prioritizing capital preservation and recovery over aggressive growth. Uses creditor-aligned underwriting that emphasizes cash-flow-driven valuation, operational stabilization and downside protection. Deploys capital advisory and interim management to accelerate restructurings, favoring short-to-medium horizons and outcome-based fee structures. Sector-agnostic but biased to middle-market industrials, services and leveraged private-equity deals where hands-on operational interventions increase recovery rates.
Focuses on value recovery in stressed and distressed situations, prioritizing capital preservation and recovery over aggressive growth. Uses creditor-aligned underwriting that emphasizes cash-flow-driven valuation, operational stabilization and downside protection. Deploys capital advisory and interim management to accelerate restructurings, favoring short-to-medium horizons and outcome-based fee structures. Sector-agnostic but biased to middle-market industrials, services and leveraged private-equity deals where hands-on operational interventions increase recovery rates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.31%
Gain
Monthly
0.03%
Yearly
0.31%
Drawdown
11.21%
$824.02M
Equity
Holdings
$824.02M
Investment
$754.79M
$71.2M
Profit -$3.95M
Realized
$1.98M
Unrealized
$69.22M
Dividends
$12.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.95M
Win %
65%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$8.68M
Win %
65%
This Month
Compared to last month
Gain
-1.14%
Profit
-$9.54M
Win %
65%
This Year
Compared to last year
Gain
8.95%
Profit
$67.7M
Win %
63%
ASTS AST SpaceMobile, Inc.
+6.57%
+$26,610.01 
EOSE Eos Energy Enterprises Inc.
+4.92%
+$2,645.57 
CB Chubb Limited
+2.81%
+$8,115.65 
GE General Electric Company
+2.78%
+$10,620.36 
NOC Northrop Grumman Corporation
+2.46%
+$4,525.88 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+2.37%
+$15,645.7 
SNDK SanDisk Corporation
+2.3%
+$13,779.99 
CSCO Cisco Systems, Inc.
+2.05%
+$14,830.47 
MRK Merck & Co., Inc.
+2.01%
+$4,980.66 
ABT Abbott Laboratories
+1.79%
+$3,833.82 
ABBV AbbVie Inc.
+1.7%
+$9,408.94 
AFL Aflac Inc.
+1.65%
+$3,897.03 
JNJ Johnson & Johnson
+1.64%
+$23,562.49 
PM Philip Morris International Inc.
+1.51%
+$6,803.94 
EMR Emerson Electric Co.
+1.5%
+$4,721.31 
XOM Exxon Mobil Corporation
+1.41%
+$19,237.2 
IGR CBRE Global Real Estate Income Fund
+1.38%
+$941.39 
CVX Chevron Corporation
+1.37%
+$13,160.3 
LMT Lockheed Martin Corporation
+1.27%
+$9,566.45 
ORCL Oracle Corporation
+1.26%
+$5,353.7 
VZ Verizon Communications Inc.
+1.19%
+$2,323.36 
RTX RTX Corporation
+1.16%
+$4,617 
OXY Occidental Petroleum Corporation
+1.13%
+$3,747.12 
ETN Eaton Corporation plc
+1.09%
+$7,889.26 
NSC Norfolk Southern Corporation
+1.09%
+$6,022.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.08%
+$4,982.5 
LLY Eli Lilly and Company
+1.06%
+$17,715.85 
RKLB Rocket Lab Corporation
+1.03%
+$8,020.3 
GEV GE Vernova Inc.
+0.96%
+$3,648.72 
GLD SPDR Gold Shares
+0.94%
+$1,779.43 
IAU iShares Gold Trust
+0.94%
+$2,203.6 
T AT&T Inc.
+0.92%
+$4,306.01 
GLDM SPDR Gold MiniShares Trust
+0.91%
+$5,780.77 
UNP Union Pacific Corporation
+0.85%
+$8,851.87 
NRO Neuberger Real Estate Securities Income Fund Inc.
+0.82%
+$561.2 
HON Honeywell International Inc.
+0.81%
+$1,317.44 
MU Micron Technology, Inc.
+0.8%
+$17,340 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$9,213.84 
WMT Walmart Inc.
+0.77%
+$9,938.55 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$4,692 
BHK BlackRock Core Bond Trust
+0.66%
+$806.58 
CAT Caterpillar Inc.
+0.64%
+$2,321.28 
HDV iShares Core High Dividend ETF
+0.55%
+$2,191.7 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.53%
+$1,124.81 
NEE NextEra Energy, Inc.
+0.52%
+$3,605.02 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$5,534.44 
AMLP Alerian MLP ETF
+0.46%
+$1,734.25 
DG Dollar General Corporation
+0.46%
+$1,642.56 
DE Deere & Company
+0.44%
+$3,737.33 
DFGR Dimensional Global Real Estate ETF
+0.43%
+$23,251.15 
O Realty Income Corporation
+0.42%
+$1,075.8 
JPM JPMorgan Chase & Co.
+0.41%
+$4,416.97 
TLH iShares 10-20 Year Treasury Bond ETF
+0.37%
+$6,218.51 
PG Procter & Gamble Co
+0.28%
+$2,906.4 
BAC Bank of America Corporation
+0.25%
+$1,010.6 
SCHP Schwab U.S. TIPS ETF
+0.25%
+$1,267.89 
DFIP Dimensional Inflation-Protected Securities ETF
+0.23%
+$749.08 
VLUE iShares MSCI USA Value Factor ETF
+0.23%
+$1,583.84 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.2%
+$1,004.7 
VTV Vanguard Value ETF
+0.2%
+$6,264.71 
GOVT iShares U.S. Treasury Bond ETF
+0.2%
+$3,502.93 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.18%
+$170.34 
CGCB Capital Group Core Bond ETF
+0.17%
+$350.19 
PIM Putnam Master Intermediate Income Trust
+0.16%
+$132.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$5,169.98 
MBB iShares MBS ETF
+0.14%
+$4,377.1 
AAPL Apple Inc.
+0.14%
+$7,606.96 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.14%
+$291.9 
PFE Pfizer Inc.
+0.14%
+$422.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.14%
+$15,120.21 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.13%
+$270.23 
SYSB iShares Systematic Bond ETF
+0.12%
+$412.89 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$7,873.74 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$226.05 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$1,560.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$1,072.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$469.23 
PCM PCM Fund, Inc.
+0.09%
+$79.82 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$1,159.03 
ZJAN Innovator Defined Wealth Shield ETF
+0.07%
+$282.96 
CGCP Capital Group Core Plus Income ETF
+0.07%
+$168.51 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.07%
+$395.46 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$5,849.62 
NEAR iShares Short Maturity Bond ETF
+0.06%
+$247.06 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$221.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$11,203.02 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.06%
+$390.12 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$442.57 
DVYE iShares Emerging Markets Dividend ETF
+0.04%
+$432.36 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$262.06 
SHV iShares Short Treasury Bond ETF
+0.04%
+$85.72 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$104.25 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.03%
+$4,601.41 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$2,806.67 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$324.62 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$73.78 
DGCB Dimensional Global Credit Fund
+0.01%
+$9,270.67 
IAGG iShares International Aggregate Bond Fund
+0.01%
+$110.61 
UAUG Innovator U.S. Equity Ultra Fund
+0.01%
+$33.18 
SCUS Schwab Ultra-Short Income ETF
+0.01%
+$132.27 
BPRE
0%
$0 
CIK Credit Suisse Asset Management Income Fund, Inc.
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DHF BNY Mellon High Yield Strategies Fund
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
FCO abrdn Global Income Fund, Inc.
0%
$0 
FTF Franklin Limited Duration Income Trust
0%
$0 
HIO Western Asset High Income Opportunity Fund Inc.
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 
WIA Western Asset Inflation-Linked Income Fund
0%
$0 
YNDX Yandex NV
0%
$0 
ZFEB
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$50,413.19 
NFLX Netflix, Inc.
-7.49%
-$19,667.67 
HOOD Robinhood Markets, Inc.
-5.41%
-$46,178.3 
META Meta Platforms Inc Class A
-5.12%
-$51,941.5 
IREN IREN Limited
-4.22%
-$11,104.38 
AMAT Applied Materials, Inc.
-4.2%
-$104,987.11 
IBM International Business Machines Corporation
-3.71%
-$19,479.48 
SYK Stryker Corporation
-3.25%
-$10,737.69 
INTC Intel Corporation
-3.03%
-$29,238.3 
TSLA Tesla, Inc.
-2.86%
-$22,072.46 
PLTR Palantir Technologies Inc.
-2.45%
-$19,187.34 
MSFT Microsoft Corp.
-2.26%
-$155,360.03 
KO The Coca-Cola Company
-2.21%
-$11,958.68 
LRCX Lam Research Corporation
-2.14%
-$8,037.9 
LDEM iShares ESG MSCI EM Leaders ETF
-2.03%
-$9,246.15 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$7,892.1 
IBKR Interactive Brokers Group Inc.
-1.91%
-$6,096.64 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$37,472.29 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$6,939.9 
GOOG Alphabet Inc
-1.86%
-$25,228.84 
XLC Communication Services Select Sector SPDR Fund
-1.84%
-$3,949.56 
GOOGL Alphabet Inc
-1.82%
-$38,062.38 
AMD Advanced Micro Devices, Inc.
-1.71%
-$16,655.4 
V Visa Inc. Class A
-1.7%
-$15,270.5 
GS The Goldman Sachs Group, Inc.
-1.69%
-$4,465.72 
CGGR Capital Group Growth ETF
-1.63%
-$262,158 
MA Mastercard Incorporated
-1.6%
-$6,092.7 
BAI iShares A.I. Innovation and Tech Active ETF
-1.6%
-$33,447.06 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$4,929.37 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.54%
-$188,141.56 
AXP American Express Company
-1.53%
-$4,612.02 
IYW iShares U.S. Technology ETF
-1.53%
-$56,666.54 
GCV Gabelli Convertible and Income Securities Fund Inc.
-1.51%
-$1,386.77 
GAB Gabelli Equity Trust Inc.
-1.49%
-$1,162.12 
VUG Vanguard Growth ETF
-1.44%
-$30,772.5 
NVDA NVIDIA Corporation
-1.41%
-$102,063.62 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$165,697.3 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$3,056.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$44,810.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.29%
-$18,247.45 
ITW Illinois Tool Works Inc.
-1.28%
-$4,047.17 
NKE Nike, Inc. - Class B
-1.27%
-$4,693.45 
CGXU Capital Group International Focus Equity ETF
-1.27%
-$5,093.2 
IXN iShares Global Tech ETF
-1.26%
-$12,185.6 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.25%
-$5,432.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$13,362.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.22%
-$71,917.84 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.19%
-$67,566.02 
LOW Lowe's Companies Inc.
-1.12%
-$2,896.56 
AVGO Broadcom Inc.
-1.12%
-$18,726.4 
PCF High Income Securities Fund
-1.08%
-$985.26 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$44,294.84 
DFEV Dimensional Emerging Markets Value ETF
-1.04%
-$57,615.69 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.96%
-$12,676.78 
KBWB Invesco KBW Bank ETF
-0.86%
-$2,805.85 
VBK Vanguard Small-Cap Growth ETF
-0.86%
-$2,759.14 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$16,571.25 
OEF iShares S&P 100 ETF
-0.85%
-$20,862.16 
CGUS Capital Group Core Equity ETF
-0.84%
-$26,295 
DFSV Dimensional US Small Cap Value ETF
-0.84%
-$289,297.62 
MS Morgan Stanley
-0.84%
-$6,785.64 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.83%
-$5,466.12 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$23,086.05 
IXUS iShares Core International Stock ETF
-0.79%
-$7,918 
TT Trane Technologies plc
-0.78%
-$3,112.69 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$25,044.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$92,574.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$4,063.18 
VOO Vanguard S&P 500 ETF
-0.73%
-$11,217.38 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$5,837.12 
DISV Dimensional International Small Cap Equity Fund
-0.72%
-$72,704.7 
IVV iShares Core S&P 500 ETF
-0.72%
-$89,946.63 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.72%
-$7,748.12 
XT iShares Future Exponential Technologies ETF
-0.71%
-$2,540.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$3,157.9 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$1,732.8 
SECT Main Sector Rotation ETF
-0.69%
-$2,610.23 
SHW The Sherwin-Williams Company
-0.69%
-$14,601 
VB Vanguard Small-Cap ETF
-0.69%
-$2,939.64 
ADBE Adobe Inc.
-0.68%
-$3,780.28 
CGGO Capital Group Global Growth Equity ETF
-0.67%
-$30,298.78 
CGDV Capital Group Dividend Value ETF
-0.67%
-$85,399.38 
PEP PepsiCo, Inc.
-0.67%
-$1,412.67 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$875,417.78 
EPS WisdomTree U.S. LargeCap Fund
-0.65%
-$7,315.95 
WCC Wesco International Inc.
-0.65%
-$2,120 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.63%
-$169,755.18 
DSL DoubleLine Income Solutions Fund
-0.61%
-$704.08 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$2,083.18 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$3,817.54 
AMZN Amazon.com Inc
-0.6%
-$20,128.5 
MTUM iShares MSCI USA Momentum Factor ETF
-0.6%
-$3,467.96 
DUHP Dimensional US High Profitability ETF
-0.59%
-$188,929.55 
HD The Home Depot, Inc.
-0.59%
-$3,629.89 
FYC First Trust Small Cap Growth Fund
-0.57%
-$67,417.83 
IFEB Innovator International Developed Power Buffer ETF - February
-0.56%
-$1,698.2 
SCHA Schwab U.S. Small-Cap ETF
-0.56%
-$37,854.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.54%
-$3,645.53 
EFA iShares MSCI EAFE ETF
-0.52%
-$3,544.56 
USA Liberty All Star Equity Fund
-0.52%
-$320.01 
SPMO Invesco S&P 500 Momentum ETF
-0.51%
-$6,482.99 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.5%
-$1,953.39 
CMCSA Comcast Corp
-0.5%
-$1,183.32 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.48%
-$1,828.32 
THRO iShares U.S. Thematic Rotation Active ETF
-0.48%
-$5,929.62 
DFIC Dimensional International Core Equity Market ETF
-0.47%
-$144,012.05 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.47%
-$6,613.76 
JPC Nuveen Preferred & Income Opportunities Fund
-0.45%
-$408.2 
SCHF Schwab International Equity ETF
-0.44%
-$2,384.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.43%
-$24,953.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$51,969.16 
UMAR Innovator U.S. Equity Ultra Fund
-0.41%
-$1,352.05 
CGBL Capital Group Core Balanced ETF
-0.4%
-$22,170.15 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.38%
-$40,101.27 
UFEB Innovator U.S. Equity Ultra ETF
-0.36%
-$3,514.76 
BFEB Innovator U.S. Equity Buffer ETF
-0.34%
-$2,932.56 
DIHP Dimensional International High Profitability Portfolio
-0.34%
-$33,264.79 
MCD McDonald's Corporation
-0.33%
-$1,089.9 
PHK PIMCO High Income Fund
-0.32%
-$265.26 
BUYW Main Buywrite ETF
-0.31%
-$806.76 
JEPI JPMorgan Equity Premium Income Fund
-0.31%
-$1,284.15 
UOCT Innovator U.S. Equity Ultra Fund
-0.3%
-$963.62 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.3%
-$4,669.58 
PTY PIMCO Corporate & Income Opportunity Fund
-0.29%
-$371.52 
PAVE Global X U.S. Infrastructure Development ETF
-0.29%
-$1,395.9 
ICVT iShares Convertible Bond ETF
-0.29%
-$734.25 
VO Vanguard Mid-Cap ETF
-0.28%
-$781.11 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.28%
-$5,781.86 
BALT Inn Defined Wealth Shield Mutual Fund
-0.26%
-$7,866.72 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.26%
-$700.08 
NHS Neuberger High Yield Strategies Fund Inc.
-0.24%
-$200.7 
DIVB iShares Core Dividend ETF
-0.24%
-$1,828.69 
JULJ Innovative Premium Income Fund.
-0.23%
-$520.55 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$3,443.44 
KIO KKR Income Opportunities Fund
-0.22%
-$258.6 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.22%
-$1,539.2 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.21%
-$1,810.7 
JAJL Innovator EDP ETF - 6M January/July
-0.2%
-$495.84 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$9,785.61 
VYMI Vanguard International High Dividend Yield Index Fund
-0.19%
-$556.92 
PFL PIMCO Income Strategy Fund
-0.19%
-$162.04 
FTNY Franklin New York Municipal Income ETF
-0.19%
-$173.64 
IWD iShares Russell 1000 Value ETF
-0.19%
-$1,208.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.18%
-$1,383.2 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$1,022.12 
EHI Western Asset Global High Income Fund Inc.
-0.17%
-$176.06 
VVR Invesco Senior Income Trust
-0.17%
-$64.44 
BUD Anheuser-Busch InBev S.A. ADR
-0.17%
-$655.56 
COST Costco Wholesale Corporation
-0.16%
-$960 
FMB First Trust Managed Municipal Fund
-0.16%
-$654.88 
BTZ BlackRock Credit Allocation Income Trust
-0.15%
-$182.75 
PFN PIMCO Income Strategy Fund II
-0.14%
-$157.14 
BWG BrandywineGlobal Global Income Opportunities Fund Inc.
-0.13%
-$127.44 
PCN PIMCO Corporate & Income Strategy Fund
-0.13%
-$157.49 
HIX Western Asset High Income Fund II Inc.
-0.13%
-$128.62 
AMGN Amgen Inc.
-0.12%
-$467.79 
BIT BlackRock Multi-Sector Income Trust
-0.12%
-$156.3 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$279.79 
WM Waste Management, Inc.
-0.11%
-$302.67 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$921.09 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$385.98 
UPS United Parcel Service, Inc.
-0.1%
-$1,575.96 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.09%
-$678.1 
IVE ISHARES S&P 500 VALUE ETF
-0.08%
-$3,696.81 
ZAUG Innovator Equity Protector ETF - August Series
-0.08%
-$430.28 
MUB iShares National Muni Bond ETF
-0.07%
-$1,152.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$225.96 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.06%
-$69.33 
USMV iShares MSCI USA Min Vol Factor ETF
-0.06%
-$133.81 
ZDEK Innovator Equity Defined Protection ETF
-0.06%
-$202.35 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.04%
-$258.5 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$316.52 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$151.09 
PPT Putnam Premier Income Trust
-0.03%
-$19.57 
PGZ Principal Real Estate Income Fund
-0.03%
-$36.24 
BINC iShares Flexible Income Active ETF
-0.03%
-$357.7 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$53.02 Events
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Dividends
Dividend Analysis
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| Trades 793 | Longs Won 484/793 61% | Profit Factor 8.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $616,174.9 |
| Average Win $166,551.62 | Best Trade (Jul 13) $15M | Sharpe Ratio -68.76 |
| Average Loss -$30,452.7 | Worst Trade (Jul 10) -$2.22M | Z-Score 7.49 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $89,787.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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