Focus Financial Network Inc. Portfolio
Invests via Focus Financial Network, Inc. | Managed by Aryn Sands
Invests via Focus Financial Network, Inc.
Managed by Aryn Sands
Automatically Tracked
Company Profile
Independent wealth-management aggregator operates a national platform that acquires and partners with independent advisory firms; Focus Financial Network, Inc. provides capital, operational support, and centralized services to scale RIAs. The company targets high-net-worth client segments via M&A-driven growth, recurring fee-based revenue and advisor retention programs, emphasizing back-office consolidation, technology investment and roll-up economics to expand margins in wealth management.
Independent wealth-management aggregator operates a national platform that acquires and partners with independent advisory firms; Focus Financial Network, Inc. provides capital, operational support, and centralized services to scale RIAs. The company targets high-net-worth client segments via M&A-driven growth, recurring fee-based revenue and advisor retention programs, emphasizing back-office consolidation, technology investment and roll-up economics to expand margins in wealth management.
Investment Philosophy & Strategy
Operates as a roll-up platform aligning capital with organic and M&A-driven scale in wealth management. Prioritizes strategic acquisitions of independent RIAs, deploying growth capital and centralized services to convert fee-based recurring revenue and improve margins through back-office consolidation and technology. Underwriting emphasizes advisor fit, revenue durability, and cross‑sell potential; capital allocation balances tuck‑ins, minority partnerships and platform investments. Time horizon is multi-year, value created via scale economics, margin expansion and advisor retention.
Operates as a roll-up platform aligning capital with organic and M&A-driven scale in wealth management. Prioritizes strategic acquisitions of independent RIAs, deploying growth capital and centralized services to convert fee-based recurring revenue and improve margins through back-office consolidation and technology. Underwriting emphasizes advisor fit, revenue durability, and cross‑sell potential; capital allocation balances tuck‑ins, minority partnerships and platform investments. Time horizon is multi-year, value created via scale economics, margin expansion and advisor retention.
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:
99.28%
Gain +2.22%
Monthly
1.35%
Yearly
17.45%
Drawdown
26.54%
$3.16B
Equity
Holdings
$3.16B
Investment
$2.21B
$1.47B
Profit +$43.84M
Realized
$516.69M
Unrealized
$950.85M
Dividends
$182.74M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.22%
Profit
$43.84M
Win %
78%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$30.76M
Win %
78%
This Month
Compared to last month
Gain
-2.16%
Profit
-$69.53M
Win %
78%
This Year
Compared to last year
Gain
-2.29%
Profit
-$73.54M
Win %
78%
DELL Dell Technologies Inc.
+10.28%
+$146,310.19 
ONDS Ondas Holdings Inc.
+7.25%
+$37,555.18 
GDXJ VanEck Junior Gold Miners ETF
+4.76%
+$19,205.34 
AUR Aurora Innovation, Inc.
+4.67%
+$4,760.12 
DOCN DigitalOcean Holdings Inc.
+4.22%
+$8,317.44 
GDX VanEck Gold Miners ETF
+4.19%
+$16,638.5 
OKLO Oklo Inc.
+3.97%
+$10,220 
IP International Paper Company
+3.81%
+$9,865.35 
CEG Constellation Energy Corporation
+3.64%
+$14,468.25 
RKLB Rocket Lab Corporation
+3.33%
+$9,837.74 
DOW Dow Inc.
+3.3%
+$8,072.16 
PM Philip Morris International Inc.
+3.19%
+$30,641.95 
SOLS Sollensys Corp
+3.14%
+$6,610.69 
WPM Wheaton Precious Metals Corp.
+3.1%
+$11,232.54 
PSLV Sprott Physical Silver Trust
+2.91%
+$9,164.65 
T AT&T Inc.
+2.81%
+$12,907.5 
SLV iShares Silver Trust
+2.78%
+$49,514.97 
NFLX Netflix, Inc.
+2.6%
+$53,139.45 
LHX L3Harris Technologies, Inc.
+2.59%
+$7,394.4 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.54%
+$11,990.22 
SLB Schlumberger Limited
+2.51%
+$8,353.8 
NLR VanEck Uranium and Nuclear ETF
+2.48%
+$5,537.14 
NBIS Nebius Group N.V.
+2.47%
+$11,614.85 
FTRI First Trust Indxx Global Natural Resources Income ETF
+2.45%
+$7,957.6 
UTES Virtus Reaves Utilities ETF
+2.4%
+$10,664.64 
OIH VanEck Oil Services ETF
+2.39%
+$8,491.5 
DE Deere & Company
+2.39%
+$32,156.76 
LMT Lockheed Martin Corporation
+2.3%
+$21,342.8 
STX Seagate Technology Holdings plc
+2.28%
+$14,379.48 
NANR SPDR S&P North American Natural Resources ETF
+2.27%
+$22,654.69 
FCX Freeport-McMoRan Inc.
+2.25%
+$10,075.25 
XME SPDR S&P Metals & Mining ETF
+2.23%
+$6,846.32 
OXY Occidental Petroleum Corporation
+2.2%
+$8,090.01 
URA Global X Uranium ETF
+2.16%
+$19,832.52 
HSBC HSBC Holdings plc Sponsored ADR
+2.16%
+$7,396.74 
DD DuPont de Nemours, Inc.
+2.1%
+$5,238.26 
RIO Rio Tinto Plc Sponsored ADR
+2.09%
+$8,222.41 
VZ Verizon Communications Inc.
+2.07%
+$31,252.37 
ETR Entergy Corporation
+2.04%
+$11,743.63 
PNR Pentair plc
+2.02%
+$86,048.56 
QCOM QUALCOMM Incorporated
+1.99%
+$18,760.17 
MRK Merck & Co., Inc.
+1.98%
+$27,137.39 
GPC Genuine Parts Company
+1.97%
+$6,222.8 
COP ConocoPhillips
+1.83%
+$9,075.15 
DBP Invesco DB Precious Metals Fund
+1.8%
+$6,659.49 
CARR Carrier Global Corporation
+1.8%
+$5,120.4 
PKG Packaging Corporation of America
+1.78%
+$7,219.42 
APA APA Corporation
+1.77%
+$8,748.4 
XLU Utilities Select Sector SPDR Fund
+1.77%
+$66,782.38 
YUM Yum! Brands, Inc.
+1.77%
+$3,416.4 
VPU Vanguard Utilities ETF
+1.76%
+$15,689.41 
F Ford Motor Company
+1.75%
+$12,852.75 
IYM iShares U.S. Basic Materials ETF
+1.75%
+$4,380.89 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+1.75%
+$3,610.6 
AEP American Electric Power Company, Inc.
+1.75%
+$10,773.05 
WMB The Williams Companies, Inc.
+1.75%
+$4,464.64 
GD General Dynamics Corporation
+1.74%
+$3,961.8 
XLE Energy Select Sector SPDR Fund
+1.74%
+$111,384.07 
BP BP p.l.c. Sponsored ADR
+1.72%
+$5,982.16 
PHYS Sprott Physical Gold Trust
+1.7%
+$7,817.77 
VDE Vanguard Energy ETF
+1.69%
+$15,335.6 
CNP CenterPoint Energy Inc.
+1.69%
+$3,664.08 
EOG EOG Resources, Inc.
+1.68%
+$4,427.17 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.65%
+$3,898.61 
SHEL Shell plc
+1.63%
+$4,398.98 
TTE TotalEnergies SE
+1.63%
+$3,850.16 
DRI Darden Restaurants, Inc.
+1.62%
+$3,433.61 
DKL Delek Logistics Partners L.P.
+1.61%
+$12,214.36 
WDC Western Digital Corporation
+1.61%
+$6,966.87 
HAP VanEck Natural Resources ETF
+1.6%
+$6,381.11 
GLD SPDR Gold Shares
+1.59%
+$177,816.3 
GLDM SPDR Gold MiniShares Trust
+1.57%
+$13,855.7 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+1.56%
+$8,133.51 
IAU iShares Gold Trust
+1.56%
+$50,565.23 
SGOL abrdn Physical Gold Shares ETF
+1.54%
+$169,993.2 
NUE Nucor Corporation
+1.54%
+$5,087.03 
SHLD Global X Defense Tech ETF
+1.53%
+$62,476.35 
XLB Materials Select Sector SPDR Fund
+1.53%
+$4,778.19 
CTVA Corteva Inc.
+1.51%
+$6,123.95 
XEL Xcel Energy Inc.
+1.5%
+$90,520.96 
FLLA Franklin FTSE Latin America ETF
+1.47%
+$4,320 
NEE NextEra Energy, Inc.
+1.47%
+$16,291.41 
HWKN Hawkins Inc.
+1.45%
+$6,346.71 
SO The Southern Company
+1.45%
+$24,760.16 
PSX Phillips 66
+1.45%
+$11,831.78 
TTC The Toro Company
+1.43%
+$3,220.02 
ABAT American Battery Technology Company
+1.43%
+$444.12 
SYY Sysco Corporation
+1.42%
+$3,346.5 
FDX FedEx Corporation
+1.38%
+$8,876.96 
MMM 3M Company
+1.38%
+$131,138.12 
JNJ Johnson & Johnson
+1.38%
+$91,181.38 
GGG Graco Inc.
+1.35%
+$23,961.96 
SRV NXG Cushing Midstream Energy Fund
+1.35%
+$15,840.66 
URI United Rentals, Inc.
+1.34%
+$5,622.12 
CCI Crown Castle Inc.
+1.34%
+$3,026.34 
ET Energy Transfer L.P.
+1.33%
+$8,112.96 
ZENA ZenaTech, Inc.
+1.32%
+$200 
NDAQ Nasdaq, Inc.
+1.32%
+$3,367.7 
MPC Marathon Petroleum Corporation
+1.31%
+$4,368.1 
PH Parker-Hannifin Corporation
+1.27%
+$10,680.87 
MDLZ Mondelez International, Inc.
+1.26%
+$2,655.34 
UTG Reaves Utility Income Fund
+1.26%
+$7,660.5 
WEC WEC Energy Group Inc.
+1.26%
+$8,833.24 
RFV Invesco S&P MidCap 400 Pure Value ETF
+1.26%
+$10,319.33 
DCI Donaldson Company, Inc.
+1.25%
+$34,483.08 
KMB Kimberly-Clark Corporation
+1.24%
+$7,895.28 
PG Procter & Gamble Co
+1.22%
+$29,865.6 
XMMO Invesco S&P MidCap Momentum ETF
+1.21%
+$242,621.91 
HSY The Hershey Company
+1.2%
+$2,904.85 
BIP Brookfield Infrastructure Partners L.P.
+1.19%
+$4,697.65 
BSTZ BlackRock Science and Technology Term Trust
+1.19%
+$8,146.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.18%
+$39,869.65 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.16%
+$4,018.2 
GS The Goldman Sachs Group, Inc.
+1.15%
+$70,358.35 
ETN Eaton Corporation plc
+1.12%
+$11,516.15 
FLTW Franklin FTSE Taiwan ETF
+1.11%
+$2,830.15 
LVHI Franklin International Low Volatility High Dividend ETF
+1.11%
+$51,422.03 
HONA Honeywell Aerospace Inc.
+1.1%
+$17,723.79 
EMLP First Trust North American Energy Infrastructure Fund
+1.1%
+$80,805.37 
UBS UBS Group AG
+1.1%
+$3,289 
PRU Prudential Financial, Inc.
+1.08%
+$9,625.6 
ITW Illinois Tool Works Inc.
+1.07%
+$8,275.28 
DUK Duke Energy Corporation
+1.07%
+$16,958.7 
HDV iShares Core High Dividend ETF
+1.06%
+$7,559.4 
FTGC First Trust Global Tactical Commodity Strategy Fund
+1.06%
+$11,182.63 
ITA iShares U.S. Aerospace & Defense ETF
+1.05%
+$26,469.96 
RTX RTX Corporation
+1.05%
+$15,236.83 
BLK BlackRock, Inc.
+1.05%
+$4,584.7 
OTTR Otter Tail Corporation
+1.05%
+$15,540.1 
SCCO Southern Copper Corporation
+1.04%
+$9,872.16 
GSK GSK plc Sponsored ADR
+1.04%
+$2,085.55 
DVY iShares Select Dividend ETF
+1.03%
+$15,703.6 
GIS General Mills, Inc.
+1.02%
+$4,778.88 
CVX Chevron Corporation
+1.02%
+$28,384.2 
VRTS Virtus Investment Partners Inc.
+1%
+$2,627.28 
SHW The Sherwin-Williams Company
+0.97%
+$9,384.33 
DIS The Walt Disney Company
+0.97%
+$11,396.52 
CAH Cardinal Health Inc.
+0.96%
+$1,955.46 
MS Morgan Stanley
+0.94%
+$5,343.61 
POWR iShares US Power Infrastructure ETF
+0.94%
+$33,171 
PKB Invesco Building & Construction ETF
+0.93%
+$2,207.66 
KXI iShares Global Consumer Staples ETF
+0.93%
+$4,239.26 
AMLP Alerian MLP ETF
+0.92%
+$13,194 
NDSN Nordson Corporation
+0.91%
+$1,908 
AMT American Tower Corporation
+0.91%
+$1,995.11 
KVUE Kenvue Inc.
+0.9%
+$1,851.58 
SAR Saratoga Investment Corp.
+0.9%
+$4,413.15 
KMI Kinder Morgan, Inc.
+0.9%
+$3,903.69 
BST BlackRock Science and Technology Trust
+0.89%
+$7,578.03 
EFV iShares MSCI EAFE Value ETF
+0.87%
+$23,719.49 
WMS Advanced Drainage Systems, Inc.
+0.86%
+$3,542.4 
AMGN Amgen Inc.
+0.86%
+$11,790.45 
MRVL Marvell Technology, Inc.
+0.86%
+$4,110.85 
FAST Fastenal Co.
+0.85%
+$26,076.05 
SNY Sanofi American Depositary Receipt
+0.85%
+$1,961.74 
GE General Electric Company
+0.84%
+$17,997.98 
INTU Intuit Inc.
+0.84%
+$3,353.43 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.83%
+$39,283.68 
AMD Advanced Micro Devices, Inc.
+0.83%
+$29,147.35 
MPLX MPLX LP
+0.81%
+$4,137.24 
OKE ONEOK, Inc.
+0.81%
+$9,169.34 
FDV Federated Hermes U.S. Strategic Dividend ETF
+0.8%
+$2,715.7 
PAVE Global X U.S. Infrastructure Development ETF
+0.8%
+$21,736.8 
MTZ MasTec, Inc. Common Stock
+0.8%
+$5,676.2 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.8%
+$2,650.16 
SUN Sunoco L.P.
+0.8%
+$9,956.4 
KO The Coca-Cola Company
+0.79%
+$16,413.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$472,209.65 
O Realty Income Corporation
+0.79%
+$8,155.41 
VOE Vanguard Mid-Cap Value ETF
+0.78%
+$24,864.09 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.77%
+$2,557.22 
CSCO Cisco Systems, Inc.
+0.77%
+$30,057 
VLUE iShares MSCI USA Value Factor ETF
+0.76%
+$46,048.72 
DFIV Dimensional International Value ETF
+0.75%
+$14,495.04 
WM Waste Management, Inc.
+0.75%
+$9,957.5 
ROBO ROBO Global Robotics & Automation Index ETF
+0.74%
+$2,426.08 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$262,260.53 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$10,711.44 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.73%
+$2,294.44 
VSDA VictoryShares Dividend Accelerator ETF
+0.73%
+$1,709.17 
CWB SPDR Bloomberg Convertible Securities ETF
+0.72%
+$22,188 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.72%
+$4,173.3 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.71%
+$93,523.68 
MCK McKesson Corporation
+0.71%
+$2,487.23 
SPLV Invesco S&P 500 Low Volatility ETF
+0.71%
+$24,897.83 
BBY Best Buy Co., Inc.
+0.69%
+$2,773 
DON WisdomTree U.S. MidCap Dividend Fund
+0.69%
+$6,833.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.69%
+$18,865.66 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+0.69%
+$2,130.76 
ROK Rockwell Automation, Inc.
+0.68%
+$5,725.02 
RSG Republic Services, Inc.
+0.68%
+$2,717.06 
UPS United Parcel Service, Inc.
+0.68%
+$7,121.85 
CMI Cummins Inc.
+0.68%
+$2,802.69 
IMRX Immuneering Corporation
+0.67%
+$375 
JIVE JPMorgan International Value ETF
+0.66%
+$14,574.34 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.66%
+$10,852.56 
BA Boeing Company
+0.66%
+$15,059.97 
STM STMicroelectronics N.V.
+0.66%
+$1,906.19 
FNDF Schwab Fundamental International Large Company Index ETF
+0.65%
+$283,487.88 
ICLN iShares Global Clean Energy ETF
+0.65%
+$1,181.52 
SDY SPDR S&P Dividend ETF
+0.64%
+$14,874.75 
OHI Omega Healthcare Investors Inc.
+0.64%
+$11,951.87 
XAR SPDR S&P Aerospace & Defense ETF
+0.63%
+$5,275.51 
VTV Vanguard Value ETF
+0.63%
+$408,768.42 
KDP Keurig Dr Pepper Inc.
+0.63%
+$1,165.46 
PSA Public Storage Common Stock
+0.63%
+$1,332.33 
BMY Bristol-Myers Squibb Company
+0.62%
+$1,344.82 
EYLD Cambria Emerging Shareholder Yield Fund
+0.62%
+$7,432.8 
COWZ Pacer US Cash Cows 100 ETF
+0.62%
+$14,766.8 
FIVA Fidelity International Value Factor ETF
+0.62%
+$2,491.92 
ABT Abbott Laboratories
+0.61%
+$20,883.68 
VDC VANGUARD CONSUMER STAPLES ETF
+0.61%
+$1,712.48 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.6%
+$2,384.78 
EMR Emerson Electric Co.
+0.6%
+$2,686.71 
Q Qnity Electronics Inc.
+0.59%
+$1,932.74 
IMTM iShares MSCI International Momentum Factor ETF
+0.59%
+$81,948.81 
MO Altria Group, Inc.
+0.59%
+$13,106.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.59%
+$120,110.43 
IWS iShares Russell Mid-Cap Value ETF
+0.58%
+$31,932.33 
IRT Independence Realty Trust Inc.
+0.58%
+$3,655.22 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.57%
+$4,007.68 
MGV Vanguard Mega Cap Value ETF
+0.57%
+$13,420.04 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.56%
+$7,049.96 
ECL Ecolab Inc.
+0.56%
+$13,224.12 
IQLT iShares MSCI International Quality Factor ETF
+0.55%
+$1,566.67 
PDP Invesco Dorsey Wright Momentum ETF
+0.55%
+$5,806.65 
VLO Valero Energy Corporation
+0.55%
+$3,200.48 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.55%
+$9,756.25 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.54%
+$28,573.49 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+0.54%
+$908.08 
DGRO iShares Core Dividend Growth ETF
+0.53%
+$5,296.68 
FDVV Fidelity High Dividend ETF
+0.53%
+$4,017.42 
DIV Global X SuperDividend U.S. ETF
+0.53%
+$1,103.03 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$9,371.12 
FTCS First Trust Capital Strength ETF
+0.51%
+$4,898.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.51%
+$2,068.5 
FEX First Trust Large Cap Core Fund A
+0.5%
+$10,102.32 
SCHC Schwab International Small-Cap Equity ETF
+0.5%
+$8,470.56 
HBAN Huntington Bancshares Incorporated
+0.49%
+$1,916.82 
HALO Halozyme Therapeutics Inc.
+0.48%
+$1,387.38 
PEP PepsiCo, Inc.
+0.48%
+$5,544.5 
MAR Marriott International Inc. - Class A
+0.48%
+$1,450.25 
VLU SPDR S&P 1500 Value Tilt ETF
+0.48%
+$1,140.18 
DIVB iShares Core Dividend ETF
+0.47%
+$1,048.5 
DFAT Dimensional US Targeted Value ETF
+0.47%
+$3,505.59 
HD The Home Depot, Inc.
+0.47%
+$11,621.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.46%
+$7,308.42 
PID Invesco International Dividend Achievers ETF
+0.46%
+$19,623.84 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.45%
+$32,396.54 
EFA iShares MSCI EAFE ETF
+0.44%
+$7,917.98 
CI The Cigna Group
+0.44%
+$2,613.66 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.44%
+$1,046.25 
VIS Vanguard Industrials ETF
+0.44%
+$5,855.95 
FIDU Fidelity MSCI Industrials Index ETF
+0.44%
+$2,932.8 
VO Vanguard Mid-Cap ETF
+0.43%
+$27,308.13 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.43%
+$24,256.53 
PFE Pfizer Inc.
+0.42%
+$4,653.49 
FEGE First Eagle Global Equity ETF
+0.42%
+$13,474.12 
BAC Bank of America Corporation
+0.41%
+$12,648 
LNC Lincoln National Corporation
+0.41%
+$1,299.31 
IALT iShares Systematic Alternatives Active ETF
+0.41%
+$15,083.89 
GLRY Inspire Faithward Mid Cap Momentum ETF
+0.41%
+$1,879.79 
PVAL Putnam Focused Large Cap Value ETF
+0.4%
+$5,480.94 
FLEX Flex Ltd.
+0.4%
+$802.23 
TFC Truist Financial Corporation
+0.4%
+$2,055.33 
FENI Fidelity Enhanced International ETF
+0.4%
+$4,764.96 
ICVT iShares Convertible Bond ETF
+0.4%
+$4,266.84 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$6,121.11 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$4,100.7 
APD Air Products and Chemicals, Inc.
+0.39%
+$897.84 
BE Bloom Energy Corporation
+0.39%
+$3,830.61 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$109,226.12 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.38%
+$16,204.42 
PFF iShares Preferred and Income Securities ETF
+0.38%
+$4,046.85 
IVE ISHARES S&P 500 VALUE ETF
+0.37%
+$31,759.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.37%
+$6,259.2 
IWR iShares Russell Mid-Cap ETF
+0.37%
+$86,871.2 
SBUX Starbucks Corporation
+0.36%
+$2,994.02 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$21,824.78 
WSM Williams-Sonoma, Inc.
+0.35%
+$756.91 
GWW W.W. Grainger, Inc.
+0.34%
+$757.68 
PRF Invesco FTSE RAFI US 1000 ETF
+0.33%
+$777.24 
USB U.S. Bancorp
+0.33%
+$10,415.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$102,467.3 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$3,167.38 
WPC W. P. Carey Inc.
+0.32%
+$1,647.6 
PNC The PNC Financial Services Group, Inc.
+0.32%
+$836.61 
EPR EPR Properties
+0.31%
+$8,054.86 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.3%
+$1,679.5 
NSEP Innovator G100 Power Buffer ETF - September
+0.3%
+$1,064.47 
PFG Principal Financial Group, Inc.
+0.3%
+$1,852.29 
CMCSA Comcast Corp
+0.29%
+$1,231.65 
SCHF Schwab International Equity ETF
+0.29%
+$42,876.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,131.14 
AVUV Avantis U.S. Small Cap Value ETF
+0.29%
+$7,455.24 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.29%
+$5,808 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.28%
+$1,311.91 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.28%
+$2,238.07 
IWD iShares Russell 1000 Value ETF
+0.28%
+$9,442.73 
GOOG Alphabet Inc
+0.27%
+$13,638.2 
TRV The Travelers Companies, Inc.
+0.27%
+$7,035.35 
HLT Hilton Worldwide Holdings Inc.
+0.26%
+$907.19 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$1,190.16 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.25%
+$1,879.08 
IJS iShares S&P Small-Cap 600 Value ETF
+0.24%
+$1,159.77 
ORCL Oracle Corporation
+0.24%
+$2,626.32 
SPMO Invesco S&P 500 Momentum ETF
+0.24%
+$10,869.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.24%
+$5,021.25 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.24%
+$533.97 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.24%
+$7,468.3 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.24%
+$5,569.72 
CAT Caterpillar Inc.
+0.24%
+$21,090.3 
NULV Nuveen ESG Large-Cap Value ETF
+0.23%
+$1,776 
BX Blackstone Inc.
+0.23%
+$1,534.71 
MTUM iShares MSCI USA Momentum Factor ETF
+0.23%
+$7,156.19 
LOW Lowe's Companies Inc.
+0.23%
+$804.17 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.23%
+$4,143.04 
JEPI JPMorgan Equity Premium Income Fund
+0.22%
+$7,522 
REZ iShares Residential and Multisector Real Estate ETF
+0.22%
+$509.76 
FSMD Fidelity Small-Mid Multifactor ETF
+0.21%
+$1,873.74 
SCHM Schwab U.S. Mid-Cap ETF
+0.21%
+$34,884.68 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.21%
+$1,869.22 
NVS Novartis AG Sponsored ADR
+0.21%
+$658.37 
IYG iShares U.S. Financial Services ETF
+0.2%
+$4,414.65 
XLRE The Real Estate Select Sector SPDR Fund
+0.2%
+$1,107.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$79,469.28 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.19%
+$554.16 
NSC Norfolk Southern Corporation
+0.19%
+$1,357.18 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$49,712.08 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.18%
+$5,731.02 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.17%
+$33,156.75 
AME Ametek Inc.
+0.17%
+$850.8 
VB Vanguard Small-Cap ETF
+0.17%
+$5,529.64 
CORO Ishares International Country Rotational Active ETF
+0.17%
+$16,489.98 
HUBB Hubbell Inc.
+0.17%
+$865.61 
BIBL Inspire 100 ETF
+0.16%
+$1,861.47 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.15%
+$495.06 
JPM JPMorgan Chase & Co.
+0.15%
+$17,628.11 
MCD McDonald's Corporation
+0.14%
+$4,508.32 
SCHH Schwab U.S. REIT ETF
+0.14%
+$1,081.85 
PFM Invesco Dividend Achievers ETF
+0.13%
+$8,520 
QTUM Defiance Quantum ETF
+0.12%
+$830.88 
EQWL Invesco S&P 100 Equal Weight ETF
+0.12%
+$465.45 
GOOGL Alphabet Inc
+0.12%
+$36,030 
IYF iShares U.S. Financials ETF
+0.11%
+$502.5 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.11%
+$932.8 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.1%
+$218.21 
JANH Innovative Premium Income Fund 2020
+0.1%
+$298.07 
PFRL PGIM Floating Rate Income ETF
+0.1%
+$697.45 
VNQ Vanguard Real Estate ETF
+0.1%
+$1,764.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.1%
+$904.46 
IGPT Invesco AI and Next Gen Software ETF
+0.1%
+$403.2 
JPRE JPMorgan Realty Income ETF
+0.09%
+$215.35 
ABBV AbbVie Inc.
+0.09%
+$3,710.59 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.09%
+$845.19 
ADI Analog Devices, Inc.
+0.09%
+$467.32 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.09%
+$455.06 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.09%
+$703.05 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$323.2 
CGDV Capital Group Dividend Value ETF
+0.08%
+$7,727.04 
PFFD Global X U.S. Preferred ETF
+0.08%
+$221.73 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.08%
+$764.16 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$255.14 
AMP Ameriprise Financial, Inc.
+0.08%
+$355.74 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.07%
+$978.33 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$2,760.94 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.06%
+$10,150.92 
PBW Invesco WilderHill Clean Energy ETF
+0.06%
+$119.74 
BSEP Innovator U.S. Equity Buffer ETF
+0.06%
+$130.38 
IBM International Business Machines Corporation
+0.06%
+$822.41 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.06%
+$362.27 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.06%
+$201.36 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.06%
+$241.22 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$250.06 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.05%
+$432.47 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.05%
+$376.63 
QUS SPDR MSCI USA StrategicFactors ETF
+0.05%
+$155.49 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.04%
+$165.01 
AOA iShares Core Aggressive Allocation ETF
+0.04%
+$116.64 
CPNS Calamos Nasdaq-100 Structured Alt Protection ETF - September
+0.04%
+$86.25 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.03%
+$135.46 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.03%
+$782.77 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$766.15 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$695.28 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$85.37 
SOXX iShares Semiconductor ETF
+0.02%
+$1,055.76 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.02%
+$71.22 
DSI iShares MSCI KLD 400 Social ETF
+0.02%
+$329.22 
SPHB Invesco S&P 500 High Beta ETF
+0.02%
+$50.97 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$779.07 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$64.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$532.66 
VT Vanguard Total World Stock ETF
+0.02%
+$342.09 
XISE FT Vest US Equity Buffer & Protection Fund
+0.02%
+$39.86 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.01%
+$311.79 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.01%
+$369.96 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$457.63 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$31.27 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.01%
+$26.43 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.01%
+$95.31 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$230.2 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$347.86 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$91.03 
AZO AutoZone Inc.
+0.01%
+$20.79 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.01%
+$30.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$66.83 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$79.44 
TIP iShares TIPS Bond ETF
+0.01%
+$12.7 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
+$918.74 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
0%
$0 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
0%
$0 
BLES Inspire Global Hope ETF
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
0%
+$1.36 
FLBL Franklin Senior Loan ETF
0%
$0 
FTMN Franklin Minnesota Municipal Income ETF
0%
$0 
G2004J103
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
0%
$0 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
0%
$0 
QCAP
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XIMR
0%
$0 
RDDT Reddit Inc Class A
-9.19%
-$146,196.15 
GEV GE Vernova Inc.
-6.95%
-$94,774.72 
NOW ServiceNow, Inc.
-4.16%
-$185,427.5 
PLTR Palantir Technologies Inc.
-4.02%
-$97,528.34 
CB Chubb Limited
-3.76%
-$11,841.45 
SEZL Sezzle Inc.
-3.71%
-$96,538.56 
ATEC Alphatec Holdings Inc.
-3.13%
-$3,561.74 
VEEV Veeva Systems Inc.
-3.13%
-$9,069.44 
DHR Danaher Corporation
-3.09%
-$56,576 
NOK Nokia Corporation Sponsored ADR
-2.87%
-$6,471.8 
ADSK Autodesk, Inc.
-2.82%
-$16,307.14 
CRM Salesforce Inc
-2.72%
-$13,402.62 
COIN Coinbase Global, Inc.
-2.71%
-$6,530.13 
SPOT Spotify Technology S.A.
-2.62%
-$9,009.72 
NU Nu Holdings Ltd.
-2.5%
-$4,097.58 
SHOP Shopify Inc.
-2.37%
-$60,925.8 
QUBT Quantum Computing Inc.
-2.19%
-$164,185.46 
QBTS D-Wave Quantum Inc.
-2.13%
-$6,995.04 
META Meta Platforms Inc Class A
-2.13%
-$128,994.38 
SNOW Snowflake Inc.
-2.12%
-$11,756.16 
GLW Corning Incorporated
-2.1%
-$35,818.64 
SOUN SoundHound AI Inc.
-1.98%
-$6,269.77 
ADBE Adobe Inc.
-1.92%
-$11,845.05 
MSFT Microsoft Corp.
-1.88%
-$452,336.49 
SAP SAP SE Sponsored ADR
-1.81%
-$4,242 
VRT Vertiv Holdings Co
-1.81%
-$34,765.5 
PANW Palo Alto Networks, Inc.
-1.73%
-$48,976.05 
PL PLANET LABS PBC
-1.6%
-$2,443.85 
LLY Eli Lilly and Company
-1.55%
-$127,970.43 
ARM Arm Holdings plc American Depositary Receipt
-1.48%
-$19,954.57 
APH Amphenol Corporation
-1.46%
-$4,043.4 
BABA Alibaba Group Holding Limited SP ADR
-1.45%
-$6,005.52 
KBWP Invesco KBW Property & Casualty Fund
-1.45%
-$45,473.28 
UBER Uber Technologies, Inc.
-1.4%
-$3,007 
LNTH Lantheus Holdings, Inc.
-1.33%
-$3,228.48 
CPA Copa Holdings S.A.
-1.31%
-$2,976.89 
AMAT Applied Materials, Inc.
-1.26%
-$32,153.15 
CRWD CrowdStrike Holdings, Inc.
-1.23%
-$31,978.8 
NVO Novo Nordisk A/S Sponsored ADR
-1.23%
-$10,295.28 
AMZN Amazon.com Inc
-1.22%
-$901,325.04 
FDN First Trust Dow Jones Internet Index Fund
-1.2%
-$5,778.47 
PLD Prologis Inc.
-1.19%
-$4,349.72 
ASTS AST SpaceMobile, Inc.
-1.18%
-$2,541.2 
TER Teradyne, Inc.
-1.16%
-$52,738.44 
NET Cloudflare Inc.
-1.15%
-$8,729.57 
WFC Wells Fargo & Company
-1.13%
-$47,465.55 
AEYE AudioEye, Inc.
-1.1%
-$8,585.5 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-1.09%
-$3,208.99 
DAL Delta Air Lines, Inc.
-1.06%
-$64,616.4 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$2,552.25 
ENTG Entegris, Inc.
-1.06%
-$3,615.82 
ARKK ARK Innovation ETF Fund
-1.05%
-$4,575.6 
LRCX Lam Research Corporation
-1%
-$4,092.75 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.99%
-$6,494.12 
MAGS Roundhill Magnificent Seven Fund
-0.98%
-$6,469.44 
XOVR ERShares Private-Public Crossover ETF
-0.98%
-$2,973.31 
NVT nVent Electric plc
-0.94%
-$108,413.47 
AKRE Akre Focus ETF
-0.93%
-$115,689.93 
FTNT Fortinet Inc.
-0.93%
-$4,995.06 
AAPL Apple Inc.
-0.93%
-$1.02M 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.91%
-$1,855.37 
SPCE Virgin Galactic Holdings Inc.
-0.9%
-$59,515.57 
OBDC Blue Owl Capital Corporation
-0.87%
-$1,027.81 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.87%
-$1,918.35 
MELI MercadoLibre, Inc.
-0.87%
-$7,810.14 
XBI SPDR S&P Biotech ETF
-0.85%
-$3,067.68 
CELC Celcuity Inc.
-0.83%
-$5,853.52 
AXP American Express Company
-0.82%
-$13,674.24 
HOOD Robinhood Markets, Inc.
-0.8%
-$1,798.6 
FLIN Franklin FTSE India ETF
-0.79%
-$27,164.78 
WMT Walmart Inc.
-0.77%
-$33,592.13 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.74%
-$35,918.96 
IWO iShares Russell 2000 Growth ETF
-0.72%
-$6,725.36 
MGK Vanguard Mega Cap Growth ETF
-0.71%
-$6,844.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.7%
-$1.05M 
TXN Texas Instruments Inc
-0.7%
-$8,333.15 
FTEC Fidelity MSCI Information Technology Index ETF
-0.69%
-$15,881.09 
IYW iShares U.S. Technology ETF
-0.69%
-$41,691.96 
BSX Boston Scientific Corporation
-0.66%
-$10,602.85 
VUG Vanguard Growth ETF
-0.66%
-$45,130.5 
CHRW C.H. Robinson Worldwide, Inc.
-0.65%
-$3,040.96 
QLD ProShares Ultra QQQ
-0.64%
-$341,911.08 
VGT Vanguard Information Technology ETF
-0.63%
-$17,484.18 
FESM Fidelity Enhanced Small Cap ETF
-0.63%
-$231,464.4 
KLAC KLA Corporation
-0.6%
-$1,883.77 
WDI Western Asset Diversified Income Fund
-0.59%
-$850.48 
BBJP JPMorgan BetaBuilders Japan Fund
-0.58%
-$22,752.67 
IWY iShares Russell Top 200 Growth ETF
-0.57%
-$14,446.53 
UNH UnitedHealth Group Incorporated
-0.54%
-$78,155.49 
ESGE iShares ESG Aware MSCI EM ETF
-0.53%
-$3,523.24 
PGR Progressive Corporation
-0.53%
-$2,088.14 
SPCX Space Exploration Technologies Corp. Class A
-0.53%
-$5,167.8 
XLK State Street Technology Select Sector SPDR ETF
-0.52%
-$129,573.36 
IWC iShares Micro-Cap ETF
-0.51%
-$3,028.87 
VOOG Vanguard S&P 500 Growth ETF
-0.5%
-$1,992.19 
NULG Nuveen ESG Large-Cap Growth ETF
-0.5%
-$3,370.22 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.49%
-$1,849.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.49%
-$97,115.93 
VONG Vanguard Russell 1000 Growth Fund
-0.48%
-$19,505.4 
CGGR Capital Group Growth ETF
-0.48%
-$3,481.28 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$15,712.78 
EEM iShares MSCI Emerging Markets ETF
-0.47%
-$1,381.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.47%
-$3,643.92 
BKNG Booking Holdings Inc.
-0.47%
-$4,275.6 
HR Healthcare Realty Trust Incorporated
-0.47%
-$1,077.6 
ADP Automatic Data Processing Inc.
-0.47%
-$3,951.39 
SNDK SanDisk Corporation
-0.46%
-$141,628.08 
RPG Invesco S&P 500 Pure Growth ETF
-0.45%
-$9,490.78 
PWB Invesco Large Cap Growth ETF
-0.43%
-$7,882.86 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.43%
-$11,391.43 
MA Mastercard Incorporated
-0.42%
-$8,588.25 
XLG Invesco S&P 500 Top 50 ETF
-0.41%
-$4,659.1 
MOAT VanEck Morningstar Wide Moat Fund
-0.41%
-$7,047.87 
IWM iShares Russell 2000 ETF
-0.41%
-$9,936.9 
GOF Guggenheim Strategic Opportunities Fund
-0.41%
-$3,073.06 
ISRG Intuitive Surgical, Inc.
-0.41%
-$2,091.63 
PAXS PIMCO Access Income Fund
-0.38%
-$577.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.37%
-$7,630.18 
ILCG iShares Morningstar Growth ETF
-0.37%
-$6,549.48 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
-0.36%
-$1,688.6 
FISV Fiserv, Inc.
-0.36%
-$2,095.92 
QQQM Invesco NASDAQ 100 ETF
-0.36%
-$67,586.48 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.36%
-$15,133.92 
IYT iShares U.S. Transportation ETF
-0.35%
-$1,023.93 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.34%
-$52,581.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.34%
-$35,527.68 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.33%
-$2,725.79 
VBK Vanguard Small-Cap Growth ETF
-0.33%
-$55,628.96 
IVT InvenTrust Properties Corp.
-0.33%
-$811.2 
TSLA Tesla, Inc.
-0.33%
-$19,344 
JQUA JPMorgan U.S. Quality Factor ETF
-0.33%
-$27,528.37 
QQQ Invesco QQQ Trust, Series 1
-0.32%
-$370,346 
ANET Arista Networks, Inc.
-0.32%
-$1,680.56 
XT iShares Future Exponential Technologies ETF
-0.31%
-$1,272.75 
MAIN Main Street Capital Corporation
-0.3%
-$7,667.16 
IBB iShares Biotechnology ETF
-0.3%
-$3,247.29 
PSI Invesco Semiconductors ETF
-0.3%
-$1,111.35 
DUSA Davis Select U.S. Equity ETF
-0.3%
-$1,854.75 
NJUL Innovator Growth 100 Power Buffer ETF
-0.3%
-$2,281.95 
SOLV Solventum Corporation
-0.29%
-$2,090.7 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.29%
-$1,843.57 
OEF iShares S&P 100 ETF
-0.29%
-$7,204.82 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.28%
-$6,132.8 
DSL DoubleLine Income Solutions Fund
-0.27%
-$533.83 
ESGV Vanguard ESG U.S. Stock ETF
-0.26%
-$1,923.6 
TMO Thermo Fisher Scientific Inc.
-0.26%
-$3,773.28 
MGC Vanguard Mega Cap ETF
-0.26%
-$779.8 
BLCR iShares Large Cap Core ACT ETF
-0.25%
-$9,750.12 
FXL First Trust Technology AlphaDEX Fund
-0.25%
-$548.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.25%
-$2,856.6 
IRM Iron Mountain Inc.
-0.25%
-$3,697.37 
VLTO Veralto Corporation
-0.24%
-$618.86 
MU Micron Technology, Inc.
-0.24%
-$9,685.57 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.24%
-$473.4 
NVDA NVIDIA Corporation
-0.23%
-$767,376.48 
COST Costco Wholesale Corporation
-0.23%
-$22,694.84 
C Citigroup Inc.
-0.23%
-$1,350.6 
AVGO Broadcom Inc.
-0.23%
-$18,200.61 
XCEM Columbia EM Core ex-China ETF
-0.22%
-$9,785.05 
CSM ProShares Large Cap Core Plus
-0.22%
-$495.76 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$23,470.11 
GNMA iShares GNMA Bond ETF
-0.22%
-$2,004.12 
NMS Nuveen Minnesota Quality Municipal Income Fund
-0.21%
-$2,273.65 
VPL Vanguard FTSE Pacific ETF
-0.21%
-$934.12 
MBB iShares MBS ETF
-0.21%
-$9,565.92 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.2%
-$425.51 
SPHQ Invesco S&P 500 Quality ETF
-0.19%
-$35,892.61 
QUAL iShares MSCI USA Quality Factor ETF
-0.19%
-$22,515.83 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.19%
-$3,457.29 
TLH iShares 10-20 Year Treasury Bond ETF
-0.19%
-$4,523.62 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.19%
-$401.19 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$4,745.37 
VHT Vanguard Health Care ETF
-0.19%
-$21,866.06 
VCR Vanguard Consumer Discretionary ETF
-0.18%
-$687.6 
MNA NYLI Merger Arbitrage ETF
-0.18%
-$1,163.18 
SCHE Schwab Emerging Markets Equity ETF
-0.18%
-$4,570.73 
ASML ASML Holding N.V. New York Registry Shares
-0.18%
-$872.25 
SMH VanEck Semiconductor ETF
-0.18%
-$3,323.49 
BAI iShares A.I. Innovation and Tech Active ETF
-0.18%
-$8,957.36 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,069.96 
HPS John Hancock Preferred Income Fund III
-0.17%
-$369.4 
MUB iShares National Muni Bond ETF
-0.17%
-$13,124.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$1,385.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$2,253.44 
VGLT Vanguard Long-Term Treasury Fund
-0.17%
-$13,292.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.17%
-$361.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$61,639.65 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.16%
-$1,004.92 
IOO iShares Global 100 ETF
-0.15%
-$5,025.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.15%
-$1,568.09 
CVS CVS Health Corporation
-0.15%
-$1,321.58 
IHE iShares U.S. Pharmaceuticals ETF
-0.15%
-$344.25 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$569.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$8,091.12 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.15%
-$602.94 
TLT iShares 20+ Year Treasury Bond ETF
-0.15%
-$761.75 
ORLY O'Reilly Automotive Inc.
-0.15%
-$906.1 
CGBL Capital Group Core Balanced ETF
-0.15%
-$1,002.15 
QTAP Innovator Growth 100 Accumulation Plus Mutual Fund
-0.15%
-$1,785.48 
FBND Fidelity Total Bond ETF
-0.14%
-$651.5 
SCHA Schwab U.S. Small-Cap ETF
-0.14%
-$19,352.3 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$18,499.13 
UITB VictoryShares Core Intermediate Bond ETF
-0.14%
-$2,141.03 
APG Api Group Corporation
-0.14%
-$3,231.25 
GTO Invesco Total Return Bond ETF
-0.14%
-$19,126.97 
IYC iShares U.S. Consumer Discretionary ETF
-0.14%
-$313.32 
JNK SPDR Bloomberg High Yield Bond ETF
-0.14%
-$280.53 
LMBS First Trust Low Duration Opportunities ETF
-0.14%
-$437.85 
USXF iShares ESG Aware MSCI USA ETF
-0.14%
-$546.91 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.14%
-$554.35 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$1,281.21 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.13%
-$1,267.58 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.13%
-$632.62 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.13%
-$597.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.13%
-$436.05 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$7,108.46 
PDI Pimco Dynamic Income Fund
-0.12%
-$2,672.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$2,072.16 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.12%
-$1,264.2 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$24,856.72 
VXF Vanguard Extended Market ETF
-0.12%
-$1,078.8 
IVV iShares Core S&P 500 ETF
-0.12%
-$111,142.8 
STWD Starwood Property Trust Inc.
-0.12%
-$538.76 
EVTR Eaton Vance Total Return Fund
-0.12%
-$9,646.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$73,811.26 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.12%
-$1,318.9 
EARN Ellington Financial Inc.
-0.12%
-$174.22 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,533.98 
BUFF Innovator Laddered Allocation Fund
-0.11%
-$2,582.4 
ILCB iShares Morningstar U.S. Equity ETF
-0.11%
-$495.83 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.11%
-$2,102.9 
XSMO Invesco S&P SmallCap Momentum ETF
-0.11%
-$22,075.5 
BBH VanEck Biotech ETF
-0.11%
-$248.49 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.11%
-$753.21 
BDX Becton, Dickinson and Company
-0.11%
-$439.62 
BINC iShares Flexible Income Active ETF
-0.11%
-$5,880.67 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$2,728.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.11%
-$1,645.02 
MDT Medtronic plc
-0.11%
-$2,777.67 
ARCC Ares Capital Corporation
-0.11%
-$360 
FMAY FT Vest U.S. Equity Buffer ETF
-0.11%
-$1,032.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$547.61 
VOO Vanguard S&P 500 ETF
-0.1%
-$10,594.8 
ALL Allstate Corporation
-0.1%
-$327.86 
IWB iShares Russell 1000 ETF
-0.1%
-$2,044.14 
SPEM SPDR Portfolio Emerging Markets ETF
-0.1%
-$343.45 
V Visa Inc. Class A
-0.1%
-$3,836.35 
XDIV Roundhill S&P 500 No Dividend Target ETF
-0.1%
-$272.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$23,681.42 
AIPO Defiance AI & Power Infrastructure ETF
-0.1%
-$191.4 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.1%
-$427.56 
ACHR Archer Aviation Inc.
-0.1%
-$84.45 
IIPR Innovative Industrial Properties Inc.
-0.1%
-$263.88 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$3,490.43 
BNDX Vanguard Total International Bond ETF
-0.09%
-$379.89 
IWP iShares Russell Mid-Cap Growth ETF
-0.09%
-$232.18 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$18,039.94 
SPY SPDR S&P 500 ETF Trust
-0.09%
-$26,139.15 
NOCT Innovator Growth-100 Power Buffer ETF
-0.09%
-$747.01 
SCHX Schwab U.S. Large-Cap ETF
-0.09%
-$15,460.55 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$191.07 
NAPR Innovator Growth 100 Power Buffer Fund
-0.08%
-$391.47 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.08%
-$229.44 
ISMD Inspire Small/Mid Cap ETF
-0.08%
-$330.04 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$178.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.08%
-$9,939.46 
FXO First Trust Financials AlphaDEX Fund
-0.08%
-$404.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.08%
-$2,316.12 
AGZ iShares Agency Bond ETF
-0.07%
-$1,951.52 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.07%
-$171.94 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$7,761.71 
FV First Trust Dorsey Wright Focus 5 ETF
-0.07%
-$172.55 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.07%
-$387.98 
XLV Health Care Select Sector SPDR Fund
-0.07%
-$2,497.66 
SUSA iShares MSCI USA ESG Select ETF
-0.07%
-$223.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.07%
-$8,087.67 
QTOC Innovator Growth Accelerated Plus Funds
-0.07%
-$146.75 
FFEB FT Vest US Equity Buffer ETF
-0.06%
-$326.34 
JXN Jackson Financial Inc.
-0.06%
-$304.48 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.06%
-$855.54 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.06%
-$376.74 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$3,720.25 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$250.25 
DUHP Dimensional US High Profitability ETF
-0.06%
-$128.35 
IYH iShares U.S. Healthcare ETF
-0.06%
-$194.64 
SCHP Schwab U.S. TIPS ETF
-0.06%
-$5,526.4 
AVEM Avantis Emerging Markets Equity ETF
-0.06%
-$1,387.75 
JPIE JPMorgan Income ETF
-0.06%
-$4,465.4 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.05%
-$5,666.01 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.05%
-$4,618.89 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.05%
-$426.1 
PPTY Vident U.S. Diversified Real Estate ETF
-0.04%
-$138.35 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$1,326.24 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.04%
-$93.28 
UNP Union Pacific Corporation
-0.04%
-$654.81 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.04%
-$172.54 
IJR iShares Core S&P Small-Cap ETF
-0.04%
-$1,986.84 
BFEB Innovator U.S. Equity Buffer ETF
-0.04%
-$180.43 
CTAS Cintas Corporation
-0.04%
-$111.28 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.04%
-$288.13 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.04%
-$99.83 
EFG iShares MSCI EAFE Growth ETF
-0.04%
-$1,067.76 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.04%
-$410.3 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
-0.04%
-$80.08 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.04%
-$295.11 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.03%
-$422.12 
EPS WisdomTree U.S. LargeCap Fund
-0.03%
-$119.67 
XLC Communication Services Select Sector SPDR Fund
-0.03%
-$311.22 
BMAY Innovator U.S. Equity Buffer Fund
-0.03%
-$607.95 
NEAR iShares Short Maturity Bond ETF
-0.03%
-$1,300.45 
SCHW Charles Schwab Corporation
-0.03%
-$545.4 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.03%
-$341.82 
INTC Intel Corporation
-0.03%
-$617.55 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.03%
-$1,113.91 
XMHQ Invesco S&P MidCap Quality ETF
-0.02%
-$8,718.5 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$1,144.33 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$832.96 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.02%
-$93.98 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.02%
-$40.69 
XLF Financial Select Sector SPDR Fund
-0.02%
-$883.57 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$266.99 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.01%
-$182.28 
TGT Target Corporation
-0.01%
-$440.82 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.01%
-$149.25 
CWI SPDR MSCI ACWI ex-US ETF
-0.01%
-$426.87 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.01%
-$23.92 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.01%
-$66.28 
DNOV FT Vest US Equity Deep Buffer Fund
-0.01%
-$22.78 
GSY Invesco Ultra Short Duration ETF
-0.01%
-$107.45 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$271.39 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$509.57 
ACN Accenture plc Class A
-0.01%
-$21.4 
BDEC Innovator U.S. Equity Buffer ETF
-0.01%
-$15.19 
IWN iShares Russell 2000 Value ETF
0%
-$24.25 Events
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Dividends
Dividend Analysis
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| Trades 14462 | Longs Won 9597/14462 66% | Profit Factor 9.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $170,022.24 | Best Trade (Jul 22) $157.11M | Sharpe Ratio -10.25 |
| Average Loss -$33,744.74 | Worst Trade (Jul 30) -$5.3M | Z-Score 3.68 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $101,475.27 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Focus Financial Network Inc.?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $55.26M, Apple Inc - $48.95M, Schwab U.S. Large-Cap Growth ETF - $31.53M, iShares Core S&P 500 ETF - $28.18M, and Schwab U.S. Dividend Equity ETF - $28.02M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Quantum Computing Inc - $7.2M, Super Micro Computer Inc - $5.11M, IonQ, Inc - $2.75M, Twilio Inc - $2.02M, and Boeing Company - $1.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Focus Financial Network Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $182.74M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $8.71M, iShares Core U.S. Aggregate Bond ETF - $6.64M, iShares Core S&P 500 ETF - $4.82M, Schwab Fundamental International Large Company Index ETF - $3.32M, and Invesco Total Return Bond ETF - $3.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Focus Financial Network Inc.'s monthly returns?
Focus Financial Network Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Focus Financial Network Inc.'s strategy be considered aggressive or moderate?
Focus Financial Network Inc.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Focus Financial Network Inc.'s strategy?
Focus Financial Network Inc.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
