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:
119.3%
Gain -0.96%
Monthly
1.39%
Yearly
17.99%
Drawdown
26.57%
$3.26B
Equity
Holdings
$3.26B
Investment
$2.21B
$1.57B
Profit -$19.29M
Realized
$514.32M
Unrealized
$1.06B
Dividends
$186.93M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.96%
Profit
-$19.29M
Win %
77%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$47.5M
Win %
77%
This Month
Compared to last month
Gain
-0.62%
Profit
-$20.42M
Win %
77%
This Year
Compared to last year
Gain
0.98%
Profit
$32.11M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$10.77M 
ETN Eaton Corporation plc
+7.32%
+$72,048.95 
GOOG Alphabet Inc
+6.88%
+$338,669.68 
GOOGL Alphabet Inc
+6.73%
+$2.02M 
NVT nVent Electric plc
+6.24%
+$648,326.91 
VRT Vertiv Holdings Co
+6.18%
+$88,936.53 
ANET Arista Networks, Inc.
+5.46%
+$27,999.35 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$20,826.16 
FTNT Fortinet Inc.
+4.99%
+$26,164.6 
SOLS Sollensys Corp
+4.84%
+$9,749.46 
SRV NXG Cushing Midstream Energy Fund
+4.38%
+$47,281.97 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$16,998.43 
FLTW Franklin FTSE Taiwan ETF
+3.38%
+$8,040.8 
AUR Aurora Innovation, Inc.
+3.37%
+$3,388.56 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$70,910.42 
META Meta Platforms Inc Class A
+3.28%
+$166,103.52 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$20,149.08 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$76,749.12 
MSFT Microsoft Corp.
+3.02%
+$825,848.09 
NVDA NVIDIA Corporation
+2.93%
+$9.13M 
APA APA Corporation
+2.73%
+$13,639.23 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$9,855.58 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$12,415.66 
ABAT American Battery Technology Company
+2.45%
+$634.45 
OIH VanEck Oil Services ETF
+2.39%
+$8,306.51 
CVX Chevron Corporation
+2.37%
+$66,375.36 
MRVL Marvell Technology, Inc.
+2.32%
+$9,810.78 
ORLY O'Reilly Automotive Inc.
+2.28%
+$13,870.3 
BP BP p.l.c. Sponsored ADR
+2.26%
+$8,139 
FAST Fastenal Co.
+2.25%
+$71,116.5 
GLW Corning Incorporated
+2.24%
+$31,827.12 
WDC Western Digital Corporation
+2.21%
+$9,310.24 
EOG EOG Resources, Inc.
+2.19%
+$5,841.68 
CSCO Cisco Systems, Inc.
+2.14%
+$84,928.5 
PSA Public Storage Common Stock
+2.12%
+$4,603.2 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$13,133.38 
OXY Occidental Petroleum Corporation
+2%
+$7,277.76 
GWW W.W. Grainger, Inc.
+1.97%
+$4,383.72 
DKL Delek Logistics Partners L.P.
+1.96%
+$15,919.84 
OKE ONEOK, Inc.
+1.95%
+$21,560.34 
ROK Rockwell Automation, Inc.
+1.93%
+$16,380.38 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,299.33 
PANW Palo Alto Networks, Inc.
+1.89%
+$50,835.9 
CRM Salesforce Inc
+1.83%
+$9,602.29 
ORCL Oracle Corporation
+1.81%
+$19,570.32 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$11,740.4 
DCI Donaldson Company, Inc.
+1.71%
+$48,215.28 
ENTG Entegris, Inc.
+1.66%
+$4,743.85 
FLEX Flex Ltd.
+1.64%
+$2,894.32 
KMI Kinder Morgan, Inc.
+1.64%
+$6,999.72 
SHEL Shell plc
+1.62%
+$4,537.89 
ACN Accenture plc Class A
+1.61%
+$5,633.48 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$78,044.14 
BSX Boston Scientific Corporation
+1.59%
+$27,158.19 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$14,760.72 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$13,330.49 
VZ Verizon Communications Inc.
+1.52%
+$24,173.1 
SAP SAP SE Sponsored ADR
+1.51%
+$4,151.1 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$3,357 
LMT Lockheed Martin Corporation
+1.5%
+$15,810.16 
MPLX MPLX LP
+1.46%
+$7,554.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$10,866.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$280,394.88 
PH Parker-Hannifin Corporation
+1.43%
+$12,063.76 
GE General Electric Company
+1.42%
+$31,653.78 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$5,490.67 
SLB Schlumberger Limited
+1.39%
+$4,855.2 
KLAC KLA Corporation
+1.38%
+$3,580.62 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$2,883.68 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$49,920.77 
SAR Saratoga Investment Corp.
+1.33%
+$6,304.5 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$20,082.42 
CAH Cardinal Health Inc.
+1.3%
+$2,655.11 
BST BlackRock Science and Technology Trust
+1.29%
+$10,904.97 
PL PLANET LABS PBC
+1.29%
+$1,717.3 
CMCSA Comcast Corp
+1.23%
+$5,102.55 
APG Api Group Corporation
+1.22%
+$28,200 
COP ConocoPhillips
+1.22%
+$6,120.45 
QLD ProShares Ultra QQQ
+1.2%
+$593,845.56 
WFC Wells Fargo & Company
+1.19%
+$48,903.9 
HONA Honeywell Aerospace Inc.
+1.18%
+$19,451.96 
AMAT Applied Materials, Inc.
+1.18%
+$26,756.59 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$4,356.17 
PSI Invesco Semiconductors ETF
+1.16%
+$3,752.3 
IOO iShares Global 100 ETF
+1.15%
+$37,635.36 
ITW Illinois Tool Works Inc.
+1.15%
+$9,210.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1.66M 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$10,403.45 
VUG Vanguard Growth ETF
+1.1%
+$74,285.61 
VEEV Veeva Systems Inc.
+1.1%
+$3,401.04 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$11,693.44 
NOW ServiceNow, Inc.
+1.05%
+$50,610.8 
NBIS Nebius Group N.V.
+1.05%
+$4,298.6 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$36,263.35 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$154,458.92 
VDE Vanguard Energy ETF
+1.02%
+$9,256.13 
ADBE Adobe Inc.
+1.01%
+$6,834.76 
ILCG iShares Morningstar Growth ETF
+1.01%
+$17,465.28 
XLE Energy Select Sector SPDR Fund
+1%
+$64,745.42 
QUBT Quantum Computing Inc.
+1%
+$72,930.8 
URI United Rentals, Inc.
+0.99%
+$4,400.82 
ADP Automatic Data Processing Inc.
+0.98%
+$8,938.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$183,679.44 
TTE TotalEnergies SE
+0.95%
+$2,349.73 
SUN Sunoco L.P.
+0.95%
+$11,947.68 
OEF iShares S&P 100 ETF
+0.95%
+$23,517.55 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$3,354.39 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,841.94 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$2,017.85 
UNP Union Pacific Corporation
+0.92%
+$13,448.79 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$5,914.02 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$34,779.88 
AMLP Alerian MLP ETF
+0.89%
+$12,930.12 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.89%
+$2,401.36 
WMB The Williams Companies, Inc.
+0.89%
+$2,197.44 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$93,880.44 
SCHW Charles Schwab Corporation
+0.87%
+$16,543.8 
MGC Vanguard Mega Cap ETF
+0.87%
+$2,629.03 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$21,798.82 
NDSN Nordson Corporation
+0.86%
+$1,835.99 
IBM International Business Machines Corporation
+0.86%
+$13,091 
PWB Invesco Large Cap Growth ETF
+0.86%
+$14,960.4 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$2,755.04 
DUSA Davis Select U.S. Equity ETF
+0.85%
+$5,236.06 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$35,582 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$20,907.2 
GEV GE Vernova Inc.
+0.85%
+$10,503.84 
XDIV Roundhill S&P 500 No Dividend Target ETF
+0.84%
+$2,312.09 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$32,834.09 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$5,512.26 
MCD McDonald's Corporation
+0.82%
+$26,100.92 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7,918.45 
BIBL Inspire 100 ETF
+0.8%
+$8,893.67 
EMR Emerson Electric Co.
+0.79%
+$3,819.66 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$95,254.78 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,228.98 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$3,983.76 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,678.91 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$6,374.2 
CSM ProShares Large Cap Core Plus
+0.77%
+$1,740.42 
POWR iShares US Power Infrastructure ETF
+0.77%
+$26,536.67 
SHLD Global X Defense Tech ETF
+0.77%
+$32,420.16 
TSLA Tesla, Inc.
+0.76%
+$36,815.69 
MPC Marathon Petroleum Corporation
+0.76%
+$2,497.56 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$24,110.99 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$6,008.75 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$2,063.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$14,484.32 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$2,310.28 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$209,900.52 
VIS Vanguard Industrials ETF
+0.72%
+$9,532.95 
VOO Vanguard S&P 500 ETF
+0.71%
+$71,515.49 
AME Ametek Inc.
+0.71%
+$3,615.9 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$21,308.16 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$7,248.08 
CAT Caterpillar Inc.
+0.7%
+$56,943.71 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,592.55 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$126,074.78 
IVV iShares Core S&P 500 ETF
+0.69%
+$632,279.04 
CARR Carrier Global Corporation
+0.68%
+$1,792.14 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,829.23 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$2,958.9 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,891.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$164,376.95 
XT iShares Future Exponential Technologies ETF
+0.67%
+$2,698.22 
QTUM Defiance Quantum ETF
+0.67%
+$4,339.04 
DOW Dow Inc.
+0.67%
+$1,606.4 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$2,686.29 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$8,276.09 
UTG Reaves Utility Income Fund
+0.65%
+$3,830.25 
PLTR Palantir Technologies Inc.
+0.65%
+$14,638.36 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2,550.01 
CGGR Capital Group Growth ETF
+0.65%
+$4,588.96 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.65%
+$1,663.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$714,928.8 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$116,106.91 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$16,735.14 
IWB iShares Russell 1000 ETF
+0.64%
+$12,556.91 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$29,111.2 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$1,188 
CGDV Capital Group Dividend Value ETF
+0.63%
+$59,884.56 
GLRY Inspire Faithward Mid Cap Momentum ETF
+0.63%
+$2,878.25 
SYY Sysco Corporation
+0.63%
+$1,542.3 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$29,462.76 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,548 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$2,805.72 
TER Teradyne, Inc.
+0.6%
+$26,857.72 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.6%
+$2,152.49 
IVT InvenTrust Properties Corp.
+0.6%
+$1,419.6 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$4,828.6 
ET Energy Transfer L.P.
+0.59%
+$3,605.76 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$120,732.64 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,284.8 
PKB Invesco Building & Construction ETF
+0.59%
+$1,367.62 
BMAY Innovator U.S. Equity Buffer Fund
+0.59%
+$11,501.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$8,773.53 
QTOC Innovator Growth Accelerated Plus Funds
+0.59%
+$1,309.02 
MO Altria Group, Inc.
+0.57%
+$11,887.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$6,284.52 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$28,843.73 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$1,290.76 
QBTS D-Wave Quantum Inc.
+0.56%
+$1,840.8 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.55%
+$1,546.55 
APH Amphenol Corporation
+0.55%
+$1,547.02 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1,811.16 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1,060.95 
NOCT Innovator Growth-100 Power Buffer ETF
+0.54%
+$4,549.97 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$11,287.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$66,491.56 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$3,060.42 
STX Seagate Technology Holdings plc
+0.52%
+$3,150.61 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.52%
+$3,332.93 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.52%
+$3,395.03 
PSX Phillips 66
+0.51%
+$4,162.32 
Q Qnity Electronics Inc.
+0.51%
+$1,555.6 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$3,347.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$2,122.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$79,515.54 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$4,645.32 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$1,966.96 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$1,777.61 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,530.84 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,228.43 
NSC Norfolk Southern Corporation
+0.46%
+$3,392.99 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.46%
+$1,041.11 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$12,559.14 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$4,261 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$5,734.81 
OHI Omega Healthcare Investors Inc.
+0.46%
+$8,458.25 
IYW iShares U.S. Technology ETF
+0.46%
+$26,722.02 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,007.38 
IWD iShares Russell 1000 Value ETF
+0.44%
+$15,301.35 
VLU SPDR S&P 1500 Value Tilt ETF
+0.42%
+$1,019.7 
RKLB Rocket Lab Corporation
+0.42%
+$1,152.36 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$3,541.32 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.41%
+$990.91 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.41%
+$993.77 
PFE Pfizer Inc.
+0.4%
+$4,431.9 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.4%
+$2,316.45 
DNOV FT Vest US Equity Deep Buffer Fund
+0.39%
+$921.68 
RTX RTX Corporation
+0.39%
+$6,273.96 
VLO Valero Energy Corporation
+0.38%
+$2,201.5 
AVGO Broadcom Inc.
+0.37%
+$30,124.8 
PG Procter & Gamble Co
+0.37%
+$8,793.76 
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$2,789.02 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.36%
+$2,169.3 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$26,657.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$108,064.14 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$38,158.83 
BAC Bank of America Corporation
+0.36%
+$11,130.24 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$10,650.24 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$2,812.2 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$2,134.86 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$1,748.25 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1,176.06 
NAPR Innovator Growth 100 Power Buffer Fund
+0.34%
+$1,576.85 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$11,433.44 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$2,516 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$1,120.98 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$3,242.63 
AZO AutoZone Inc.
+0.32%
+$745.35 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$2,859.3 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$3,056.64 
GD General Dynamics Corporation
+0.32%
+$756.4 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.32%
+$1,645.11 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$3,555.89 
TTC The Toro Company
+0.32%
+$699.48 
MRK Merck & Co., Inc.
+0.32%
+$4,450.66 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.32%
+$1,237.58 
JXN Jackson Financial Inc.
+0.31%
+$1,446.28 
SMH VanEck Semiconductor ETF
+0.3%
+$5,229.07 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$845.64 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$12,176.59 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.28%
+$3,104.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$8,038.56 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$1,730.64 
QTAP Innovator Growth 100 Accumulation Plus Mutual Fund
+0.27%
+$3,298.48 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$12,603.2 
JPM JPMorgan Chase & Co.
+0.27%
+$31,563.32 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$3,587.21 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$6,025.6 
VT Vanguard Total World Stock ETF
+0.26%
+$5,626.18 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$104,622 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$1,198.01 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$1,190.16 
DIVB iShares Core Dividend ETF
+0.26%
+$594.15 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,729.85 
NSEP Innovator G100 Power Buffer ETF - September
+0.26%
+$896.4 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,168.87 
FLIN Franklin FTSE India ETF
+0.25%
+$8,890.29 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.25%
+$2,366.53 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$5,300.43 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$7,399.2 
WDI Western Asset Diversified Income Fund
+0.23%
+$318.93 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$3,888.51 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$42,629.99 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$2,639.83 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,865.6 
SO The Southern Company
+0.21%
+$3,641.2 
HPS John Hancock Preferred Income Fund III
+0.21%
+$443.28 
JNJ Johnson & Johnson
+0.21%
+$13,967.09 
ADI Analog Devices, Inc.
+0.2%
+$1,032.29 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$639.6 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$4,799.21 
CMI Cummins Inc.
+0.19%
+$764.96 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$805.68 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$431.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$21,702.54 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$690.84 
INTU Intuit Inc.
+0.18%
+$786.61 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.18%
+$745.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$109,097.34 
USB U.S. Bancorp
+0.17%
+$5,455.59 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$5,304.96 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.17%
+$2,260.27 
T AT&T Inc.
+0.17%
+$826.08 
MS Morgan Stanley
+0.17%
+$940.69 
MNA NYLI Merger Arbitrage ETF
+0.17%
+$1,040.1 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$299.34 
CPNS Calamos Nasdaq-100 Structured Alt Protection ETF - September
+0.15%
+$322.5 
CB Chubb Limited
+0.15%
+$470.11 
JANH Innovative Premium Income Fund 2020
+0.14%
+$429.23 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$5,152.48 
DELL Dell Technologies Inc.
+0.14%
+$1,972.88 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$3,213.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$7,187.12 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$2,555.21 
MMM 3M Company
+0.12%
+$11,668.68 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$556.57 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$22,104.5 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$254.76 
BDX Becton, Dickinson and Company
+0.1%
+$439.62 
ISRG Intuitive Surgical, Inc.
+0.1%
+$530.27 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,497.95 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,055.7 
C Citigroup Inc.
+0.1%
+$585.21 
NUE Nucor Corporation
+0.1%
+$354.25 
WM Waste Management, Inc.
+0.1%
+$1,251.8 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$232.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,822.84 
WMT Walmart Inc.
+0.09%
+$3,975.48 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$415.47 
FLBL Franklin Senior Loan ETF
+0.09%
+$844.3 
ABT Abbott Laboratories
+0.09%
+$3,083.22 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$7,028.52 
FEGE First Eagle Global Equity ETF
+0.08%
+$2,610 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$3,331.84 
SOXX iShares Semiconductor ETF
+0.07%
+$3,167.37 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$279.26 
XISE FT Vest US Equity Buffer & Protection Fund
+0.07%
+$162.7 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.07%
+$272.2 
IYG iShares U.S. Financial Services ETF
+0.06%
+$1,394.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$1,532.3 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.06%
+$528.08 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$399.28 
DIS The Walt Disney Company
+0.06%
+$673.91 
FTMN Franklin Minnesota Municipal Income ETF
+0.06%
+$2,666.66 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$779.28 
AEP American Electric Power Company, Inc.
+0.06%
+$330.75 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$118.95 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$401.98 
FLLA Franklin FTSE Latin America ETF
+0.04%
+$108 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$360.73 
HDV iShares Core High Dividend ETF
+0.04%
+$251.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,065.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$828.36 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$41.56 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$866.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$267.3 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$741.97 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,019.15 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$183.03 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$60.25 
IYT iShares U.S. Transportation ETF
+0.01%
+$33.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$46.99 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$23.71 
FEX First Trust Large Cap Core Fund A
+0.01%
+$184.04 
SHYL Xtrackers Short Duration High Yield Bond ETF
+0.01%
+$84.07 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 QCAP
QCAP
0%
$0 XIMR
XIMR
0%
$0 G200
G2004J103
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$319,961.88 
MTZ MasTec, Inc. Common Stock
-18.91%
-$123,906.78 
CTVA Corteva Inc.
-11.9%
-$49,503.91 
COIN Coinbase Global, Inc.
-10.59%
-$23,711.08 
NVO Novo Nordisk A/S Sponsored ADR
-8.79%
-$77,172.1 
AAPL Apple Inc.
-7.35%
-$8.25M 
MU Micron Technology, Inc.
-5.9%
-$216,949.01 
OKLO Oklo Inc.
-5.5%
-$13,198.4 
IP International Paper Company
-5.38%
-$16,525.36 
SNDK SanDisk Corporation
-5.09%
-$1.27M 
SPOT Spotify Technology S.A.
-4.34%
-$15,778.31 
SHOP Shopify Inc.
-4.29%
-$109,541.25 
WPM Wheaton Precious Metals Corp.
-3.84%
-$14,328.9 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$15,173.05 
EARN Ellington Financial Inc.
-3.57%
-$5,575.04 
GDX VanEck Gold Miners ETF
-3.49%
-$14,338.01 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$29,988.9 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$8,664.06 
NMS Nuveen Minnesota Quality Municipal Income Fund
-3.22%
-$33,102.94 
EPR EPR Properties
-3.03%
-$82,244.44 
CI The Cigna Group
-2.99%
-$17,719.4 
XBI SPDR S&P Biotech ETF
-2.94%
-$10,341.8 
QCOM QUALCOMM Incorporated
-2.63%
-$21,633.83 
VRTS Virtus Investment Partners Inc.
-2.54%
-$6,648.3 
ABBV AbbVie Inc.
-2.51%
-$104,380.51 
HR Healthcare Realty Trust Incorporated
-2.42%
-$5,603.52 
YUM Yum! Brands, Inc.
-2.37%
-$4,888.08 
IMRX Immuneering Corporation
-2.36%
-$1,250 
XLB Materials Select Sector SPDR Fund
-2.34%
-$7,557.66 
ARKK ARK Innovation ETF Fund
-2.28%
-$9,262.8 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$3,942.12 
BA Boeing Company
-2.15%
-$53,297.61 
SLV iShares Silver Trust
-2.13%
-$38,245.86 
ACHR Archer Aviation Inc.
-2.11%
-$1,689 
WSM Williams-Sonoma, Inc.
-2%
-$4,580.79 
NFLX Netflix, Inc.
-2%
-$43,464.2 
PSLV Sprott Physical Silver Trust
-1.98%
-$6,331.94 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$5,023.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$59,782.8 
IBB iShares Biotechnology ETF
-1.87%
-$20,224.41 
IRM Iron Mountain Inc.
-1.86%
-$27,670.64 
GIS General Mills, Inc.
-1.84%
-$8,425.92 
BBY Best Buy Co., Inc.
-1.78%
-$7,332 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,109.94 
UNH UnitedHealth Group Incorporated
-1.68%
-$233,147.72 
DRI Darden Restaurants, Inc.
-1.64%
-$3,718.83 
URA Global X Uranium ETF
-1.64%
-$14,817.4 
SNOW Snowflake Inc.
-1.62%
-$9,837.64 
PHYS Sprott Physical Gold Trust
-1.61%
-$7,445.5 
SOLV Solventum Corporation
-1.59%
-$12,544.2 
LRCX Lam Research Corporation
-1.58%
-$5,992.5 
DBP Invesco DB Precious Metals Fund
-1.56%
-$5,803.56 
NET Cloudflare Inc.
-1.56%
-$12,299.49 
STWD Starwood Property Trust Inc.
-1.54%
-$6,734.5 
ZENA ZenaTech, Inc.
-1.54%
-$200 
GLD SPDR Gold Shares
-1.49%
-$167,813.2 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$6,296.85 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$12,982.9 
IAU iShares Gold Trust
-1.46%
-$47,814.82 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$161,493.54 
ATEC Alphatec Holdings Inc.
-1.45%
-$1,917.86 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,653.3 
CELC Celcuity Inc.
-1.44%
-$9,704.52 
KDP Keurig Dr Pepper Inc.
-1.43%
-$2,760.3 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$3,131.91 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,126.12 
LNTH Lantheus Holdings, Inc.
-1.35%
-$3,049.12 
DD DuPont de Nemours, Inc.
-1.32%
-$3,306.48 
DAL Delta Air Lines, Inc.
-1.3%
-$82,565.4 
FCX Freeport-McMoRan Inc.
-1.28%
-$5,808.51 
STM STMicroelectronics N.V.
-1.26%
-$2,970.11 
NANR SPDR S&P North American Natural Resources ETF
-1.25%
-$12,747.21 
SCCO Southern Copper Corporation
-1.24%
-$11,504.96 
HSY The Hershey Company
-1.23%
-$3,089.06 
MDLZ Mondelez International, Inc.
-1.22%
-$2,708.1 
UBS UBS Group AG
-1.22%
-$3,718 
F Ford Motor Company
-1.21%
-$9,253.98 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$3,649.36 
ONDS Ondas Holdings Inc.
-1.19%
-$6,090.03 
BBH VanEck Biotech ETF
-1.18%
-$2,674.01 
SHW The Sherwin-Williams Company
-1.16%
-$12,117.6 
NEE NextEra Energy, Inc.
-1.15%
-$12,755.29 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$2,458.14 
DE Deere & Company
-1.13%
-$15,585.58 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$68,139.66 
PKG Packaging Corporation of America
-1.12%
-$4,955.04 
NU Nu Holdings Ltd.
-1.1%
-$1,820.64 
PNR Pentair plc
-1.1%
-$50,657.62 
OTTR Otter Tail Corporation
-1.1%
-$16,030.84 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$17,749.02 
TXN Texas Instruments Inc
-1.08%
-$12,397.18 
PLD Prologis Inc.
-1.08%
-$3,839.4 
MCK McKesson Corporation
-1.08%
-$3,942.36 
CTAS Cintas Corporation
-1.04%
-$3,004.55 
LOW Lowe's Companies Inc.
-1.04%
-$3,729.98 
HAP VanEck Natural Resources ETF
-1.03%
-$4,178.77 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$40,274.85 
INTC Intel Corporation
-1.02%
-$19,144.05 
NDAQ Nasdaq, Inc.
-1.02%
-$2,745.1 
KO The Coca-Cola Company
-1.02%
-$22,726.8 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$4,412.25 
RFV Invesco S&P MidCap 400 Pure Value ETF
-1%
-$8,329.22 
UPS United Parcel Service, Inc.
-1%
-$9,465.75 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$11,736 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.96%
-$3,183.04 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,290.8 
HWKN Hawkins Inc.
-0.92%
-$3,622.36 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,774.76 
PID Invesco International Dividend Achievers ETF
-0.9%
-$38,987.76 
LNC Lincoln National Corporation
-0.89%
-$3,133.63 
PGR Progressive Corporation
-0.87%
-$3,532.14 
O Realty Income Corporation
-0.87%
-$8,954.96 
KXI iShares Global Consumer Staples ETF
-0.86%
-$4,005.6 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$1,865.64 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,335.77 
KMB Kimberly-Clark Corporation
-0.8%
-$5,184.96 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$1,598.98 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$15,952.64 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$8,595.05 
GGG Graco Inc.
-0.76%
-$14,764.44 
VHT Vanguard Health Care ETF
-0.76%
-$90,559.95 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$22,067.04 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,909.79 
CVS CVS Health Corporation
-0.75%
-$6,141.46 
MA Mastercard Incorporated
-0.74%
-$16,222.27 
GSK GSK plc Sponsored ADR
-0.73%
-$1,495.3 
BLK BlackRock, Inc.
-0.73%
-$3,359.58 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,808.35 
CPA Copa Holdings S.A.
-0.71%
-$1,624.08 
MAR Marriott International Inc. - Class A
-0.71%
-$2,183.62 
VPU Vanguard Utilities ETF
-0.71%
-$6,257.36 
IWC iShares Micro-Cap ETF
-0.7%
-$4,089.78 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,335.68 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$33,175.5 
EVTR Eaton Vance Total Return Fund
-0.7%
-$56,268.8 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$68,708.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$26,040.93 
AEYE AudioEye, Inc.
-0.69%
-$4,906 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.69%
-$1,135.1 
PDI Pimco Dynamic Income Fund
-0.68%
-$14,696.88 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,181.52 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.68%
-$2,271.57 
DUK Duke Energy Corporation
-0.67%
-$10,552.08 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,351.7 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,341.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$209,389.7 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.65%
-$1,306.8 
WPC W. P. Carey Inc.
-0.65%
-$3,295.21 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$1,877.88 
AMGN Amgen Inc.
-0.64%
-$9,282.68 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,016.37 
BLES Inspire Global Hope ETF
-0.63%
-$1,712.13 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$10,551.1 
BE Bloom Energy Corporation
-0.63%
-$5,767.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$36,605.52 
AMT American Tower Corporation
-0.63%
-$1,472.91 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,273.3 
EFA iShares MSCI EAFE ETF
-0.62%
-$11,360.58 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$48,683.61 
PM Philip Morris International Inc.
-0.61%
-$6,026.26 
ECL Ecolab Inc.
-0.61%
-$15,383.16 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,521.6 
DHR Danaher Corporation
-0.61%
-$12,185.6 
PPTY Vident U.S. Diversified Real Estate ETF
-0.59%
-$1,815.27 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$22,024.82 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$262,946.68 
SCHF Schwab International Equity ETF
-0.58%
-$85,753.44 
WEC WEC Energy Group Inc.
-0.57%
-$3,960.81 
VLTO Veralto Corporation
-0.57%
-$1,519.02 
SBUX Starbucks Corporation
-0.57%
-$4,727.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$13,448.5 
PRU Prudential Financial, Inc.
-0.56%
-$5,188.78 
JPRE JPMorgan Realty Income ETF
-0.56%
-$1,292.1 
VNQ Vanguard Real Estate ETF
-0.54%
-$9,527.22 
LLY Eli Lilly and Company
-0.53%
-$42,995.82 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$14,889.61 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$16,536.95 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,097.96 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$2,830.15 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$1,050.5 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,211.3 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3,709.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$13,661.34 
ALL Allstate Corporation
-0.49%
-$1,639.32 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,672.29 
IWM iShares Russell 2000 ETF
-0.47%
-$11,321.47 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$87,012.4 
DFIV Dimensional International Value ETF
-0.47%
-$9,318.24 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$11,768.53 
FIVA Fidelity International Value Factor ETF
-0.46%
-$1,868.96 
JIVE JPMorgan International Value ETF
-0.46%
-$10,343.08 
KBWP Invesco KBW Property & Casualty Fund
-0.46%
-$14,683.87 
PEP PepsiCo, Inc.
-0.46%
-$5,459.2 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.46%
-$2,020.41 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.45%
-$32,873.2 
DVY iShares Select Dividend ETF
-0.45%
-$6,811.01 
TRV The Travelers Companies, Inc.
-0.43%
-$11,701.77 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$58,452.3 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$18,917.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,903.73 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$7,728.06 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$154,309.6 
PFRL PGIM Floating Rate Income ETF
-0.42%
-$2,929.29 
PAXS PIMCO Access Income Fund
-0.42%
-$630 
HD The Home Depot, Inc.
-0.42%
-$10,422.22 
MELI MercadoLibre, Inc.
-0.41%
-$3,843.32 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$7,058.8 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,158.09 
MBB iShares MBS ETF
-0.4%
-$18,150.72 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$23,806.23 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$50,315.98 
ETR Entergy Corporation
-0.38%
-$2,102.47 
VGT Vanguard Information Technology ETF
-0.38%
-$10,228.84 
AXP American Express Company
-0.38%
-$6,029.91 
FDX FedEx Corporation
-0.37%
-$2,341.4 
MDT Medtronic plc
-0.37%
-$9,876.16 
ARCC Ares Capital Corporation
-0.37%
-$1,260 
OBDC Blue Owl Capital Corporation
-0.37%
-$432.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$100,553.75 
GPC Genuine Parts Company
-0.37%
-$1,218.08 
RSG Republic Services, Inc.
-0.37%
-$1,451.58 
FENI Fidelity Enhanced International ETF
-0.37%
-$4,467.15 
KVUE Kenvue Inc.
-0.36%
-$759.29 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.36%
-$1,008.19 
IRT Independence Realty Trust Inc.
-0.36%
-$2,308.56 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$9,498.65 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$7,961.18 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.35%
-$8,871.45 
FDVV Fidelity High Dividend ETF
-0.35%
-$2,678.28 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,431.87 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$7,879.84 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$725.87 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.33%
-$1,148.95 
ADSK Autodesk, Inc.
-0.33%
-$2,112.11 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,168.09 
TFC Truist Financial Corporation
-0.33%
-$1,704.42 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$785.84 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
-0.31%
-$1,451.14 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$17,387.51 
CEG Constellation Energy Corporation
-0.31%
-$1,227.15 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$16,182.25 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$965.85 
VXF Vanguard Extended Market ETF
-0.3%
-$2,641.2 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$10,245 
VSDA VictoryShares Dividend Accelerator ETF
-0.29%
-$705.4 
SDY SPDR S&P Dividend ETF
-0.28%
-$6,611 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$67,325.18 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,847.65 
DSL DoubleLine Income Solutions Fund
-0.28%
-$542.88 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$105,505.66 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$1,113.9 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.28%
-$2,647.99 
CCI Crown Castle Inc.
-0.27%
-$623.07 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$1,454.78 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$44,120 
FBND Fidelity Total Bond ETF
-0.27%
-$1,202.76 
VTV Vanguard Value ETF
-0.27%
-$174,760.35 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$6,547.44 
DUHP Dimensional US High Profitability ETF
-0.27%
-$564.74 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$54,022.68 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$15,124.38 
CNP CenterPoint Energy Inc.
-0.26%
-$559.79 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$6,903.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$41,861.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$160,459.25 
BX Blackstone Inc.
-0.25%
-$1,690.6 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$3,713.63 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,333.7 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,343.6 
HUBB Hubbell Inc.
-0.24%
-$1,233.49 
JPUS JPMorgan Diversified Return U.S. Equity ETF
-0.24%
-$799.64 
FISV Fiserv, Inc.
-0.24%
-$1,513.72 
COST Costco Wholesale Corporation
-0.24%
-$24,236.08 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$573.15 
HBAN Huntington Bancshares Incorporated
-0.23%
-$851.9 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$7,601.76 
SEZL Sezzle Inc.
-0.23%
-$5,230.08 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$5,543.06 
BNDX Vanguard Total International Bond ETF
-0.23%
-$928.62 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$44,151 
VB Vanguard Small-Cap ETF
-0.22%
-$7,311.92 
PFG Principal Financial Group, Inc.
-0.22%
-$1,403.25 
GTO Invesco Total Return Bond ETF
-0.22%
-$29,426.39 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$52,379.34 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$2,398 
PFM Invesco Dividend Achievers ETF
-0.21%
-$13,632 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$86,693.76 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$29,078.61 
IUSB iShares Core Universal USD Bond ETF
-0.21%
-$27,037.19 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$3,453.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$434.1 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$6,980.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,555.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$16,618.13 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,377.64 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$711.4 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$603.8 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$570.92 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,677.86 
BKNG Booking Holdings Inc.
-0.18%
-$1,730.6 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,069.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$5,518.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$10,839.31 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$581.4 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$366.21 
SOUN SoundHound AI Inc.
-0.16%
-$482.29 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$649.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$6,895.43 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,168.53 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,198.08 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$375.24 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,931.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$273.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$6,046.94 
ICVT iShares Convertible Bond ETF
-0.13%
-$1,376.4 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,127.13 
AGZ iShares Agency Bond ETF
-0.12%
-$3,171.22 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1,022.04 
GNMA iShares GNMA Bond ETF
-0.12%
-$1,054.8 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$11,052.81 
MUB iShares National Muni Bond ETF
-0.11%
-$8,513.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,093.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$5,301.42 
TIP iShares TIPS Bond ETF
-0.1%
-$279.4 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$1,672.5 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.09%
-$577.12 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$469.38 
IYF iShares U.S. Financials ETF
-0.09%
-$402.03 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$865 
JPIE JPMorgan Income ETF
-0.09%
-$7,144.64 
AKRE Akre Focus ETF
-0.09%
-$11,342.15 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,506.56 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$614.97 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$576.27 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$250.2 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$8,716.94 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$178.56 
BINC iShares Flexible Income Active ETF
-0.08%
-$4,076.62 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,467.32 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$568.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,326.95 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$172.08 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
-0.06%
-$124.45 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$140.07 
MAIN Main Street Capital Corporation
-0.06%
-$1,402.53 
CGBL Capital Group Core Balanced ETF
-0.05%
-$364.42 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$889.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,166.16 
HOOD Robinhood Markets, Inc.
-0.05%
-$84.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,288.65 
V Visa Inc. Class A
-0.04%
-$1,534.43 
XEL Xcel Energy Inc.
-0.04%
-$2,291.67 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$512.18 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,324.23 
UTES Virtus Reaves Utilities ETF
-0.03%
-$111.38 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.02%
-$285.18 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$97.29 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$460.4 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$4,593.68 
TGT Target Corporation
-0.01%
-$440.38 
UBER Uber Technologies, Inc.
-0.01%
-$30.07 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$744.2 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$34.15 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$40.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 14462 | Longs Won 9719/14462 67% | Profit Factor 10.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.66M |
| Average Win $179,394.74 | Best Trade (Sep 08) $171.34M | Sharpe Ratio -10.16 |
| Average Loss -$36,344.28 | Worst Trade (Aug 03) -$4.58M | Z-Score 23.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $108,628.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 336,261 | $55.1M | $103.87M | - | $48.78M | 88.52% | -7.354% |
| ABAT American Battery Technology Company | 12,689 | $36,052.76 | $26,520.01 | - | -$9,532.75 | -26.44% | +2.451% |
| ABBV AbbVie Inc. | 16,133 | $2.18M | $4.05M | - | $1.87M | 85.47% | -2.513% |
| ABT Abbott Laboratories | 34,258 | $3.98M | $3.62M | - | -$362,671.89 | -9.1% | +0.085% |
| ACHR Archer Aviation Inc. | 16,890 | $133,135.58 | $78,369.6 | - | -$54,765.98 | -41.14% | -2.11% |
| ACN Accenture plc Class A | 2,142 | $707,594.6 | $355,400.64 | - | -$352,193.96 | -49.77% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,849 | $297,806.56 | $354,643.52 | - | $56,836.96 | 19.09% | -0.328% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 42,452 | $3.05M | $3.19M | - | $144,132.41 | 4.73% | -0.172% |
| ADBE Adobe Inc. | 2,723 | $1.06M | $681,866.43 | - | -$382,959.43 | -35.96% | +1.013% |
| ADI Analog Devices, Inc. | 1,395 | $293,231.73 | $512,536.95 | - | $219,305.22 | 74.79% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,451 | $766,959.27 | $919,553.43 | - | $152,594.16 | 19.9% | +0.982% |
| ADSK Autodesk, Inc. | 2,743 | $578,989.62 | $642,410.6 | - | $63,420.98 | 10.95% | -0.328% |
| AEP American Electric Power Company, Inc. | 4,725 | $429,824.54 | $604,091.25 | - | $174,266.71 | 40.54% | +0.055% |
| AEYE AudioEye, Inc. | 122,650 | $1.21M | $710,143.5 | - | -$494,970.35 | -41.07% | -0.686% |
| AGG iShares Core U.S. Aggregate Bond ETF | 641,837 | $63.57M | $62.5M | - | -$1.07M | -1.69% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 12,757 | $324,027.8 | $325,558.64 | - | $1,530.84 | 0.47% | +0.472% |
| AGZ iShares Agency Bond ETF | 24,394 | $2.64M | $2.65M | - | $566.21 | 0.02% | -0.12% |
| AIPO Defiance AI & Power Infrastructure ETF | 6,600 | $220,506 | $188,958 | - | -$31,548 | -14.31% | +0.633% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 42,647 | $3.01M | $4.99M | - | $1.98M | 65.68% | +1.588% |
| AKRE Akre Focus ETF | 226,843 | $11.99M | $13.04M | - | $1.05M | 8.78% | -0.087% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $49.04M, Schwab U.S. Large-Cap Growth ETF - $31.53M, iShares Core S&P 500 ETF - $28.13M, and Schwab U.S. Dividend Equity ETF - $28.03M. 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 - $2.04M, 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 $186.93M 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 - $7.08M, iShares Core S&P 500 ETF - $4.77M, Invesco Total Return Bond ETF - $3.35M, and Schwab Fundamental International Large Company Index ETF - $3.33M. 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.
