United Advisor Group LLC Portfolio
Invests via United Advisor Group, LLC | Managed by United Advisor Group, LLC, Kendra Means
Invests via United Advisor Group, LLC
Managed by United Advisor Group, LLC, Kendra Means
Automatically Tracked
Company Profile
Independent broker-dealer and advisor platform focused on supporting financial advisors with compliance, practice-management tools, and a suite of advisory and brokerage solutions. United Advisor Group, LLC positions itself as a distribution and operational partner for independent advisors, offering custody and clearing partnerships, technology integrations, and marketing support to help scale practices. Relevant to investors and strategic partners evaluating wealth-management distribution, the firm emphasizes advisor retention, revenue-sharing models, and operational efficiency.
Independent broker-dealer and advisor platform focused on supporting financial advisors with compliance, practice-management tools, and a suite of advisory and brokerage solutions. United Advisor Group, LLC positions itself as a distribution and operational partner for independent advisors, offering custody and clearing partnerships, technology integrations, and marketing support to help scale practices. Relevant to investors and strategic partners evaluating wealth-management distribution, the firm emphasizes advisor retention, revenue-sharing models, and operational efficiency.
Investment Philosophy & Strategy
Acts as a platform-focused allocator prioritizing investments that expand advisor distribution, technology and service capabilities. Capital allocation favors strategic partnerships, integrations and tuck-in acquisitions that accelerate scale, improve retention and deepen recurring revenue. Employs a conservative underwriting lens emphasizing revenue-share stability, operational due diligence and cross-sell potential across custody/clearing and advisory services. Time horizon is long-term, growth-oriented with disciplined risk controls around compliance exposure and advisor attrition; portfolio construction balances organic platform investment with targeted M&A to capture market share.
Acts as a platform-focused allocator prioritizing investments that expand advisor distribution, technology and service capabilities. Capital allocation favors strategic partnerships, integrations and tuck-in acquisitions that accelerate scale, improve retention and deepen recurring revenue. Employs a conservative underwriting lens emphasizing revenue-share stability, operational due diligence and cross-sell potential across custody/clearing and advisory services. Time horizon is long-term, growth-oriented with disciplined risk controls around compliance exposure and advisor attrition; portfolio construction balances organic platform investment with targeted M&A to capture market share.
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:
9.02%
Gain
Monthly
0.28%
Yearly
3.46%
Drawdown
34.2%
$894.99M
Equity
Holdings
$894.99M
Investment
$740.42M
$169.72M
Profit -$2.41M
Realized
$15.15M
Unrealized
$154.57M
Dividends
$32.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.41M
Win %
71%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$1.57M
Win %
71%
This Month
Compared to last month
Gain
0.44%
Profit
$3.91M
Win %
71%
This Year
Compared to last year
Gain
11.03%
Profit
$88.84M
Win %
71%
ABT Abbott Laboratories
+11.19%
+$33,296.67 
CTAS Cintas Corporation
+7%
+$39,168.6 
INTU Intuit Inc.
+5.62%
+$17,470.47 
BTI British American Tobacco p.l.c. ADR
+5.33%
+$22,445.23 
DPZ Domino's Pizza Inc.
+4.67%
+$8,728.62 
ACN Accenture plc Class A
+4.52%
+$7,638.47 
DG Dollar General Corporation
+4.4%
+$11,571.61 
WM Waste Management, Inc.
+4.25%
+$16,028.1 
BR Broadridge Financial Solutions, Inc.
+4.17%
+$22,004.7 
SYK Stryker Corporation
+4.17%
+$11,787.6 
ORLY O'Reilly Automotive Inc.
+4.05%
+$16,776.8 
PYPL PayPal Holdings Inc
+3.73%
+$21,213.36 
MDT Medtronic plc
+3.6%
+$8,613 
MRK Merck & Co., Inc.
+3.51%
+$66,310.86 
ZTS Zoetis Inc.
+3.47%
+$7,917.85 
UPS United Parcel Service, Inc.
+3.46%
+$281,406.61 
ADBE Adobe Inc.
+3.45%
+$7,528.14 
CRM Salesforce Inc
+3.44%
+$15,480.78 
MAIN Main Street Capital Corporation
+3.41%
+$7,644 
ROP Roper Technologies Inc.
+3.26%
+$14,524.47 
UNH UnitedHealth Group Incorporated
+3.12%
+$41,910.56 
ABBV AbbVie Inc.
+3.01%
+$42,205 
SBUX Starbucks Corporation
+3%
+$8,782.2 
HCA HCA Healthcare Inc.
+3%
+$5,003.15 
IBM International Business Machines Corporation
+2.94%
+$37,283.46 
SUN Sunoco L.P.
+2.92%
+$16,752.51 
CPRT Copart Inc.
+2.81%
+$11,804.01 
LOW Lowe's Companies Inc.
+2.79%
+$15,779.68 
CL Colgate-Palmolive Company
+2.75%
+$6,957.72 
SMDV ProShares Russell 2000 Dividend Growers ETF
+2.71%
+$67,217.28 
PM Philip Morris International Inc.
+2.69%
+$73,485.82 
VZ Verizon Communications Inc.
+2.67%
+$77,357.35 
AMGN Amgen Inc.
+2.67%
+$14,473.51 
TMUS T-Mobile US, Inc.
+2.62%
+$5,259.9 
KR Kroger Co.
+2.62%
+$4,796.68 
TJX The TJX Companies, Inc.
+2.62%
+$10,293.7 
ISRG Intuitive Surgical, Inc.
+2.6%
+$27,265.99 
MCD McDonald's Corporation
+2.59%
+$35,548.52 
SHOP Shopify Inc.
+2.57%
+$68,249.16 
T AT&T Inc.
+2.57%
+$25,146 
PEP PepsiCo, Inc.
+2.56%
+$18,511 
VICI Vici Properties Inc.
+2.55%
+$6,165.34 
FITB Fifth Third Bancorp
+2.51%
+$13,109.55 
MA Mastercard Incorporated
+2.46%
+$19,674.2 
KMB Kimberly-Clark Corporation
+2.44%
+$9,453.6 
MO Altria Group, Inc.
+2.42%
+$60,597.27 
XLP Consumer Staples Select Sector SPDR Fund
+2.34%
+$8,564.4 
KO The Coca-Cola Company
+2.33%
+$38,906.88 
COST Costco Wholesale Corporation
+2.29%
+$56,106.35 
MPC Marathon Petroleum Corporation
+2.28%
+$55,828.5 
GWW W.W. Grainger, Inc.
+2.23%
+$6,172.11 
SPG Simon Property Group, Inc.
+2.22%
+$16,757.52 
WMT Walmart Inc.
+2.21%
+$98,730.99 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+2.11%
+$73,520.18 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$79,772.88 
CHE Chemed Corporation
+2.02%
+$12,649.2 
USRT iShares Core U.S. REIT ETF
+2.01%
+$6,521.85 
HD The Home Depot, Inc.
+1.99%
+$24,772.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.99%
+$4,951.12 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$10,748.42 
V Visa Inc. Class A
+1.96%
+$57,482.23 
REGN Regeneron Pharmaceuticals, Inc.
+1.94%
+$4,313.12 
DIS The Walt Disney Company
+1.92%
+$12,220.2 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.9%
+$11,294.36 
MSFT Microsoft Corp.
+1.89%
+$287,928.7 
SYLD Cambria Shareholder Yield ETF
+1.88%
+$112,472.52 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.87%
+$138,480.1 
SCHH Schwab U.S. REIT ETF
+1.85%
+$7,775.93 
SDY SPDR S&P Dividend ETF
+1.84%
+$6,530.44 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$6,459.75 
DIVB iShares Core Dividend ETF
+1.82%
+$4,348.71 
HUSV First Trust Horizon Managed Volatility Domestic ETF
+1.81%
+$4,779.67 
CBSH Commerce Bancshares, Inc.
+1.8%
+$30,194.23 
GILD Gilead Sciences Inc.
+1.78%
+$3,647.3 
PG Procter & Gamble Co
+1.76%
+$64,877.55 
OSCV Opus Small Cap Value ETF
+1.75%
+$192,267.92 
BMY Bristol-Myers Squibb Company
+1.74%
+$28,097.94 
STWD Starwood Property Trust Inc.
+1.71%
+$49,509.35 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$5,122.62 
VNQ Vanguard Real Estate ETF
+1.69%
+$3,950.1 
COF Capital One Financial Corporation
+1.61%
+$4,990.96 
BXSL Blackstone Secured Lending Fund
+1.59%
+$7,877.62 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$3,549.16 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.52%
+$8,448 
CB Chubb Limited
+1.5%
+$5,851.48 
LVS Las Vegas Sands Corp.
+1.5%
+$4,240.43 
AQN Algonquin Power & Utilities Corp.
+1.47%
+$2,240.77 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.43%
+$49,979.82 
CWS AdvisorShares Focused Equity ETF
+1.4%
+$8,071.66 
AAPL Apple Inc.
+1.4%
+$401,666.7 
AFL Aflac Inc.
+1.38%
+$6,820.28 
CSRE Cohen & Steers Real Estate Active ETF
+1.31%
+$65,632.84 
DE Deere & Company
+1.3%
+$4,874.95 
DON WisdomTree U.S. MidCap Dividend Fund
+1.27%
+$101,856.96 
PH Parker-Hannifin Corporation
+1.26%
+$3,949.12 
EMR Emerson Electric Co.
+1.25%
+$4,608.45 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+1.25%
+$3,435.63 
ET Energy Transfer L.P.
+1.23%
+$4,866.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$17,219.42 
NLY Annaly Capital Management, Inc.
+1.21%
+$16,540.16 
IEP Icahn Enterprises L.P.
+1.2%
+$2,777.58 
UBER Uber Technologies, Inc.
+1.18%
+$4,225.18 
MOAT VanEck Morningstar Wide Moat Fund
+1.16%
+$8,780.85 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.16%
+$3,375.54 
FDX FedEx Corporation
+1.15%
+$8,477.98 
MMM 3M Company
+1.15%
+$12,265.44 
VNOM Viper Energy Inc. Class A Common Stock
+1.15%
+$5,848.83 
TRV The Travelers Companies, Inc.
+1.12%
+$3,535.02 
CVX Chevron Corporation
+1.11%
+$25,088.4 
PFE Pfizer Inc.
+1.11%
+$24,812.7 
CAH Cardinal Health Inc.
+1.08%
+$2,361.92 
REFI Chicago Atlantic Real Estate Finance, Inc.
+1.07%
+$2,754.25 
LLY Eli Lilly and Company
+1.06%
+$16,292.5 
DGRO iShares Core Dividend Growth ETF
+1.02%
+$2,971.92 
CINF Cincinnati Financial Corporation
+1.02%
+$11,663.52 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$2,512.45 
WFC Wells Fargo & Company
+0.97%
+$3,371.55 
FSK FS KKR Capital Corp.
+0.96%
+$30,145.71 
WTV WisdomTree U.S. Value Fund
+0.96%
+$28,407.33 
EPD Enterprise Products Partners L.P.
+0.95%
+$24,665.04 
APD Air Products and Chemicals, Inc.
+0.93%
+$3,977.61 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$44,957.7 
VFQY Vanguard U.S. Quality Factor Fund
+0.92%
+$2,172.26 
BX Blackstone Inc.
+0.92%
+$6,287.22 
IWS iShares Russell Mid-Cap Value ETF
+0.91%
+$3,388.57 
KMI Kinder Morgan, Inc.
+0.9%
+$8,992.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$2,760.33 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.89%
+$8,417.52 
XOM Exxon Mobil Corporation
+0.89%
+$51,688.96 
TROW T. Rowe Price Group, Inc.
+0.88%
+$2,486.05 
NYT New York Times Co.
+0.88%
+$2,022.24 
IWD iShares Russell 1000 Value ETF
+0.85%
+$16,080.31 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$6,899.79 
VOE Vanguard Mid-Cap Value ETF
+0.85%
+$7,123.49 
ILMN Illumina, Inc.
+0.84%
+$3,025.41 
IUSV iShares Core S&P U.S. Value ETF
+0.82%
+$3,610.08 
DUK Duke Energy Corporation
+0.82%
+$3,334.28 
SO The Southern Company
+0.8%
+$8,594.08 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$19,879.29 
XLE Energy Select Sector SPDR Fund
+0.79%
+$2,840.88 
ARCC Ares Capital Corporation
+0.78%
+$16,566.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$2,670.78 
AZN AstraZeneca PLC American Depositary Shares
+0.76%
+$1,448.19 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$42,401.42 
VDE Vanguard Energy ETF
+0.74%
+$3,641.51 
BIZD VanEck BDC Income ETF
+0.71%
+$922.5 
RWL Invesco S&P 500 Revenue ETF
+0.68%
+$4,295.79 
MAR Marriott International Inc. - Class A
+0.66%
+$1,526.8 
EOG EOG Resources, Inc.
+0.66%
+$1,861.2 
COP ConocoPhillips
+0.64%
+$2,152.15 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.63%
+$4,062.91 
GSBD Goldman Sachs BDC Inc.
+0.61%
+$5,557.53 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$3,762.78 
GAIN Gladstone Investment Corporation
+0.6%
+$7,761.2 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.6%
+$6,120.94 
SQ Block, Inc.
+0.57%
+$3,140.54 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.56%
+$1,936.5 
HON Honeywell International Inc.
+0.56%
+$1,253.02 
APO Apollo Global Management, Inc.
+0.52%
+$1,705.41 
TDVG T. Rowe Price Dividend Growth ETF
+0.52%
+$50,889.33 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.5%
+$5,177.5 
OBDC Blue Owl Capital Corporation
+0.49%
+$1,144.28 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$1,652.43 
DAL Delta Air Lines, Inc.
+0.48%
+$1,725.63 
D Dominion Energy, Inc.
+0.47%
+$2,920.86 
TCPC BlackRock TCP Capital Corp.
+0.47%
+$1,387.67 
JNJ Johnson & Johnson
+0.46%
+$10,000.6 
DVN Devon Energy Corporation
+0.44%
+$815.29 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$5,047.11 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$14,805.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$4,427.95 
SHEL Shell plc
+0.42%
+$1,231.56 
NFLX Netflix, Inc.
+0.41%
+$3,251.91 
VTV Vanguard Value ETF
+0.41%
+$31,162.5 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.41%
+$8,365.31 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.4%
+$1,102.8 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.4%
+$12,872.22 
LIN Linde plc
+0.4%
+$1,603.44 
PDI Pimco Dynamic Income Fund
+0.4%
+$1,119.17 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$52,589.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.38%
+$45,760.87 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$3,061.03 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.37%
+$16,732.45 
AMZN Amazon.com Inc
+0.37%
+$69,248.86 
FANG Diamondback Energy Inc
+0.36%
+$4,345.62 
ROKU Roku, Inc.
+0.36%
+$3,926 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$1,735.63 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$1,200.72 
GD General Dynamics Corporation
+0.32%
+$808.4 
VB Vanguard Small-Cap ETF
+0.31%
+$1,850.92 
NET Cloudflare Inc.
+0.31%
+$2,625.84 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$1,680.84 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$1,257.1 
XLF Financial Select Sector SPDR Fund
+0.28%
+$909.12 
GOOG Alphabet Inc
+0.28%
+$7,942.48 
IMCB iShares Morningstar Mid-Cap ETF
+0.27%
+$8,145.84 
OCSL Oaktree Specialty Lending Corporation
+0.24%
+$8,455.03 
GQGU GQG US Equity ETF
+0.23%
+$2,908.2 
GOOGL Alphabet Inc
+0.21%
+$29,474.62 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$27,868.13 
AMT American Tower Corporation
+0.19%
+$1,646.08 
BAC Bank of America Corporation
+0.18%
+$3,198.36 
LMT Lockheed Martin Corporation
+0.17%
+$1,613.13 
BCSF Bain Capital Specialty Finance Inc.
+0.16%
+$1,475.86 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$288.42 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
+0.11%
+$1,180.65 
IWM iShares Russell 2000 ETF
+0.1%
+$2,589.43 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.1%
+$903.6 
DJUL FT Vest US Equity Deep Buffer Fund
+0.1%
+$273.35 
BALI iShares Adaptive Large Cap ETF
+0.09%
+$2,844.33 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,281.15 
IFRA iShares U.S. Infrastructure
+0.07%
+$166.95 
PAAA PGIM AAA CLO ETF
+0.05%
+$263.35 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.04%
+$677.76 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$206.04 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$42.42 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$51.56 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$90.28 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$224.64 
PLTR Palantir Technologies Inc.
+0.01%
+$1,971.54 
SCHV Schwab U.S. Large-Cap Value ETF
+0.01%
+$230.81 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$134.86 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$28.7 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$351.23 
SHV iShares Short Treasury Bond ETF
+0.01%
+$68.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$97.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$88.92 
BITF Bitfarms Ltd.
0%
$0 
BMNU
0%
$0 
BPRE
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
KHPI
0%
$0 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTSI VirTra, Inc.
0%
$0 
YNDX Yandex NV
0%
$0 
ASTI Ascent Solar Technologies Inc.
-12.47%
-$16,275 
IREN IREN Limited
-8.65%
-$133,025.59 
ARM Arm Holdings plc American Depositary Receipt
-8.26%
-$94,750.41 
MARA MARA Holdings Inc
-6.75%
-$13,147.2 
HOOD Robinhood Markets, Inc.
-6%
-$40,533.57 
MU Micron Technology, Inc.
-5.91%
-$289,806.66 
INTC Intel Corporation
-5.87%
-$74,336.35 
AMD Advanced Micro Devices, Inc.
-5.4%
-$558,820.14 
GE General Electric Company
-5.37%
-$62,365.05 
ALB Albemarle Corporation
-5%
-$15,294.24 
BAI iShares A.I. Innovation and Tech Active ETF
-4.66%
-$159,942.64 
CRWV CoreWeave, Inc.
-4.6%
-$54,263.32 
MCHP Microchip Technology Incorporated
-4.42%
-$18,314.67 
VRT Vertiv Holdings Co
-4.39%
-$13,709.36 
ORCL Oracle Corporation
-4.29%
-$24,506.83 
LRCX Lam Research Corporation
-4.29%
-$37,828.8 
WPM Wheaton Precious Metals Corp.
-4.28%
-$21,494.78 
GS The Goldman Sachs Group, Inc.
-4.28%
-$75,875.72 
AVGO Broadcom Inc.
-4.2%
-$88,218.68 
NLR VanEck Uranium and Nuclear ETF
-4.11%
-$32,733 
NEM Newmont Corporation
-3.74%
-$47,629.24 
SMH VanEck Semiconductor ETF
-3.68%
-$24,816.75 
CSCO Cisco Systems, Inc.
-3.56%
-$64,058.87 
CLF Cleveland-Cliffs Inc.
-3.55%
-$4,638.2 
HWM Howmet Aerospace Inc.
-3.55%
-$15,746.99 
TXN Texas Instruments Inc
-3.54%
-$19,219.98 
GNRC Generac Holdings Inc.
-3.47%
-$14,015.43 
PLUG Plug Power Inc.
-3.39%
-$4,002.07 
CAT Caterpillar Inc.
-3.36%
-$63,498.51 
QCOM QUALCOMM Incorporated
-3.33%
-$17,703.9 
PWR Quanta Services Inc.
-3.19%
-$41,215.98 
SE Sea Ltd.
-3.09%
-$8,992.16 
CEG Constellation Energy Corporation
-3.06%
-$8,018.5 
GDX VanEck Gold Miners ETF
-3.04%
-$5,987.25 
MSTR Strategy Inc.
-3.04%
-$6,668.88 
SLV iShares Silver Trust
-2.97%
-$6,771.95 
ARKK ARK Innovation ETF Fund
-2.93%
-$53,823 
TTEQ T. Rowe Price Technology ETF
-2.92%
-$43,761.4 
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF
-2.88%
-$10,587.85 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$24,396.2 
SPMO Invesco S&P 500 Momentum ETF
-2.85%
-$33,054.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.82%
-$35,977.9 
FRDM Freedom 100 Emerging Markets ETF
-2.75%
-$175,781.45 
KEYS Keysight Technologies, Inc.
-2.73%
-$15,593.7 
FNGU MicroSectors FANG+ Index 3X Leveraged ETN
-2.69%
-$16,106.4 
GEV GE Vernova Inc.
-2.68%
-$15,582.28 
ADI Analog Devices, Inc.
-2.68%
-$11,401.83 
CPNG Coupang Inc.
-2.67%
-$8,270.49 
SDGR Schrödinger, Inc.
-2.58%
-$5,719.56 
NVDA NVIDIA Corporation
-2.56%
-$789,279 
QLD ProShares Ultra QQQ
-2.56%
-$18,445.77 
AIQ Global X Artificial Intelligence & Technology ETF
-2.55%
-$10,768.68 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-2.55%
-$6,122.46 
KLAC KLA Corporation
-2.54%
-$15,074.4 
ETHA iShares Ethereum Trust
-2.48%
-$12,335.76 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.38%
-$24,266.03 
ETHE Grayscale Ethereum Trust ETF
-2.35%
-$5,721.01 
IXN iShares Global Tech ETF
-2.34%
-$10,545.95 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$76,335.36 
VFMO Vanguard U.S. Momentum Factor Fund
-2.24%
-$17,225.15 
XCEM Columbia EM Core ex-China ETF
-2.2%
-$43,742.79 
AMAT Applied Materials, Inc.
-2.17%
-$37,493.02 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$10,527.89 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.02%
-$5,250.42 
COIN Coinbase Global, Inc.
-1.99%
-$12,413.48 
CVNA Carvana Co.
-1.94%
-$6,384.2 
DGRE WisdomTree Emerging Markets Fund
-1.92%
-$11,364.98 
APH Amphenol Corporation
-1.9%
-$10,243.74 
SOFI SoFi Technologies, Inc.
-1.9%
-$3,442.19 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$108,418.9 
CGGO Capital Group Global Growth Equity ETF
-1.85%
-$8,632.32 
VGT Vanguard Information Technology ETF
-1.85%
-$22,274.08 
ICVT iShares Convertible Bond ETF
-1.81%
-$20,915.28 
CNC Centene Corporation
-1.8%
-$10,872 
MOS Mosaic Company
-1.78%
-$5,790.02 
META Meta Platforms Inc Class A
-1.71%
-$136,803.69 
GLD SPDR Gold Shares
-1.68%
-$16,568.75 
CGXU Capital Group International Focus Equity ETF
-1.61%
-$90,338.05 
TSLA Tesla, Inc.
-1.51%
-$110,689.12 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$9,280.62 
JCI Johnson Controls International plc
-1.46%
-$5,481.47 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$18,378.34 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.4%
-$15,362.46 
IWY iShares Russell Top 200 Growth ETF
-1.4%
-$5,956.02 
WCME First Trust WCM Developing World Equity ETF
-1.36%
-$8,154.64 
PANW Palo Alto Networks, Inc.
-1.35%
-$10,660.95 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$38,722.88 
IWP iShares Russell Mid-Cap Growth ETF
-1.31%
-$26,400.15 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.31%
-$4,829.23 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$76,798.63 
PBR Petrobras S.A. Sponsored ADR
-1.26%
-$4,485.15 
KGS Kodiak Gas Services Inc.
-1.24%
-$13,328.28 
EMMF WisdomTree Emerging Markets Multifactor Fund
-1.22%
-$10,581.48 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.2%
-$3,630 
RTX RTX Corporation
-1.2%
-$12,264.7 
SCHE Schwab Emerging Markets Equity ETF
-1.18%
-$7,738.71 
BLCR iShares Large Cap Core ACT ETF
-1.17%
-$22,675.38 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.16%
-$5,737.32 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$11,428.3 
VOOG Vanguard S&P 500 Growth ETF
-1.13%
-$12,145.14 
IDEQ Lazard International Dynamic Equity ETF
-1.1%
-$3,237.28 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.1%
-$22,827.17 
IUSG iShares Core S&P U.S. Growth ETF
-1.1%
-$6,460.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$120,589.45 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$25,829.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$30,391.5 
TT Trane Technologies plc
-1.08%
-$3,517.22 
IWO iShares Russell 2000 Growth ETF
-1.07%
-$7,088.44 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$7,363 
SCHF Schwab International Equity ETF
-1.04%
-$15,739.69 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-1.02%
-$46,651.41 
QGRW WisdomTree U.S. Quality Growth Fund
-1.01%
-$12,378.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$3,444.2 
EYLD Cambria Emerging Shareholder Yield Fund
-1%
-$51,112.9 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.97%
-$33,599.66 
CGGR Capital Group Growth ETF
-0.96%
-$14,792.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.96%
-$4,895.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$66,915.58 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.91%
-$4,790.01 
IBIT iShares Bitcoin Trust
-0.9%
-$12,339.36 
VLUE iShares MSCI USA Value Factor ETF
-0.89%
-$2,747.97 
BA Boeing Company
-0.88%
-$4,177.17 
MGK Vanguard Mega Cap Growth ETF
-0.85%
-$6,520.8 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-0.83%
-$6,084.47 
VUG Vanguard Growth ETF
-0.81%
-$47,610.42 
GBTC Grayscale Bitcoin Trust ETF
-0.81%
-$3,907.3 
CMG Chipotle Mexican Grill, Inc.
-0.79%
-$2,909.78 
BKNG Booking Holdings Inc.
-0.77%
-$2,784.75 
WINN Harbor Long-Term Growers ETF
-0.77%
-$5,122.44 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.75%
-$4,870.44 
TOUS T. Rowe Price International Equity ETF
-0.74%
-$11,998.22 
NOW ServiceNow, Inc.
-0.73%
-$6,906.9 
SNPS Synopsys, Inc.
-0.69%
-$3,030.41 
DXJ WisdomTree Japan Hedged Equity Fund
-0.69%
-$1,739.98 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.68%
-$1,972.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$22,765.44 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$16,877.9 
XLG Invesco S&P 500 Top 50 ETF
-0.65%
-$5,806.89 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$28,986.08 
SHLD Global X Defense Tech ETF
-0.62%
-$5,623.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.61%
-$10,106.57 
CGBD Carlyle Secured Lending, Inc.
-0.61%
-$2,099.37 
HDMV First Trust Horizon Managed Volatility Developed International ETF
-0.59%
-$1,412.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.58%
-$14,400.88 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.58%
-$14,103.59 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.56%
-$13,401.75 
FYLD Cambria Foreign Shareholder Yield ETF
-0.55%
-$36,538.53 
EZU iShares MSCI Eurozone ETF
-0.55%
-$1,828.5 
MSMR M/S Managed Risk ETF
-0.52%
-$39,401.14 
GOF Guggenheim Strategic Opportunities Fund
-0.51%
-$1,232.83 
DFAI Dimensional International Core Equity Market ETF
-0.5%
-$39,869.13 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.48%
-$1,499.81 
CGBL Capital Group Core Balanced ETF
-0.45%
-$6,962.69 
DRSK Aptus Defined Risk ETF
-0.45%
-$38,308.79 
MFIC MidCap Financial Investment Corporation
-0.44%
-$11,774.27 
SCHM Schwab U.S. Mid-Cap ETF
-0.44%
-$20,354.13 
ACIO Aptus Collared Investment Opportunity ETF
-0.43%
-$72,900.6 
DOL WisdomTree International LargeCap Dividend Fund
-0.42%
-$1,008.38 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$11,475.12 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$1,826.09 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$30,727.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.36%
-$800.01 
JPM JPMorgan Chase & Co.
-0.35%
-$28,067.09 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$1,039.68 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.32%
-$825.58 
CION Cion Investment Corporation
-0.31%
-$481.7 
IEUR iShares Core MSCI Europe ETF
-0.3%
-$812.59 
IVV iShares Core S&P 500 ETF
-0.29%
-$10,030.72 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$8,289.15 
VYMI Vanguard International High Dividend Yield Index Fund
-0.29%
-$627.56 
NEE NextEra Energy, Inc.
-0.28%
-$1,844.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$4,807.75 
VOO Vanguard S&P 500 ETF
-0.28%
-$20,521.8 
USMF WisdomTree U.S. Multifactor Fund
-0.27%
-$2,176.3 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$32,748.8 
IDV iShares International Select Dividend ETF
-0.27%
-$791.77 
DEFR Aptus Deferred Income ETF
-0.26%
-$670.6 
CGUS Capital Group Core Equity ETF
-0.26%
-$1,307.09 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.26%
-$713.58 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.26%
-$1,351.22 
BLK BlackRock, Inc.
-0.25%
-$1,316.14 
PGR Progressive Corporation
-0.25%
-$4,476.16 
NTSX WisdomTree U.S. Efficient Core Fund
-0.25%
-$2,167.95 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$5,868.3 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.24%
-$600 
HYD VanEck High Yield Muni ETF
-0.24%
-$2,151.87 
IWV ISHARES RUSSELL 3000 ETF
-0.24%
-$669.12 
STXF Strive 500 ETF
-0.23%
-$41,744.12 
ADME Aptus Drawdown Managed Equity Fund
-0.21%
-$3,422.67 
LST Leuthold Select Industries ETF
-0.21%
-$2,941.86 
EPS WisdomTree U.S. LargeCap Fund
-0.2%
-$892.96 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.2%
-$6,524.85 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$2,376.08 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$712.44 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.2%
-$1,345.8 
CGMU Capital Group Municipal Income ETF
-0.18%
-$776.3 
IPKW Invesco International Buyback Achievers ETF
-0.18%
-$861.52 
BNDX Vanguard Total International Bond ETF
-0.18%
-$4,774.79 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.17%
-$1,027.8 
DBL DoubleLine Opportunistic Credit Fund
-0.14%
-$482.82 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$2,868.11 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$2,199.78 
CAAA First Trust Commercial Mortgage Opportunities ETF
-0.14%
-$271.59 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$3,160.25 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$422.1 
CGDV Capital Group Dividend Value ETF
-0.13%
-$726.18 
TWLO Twilio Inc.
-0.13%
-$1,027.08 
MUB iShares National Muni Bond ETF
-0.13%
-$2,388.82 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.12%
-$793.95 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.11%
-$1,582.68 
BLV Vanguard Long-Term Bond ETF
-0.11%
-$227.55 
TOTR T. Rowe Price Total Return ETF
-0.1%
-$730.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,636.2 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$348.93 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$219.22 
FBND Fidelity Total Bond ETF
-0.1%
-$1,510.11 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$1,936.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$311.18 
JUCY Aptus Enhanced Yield ETF
-0.09%
-$3,034.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$203.57 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$944.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$456.3 
MBB iShares MBS ETF
-0.08%
-$568.95 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$684.75 
CGCB Capital Group Core Bond ETF
-0.08%
-$2,003.84 
GBDC Golub Capital BDC, Inc.
-0.08%
-$2,423.15 
NOC Northrop Grumman Corporation
-0.07%
-$485.06 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.07%
-$399.95 
HTRB Hartford Total Return Bond ETF
-0.07%
-$3,363.8 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$709.33 
BUYW Main Buywrite ETF
-0.07%
-$689.93 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$1,109.54 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.07%
-$3,097.74 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$282.12 
AVSF Avantis Short-Term Fixed Income ETF
-0.07%
-$1,008.96 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$2,177.29 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$2,883.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$167.78 
FLTB Fidelity Limited Term Bond ETF
-0.06%
-$267.87 
FTLS First Trust Long/Short Equity ETF
-0.06%
-$164.21 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$269.56 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.06%
-$167.87 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.06%
-$1,953.05 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$2,098.62 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$230.18 
DSL DoubleLine Income Solutions Fund
-0.05%
-$158.21 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$316.32 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$225.28 
BINC iShares Flexible Income Active ETF
-0.03%
-$100.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$1,152.87 
VO Vanguard Mid-Cap ETF
-0.03%
-$97.51 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$305.36 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$396.85 
TFLR T. Rowe Price Floating Rate ETF
-0.01%
-$28.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$114.67 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$65.28 
GSY Invesco Ultra Short Duration ETF
-0.01%
-$64.51 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$93.41 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3285 | Longs Won 2168/3285 65% | Profit Factor 6.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $342,151.61 |
| Average Win $93,465.06 | Best Trade (Jul 16) $11.72M | Sharpe Ratio -7.8 |
| Average Loss -$29,177.99 | Worst Trade (Jul 10) -$2.88M | Z-Score 19.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $51,665.81 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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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