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Top 10 Client Holdings

Investment Name
(Figures as of 3/31/2020)
TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioFact Sheet
iShares Global Low-Volatility ETF
ACWV3.0%-6.0%4.5%0.20%More Info
SPDR Large-Cap Low-Volatility ETFLGLV2.2%-5.5%6.5%0.12%More Info
iShares USA Momentum Factor ETFMTUM1.7%-0.5%12.8%0.15%More Info
Vanguard Dividend Appreciation ETFVIG2.0%-2.2%8.0%0.06%More Info
SPDR Intermediate Corporate Bond ETFSPIB3.1%2.2%2.9%0.07%More Info
iShares USA Quality Factor ETFQUAL2.0%-5.1%6.5%0.15%More Info
Invesco Variable Rate Preferred ETFVRP5.9%-8.1%-0.7%0.50%More Info
SPDR Gold MiniShares ETFGLDM0.0%25.4%NA0.18%More Info
iShares Short Maturity Bond ETFNEAR2.7%-0.8%1.1%0.25%More Info
First Trust Preferred Securities ETFFPE6.2%-8.5%-0.0%0.85%More Info


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