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Top 10 Client Holdings

As of September 30, 2020TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
iShares Global Low-Volatility ETF
ACWV2.5%-0.7%6.9%0.20%-28.8%More Info
Vanguard Dividend Appreciation ETFVIG1.7%9.5%14.2%0.06%-46.8%More Info
iShares USA Momentum Factor ETFMTUM0.8%24.7%19.6%0.15%-34.1%More Info
iShares USA Quality Factor ETFQUAL1.6%14.3%13.7%0.15%-34.1%More Info
SPDR S&P 500 Growth ETFSPYG1.0%30.4%22.5%0.04%-68.2%More Info
SPDR Gold MiniShares ETFGLDM0.0%26.6%NA0.18%-45.6%More Info
BNP Paribas Twin-Win Structured Note due 6/15/2305583RKK90.0%2.5%NANANAMore Info
Innovator Russell 2000 Power Buffer July ETFKJUL0.0%NANA0.79%-4.1%More Info
First Trust Preferred Securities ETFFPE5.3%2.2%4.2%0.85%-33.4%More Info
BlueRock Total Income+ Real Estate Fund
TIPRX5.5%1.0%5.0%2.21%-2.6%More Info


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