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Top 10 Client Holdings

As of December 31, 2020TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
iShares Global Low-Volatility ETF
ACWV1.8%2.3%6.9%0.20%-28.8%More Info
Vanguard Dividend Appreciation ETFVIG1.6%13.9%13.2%0.06%-46.8%More Info
iShares USA Momentum Factor ETFMTUM0.8%28.9%17.4%0.15%-34.1%More Info
iShares USA Quality Factor ETFQUAL1.4%15.7%13.6%0.15%-34.1%More Info
SPDR S&P 500 Growth ETFSPYG0.9%32.5%20.3%0.04%-68.2%More Info
SPDR Gold MiniShares ETFGLDM0.0%23.7%NA0.18%-45.6%More Info
BNP Paribas Twin-Win Structured Note due 6/15/2305583RKK90.0%4.5%NA0%-14.1%More Info
ARK Innovation ETF
ARKK
1.6%
152.5%
52.5%
0.75%
-42.5%
More Info
Innovator Russell 2000 Power Buffer July ETFKJUL0.0%NANA0.79%-4.1%More Info
Innovator Nasdaq 100 Power Buffer October ETFNOCT0.0%11.5%NA0.79%-13.6%More Info


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