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    ETF Holdings

    Name Assets
    Victory CEMP US 500 Volatility Wtd Index ETF $7,116,000
    WisdomTree Bloomberg Floating Rate Treasury Fund $6,058,000
    YieldShares High Income ETF $5,004,000
    Vanguard Russell 2000 Value Index Fund $3,791,000
    Victory CEMP US EQ Income Enhanced Volatility Wtd Index ETF $3,478,000
    SPDR SSgA Multi-Asset Real Return ETF $3,146,000
    SPDR S&P 600 Small Cap ETF $3,140,000
    WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $3,056,000
    Vanguard S&P Small-Cap 600 Index Fund $2,635,000
    ProShares MSCI EAFE Dividend Growers ETF $2,223,000
    Reality Shares DIVS ETF $1,875,000
    Fidelity Total Bond ETF $1,869,000
    Reality Shares DIVCON Leaders Dividend ETF $1,622,000
    Pacer Trendpilot 100 ETF $1,503,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $1,285,000
    Global X SuperDividend REIT ETF $1,065,000
    PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $989,000
    ProShares S&P MidCap 400 Dividend Aristocrats ETF $989,000
    Fidelity MSCI Information Technology Index ETF $986,000
    iShares Core 10+ Year USD Bond ETF $865,000
    First Trust Small Cap Growth AlphaDEX Fund $748,000
    iShares Ultra Short-Term Bond ETF $745,000
    PIMCO Low Duration Active Exchange-Traded Fund $708,000
    PureFunds Video Game Tech ETF $702,000
    VanEck Vectors-Investment Grade Floating Rate ETF $618,000
    iShares Morningstar Mid-Cap Value ETF $606,000
    First Trust Mid Cap Growth AlphaDEX Fund $469,000
    Principal EDGE Active Income ETF $433,000
    iShares Morningstar Small-Cap Value ETF $414,000
    Schwab Fundamental Emerging Markets Large Company Index ETF $382,000
    SPDR S&P Global Dividend ETF $379,000
    WisdomTree Total Dividend Fund $374,000
    iShares Morningstar Mid-Cap Growth ETF $282,000
    SPDR S&P 500 Buyback ETF $276,000
    iShares Yield Optimized Bond ETF $267,000
    Fidelity MSCI Health Care Index ETF $250,000
    JPMorgan Diversified Return Global Equity ETF $240,000
    First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $239,000
    WisdomTree Europe Quality Dividend Growth Fund $236,000
    AdvisorShares Dorsey Wright ADR ETF $232,000
    SPDR MFS Systematic Growth Equity ETF $220,000
    iShares GNMA Bond ETF $213,000
    Direxion Zacks MLP High Income Index Shares $183,000



      Last updated on Sept. 1, 2017
        • $11.9B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 54K
        • $219.8K
          Estimated Average Account Balance


      Firm Services

      There is no Services data available to display at this time.

      Firm Client types


      Current Advisors

      # of advisors


      name start date
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      Nicholas Olesen, CFP®, CPWA®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Luis Alfonso Granados
      December 2014
      David Breault
      October 2011



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John Patric Hyland Managing Member, Chief Executive Officer, And Managing Director December, 2010 50% to 75%
        Patrick James Sullivan Managing Member, Chief Compliance Officer And Managing Director December, 2010 50% to 75%
        Robert Karl Koster Compliance Director March, 2011 less than 5%
        James Daniel Sullivan Managing Director June, 2014 less than 5%
        James J Perhacs Managing Director June, 2014 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Subscription Fees
          • Fixed Fees
          • Other