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    Holdings

    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

      Assets

      Assets

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

      Services

      Firm Services

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

      Firm Client types

      Advisors

      Current Advisors

      # of advisors

      606

      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

        Leadership

        Ownership

        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

          Fees

          Types of Compensation Arrangements

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