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ETF Holdings

Name Assets
ProShares UltraPro QQQ $23,191,000
iShares Russell 2000 Value ETF $17,063,000
First Trust Dow Jones Internet Index Fund $16,583,000
PowerShares Dynamic Leisure & Entertainment Portfolio $16,196,000
iShares US Financials ETF $13,225,000
iShares Russell 1000 Growth ETF $11,776,000
iShares Russell 1000 Value ETF $9,870,000
iShares S&P Small-Cap 600 Growth ETF $6,230,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $4,255,000
SPDR Dow Jones REIT ETF $2,892,000
iShares US Real Estate ETF $2,823,000
iShares US Home Construction ETF $2,670,000
Vanguard Financials Index Fund $2,638,000
SPDR S&P Homebuilders ETF $2,553,000
Vanguard Short-Term Bond Index Fund $2,503,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $2,005,000
iShares 1-3 Year Credit Bond ETF $1,999,000
Guggenheim BulletShares 2017 Corporate Bond ETF $1,867,000
Guggenheim Enhanced Short Duration ETF $1,854,000
Guggenheim BulletShares 2018 Corporate Bond ETF $1,852,000
iShares S&P 500 Growth ETF $1,536,000
iShares Core S&P 500 ETF $1,526,000
iShares 7-10 Year Treasury Bond ETF $1,512,000
iShares S&P 100 ETF $1,479,000
SPDR S&P Dividend ETF $1,430,000
iShares S&P Small-Cap 600 Value ETF $1,429,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $1,301,000
iShares Short-Term National Muni Bond ETF $1,290,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $1,285,000
Guggenheim BulletShares 2016 Corporate Bond ETF $1,282,000
VanEck Vectors AMT-Free Short Municipal Index ETF $1,281,000
VanEck Vectors Short High-Yield Municipal Index ETF $1,275,000
Vanguard Total Bond Market Index Fund $1,084,000
iShares Core US Aggregate Bond ETF $1,083,000
PowerShares Preferred Portfolio $768,000
iShares Short Maturity Bond ETF $604,000
SPDR Nuveen Bloomberg Barclays Municipal Bond ETF $568,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $564,000
SPDR Gold Shares $357,000
iShares Floating Rate Bond ETF $328,000
iShares Select Dividend ETF $207,000
iShares 20+ Year Treasury Bond ETF $200,000
iShares US Medical Devices ETF $176,000
iShares US Consumer Services ETF $175,000
Vanguard Consumer Staples Index Fund $148,000
iShares US Insurance ETF $127,000
Guggenheim S&P 500 Equal Weight Consumer Staples ETF $124,000
Vanguard Intermediate-Term Corporate Bond Index Fund $100,000
Schwab US REIT ETF $99,000
iShares US Aerospace & Defense ETF $97,000
SPDR S&P Insurance ETF $92,000
iShares US Industrials ETF $87,000
Technology Select Sector SPDR Fund $80,000
Vanguard Consumer Discretionary Index Fund $80,000
iShares North American Tech-Software ETF $76,000
ProShares Ultra S&P500 $75,000
iShares Residential Real Estate Capped ETF $71,000
iShares 10-20 Year Treasury Bond ETF $69,000
Vanguard REIT Index Fund $67,000
PowerShares S&P SmallCap Health Care Portfolio $66,000
Guggenheim S&P 500 Equal Weight Health Care ETF $62,000
Consumer Staples Select Sector SPDR Fund $50,000
iShares North American Tech ETF $50,000
First Trust Consumer Staples AlphaDEX Fund $49,000
VanEck Vectors Semiconductor ETF $43,000
SPDR Morgan Stanley Technology ETF $39,000
iShares US Regional Banks ETF $26,000
Health Care Select Sector SPDR Fund $24,000
Financial Select Sector SPDR Fund $23,000
iShares US Pharmaceuticals ETF $22,000
PowerShares Aerospace & Defense Portfolio $21,000
Vanguard Industrials Index Fund $19,000
iShares Cohen & Steers REIT ETF $19,000
Industrial Select Sector SPDR Fund $17,000
iShares Agency Bond ETF $17,000
SPDR Bloomberg Barclays Intermediate Term Corporate Bond ETF $17,000
Consumer Discretionary Select Sector SPDR Fund $15,000
iShares US Financial Services ETF $14,000
iShares Short Treasury Bond ETF $13,000
iShares 3-7 Year Treasury Bond ETF $9,000
iShares 1-3 Year Treasury Bond ETF $9,000
SPDR Wells Fargo Preferred Stock ETF $5,000
iShares US Consumer Goods ETF $5,000
PowerShares Financial Preferred Portfolio $5,000
iShares Global Tech ETF $3,000
SPDR S&P Regional Banking ETF $3,000



    Last updated on June 9, 2019
      • $560.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 81
      • $6.9M
        Estimated Average Account Balance


    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Angela Lynnette Holland
    June 2018
    Andrea Maurine Beck
    August 2018
    Brian Patrick Kavanaugh
    October 2018
    Bruce Pasquale Delaurentis
    January 2018
    Robert Michael Fox
    June 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Atcap Partners, LLC IAR $13,000,000
      Ceros Financial Services, Inc. Broker-Dealer $0
      Ceros Vermoegensverwaltung Ag -- --



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Mary Catherine Ayers-Rigsby Ceo April, 2011 less than 5%
        Robert Michael Fox Cco/Cfo June, 2013 less than 5%
        Angela Lynnette Holland Compliance Manager January, 2016 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Other