ARGI Investment Services as of March 31, 2017
Portfolio Holdings for ARGI Investment Services
ARGI Investment Services holds 241 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Vanguard Europe Pacific ETF (VEA) | 5.0 | $64M | 1.6M | 39.29 | |
J P Morgan Exchange Traded F div rtn int eq (JPIN) | 4.9 | $62M | 1.2M | 53.06 | |
iShares S&P 500 Index (IVV) | 4.8 | $60M | 252k | 237.32 | |
iShares Lehman Aggregate Bond (AGG) | 4.2 | $53M | 492k | 108.50 | |
Vanguard Total Stock Market ETF (VTI) | 4.2 | $53M | 438k | 121.32 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 4.1 | $52M | 478k | 108.96 | |
Vanguard Emerging Markets ETF (VWO) | 3.9 | $49M | 1.2M | 39.75 | |
Vanguard REIT ETF (VNQ) | 3.9 | $49M | 588k | 82.62 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 3.1 | $39M | 318k | 123.07 | |
iShares S&P MidCap 400 Index (IJH) | 2.9 | $36M | 212k | 171.11 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 2.8 | $35M | 329k | 105.60 | |
Ishares Tr usa min vo (USMV) | 2.8 | $35M | 730k | 47.72 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 2.7 | $34M | 294k | 116.40 | |
Rydex S&P Equal Weight ETF | 2.7 | $34M | 370k | 90.81 | |
Ishares Inc em mkt min vol (EEMV) | 2.6 | $33M | 608k | 53.51 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 2.5 | $31M | 376k | 82.65 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 2.5 | $31M | 424k | 72.80 | |
Oppenheimer Rev Weighted Etf small cap rev et | 2.3 | $29M | 434k | 66.38 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 2.2 | $27M | 227k | 120.70 | |
Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 2.0 | $25M | 852k | 29.56 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 1.9 | $24M | 177k | 137.94 | |
PowerShares Emerging Markets Sovere | 1.9 | $23M | 801k | 29.06 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 1.8 | $23M | 225k | 102.65 | |
Ishares Tr cmn (STIP) | 1.6 | $20M | 195k | 101.44 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.4 | $18M | 130k | 140.66 | |
General Electric Company | 1.4 | $17M | 575k | 29.81 | |
Vanguard Small-Cap Value ETF (VBR) | 1.3 | $17M | 138k | 122.84 | |
SPDR Barclays Capital High Yield B | 1.3 | $17M | 456k | 36.93 | |
iShares S&P 1500 Index Fund (ITOT) | 1.3 | $16M | 300k | 53.91 | |
Vanguard Total Bond Market ETF (BND) | 1.1 | $14M | 174k | 81.08 | |
WisdomTree Intl. SmallCap Div (DLS) | 0.8 | $10M | 158k | 65.47 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.6 | $8.0M | 95k | 84.52 | |
Procter & Gamble Company (PG) | 0.5 | $6.8M | 75k | 89.86 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $6.8M | 141k | 47.84 | |
Ishares Inc core msci emkt (IEMG) | 0.5 | $6.2M | 130k | 48.07 | |
International Business Machines (IBM) | 0.4 | $5.0M | 29k | 174.26 | |
Yum! Brands (YUM) | 0.4 | $4.6M | 72k | 63.91 | |
Abbvie (ABBV) | 0.3 | $3.6M | 56k | 65.17 | |
Apple (AAPL) | 0.3 | $3.5M | 24k | 143.89 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $3.2M | 85k | 38.17 | |
Entergy Corporation (ETR) | 0.3 | $3.3M | 43k | 75.94 | |
Rydex Etf Trust russ midca | 0.2 | $3.2M | 54k | 59.05 | |
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 0.2 | $2.9M | 123k | 23.44 | |
Via | 0.2 | $2.7M | 58k | 46.60 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $2.7M | 24k | 108.97 | |
PPL Corporation (PPL) | 0.2 | $2.5M | 67k | 37.39 | |
Industries N shs - a - (LYB) | 0.2 | $2.6M | 28k | 91.21 | |
Consolidated Edison (ED) | 0.2 | $2.3M | 29k | 77.65 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $2.3M | 18k | 131.61 | |
Valero Energy Corporation (VLO) | 0.2 | $2.3M | 35k | 66.28 | |
Eversource Energy (ES) | 0.2 | $2.2M | 38k | 58.78 | |
Ameren Corporation (AEE) | 0.2 | $2.1M | 39k | 54.59 | |
Pepsi (PEP) | 0.2 | $2.1M | 19k | 111.85 | |
Matthews International Corporation (MATW) | 0.2 | $2.0M | 30k | 67.64 | |
Public Service Enterprise (PEG) | 0.2 | $2.1M | 47k | 44.34 | |
Cisco Systems (CSCO) | 0.1 | $1.9M | 57k | 33.77 | |
Pitney Bowes (PBI) | 0.1 | $1.8M | 140k | 13.11 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.1 | $1.9M | 61k | 30.58 | |
Intel Corporation (INTC) | 0.1 | $1.7M | 48k | 36.10 | |
Ford Motor Company (F) | 0.1 | $1.8M | 152k | 11.63 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.1 | $1.8M | 38k | 47.09 | |
Eaton (ETN) | 0.1 | $1.7M | 23k | 74.26 | |
Abbott Laboratories (ABT) | 0.1 | $1.6M | 36k | 44.38 | |
Johnson & Johnson (JNJ) | 0.1 | $1.7M | 14k | 124.57 | |
Dow Chemical Company | 0.1 | $1.7M | 26k | 63.52 | |
Verizon Communications (VZ) | 0.1 | $1.6M | 33k | 48.78 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | 18k | 82.21 | |
United Parcel Service (UPS) | 0.1 | $1.5M | 14k | 107.31 | |
Altria (MO) | 0.1 | $1.5M | 21k | 71.50 | |
Humana (HUM) | 0.1 | $1.5M | 7.3k | 206.47 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 0.1 | $1.5M | 18k | 82.56 | |
Marathon Petroleum Corp (MPC) | 0.1 | $1.6M | 31k | 50.57 | |
Phillips 66 (PSX) | 0.1 | $1.6M | 20k | 79.20 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $1.5M | 27k | 54.15 | |
Hp (HPQ) | 0.1 | $1.6M | 88k | 17.88 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.1 | $1.6M | 89k | 17.46 | |
Microsoft Corporation (MSFT) | 0.1 | $1.4M | 21k | 65.85 | |
Wal-Mart Stores (WMT) | 0.1 | $1.4M | 19k | 72.07 | |
Brown-Forman Corporation (BF.B) | 0.1 | $1.4M | 30k | 46.20 | |
Best Buy (BBY) | 0.1 | $1.4M | 29k | 49.14 | |
Philip Morris International (PM) | 0.1 | $1.4M | 12k | 113.17 | |
Target Corporation (TGT) | 0.1 | $1.4M | 25k | 55.10 | |
Xerox Corporation | 0.1 | $1.4M | 192k | 7.33 | |
Gap (GAP) | 0.1 | $1.3M | 56k | 24.23 | |
Invesco (IVZ) | 0.1 | $1.3M | 43k | 30.64 | |
General Motors Company (GM) | 0.1 | $1.3M | 38k | 35.31 | |
Vanguard Utilities ETF (VPU) | 0.1 | $1.3M | 12k | 112.67 | |
Orbital Atk | 0.1 | $1.4M | 14k | 98.02 | |
Lear Corporation (LEA) | 0.1 | $1.3M | 9.1k | 141.26 | |
Cme (CME) | 0.1 | $1.3M | 11k | 118.81 | |
U.S. Bancorp (USB) | 0.1 | $1.2M | 24k | 51.53 | |
Chevron Corporation (CVX) | 0.1 | $1.3M | 12k | 107.51 | |
At&t (T) | 0.1 | $1.2M | 29k | 41.54 | |
Paccar (PCAR) | 0.1 | $1.3M | 19k | 67.20 | |
Cooper Tire & Rubber Company | 0.1 | $1.3M | 28k | 44.30 | |
Westlake Chemical Corporation (WLK) | 0.1 | $1.3M | 20k | 66.10 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $1.2M | 8.8k | 140.66 | |
Navient Corporation equity (NAVI) | 0.1 | $1.3M | 85k | 14.77 | |
Yum China Holdings (YUMC) | 0.1 | $1.3M | 47k | 27.20 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $1.1M | 12k | 87.97 | |
PNC Financial Services (PNC) | 0.1 | $1.1M | 9.3k | 120.20 | |
DST Systems | 0.1 | $1.2M | 9.5k | 122.43 | |
Bed Bath & Beyond | 0.1 | $1.1M | 27k | 39.43 | |
Kohl's Corporation (KSS) | 0.1 | $1.2M | 29k | 39.71 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $1.1M | 30k | 36.01 | |
Avnet (AVT) | 0.1 | $1.1M | 24k | 45.74 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 15k | 73.23 | |
Nextera Energy (NEE) | 0.1 | $1.1M | 8.4k | 128.55 | |
Southern Company (SO) | 0.1 | $1.1M | 22k | 49.77 | |
Trinity Industries (TRN) | 0.1 | $1.1M | 42k | 26.58 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $1.1M | 16k | 68.81 | |
PowerShares Insured Nati Muni Bond | 0.1 | $1.1M | 45k | 25.02 | |
Facebook Inc cl a (META) | 0.1 | $1.1M | 7.6k | 142.01 | |
Twenty-first Century Fox | 0.1 | $1.1M | 34k | 32.38 | |
Coca-Cola Company (KO) | 0.1 | $1.1M | 25k | 42.46 | |
Pfizer (PFE) | 0.1 | $1.0M | 29k | 34.22 | |
Fluor Corporation (FLR) | 0.1 | $1.1M | 20k | 52.66 | |
General Mills (GIS) | 0.1 | $963k | 16k | 59.00 | |
Macy's (M) | 0.1 | $982k | 33k | 29.58 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $967k | 16k | 62.26 | |
Gilead Sciences (GILD) | 0.1 | $957k | 14k | 67.85 | |
Clorox Company (CLX) | 0.1 | $1.0M | 7.7k | 134.82 | |
Signet Jewelers (SIG) | 0.1 | $1.1M | 15k | 69.30 | |
Mosaic (MOS) | 0.1 | $1.0M | 35k | 29.19 | |
Duke Energy (DUK) | 0.1 | $1.0M | 13k | 82.04 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $1.0M | 20k | 50.66 | |
CMS Energy Corporation (CMS) | 0.1 | $823k | 18k | 44.77 | |
Archer Daniels Midland Company (ADM) | 0.1 | $863k | 19k | 46.05 | |
Walt Disney Company (DIS) | 0.1 | $920k | 8.1k | 113.47 | |
SYSCO Corporation (SYY) | 0.1 | $837k | 16k | 51.93 | |
Buckle (BKE) | 0.1 | $933k | 50k | 18.53 | |
Waddell & Reed Financial | 0.1 | $874k | 51k | 17.00 | |
Universal Corporation (UVV) | 0.1 | $822k | 12k | 70.75 | |
CVS Caremark Corporation (CVS) | 0.1 | $874k | 11k | 78.40 | |
Xcel Energy (XEL) | 0.1 | $863k | 19k | 44.43 | |
J.M. Smucker Company (SJM) | 0.1 | $872k | 6.7k | 131.07 | |
Tesoro Corporation | 0.1 | $921k | 11k | 81.05 | |
CF Industries Holdings (CF) | 0.1 | $919k | 31k | 29.34 | |
DTE Energy Company (DTE) | 0.1 | $859k | 8.4k | 102.07 | |
GameStop (GME) | 0.1 | $906k | 40k | 22.53 | |
Antero Res (AR) | 0.1 | $854k | 37k | 22.83 | |
Tegna (TGNA) | 0.1 | $920k | 36k | 25.62 | |
Ishares Tr fctsl msci int (INTF) | 0.1 | $893k | 36k | 25.02 | |
McDonald's Corporation (MCD) | 0.1 | $748k | 5.8k | 129.77 | |
Campbell Soup Company (CPB) | 0.1 | $775k | 14k | 57.25 | |
Exelon Corporation (EXC) | 0.1 | $802k | 22k | 36.00 | |
Hershey Company (HSY) | 0.1 | $819k | 7.5k | 109.17 | |
Dr Pepper Snapple | 0.1 | $795k | 8.1k | 97.85 | |
SCANA Corporation | 0.1 | $817k | 13k | 65.48 | |
NorthWestern Corporation (NWE) | 0.1 | $754k | 13k | 58.68 | |
Spdr Ser Tr cmn (FLRN) | 0.1 | $801k | 26k | 30.75 | |
3M Company (MMM) | 0.1 | $602k | 3.1k | 191.29 | |
E.I. du Pont de Nemours & Company | 0.1 | $665k | 8.3k | 80.30 | |
Kroger (KR) | 0.1 | $689k | 23k | 29.49 | |
Honeywell International (HON) | 0.1 | $606k | 4.9k | 124.92 | |
Merck & Co (MRK) | 0.1 | $651k | 10k | 63.59 | |
iShares Russell 1000 Index (IWB) | 0.1 | $669k | 5.1k | 131.18 | |
Cal-Maine Foods (CALM) | 0.1 | $621k | 17k | 36.79 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $611k | 4.4k | 139.21 | |
Bank of America Corporation (BAC) | 0.0 | $552k | 23k | 23.60 | |
Berkshire Hathaway (BRK.B) | 0.0 | $448k | 2.7k | 166.60 | |
Home Depot (HD) | 0.0 | $516k | 3.5k | 146.72 | |
Boeing Company (BA) | 0.0 | $564k | 3.2k | 177.19 | |
Nike (NKE) | 0.0 | $478k | 8.6k | 55.78 | |
iShares Russell 2000 Index (IWM) | 0.0 | $549k | 4.0k | 137.49 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $455k | 3.4k | 132.58 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $446k | 4.9k | 91.19 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $455k | 3.0k | 153.04 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $520k | 4.9k | 105.07 | |
Vanguard Pacific ETF (VPL) | 0.0 | $509k | 8.1k | 63.23 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $487k | 13k | 38.68 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $456k | 3.1k | 148.44 | |
Gnc Holdings Inc Cl A | 0.0 | $542k | 74k | 7.36 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $567k | 683.00 | 830.16 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $381k | 9.7k | 39.35 | |
American Express Company (AXP) | 0.0 | $353k | 4.5k | 79.22 | |
Costco Wholesale Corporation (COST) | 0.0 | $337k | 2.0k | 167.50 | |
Allstate Corporation (ALL) | 0.0 | $328k | 4.0k | 81.55 | |
ConocoPhillips (COP) | 0.0 | $389k | 7.8k | 49.86 | |
United Technologies Corporation | 0.0 | $337k | 3.0k | 112.45 | |
Brown-Forman Corporation (BF.A) | 0.0 | $405k | 8.6k | 47.06 | |
Fiserv (FI) | 0.0 | $330k | 2.9k | 115.42 | |
Oracle Corporation (ORCL) | 0.0 | $436k | 9.8k | 44.64 | |
Amazon (AMZN) | 0.0 | $342k | 380.00 | 900.00 | |
Republic Bancorp, Inc. KY (RBCAA) | 0.0 | $362k | 11k | 34.35 | |
WesBan (WSBC) | 0.0 | $384k | 10k | 38.16 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $439k | 4.2k | 104.25 | |
iShares Russell 3000 Index (IWV) | 0.0 | $334k | 2.4k | 139.75 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $432k | 5.5k | 78.46 | |
Vanguard Growth ETF (VUG) | 0.0 | $359k | 3.0k | 121.69 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $407k | 3.1k | 133.22 | |
Vanguard Energy ETF (VDE) | 0.0 | $353k | 3.6k | 96.77 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $335k | 7.3k | 46.17 | |
Ishares Tr s^p aggr all (AOA) | 0.0 | $352k | 7.0k | 49.94 | |
Spdr Series Trust cmn (HYMB) | 0.0 | $399k | 7.1k | 56.57 | |
Express Scripts Holding | 0.0 | $348k | 5.3k | 65.90 | |
Stock Yards Ban (SYBT) | 0.0 | $382k | 9.4k | 40.60 | |
Walgreen Boots Alliance (WBA) | 0.0 | $439k | 5.3k | 83.02 | |
Kraft Heinz (KHC) | 0.0 | $321k | 3.5k | 91.12 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $336k | 396.00 | 848.48 | |
BP (BP) | 0.0 | $200k | 5.8k | 34.49 | |
Eli Lilly & Co. (LLY) | 0.0 | $205k | 2.4k | 84.19 | |
Norfolk Southern (NSC) | 0.0 | $240k | 2.1k | 112.10 | |
Bristol Myers Squibb (BMY) | 0.0 | $242k | 4.4k | 54.46 | |
Cracker Barrel Old Country Store (CBRL) | 0.0 | $288k | 1.8k | 158.94 | |
T. Rowe Price (TROW) | 0.0 | $213k | 3.1k | 68.27 | |
Travelers Companies (TRV) | 0.0 | $288k | 2.4k | 121.01 | |
Automatic Data Processing (ADP) | 0.0 | $237k | 2.3k | 102.11 | |
Hanesbrands (HBI) | 0.0 | $218k | 11k | 20.63 | |
Deere & Company (DE) | 0.0 | $209k | 1.9k | 108.68 | |
Praxair | 0.0 | $238k | 2.0k | 118.58 | |
Qualcomm (QCOM) | 0.0 | $291k | 5.1k | 57.22 | |
Accenture (ACN) | 0.0 | $266k | 2.2k | 119.87 | |
Marriott International (MAR) | 0.0 | $209k | 2.2k | 94.19 | |
Fifth Third Ban (FITB) | 0.0 | $233k | 9.2k | 25.40 | |
Visa (V) | 0.0 | $278k | 3.1k | 88.96 | |
Technology SPDR (XLK) | 0.0 | $206k | 3.9k | 53.30 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $312k | 2.4k | 131.48 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $315k | 1.7k | 190.68 | |
Dollar General (DG) | 0.0 | $293k | 4.2k | 69.81 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $271k | 3.5k | 77.72 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $202k | 1.8k | 113.23 | |
iShares Dow Jones US Energy Sector (IYE) | 0.0 | $283k | 7.3k | 38.60 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $279k | 4.3k | 65.29 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.0 | $215k | 9.5k | 22.65 | |
Citigroup (C) | 0.0 | $259k | 4.3k | 59.91 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $217k | 5.3k | 40.85 | |
Mondelez Int (MDLZ) | 0.0 | $234k | 5.4k | 43.50 | |
L Brands | 0.0 | $222k | 4.8k | 45.99 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $252k | 1.2k | 216.49 | |
Anthem (ELV) | 0.0 | $310k | 1.9k | 165.33 | |
Medtronic (MDT) | 0.0 | $234k | 2.9k | 80.50 | |
Gannett | 0.0 | $93k | 11k | 8.36 | |
Microvision Inc Del (MVIS) | 0.0 | $29k | 13k | 2.27 | |
Diversified Restaurant Holdi | 0.0 | $32k | 15k | 2.13 | |
Taglikeme | 0.0 | $0 | 17k | 0.00 | |
Cardno | 0.0 | $25k | 27k | 0.93 | |
Keller Manufacturing (KMFI) | 0.0 | $0 | 10k | 0.00 | |
Solar Wind Energy Tower | 0.0 | $0 | 1.3M | 0.00 | |
Graphite One Resources Inc Ord | 0.0 | $1.0k | 25k | 0.04 | |
Wal Mart De Mexico Sab De Cv (WMMVF) | 0.0 | $23k | 10k | 2.27 |