Dynamic Advisors Solutions as of June 30, 2016
Portfolio Holdings for Dynamic Advisors Solutions
Dynamic Advisors Solutions holds 201 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proshares Tr short s&p 500 ne | 6.9 | $17M | 427k | 39.66 | |
| Verizon Communications (VZ) | 2.6 | $6.3M | 113k | 55.84 | |
| At&t (T) | 2.5 | $6.2M | 143k | 43.21 | |
| General Electric Company | 2.3 | $5.7M | 181k | 31.48 | |
| ProShares Short Dow30 | 2.3 | $5.6M | 264k | 21.37 | |
| Jp Morgan Alerian Mlp Index | 2.2 | $5.4M | 170k | 31.81 | |
| Epr Properties (EPR) | 1.9 | $4.7M | 59k | 80.68 | |
| Ventas (VTR) | 1.8 | $4.5M | 62k | 72.82 | |
| Transcanada Corp | 1.8 | $4.4M | 97k | 45.22 | |
| Bce (BCE) | 1.7 | $4.3M | 90k | 47.31 | |
| Garmin (GRMN) | 1.7 | $4.2M | 100k | 42.42 | |
| GlaxoSmithKline | 1.6 | $4.0M | 93k | 43.34 | |
| Pearson (PSO) | 1.5 | $3.8M | 293k | 12.99 | |
| Emerson Electric (EMR) | 1.5 | $3.7M | 71k | 52.16 | |
| Qualcomm (QCOM) | 1.4 | $3.4M | 64k | 53.57 | |
| Agrium | 1.4 | $3.4M | 38k | 90.41 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $3.3M | 31k | 107.15 | |
| Consolidated Edison (ED) | 1.3 | $3.2M | 40k | 80.43 | |
| Procter & Gamble Company (PG) | 1.3 | $3.1M | 37k | 84.67 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $2.9M | 14k | 209.47 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.2 | $2.9M | 32k | 89.42 | |
| Altria (MO) | 1.1 | $2.7M | 39k | 68.97 | |
| Entergy Corporation (ETR) | 0.9 | $2.3M | 29k | 81.35 | |
| Coca-Cola Company (KO) | 0.9 | $2.3M | 50k | 45.33 | |
| Digital Realty Trust (DLR) | 0.9 | $2.3M | 21k | 109.00 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.9 | $2.2M | 12k | 192.23 | |
| Visa (V) | 0.9 | $2.2M | 30k | 74.16 | |
| Regal Entertainment | 0.9 | $2.2M | 100k | 22.04 | |
| Realty Income (O) | 0.9 | $2.2M | 32k | 69.36 | |
| United Parcel Service (UPS) | 0.9 | $2.1M | 20k | 107.73 | |
| Vanguard Small-Cap ETF (VB) | 0.8 | $2.1M | 18k | 115.67 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.8 | $2.1M | 26k | 80.84 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.1M | 13k | 157.06 | |
| Crown Castle Intl (CCI) | 0.8 | $2.1M | 20k | 101.42 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.8 | $2.0M | 46k | 42.78 | |
| Kohl's Corporation (KSS) | 0.8 | $1.9M | 51k | 37.92 | |
| Macquarie Infrastructure Company | 0.8 | $1.9M | 26k | 74.06 | |
| Intel Corporation (INTC) | 0.8 | $1.9M | 57k | 32.80 | |
| Eversource Energy (ES) | 0.8 | $1.8M | 31k | 59.89 | |
| Proshares Tr Short Russell2000 (RWM) | 0.8 | $1.9M | 32k | 59.01 | |
| iShares Dow Jones Select Dividend (DVY) | 0.7 | $1.8M | 21k | 85.27 | |
| Western Digital (WDC) | 0.7 | $1.8M | 37k | 47.26 | |
| Health Care SPDR (XLV) | 0.7 | $1.7M | 24k | 71.70 | |
| Vanguard Europe Pacific ETF (VEA) | 0.7 | $1.7M | 49k | 35.35 | |
| Express Scripts Holding | 0.7 | $1.7M | 23k | 75.81 | |
| Apple (AAPL) | 0.7 | $1.7M | 18k | 95.60 | |
| Corning Incorporated (GLW) | 0.7 | $1.6M | 79k | 20.48 | |
| Honeywell International (HON) | 0.7 | $1.6M | 14k | 116.32 | |
| ResMed (RMD) | 0.6 | $1.5M | 24k | 63.23 | |
| Ishares Tr fltg rate nt (FLOT) | 0.6 | $1.5M | 30k | 50.61 | |
| American Tower Reit (AMT) | 0.6 | $1.5M | 13k | 113.61 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.4M | 20k | 73.56 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.4M | 16k | 87.26 | |
| Mead Johnson Nutrition | 0.6 | $1.4M | 15k | 90.77 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.4M | 2.0k | 703.67 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | 11k | 121.31 | |
| Yum! Brands (YUM) | 0.6 | $1.4M | 16k | 82.91 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.6 | $1.3M | 16k | 84.69 | |
| Chevron Corporation (CVX) | 0.5 | $1.3M | 13k | 104.81 | |
| Whole Foods Market | 0.5 | $1.3M | 41k | 32.02 | |
| Enterprise Products Partners (EPD) | 0.5 | $1.3M | 43k | 29.25 | |
| Accenture (ACN) | 0.5 | $1.2M | 11k | 113.26 | |
| Energy Transfer Partners | 0.5 | $1.2M | 31k | 38.08 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.5 | $1.2M | 29k | 39.88 | |
| Walt Disney Company (DIS) | 0.5 | $1.1M | 12k | 97.82 | |
| Cerner Corporation | 0.4 | $1.1M | 18k | 58.62 | |
| Xcel Energy (XEL) | 0.4 | $1.1M | 25k | 44.76 | |
| PowerShares DWA Technical Ldrs Pf | 0.4 | $1.1M | 26k | 42.11 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.1M | 7.4k | 144.82 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 11k | 93.72 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $996k | 28k | 35.22 | |
| Southern Company (SO) | 0.4 | $965k | 18k | 53.61 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.4 | $927k | 8.0k | 115.18 | |
| Edwards Lifesciences (EW) | 0.4 | $885k | 8.9k | 99.79 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $852k | 2.1k | 402.65 | |
| McCormick & Company, Incorporated (MKC) | 0.3 | $864k | 8.1k | 106.72 | |
| MasterCard Incorporated (MA) | 0.3 | $832k | 9.5k | 88.03 | |
| Wells Fargo & Company (WFC) | 0.3 | $847k | 18k | 47.34 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $835k | 7.4k | 112.58 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.3 | $827k | 6.0k | 138.92 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $827k | 7.8k | 106.04 | |
| Vanguard REIT ETF (VNQ) | 0.3 | $836k | 9.4k | 88.72 | |
| First Trust Cnsumer Stapl Alpha (FXG) | 0.3 | $840k | 17k | 48.36 | |
| Nike (NKE) | 0.3 | $805k | 15k | 55.21 | |
| Intuit (INTU) | 0.3 | $811k | 7.3k | 111.68 | |
| BP (BP) | 0.3 | $785k | 22k | 35.53 | |
| Rollins (ROL) | 0.3 | $793k | 27k | 29.26 | |
| United Technologies Corporation | 0.3 | $766k | 7.5k | 102.58 | |
| First Trust DJ Internet Index Fund (FDN) | 0.3 | $756k | 11k | 72.10 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $762k | 16k | 47.47 | |
| Ecolab (ECL) | 0.3 | $732k | 6.2k | 118.56 | |
| BlackRock | 0.3 | $712k | 2.1k | 342.31 | |
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.3 | $724k | 22k | 33.71 | |
| First Trust Health Care AlphaDEX (FXH) | 0.3 | $718k | 12k | 58.97 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $685k | 6.4k | 107.59 | |
| Facebook Inc cl a (META) | 0.3 | $680k | 6.0k | 114.23 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $698k | 1.0k | 691.77 | |
| 3M Company (MMM) | 0.3 | $656k | 3.7k | 175.07 | |
| Stericycle (SRCL) | 0.3 | $675k | 6.5k | 104.09 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $667k | 7.6k | 88.01 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $670k | 5.5k | 122.69 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $657k | 5.6k | 116.65 | |
| Wal-Mart Stores (WMT) | 0.3 | $651k | 8.9k | 72.97 | |
| General Mills (GIS) | 0.3 | $653k | 9.2k | 71.34 | |
| Illinois Tool Works (ITW) | 0.3 | $639k | 6.1k | 104.11 | |
| C.H. Robinson Worldwide (CHRW) | 0.3 | $636k | 8.6k | 74.22 | |
| Vanguard Mid-Cap ETF (VO) | 0.3 | $647k | 5.2k | 123.66 | |
| Intuitive Surgical (ISRG) | 0.2 | $627k | 948.00 | 661.39 | |
| Hain Celestial (HAIN) | 0.2 | $605k | 12k | 49.77 | |
| iShares S&P 500 Value Index (IVE) | 0.2 | $608k | 6.5k | 92.95 | |
| Vanguard Total World Stock Idx (VT) | 0.2 | $609k | 11k | 58.06 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.2 | $601k | 6.7k | 89.49 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.2 | $597k | 18k | 32.51 | |
| Cisco Systems (CSCO) | 0.2 | $560k | 20k | 28.70 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $556k | 2.2k | 248.33 | |
| Colgate-Palmolive Company (CL) | 0.2 | $560k | 7.6k | 73.22 | |
| First Tr Exchange Traded Fd multi asset di (MDIV) | 0.2 | $567k | 29k | 19.32 | |
| Abbott Laboratories (ABT) | 0.2 | $555k | 14k | 39.32 | |
| Philip Morris International (PM) | 0.2 | $547k | 5.4k | 101.69 | |
| Novo Nordisk A/S (NVO) | 0.2 | $555k | 10k | 53.82 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.2 | $549k | 5.7k | 96.84 | |
| Amazon (AMZN) | 0.2 | $523k | 731.00 | 715.46 | |
| Caterpillar (CAT) | 0.2 | $490k | 6.5k | 75.78 | |
| Schlumberger (SLB) | 0.2 | $488k | 6.2k | 79.00 | |
| priceline.com Incorporated | 0.2 | $482k | 386.00 | 1248.70 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $504k | 6.1k | 83.22 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $486k | 5.8k | 84.29 | |
| Global X Fds globx supdv us (DIV) | 0.2 | $486k | 19k | 25.51 | |
| Raytheon Company | 0.2 | $464k | 3.4k | 135.95 | |
| Donaldson Company (DCI) | 0.2 | $464k | 14k | 34.36 | |
| Enbridge Energy Partners | 0.2 | $457k | 20k | 23.20 | |
| Technology SPDR (XLK) | 0.2 | $470k | 11k | 43.39 | |
| Kinder Morgan (KMI) | 0.2 | $467k | 25k | 18.72 | |
| Merck & Co (MRK) | 0.2 | $448k | 7.8k | 57.64 | |
| Mercantile Bank (MBWM) | 0.2 | $441k | 19k | 23.84 | |
| Ishares Tr eafe min volat (EFAV) | 0.2 | $437k | 6.6k | 66.38 | |
| Baxter International (BAX) | 0.2 | $410k | 9.1k | 45.19 | |
| Dow Chemical Company | 0.2 | $424k | 8.5k | 49.65 | |
| Lowe's Companies (LOW) | 0.2 | $414k | 5.2k | 79.22 | |
| Potash Corp. Of Saskatchewan I | 0.2 | $386k | 24k | 16.24 | |
| iShares S&P Europe 350 Index (IEV) | 0.2 | $390k | 10k | 37.74 | |
| Alerian Mlp Etf | 0.2 | $407k | 32k | 12.71 | |
| Kraft Heinz (KHC) | 0.2 | $385k | 4.4k | 88.42 | |
| Reynolds American | 0.1 | $371k | 6.9k | 53.88 | |
| SYSCO Corporation (SYY) | 0.1 | $380k | 7.5k | 50.71 | |
| Las Vegas Sands (LVS) | 0.1 | $380k | 8.7k | 43.48 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $369k | 4.6k | 80.96 | |
| Align Technology (ALGN) | 0.1 | $370k | 4.6k | 80.65 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $370k | 4.7k | 78.06 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $371k | 8.6k | 42.91 | |
| Powershares Etf Tr Ii var rate pfd por | 0.1 | $376k | 15k | 24.81 | |
| First Tr Exchange Traded Fd dorsey wright (IFV) | 0.1 | $365k | 22k | 16.58 | |
| Pepsi (PEP) | 0.1 | $347k | 3.3k | 105.95 | |
| Netflix (NFLX) | 0.1 | $338k | 3.7k | 91.40 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $339k | 2.3k | 149.41 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $335k | 6.1k | 55.12 | |
| PowerShares S&P 500 Hgh Qlty Prtfl | 0.1 | $343k | 14k | 24.81 | |
| Mondelez Int (MDLZ) | 0.1 | $348k | 7.6k | 45.50 | |
| Vector (VGR) | 0.1 | $313k | 14k | 22.43 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $311k | 14k | 22.84 | |
| Microsoft Corporation (MSFT) | 0.1 | $291k | 5.7k | 51.21 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $298k | 4.8k | 62.21 | |
| Monsanto Company | 0.1 | $289k | 2.8k | 103.36 | |
| Polaris Industries (PII) | 0.1 | $292k | 3.6k | 81.70 | |
| CVS Caremark Corporation (CVS) | 0.1 | $294k | 3.1k | 95.67 | |
| Aetna | 0.1 | $293k | 2.4k | 122.08 | |
| PPL Corporation (PPL) | 0.1 | $286k | 7.6k | 37.73 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $291k | 2.5k | 116.63 | |
| iShares FTSE NAREIT Mort. Plus Capp | 0.1 | $307k | 30k | 10.25 | |
| Powershares Senior Loan Portfo mf | 0.1 | $306k | 13k | 22.93 | |
| Eaton (ETN) | 0.1 | $300k | 5.0k | 59.81 | |
| Mattel (MAT) | 0.1 | $280k | 9.0k | 31.25 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $266k | 3.6k | 74.78 | |
| Praxair | 0.1 | $279k | 2.5k | 112.18 | |
| Celgene Corporation | 0.1 | $265k | 2.7k | 98.59 | |
| Vanguard Energy ETF (VDE) | 0.1 | $265k | 2.8k | 95.29 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $262k | 5.2k | 50.45 | |
| Spdr Short-term High Yield mf (SJNK) | 0.1 | $265k | 9.8k | 26.97 | |
| Powershares Exchange | 0.1 | $283k | 7.2k | 39.14 | |
| Medtronic (MDT) | 0.1 | $261k | 3.0k | 86.88 | |
| McDonald's Corporation (MCD) | 0.1 | $259k | 2.2k | 120.30 | |
| Tractor Supply Company (TSCO) | 0.1 | $249k | 2.7k | 91.04 | |
| Core Laboratories | 0.1 | $249k | 2.0k | 123.88 | |
| Noble Energy | 0.1 | $244k | 6.8k | 35.90 | |
| Canon (CAJPY) | 0.1 | $236k | 8.2k | 28.63 | |
| Hormel Foods Corporation (HRL) | 0.1 | $250k | 6.8k | 36.55 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $257k | 2.2k | 116.34 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $244k | 3.4k | 71.60 | |
| First Trust Global Tactical etp (FTGC) | 0.1 | $253k | 12k | 21.62 | |
| Pfizer (PFE) | 0.1 | $228k | 6.5k | 35.14 | |
| Apartment Investment and Management | 0.1 | $212k | 4.8k | 44.07 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $210k | 3.8k | 55.70 | |
| BHP Billiton (BHP) | 0.1 | $222k | 7.8k | 28.53 | |
| National Grid | 0.1 | $219k | 2.9k | 74.39 | |
| PowerShares Preferred Portfolio | 0.1 | $231k | 15k | 15.24 | |
| Vanguard Utilities ETF (VPU) | 0.1 | $215k | 1.9k | 114.73 | |
| R.R. Donnelley & Sons Company | 0.1 | $206k | 12k | 16.90 | |
| Boeing Company (BA) | 0.1 | $207k | 1.6k | 129.78 | |
| SPDR S&P Biotech (XBI) | 0.1 | $206k | 3.8k | 54.01 | |
| Vareit, Inc reits | 0.1 | $142k | 14k | 10.15 | |
| PowerShares DB US Dollar Index Bullish | 0.0 | $8.0k | 50k | 0.16 |