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Symbol Name Price Day % Short % Analyst Short-Term Long-Term Div Score Composite Naive Forecast Adjusted Forecast Reliability Surprise % P/E Beta Div Yield (1yr) Div Yield (3yr) Div Yield (5yr) Next Earnings Sector 52W % Mkt Cap
PSCW Pacer Swan SOS Conservative (Ap 29.38 -0.18% ★★☆☆☆ ★☆☆☆☆ ★☆☆☆☆ -3.2 +2.2% +0.3% 15% +0.00% 28.7
TAXF American Century Diversified Mu 50.59 +0.05% ★★☆☆☆ ★★★★☆ ★★★★★ 3.3 +0.5% +0.3% 64% +0.00% 3.94% 3.66% 3.06%
DFSB Dimensional Global Sustainabili 52.09 -0.11% ★★☆☆☆ ★★★★★ ★★★★★ 4.8 +0.7% +0.3% 46% +0.00% 3.29% 4.52%
STPZ PIMCO 1-5 Year U.S. TIPS Index 54.40 +0.17% ★★★★☆ ★★★☆☆ ★★☆☆☆ 1.3 +1.3% +0.3% 26% +0.00% 3.13% 2.49% 3.54%
LCCCU Lakeshore Acquisition III Corp. 10.50 +0.29% ☆☆☆☆☆ ☆☆☆☆☆ ★☆☆☆☆ -5.7 +0.4% +0.3% 80% +0.00% Financial Services +4.4%
HNNAZ Hennessy Advisors, Inc. - 4.875 25.05 +0.00% ★★★☆☆ ★★★★★ ☆☆☆☆☆ 2.8 +0.8% +0.3% 40% +0.00% 4.99% 5.43%
FMCE FM Compounders Equity ETF 26.64 -0.87% ★★★★☆ ★★★★☆ ★★★☆☆ 3.3 +0.8% +0.3% 43% +0.00% 3.20%
IMTB iShares Core 5-10 Year USD Bond 43.91 -0.31% ★★★☆☆ ★★★★★ ★★★★★ 5.3 +0.7% +0.3% 49% +0.00% 4.55% 4.69% 4.15%
PBMR PGIM S&P 500 Buffer 20 ETF - Ma 31.40 -0.11% ★★★★☆ ★★★☆☆ ☆☆☆☆☆ 0.3 +1.0% +0.3% 35% +0.00% 26.6
MMMA NYLI MacKay Muni Allocation ETF 25.44 +0.01% ★★★☆☆ ★★★☆☆ ★★★☆☆ 1.3 +0.7% +0.3% 50% +0.00%
NSCI Nuveen Securitized Income ETF 25.20 +0.00% ★★☆☆☆ ★★★★☆ ★★★★★ 3.3 +0.4% +0.3% 80% +0.00%
IMCB iShares Morningstar Mid-Cap ETF 89.80 +0.19% ★★★☆☆ ★★★★☆ ★★★☆☆ 2.8 +0.5% +0.3% 68% +0.00% 24.4 1.41% 1.54% 1.56%
IBMT iShares iBonds Dec 2031 Term Mu 25.80 +0.00% ★★★☆☆ ★★★☆☆ ★★★☆☆ 1.3 +0.8% +0.3% 42% +0.00%
ZMUN F/m Ultrashort Tax-Free Municip 50.21 -0.06% ★★★☆☆ ★★★☆☆ ★★★★★ 2.3 +0.8% +0.3% 43% +0.00%
SYFI AB Short Duration High Yield ET 35.84 -0.14% ★★★★☆ ★★★☆☆ ★★★★★ 2.8 +0.8% +0.3% 40% +0.00% 6.46%
SHNY MicroSectors Gold 3X Leveraged 13.69 -2.98% ★★☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -5.2 +0.6% +0.3% 55% +0.00% Aug 25
IMTX Immatics N.V. 11.15 -0.98% 5.6% Strong Buy ★★★☆☆ ★★☆☆☆ ☆☆☆☆☆ 2.3 +0.5% +0.3% 71% +0.00% 1.34 May 6 Healthcare +141.1% 1.5B
EZM WisdomTree U.S. MidCap Fund 72.01 -0.01% ★★★★☆ ★★★☆☆ ★★☆☆☆ 1.3 +0.6% +0.3% 61% +0.00% 15.8 1.44% 1.40% 1.46%
TNA Direxion Small Cap Bull 3X ETF 59.89 -1.07% ★★★★★ ☆☆☆☆☆ ★★★☆☆ -2.2 +0.8% +0.3% 42% +0.00% 24.4 0.72% 1.12% 0.77%
IPSC Century Therapeutics, Inc. 2.26 -7.57% 6.7% Buy ★★★★☆ ★★★★☆ ☆☆☆☆☆ 2.9 +0.5% +0.3% 75% +0.00% 1.67 May 14 Healthcare +361.3% 406.2M
UGI UGI Corporation 37.20 +2.90% 7.0% Strong Buy ★★★★☆ ★★★★☆ ★★★★☆ 5.1 +1.0% +0.3% 34% +0.00% 13.8 1.07 4.23% 5.71% 5.13% May 6 Utilities +10.6% 8.0B
LIAM LifeX 2055 Inflation-Protected 238.62 +0.29% ★★★☆☆ ★★★☆☆ ★★★☆☆ 1.3 +0.6% +0.3% 53% +0.00%
JSCP JPMorgan Short Duration Core Pl 47.33 -0.03% ★★★☆☆ ★★★☆☆ ★★★★☆ 1.8 +0.7% +0.3% 48% +0.00% 8.2 4.66% 4.88% 3.99%
IBDR iShares iBonds Dec 2026 Term Co 24.24 +0.04% ★★☆☆☆ ★★☆☆☆ ★★★★☆ -0.2 +0.5% +0.3% 63% +0.00% 4.25% 4.26% 3.63%
FE FirstEnergy Corp. 49.62 +2.46% 6.1% Buy ★★☆☆☆ ★★★☆☆ ★★☆☆☆ 1.5 +1.0% +0.3% 36% +0.00% 28.2 0.59 4.04% 4.43% 4.52% Apr 28 Utilities +14.5% 28.7B
IBDT iShares iBonds Dec 2028 Term Co 25.33 +0.00% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -2.2 +0.7% +0.3% 48% +0.00% 4.65% 4.84% 4.29%
LMBS First Trust Low Duration Opport 49.93 -0.08% ★★★☆☆ ★★★☆☆ ★★★★☆ 1.8 +0.5% +0.3% 65% +0.00% 4.19% 4.51% 3.78%
TDAC Translational Development Acqui 10.69 +0.00% 0.0% ★★★☆☆ ☆☆☆☆☆ ★☆☆☆☆ -4.2 +0.4% +0.3% 80% +0.39% 36.9 Sep 15 Financial Services +5.6% 234.2M
JMMF JPMorgan 100% U.S. Treasury Sec 100.16 +0.00% ★☆☆☆☆ ★☆☆☆☆ ★☆☆☆☆ -3.7 +0.8% +0.3% 44% +0.04%
RSKD Riskified Ltd. 4.43 -3.90% 1.6% ★★★★☆ ★★★☆☆ ☆☆☆☆☆ 0.3 +0.8% +0.3% 44% +0.00% 1.33 May 13 Technology -5.1% 656.5M
DSGR Distribution Solutions Group, I 27.35 +0.85% 6.5% ★★☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -5.2 +0.8% +0.3% 45% +0.00% 151.9 0.53 Apr 30 Industrials +0.6% 1.3B
ISPR Ispire Technology Inc. 1.56 -10.86% 5.5% ☆☆☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -6.2 +0.8% +0.3% 41% +0.00% 2.65 May 11 Consumer Defensive -46.0% 89.4M
VUSE Vident U.S. Equity Strategy ETF 67.80 -1.03% ★★★★★ ★★★☆☆ ★★☆☆☆ 1.8 +0.8% +0.3% 45% +0.00% 27.0 0.50% 0.82% 1.09%
GRPM Invesco S&P MidCap 400 GARP ETF 125.17 -0.12% ★★★☆☆ ★★★★☆ ★☆☆☆☆ 1.8 +0.7% +0.3% 49% +0.00% 15.5 1.08% 1.05% 1.06%
XJR iShares ESG Select Screened S&P 47.84 +0.07% ★★☆☆☆ ★★★☆☆ ★★☆☆☆ 0.3 +0.6% +0.3% 57% +0.00% 19.1 1.10% 1.28% 1.50%
HASI HA Sustainable Infrastructure C 41.88 +2.10% 15.4% Strong Buy ★★★★☆ ★★★☆☆ ★★☆☆☆ 3.1 +0.6% +0.3% 56% +0.00% 29.7 1.41 5.46% 6.53% 5.79% May 7 Financial Services +65.7% 5.4B
FTNT Fortinet, Inc. 82.76 -4.97% 3.1% Hold ★★☆☆☆ ★★★☆☆ ★★☆☆☆ 0.6 +0.4% +0.3% 79% +0.00% 34.2 1.00 May 6 Technology -13.5% 61.2B
FRMEP First Merchants Corporation - D 25.88 +0.00% ★★★☆☆ ★★★☆☆ ★★★☆☆ 1.3 +0.6% +0.3% 63% +0.00% 6.8 0.88 7.54% 8.28% 8.71% Jul 23 Financial Services +2.5%
GNT GAMCO Natural Resources, Gold & 8.70 -2.03% 0.0% ★★★★★ ★★★★☆ ★★★★☆ 4.3 +0.5% +0.3% 63% +0.00% 3.0 8.35% 8.45% 8.83% Financial Services +48.5% 140.8M
IAGG iShares International Aggregate 49.96 -0.22% ★★★☆☆ ★★★★☆ ★★★★☆ 3.3 +0.7% +0.3% 48% +0.00% 3.70% 4.01% 3.17%
EDGF 3EDGE Dynamic Fixed Income ETF 24.79 +0.00% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -2.2 +0.4% +0.3% 80% +0.00% 3.51%
AGNCZ AGNC Investment Corp. - Deposit 25.38 +0.12% ★★★☆☆ ★★★☆☆ ★★★★☆ 1.8 +0.8% +0.3% 41% +0.00% 1.36 Real Estate +0.8%
IBTH iShares iBonds Dec 2027 Term Tr 22.43 -0.02% ★★★☆☆ ★★★☆☆ ★★☆☆☆ 0.8 +0.4% +0.3% 80% +0.00% 3.94% 4.12% 3.25%
DFAS Dimensional U.S. Small Cap ETF 76.78 -0.29% ★★★★☆ ★★★☆☆ ★★☆☆☆ 1.3 +0.7% +0.3% 51% +0.00% 18.4 1.06% 1.05%
DSWL Deswell Industries, Inc. 3.31 -4.20% 0.0% ★★★☆☆ ★★★☆☆ ★★☆☆☆ 0.8 +0.4% +0.3% 80% +0.00% 4.2 0.61 6.41% 7.94% 7.56% Nov 10 Technology +54.5% 52.7M
GVI iShares Intermediate Government 106.75 -0.10% ★★★☆☆ ★★★☆☆ ★★★★☆ 1.8 +0.6% +0.3% 54% +0.00% 3.61% 3.48% 2.88%
PFFA Virtus InfraCap U.S. Preferred 21.49 -0.23% ★★★★☆ ★★★☆☆ ★★★★☆ 2.3 +0.8% +0.3% 41% +0.00% 62.6 10.06% 11.20% 11.88%
CLIP Global X 1-3 Month T-Bill ETF 100.28 +0.01% ★★★☆☆ ★★★★☆ ★★☆☆☆ 2.3 +0.8% +0.3% 43% +0.00% 4.07%
FAUG FT Vest U.S. Equity Buffer ETF 54.61 -0.20% ★★★★★ ★★☆☆☆ ☆☆☆☆☆ -0.7 +0.8% +0.3% 42% +0.00% 29.6
JBBB Janus Henderson B-BBB CLO ETF 47.10 -0.17% ★★★☆☆ ★★★☆☆ ★★★★☆ 1.8 +0.8% +0.3% 41% +0.00% 7.32% 8.56%