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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
NBSD Neuberger Short Duration Income 50.01 +0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 81% +0.00% — — 4.69% — — — — —
CGSM Capital Group Short Duration Mu 25.81 +0.35% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 +0.0% +0.0% 77% +0.00% — — 3.10% — — — — —
EMIF iShares Emerging Markets Infras 27.65 +1.05% — — ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 2.4 +1.4% +0.9% 60% +0.00% 11.3 — 4.17% 3.98% 3.43% — — —
CPLB NYLIM MacKay Core Plus Bond ETF 20.04 -0.13% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 68% +0.00% — — 5.40% 5.43% 4.67% — — —
FMB First Trust Managed Municipal E 48.01 +0.33% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.2 -0.2% -0.2% 67% +0.00% — — 3.64% 3.40% 3.08% — — —
PEG Public Service Enterprise Group 72.28 +0.61% 2.5% Buy ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 1.2 +0.0% +0.0% 55% +1.89% 17.9 0.52 3.38% 3.29% 3.37% Nov 2 Utilities -10.9% 36.0B
BMO Bank Of Montreal 162.59 +1.18% — Hold ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.9 +1.1% +0.6% 57% +0.83% 18.4 1.12 1.51% 3.76% 3.92% Dec 2 Financial Services +27.9% 113.0B
PYLD PIMCO Multisector Bond Active E 25.39 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.4 +0.2% +0.1% 75% +0.00% — — 6.37% 6.04% — — — —
FRST Primis Financial Corp. 15.25 -0.52% 3.3% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 4.1 +2.1% +1.1% 52% +0.00% 7.1 0.72 2.95% 3.44% 3.44% Oct 22 Financial Services +52.1% 378.2M
MGA Magna International, Inc. 63.99 +0.27% 2.9% Buy ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 1.6 +0.1% +0.1% 58% +0.00% 23.5 1.81 2.31% 3.67% 3.38% Oct 30 Consumer Cyclical +45.6% 17.1B
BKFI BNY Mellon Active Core Bond ETF 22.75 -0.22% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.3 -0.5% -0.3% 73% +0.00% — — — — — — — —
BGR BlackRock Energy and Resources 17.71 +0.91% 0.0% — ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 2.2 +1.4% +0.7% 52% +0.00% 4.8 0.42 7.64% 7.47% 6.65% Sep 3 Financial Services +33.3% 450.8M
MUYY GraniteShares YieldBOOST MU ETF 18.16 -0.72% — — ★☆☆☆☆ ★★⯪☆☆ ★★★⯪☆ -4.7 -7.5% -4.2% 56% +0.00% — — — — — — — —
FNF Fidelity National Financial, In 38.80 -2.44% 4.7% Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.1 -1.0% -0.5% 52% +0.00% 13.8 0.99 4.30% 3.81% 4.09% Nov 5 Financial Services -25.0% 10.4B
IEFA iShares Core MSCI EAFE ETF 96.52 +0.68% — — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 2.7 +1.6% +1.0% 61% +0.00% 17.6 — 3.56% 3.38% 3.33% — — —
NBOS Neuberger Option Strategy ETF 28.80 +0.17% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.5 +0.4% +0.3% 66% +0.00% 25.8 — 8.36% — — — — —
AMT American Tower Corporation (REI 182.24 +9.30% 1.5% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.8 +0.1% +0.1% 58% +0.00% 25.1 0.89 4.03% 3.89% 3.27% Oct 27 Real Estate -0.5% 84.9B
VLY Valley National Bancorp 12.62 -1.02% 11.3% Buy ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 3.0 +0.0% +0.0% 46% +0.00% 10.8 1.09 3.43% 4.49% 4.36% Oct 22 Financial Services +20.9% 7.0B
MLPR ETRACS Quarterly Pay 1.5X Lever 70.35 -1.22% — — ★★⯪☆☆ ★★★★☆ ★★★⯪☆ 3.0 +1.0% +0.5% 46% +0.00% — — 10.71% 10.65% 10.94% — — —
EFV iShares MSCI EAFE Value ETF 78.19 +0.28% — — ★★★⯪☆ ★★★⯪☆ ★★★⯪☆ 3.9 +2.8% +1.6% 57% +0.00% 14.2 — 4.94% 4.54% 4.57% — — —
PZT Invesco New York AMT-Free Munic 20.44 +0.44% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -1.1 -0.5% -0.4% 69% +0.00% — — 3.78% 3.37% 3.17% — — —
IGLB iShares 10 Year Investment Gra 45.77 +0.00% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.6 +0.2% +0.1% 61% +0.00% — — 5.34% 5.15% 4.78% — — —
XLBI State Street Materials Select S 22.90 +0.39% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 60% +0.00% 23.0 — 15.26% — — — — —
MBINL Merchants Bancorp - Depositary 23.15 -0.86% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.1% -0.0% 50% +0.00% — 1.21 7.96% — — Jul 28 Financial Services -0.7% —
CBU Community Financial System, Inc 58.63 -0.80% 5.4% Hold ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.3 -0.0% -0.0% 52% +0.00% 13.6 0.78 3.11% 3.33% 3.20% Oct 27 Financial Services +6.7% 3.1B
GHYB Goldman Sachs Access High Yield 43.22 +0.22% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 69% +0.00% — — 6.60% 6.77% 6.31% — — —
IAE Voya Asia Pacific High Dividend 7.13 -0.83% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ 0.5 +2.2% +1.3% 58% +9.92% 3.4 — 32.89% 18.76% 16.01% — Financial Services +24.3% 76.6M
MBBB VanEck Moody's Analytics BBB Co 20.28 -0.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 -0.3% -0.2% 77% +0.38% — — 5.09% 5.00% 4.43% — — —
EWV ProShares UltraShort MSCI Japan 15.76 -1.18% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -2.5 -4.5% -1.8% 39% +0.00% — — 4.11% 3.55% 2.67% — — —
HLI Houlihan Lokey, Inc. 130.16 +3.69% 4.8% Buy ★★☆☆☆ ★★★★☆ ★★★⯪☆ 1.6 -1.0% -0.5% 51% +0.00% 21.8 1.01 1.74% 1.59% 1.83% Oct 28 Financial Services -33.3% 9.1B
XTEN BondBloxx Bloomberg Ten Year Ta 42.38 -0.02% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 68% +0.00% — — 4.32% 4.14% — — — —
SHBI Shore Bancshares, Inc. 22.27 -1.37% 3.4% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 2.4 -0.0% -0.0% 48% +0.00% 11.3 0.82 2.70% 3.28% 3.15% Oct 22 Financial Services +43.5% 743.2M
STN Stantec Inc 66.86 -1.49% — Buy ★★☆☆☆ ★★★★☆ ★★★⯪☆ 2.9 -0.6% -0.3% 55% +0.00% 20.8 0.73 0.71% 0.66% 0.82% Nov 12 Industrials -37.9% 7.5B
SB Safe Bulkers, Inc 8.53 -3.29% 7.5% — ★★★⯪☆ ★★★⯪☆ ★★★⯪☆ 6.1 +9.6% +3.8% 40% +0.00% 11.1 — 2.68% 4.07% 4.35% Nov 25 Industrials +113.0% 971.0M
RNP Cohen & Steers Reit and Preferr 18.56 +2.26% 0.1% — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.6% -0.3% 52% +0.00% 7.8 1.22 7.91% 7.86% 8.60% Sep 3 Financial Services -15.5% 890.9M
SPSK SP Funds Dow Jones Global Sukuk 17.45 -0.11% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.1 -0.1% -0.1% 72% +0.00% — — 4.35% 3.28% 2.86% — — —
SPAB State Street SPDR Portfolio Agg 24.38 +0.00% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 69% +0.00% — — 4.10% 3.95% 3.46% — — —
UMI USCF Midstream Energy Income Fu 58.48 -0.41% — — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.7 -0.0% -0.0% 61% +0.00% 19.4 — 6.53% 5.19% 5.01% — — —
AVDE Avantis International Equity ET 89.80 +0.58% — — ★★★⯪☆ ★★★★⯪ ★★★⯪☆ 5.5 +2.7% +1.7% 62% +0.00% 15.6 — 2.94% 3.07% 3.05% — — —
SDSI American Century Short Duration 50.51 +0.09% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.1% -0.0% 73% +0.00% — — 4.36% 5.04% — — — —
LCNB LCNB Corporation 18.52 -2.22% 1.3% — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.1 +0.2% +0.1% 50% +0.00% 11.0 0.58 5.14% 5.64% 5.37% Oct 22 Financial Services +29.0% 264.0M
WEEL Peerless Option Income Wheel ET 19.99 +0.59% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 58% +0.00% 17.8 — 12.93% — — — — —
IDCC InterDigital, Inc. 331.31 +0.92% 13.7% Strong Buy ★★★★☆ ★★★★⯪ ★★★⯪☆ 9.2 +9.5% +4.2% 45% +0.00% 38.7 1.42 0.69% 1.20% 1.59% Oct 29 Technology -3.4% 8.5B
BBBS BondBloxx BBB Rated 1-5 Year Co 49.88 -0.03% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 77% +0.00% — — 4.58% — — — — —
LCTD iShares World ex U.S. Carbon Tr 57.71 +0.89% — — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 2.6 +1.4% +0.9% 62% +0.00% 18.3 — 3.50% 3.53% 3.47% — — —
CGMU Capital Group Municipal Income 26.04 +0.31% — — ★★☆☆☆ ★★★☆☆ ★★★⯪☆ 0.3 -0.7% -0.5% 71% +0.00% — — 3.40% 3.33% — — — —
BNDY Horizon Core Bond ETF 23.99 -0.08% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 65% +0.00% 24.6 — 7.18% — — — — —
PFIS Peoples Financial Services Corp 67.25 -2.63% 2.7% — ★★★☆☆ ★★★⯪☆ ★★★⯪☆ 2.1 +0.1% +0.1% 53% +0.00% 11.9 0.73 4.39% 4.54% 4.05% Oct 29 Financial Services +50.0% 673.2M
VGHY Vanguard High-Yield Active ETF 72.27 +0.15% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.1 -0.2% -0.1% 79% +0.48% 37.5 — — — — — — —
CMS CMS Energy Corporation 65.49 +0.23% 5.9% Buy ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.9 -0.0% -0.0% 51% +0.00% 19.7 0.31 3.08% 3.17% 3.11% Oct 27 Utilities -11.0% 20.2B