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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
VWAHX Vanguard High-Yield Tax-Exempt 9.94 +0.61% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.1% -0.0% 67% +0.00% — — 3.76% 3.82% 3.75% — — —
HYGV Northern Trust High Yield Value 38.74 +0.13% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.7 +0.1% +0.1% 70% +0.00% — — 7.40% 7.86% 8.12% — — —
SBFG SB Financial Group, Inc. 29.21 -0.80% 0.4% — ★★★⯪☆ ★★★⯪☆ ★★★⯪☆ 7.0 +8.6% +4.8% 55% +0.00% 10.9 0.18 2.84% 3.19% 3.13% Oct 22 Financial Services +54.1% 182.6M
HTD John Hancock Tax Advantaged Div 22.67 +1.61% 0.3% — ★★☆☆☆ ★★★☆☆ ★★★⯪☆ 0.7 -0.2% -0.1% 46% +0.00% 4.7 0.80 7.59% 7.86% 7.52% Jul 1 Financial Services -9.2% 803.2M
HBANL Huntington Bancshares Incorpora 24.66 -0.16% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 -0.1% -0.0% 70% +0.00% — 0.97 6.91% 6.91% — Jul 18 Financial Services -3.1% —
EWH iShares MSCI Hong Kong Index Fu 22.06 +1.57% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 56% +0.00% 13.0 — 4.84% 4.61% 3.88% — — —
BSJS Invesco BulletShares 2028 High 21.55 +0.12% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.8 -0.0% -0.0% 84% +0.00% — — 6.04% 6.63% 6.41% — — —
HLNE Hamilton Lane Incorporated 85.67 +0.01% 10.2% Strong Buy ★★⯪☆☆ ★★★★⯪ ★★★⯪☆ 3.9 -0.0% -0.0% 46% +0.00% 13.1 1.25 2.35% 1.77% 1.91% Nov 3 Financial Services -27.6% 5.7B
HYLB Xtrackers USD High Yield Corpor 35.18 +0.14% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 64% +0.00% — — 6.53% 6.37% 5.98% — — —
IFGL iShares International Developed 20.47 +0.74% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.3 -0.5% -0.3% 53% +0.00% 12.0 — 4.25% 3.76% 3.31% — — —
DFSB Dimensional Global Sustainabili 49.82 -0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 73% +0.00% — — 5.66% 4.57% — — — —
OPBK OP Bancorp 14.89 -1.19% 1.3% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.1 +0.3% +0.1% 46% +0.00% 7.7 0.61 3.62% 3.98% 4.02% Oct 22 Financial Services +12.8% 222.3M
FLDB Fidelity Low Duration Bond ETF 50.26 +0.02% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.1 -0.1% -0.1% 89% +0.00% — — 4.31% — — — — —
LQDI iShares Inflation Hedged Corpor 24.90 -0.10% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 64% +0.00% — — 4.68% 4.58% 4.12% — — —
VIPS Vipshop Holdings Limited 12.90 +1.42% 2.2% Hold ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 0.9 -0.0% -0.0% 45% +0.00% 4.3 0.54 4.11% — — Nov 19 Consumer Cyclical -32.6% 6.1B
BSCY Invesco BulletShares 2034 Corpo 19.64 -0.08% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 67% +0.00% — — 4.84% — — — — —
FTGC First Trust Global Tactical Com 31.02 +0.18% — — ★★★★☆ ★★⯪☆☆ ★★★⯪☆ 1.6 +1.1% +0.6% 53% +0.00% — — 18.64% 8.16% 8.91% — — —
LNT Alliant Energy Corporation 65.85 +0.53% 11.2% Buy ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 2.5 +0.0% +0.0% 56% +0.00% 20.6 0.52 3.05% 3.36% 3.25% Oct 29 Utilities -3.2% 17.1B
CBSH Commerce Bancshares, Inc. 54.39 -0.40% 4.6% Hold ★★★☆☆ ★★★★☆ ★★★⯪☆ 1.8 +0.0% +0.0% 59% +0.00% 13.4 0.59 2.05% 1.91% 1.83% Oct 15 Financial Services -1.3% 7.8B
AVES Avantis Emerging Markets Value 65.56 +1.09% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.8 +1.4% +0.8% 54% +0.00% 11.0 — 3.66% 4.00% — — — —
SPY State Street SPDR S&P 500 ETF T 778.57 +0.60% — — ★★★★⯪ ★★★★⯪ ★★★⯪☆ 4.9 +0.9% +0.6% 69% +0.00% 25.2 — 1.07% 1.21% 1.34% — — —
BHP BHP Group Limited 86.74 +2.25% 0.7% Hold ★★☆☆☆ ★★★★☆ ★★★⯪☆ 1.4 -0.0% -0.0% 48% +0.00% 22.5 0.82 4.22% 3.83% 5.82% Aug 17 Basic Materials +58.2% 220.4B
TIPZ PIMCO Broad U.S. TIPS Index Exc 49.78 -0.08% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 67% +0.00% — — 5.40% 4.79% 5.21% — — —
FLHY Franklin High Yield Corporate E 23.42 +0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 65% +0.00% — — 6.55% 6.57% 6.47% — — —
TRI Thomson Reuters Corp 103.21 +1.63% — Buy ★★★★☆ ★★★★☆ ★★★⯪☆ 6.0 +7.7% +2.6% 34% +0.00% 27.1 0.20 4.12% 2.27% 2.73% Nov 3 Industrials -33.4% 44.7B
FLLA Franklin FTSE Latin America ETF 30.17 +1.46% — — ★★★⯪☆ ★★⯪☆☆ ★★★⯪☆ 2.1 +2.3% +1.3% 57% +3.94% 12.0 — 5.27% 5.86% 7.15% — — —
CTRE CareTrust REIT, Inc. 36.03 +0.67% 8.2% Strong Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 4.0 -0.0% -0.0% 50% +0.00% 22.5 0.77 4.02% 4.29% 4.84% Nov 9 Real Estate +7.8% 8.5B
QVOL Infrastructure Capital Nasdaq O 101.08 +0.47% — — ★★★⯪☆ ★★⯪☆☆ ★★★⯪☆ 0.8 +0.0% +0.0% 52% +0.00% 29.3 — — — — — — —
JHPI John Hancock Preferred Income E 21.75 +0.18% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 +0.0% +0.0% 65% +0.00% 18.9 — 5.89% 6.02% — — — —
SPYM State Street SPDR Portfolio S&P 91.64 +0.63% — — ★★★★☆ ★★★★⯪ ★★★⯪☆ 4.6 +1.0% +0.6% 68% +0.00% 25.2 — 1.08% 1.25% 1.39% — — —
CWEN Clearway Energy, Inc. 30.19 +0.80% 7.9% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.9 +0.0% +0.0% 51% +0.00% 39.2 0.89 5.16% 5.87% 5.33% Nov 4 Utilities -5.1% 7.4B
MCBS MetroCity Bankshares, Inc. 34.20 -1.38% 3.6% Hold ★★⯪☆☆ ★★★★☆ ★★★⯪☆ 1.2 -0.1% -0.1% 53% +0.00% 11.9 0.71 3.54% 3.32% 3.25% Oct 23 Financial Services +30.7% 980.2M
IUSB iShares Core Universal USD Bond 44.14 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 70% +0.00% 10.5 — 4.22% 4.12% 3.55% — — —
RBCAA Republic Bancorp, Inc. 90.93 -1.54% 5.5% — ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.0 +0.0% +0.0% 58% +0.00% 14.1 0.57 2.48% 2.67% 2.87% Oct 16 Financial Services +31.8% 1.8B
ACGL Arch Capital Group Ltd. 95.57 -0.53% 2.5% Buy ★⯪☆☆☆ ★★★⯪☆ ★★★⯪☆ 3.7 +3.5% +2.0% 57% +0.00% 7.5 0.26 — — — Oct 27 Financial Services +3.9% 32.6B
BAMY Brookstone Yield ETF 26.64 +0.09% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 +0.0% +0.0% 71% +0.00% 28.5 — 6.86% — — — — —
BIOY GraniteShares YieldBOOST Biotec 20.11 +1.97% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -3.3 -5.1% -3.3% 64% +0.00% — — — — — — — —
HAFN Hafnia Limited 10.72 -1.20% 2.5% Strong Buy ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 3.8 +1.8% +0.8% 41% +0.00% 8.3 -0.19 16.58% — — Nov 18 Industrials +89.0% 5.7B
PIT VanEck Commodity Strategy ETF 83.41 -0.08% — — ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 3.0 +2.9% +1.5% 51% +0.00% — — 8.88% — — — — —
HSBC HSBC Holdings, plc. 92.98 +0.40% — Hold ★★★☆☆ ★★★⯪☆ ★★★⯪☆ 3.1 +4.1% +1.6% 39% +0.00% 13.3 0.58 4.63% 6.89% 6.13% Oct 27 Financial Services +39.3% 318.0B
UBSI United Bankshares, Inc. 45.46 -0.53% 4.7% Hold ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.1 +2.2% +1.1% 52% +0.00% 12.4 0.74 3.58% 3.96% 4.03% Oct 22 Financial Services +26.7% 6.2B
UNM Unum Group 91.67 -1.05% 3.5% Buy ★★★☆☆ ★★★⯪☆ ★★★⯪☆ 2.8 +0.1% +0.0% 50% +0.00% 21.4 0.24 2.39% 2.59% 3.03% Nov 3 Financial Services +22.8% 14.5B
JPMB JPMorgan USD Emerging Markets S 38.04 +0.15% — — ★⯪☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.2 +0.0% +0.0% 61% +0.00% — — 5.74% 6.37% 5.89% — — —
MFIN Medallion Financial Corp. 11.88 -1.41% 5.5% Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.3 +0.0% +0.0% 43% +0.00% 8.9 0.77 5.36% 5.07% 4.49% Oct 28 Financial Services +28.1% 272.8M
SWX Southwest Gas Holdings, Inc. 84.14 +0.75% 4.0% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 3.2 +0.1% +0.0% 54% +0.00% 21.0 0.56 2.92% 3.34% 3.45% Nov 4 Utilities +8.1% 6.1B
IMTB iShares Core 5-10 Year USD Bond 41.42 +0.02% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 64% +0.00% — — 4.52% 4.46% 4.07% — — —
VTHR Vanguard Russell 3000 ETF 342.18 +0.62% — — ★★★★☆ ★★★★⯪ ★★★⯪☆ 4.8 +1.1% +0.8% 72% +0.00% 24.4 — 1.11% 1.22% 1.34% — — —
HOMZ Hoya Capital Housing ETF 40.26 -0.44% — — ★★☆☆☆ ★★★⯪☆ ★★★⯪☆ 1.4 -0.2% -0.1% 53% +0.00% 16.0 — 2.71% 2.46% 2.27% — — —
RM Regional Management Corp. 33.51 -1.21% 5.1% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 3.0 -0.0% -0.0% 36% +0.00% 7.1 1.01 3.42% 3.96% 3.70% Oct 28 Financial Services -12.7% 309.2M
BLV Vanguard Long-Term Bond ETF 62.87 +0.03% — — ★★☆☆☆ ★⯪☆☆☆ ★★★⯪☆ -1.5 +0.0% +0.0% 54% +0.00% — — 4.84% 4.78% 4.41% — — —