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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
RFCI ALPS Dynamic Core Income ETF 21.64 -0.12% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.4 +0.2% +0.1% 69% +0.21% — — 4.55% 4.44% 3.98% — — —
BSJX Invesco BulletShares 2033 High 24.14 -0.36% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 67% +0.00% — — 6.73% — — — — —
VGLT Vanguard Long-Term Treasury ETF 51.39 +0.06% — — ★★☆☆☆ ★⯪☆☆☆ ★★★⯪☆ -1.7 -0.3% -0.2% 55% +0.00% — — 4.62% 4.32% 3.67% — — —
VCIT Vanguard Intermediate-Term Corp 79.00 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 68% +0.00% — — 4.85% 4.60% 4.14% — — —
VCLT Vanguard Long-Term Corporate Bo 69.80 -0.24% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.6 +0.2% +0.1% 61% +0.00% — — 5.56% 5.36% 4.90% — — —
JPLD JPMorgan Limited Duration Bond 51.46 -0.02% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 -0.0% -0.0% 72% +0.00% — — 4.29% 4.36% — — — —
FBP First BanCorp. New 27.37 +0.66% 7.0% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.6 -0.0% -0.0% 48% +0.00% 11.5 0.83 2.46% 3.14% 3.30% Oct 22 Financial Services +29.4% 4.2B
SIFI Harbor Ares Systematic Multi-Se 42.24 -0.21% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.1% +0.0% 74% +0.00% — — 6.42% 6.17% — — — —
JMSI JPMorgan Sustainable Municipal 47.94 -0.44% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.3 +0.4% +0.3% 73% +0.83% 17.3 — 3.69% 3.68% — — — —
HYHG ProShares High Yield Interest R 63.13 -0.46% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.1% +0.1% 67% +0.00% — — 6.68% 6.78% 6.30% — — —
NMI Nuveen Municipal Income Fund, I 9.42 +0.86% 0.2% — ★★⯪☆☆ ★★☆☆☆ ★★★⯪☆ -0.5 -0.1% -0.0% 58% +0.00% 16.5 0.33 4.45% 4.53% 4.20% — Financial Services -6.0% 113.8M
SHY iShares 1-3 Year Treasury Bond 81.36 +0.09% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 78% +0.00% 3698.2 — 3.58% 3.77% 2.96% — — —
CEMB iShares J.P. Morgan EM Corporat 44.09 -0.10% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 72% +0.00% — — 5.21% 5.19% 4.84% — — —
BST BlackRock Science and Technolog 47.35 -2.47% 0.4% — ★★★⯪☆ ★★★★⯪ ★★★⯪☆ 4.5 +1.5% +0.7% 46% +0.00% 3.1 — 14.75% 10.40% 10.30% Mar 7 Financial Services +14.4% 1.6B
CBU Community Financial System, Inc 60.24 +0.96% 5.4% Hold ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.3 -0.0% -0.0% 52% +0.00% 14.0 0.78 3.11% 3.33% 3.20% Oct 27 Financial Services +7.3% 3.2B
EC Ecopetrol S.A. 17.90 +1.13% 3.0% Underperform ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.5 +3.6% +1.6% 44% +0.00% 9.7 -0.04 4.80% 12.17% 13.62% Nov 12 Energy +104.8% 36.8B
EVSM Eaton Vance Short Duration Muni 49.60 +0.08% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 72% +0.18% — — 3.00% — — — — —
YQQQ YieldMax Short N100 Option Inco 9.59 +1.98% — — ★★☆☆☆ ★☆☆☆☆ ★★★⯪☆ -6.1 -5.9% -3.9% 66% +0.00% 28.9 — 26.04% — — — — —
CARY Angel Oak Income ETF 20.22 -0.12% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.3 +0.3% +0.3% 77% +0.00% — — 5.16% 5.95% — — — —
MTBA Simplify MBS ETF 47.34 +0.00% — — ★☆☆☆☆ ★★☆☆☆ ★★★⯪☆ -1.3 -0.0% -0.0% 75% +0.34% — — 5.90% — — — — —
RWR State Street SPDR Dow Jones REI 105.92 +0.33% — — ★★☆☆☆ ★★★☆☆ ★★★⯪☆ 0.8 +0.0% +0.0% 57% +0.00% 30.2 — 3.62% 3.77% 3.70% — — —
MUSE TCW Multisector Credit Income E 48.06 +0.03% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.1 +0.1% +0.1% 66% +0.00% — — 7.84% — — — — —
ABT Abbott Laboratories 104.89 +0.20% 0.9% Strong Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.4 -0.7% -0.3% 51% +0.00% 33.8 0.58 2.44% 2.11% 2.00% Oct 21 Healthcare -18.6% 182.7B
VRP Invesco Variable Rate Preferred 23.66 -0.42% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 +0.0% +0.0% 76% +0.00% — — 6.07% 6.06% 5.81% — — —
IAUI NEOS Gold High Income ETF 48.53 -0.14% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 60% +0.00% — — 12.25% — — — — —
PAAA PGIM AAA CLO ETF 51.42 +0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 90% +0.00% — — 4.67% 5.40% — — — —
RM Regional Management Corp. 34.37 -0.29% 4.7% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 3.0 -0.0% -0.0% 36% +0.00% 7.2 1.01 3.42% 3.96% 3.70% Oct 28 Financial Services -13.7% 317.1M
RNP Cohen & Steers Reit and Preferr 18.46 +0.11% 0.1% — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.6% -0.3% 52% +0.00% 7.9 1.22 8.01% 7.83% 8.65% Sep 3 Financial Services -14.9% 886.1M
UBS UBS Group AG Registered 47.68 -0.21% 0.2% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 5.5 +7.1% +3.0% 42% +0.00% 16.2 0.85 2.55% 2.76% 2.74% Oct 28 Financial Services +24.6% 146.0B
ENFR Alerian Energy Infrastructure E 38.70 +3.14% — — ★★★☆☆ ★★★☆☆ ★★★⯪☆ 1.2 -0.0% -0.0% 53% +0.00% 19.9 — 4.33% 4.86% 5.48% — — —
CVBF CVB Financial Corporation 21.87 +0.18% 8.1% Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.8 +0.1% +0.1% 55% +0.00% 15.3 0.67 3.89% 4.13% 4.06% Oct 21 Financial Services +17.7% 3.8B
BSTZ BlackRock Science and Technolog 27.42 -1.90% 0.1% — ★★★⯪☆ ★★⯪☆☆ ★★★⯪☆ 1.8 +2.0% +1.0% 52% +0.00% 1.8 — 14.47% 12.24% 12.13% Mar 7 Financial Services +29.8% 1.9B
EMBD Global X Emerging Markets Bond 22.80 -0.39% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 62% +0.00% — — 5.73% 5.85% 5.51% — — —
IMFL Invesco International Developed 33.19 -0.24% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.2 +2.0% +1.2% 62% +0.00% 15.6 — 3.57% 3.53% 3.64% — — —
USB U.S. Bancorp 58.73 +2.33% 1.7% Buy ★★★☆☆ ★★★⯪☆ ★★★⯪☆ 4.4 +3.0% +1.6% 54% +0.00% 11.4 1.02 3.77% 4.25% 4.39% Oct 15 Financial Services +24.7% 91.5B
DIA State Street SPDR Dow Jones Ind 519.10 -0.38% — — ★★★★☆ ★★★★⯪ ★★★⯪☆ 5.1 +1.6% +1.1% 69% +0.00% 21.1 — 1.49% 1.61% 1.73% — — —
GCBC Greene County Bancorp, Inc. 34.48 +0.67% 1.4% — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.8 +0.0% +0.0% 47% +0.00% 14.3 0.47 1.59% 1.37% 1.29% Oct 22 Financial Services +53.7% 587.0M
SRE DBA Sempra 83.41 +1.81% 2.3% Buy ★★★☆☆ ★★★⯪☆ ★★★⯪☆ 3.1 -0.0% -0.0% 53% +0.00% 24.1 0.56 2.97% 3.15% 3.15% Nov 4 Utilities -11.6% 54.5B
MGOV First Trust Intermediate Govern 19.32 +0.40% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.1 +0.2% +0.1% 65% +0.00% — — 4.72% 4.90% — — — —
VSDB Vanguard Short Duration Bond ET 74.77 +0.03% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.1 -0.1% -0.1% 79% +0.00% 45.0 — 4.06% — — — — —
RMOP Rockefeller Opportunistic Munic 23.81 +0.46% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ -0.1 -0.5% -0.4% 72% +0.00% — — 5.22% — — — — —
CATY Cathay General Bancorp 59.96 -0.32% 7.6% Hold ★★★⯪☆ ★★★★☆ ★★★⯪☆ 2.7 +1.5% +0.9% 60% +0.00% 11.7 0.88 2.70% 3.03% 3.17% Oct 21 Financial Services +31.1% 4.0B
EWBC East West Bancorp, Inc. 126.88 +0.49% 3.2% Buy ★★★⯪☆ ★★★★⯪ ★★★⯪☆ 4.0 +0.0% +0.0% 58% +0.00% 12.2 0.97 2.55% 2.70% 2.59% Oct 20 Financial Services +31.5% 17.4B
IQDF Northern Trust International Qu 33.82 -0.56% — — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 3.0 +2.1% +1.3% 61% +0.00% 12.0 — 3.51% 5.22% 5.23% — — —
GEMD Goldman Sachs Access Emerging M 40.12 -0.20% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 65% +0.00% — — 5.80% 6.04% — — — —
KARO Karooooo Ltd. 60.38 -3.45% 2.2% — ★★⯪☆☆ ★★★★☆ ★★★⯪☆ 3.2 +1.7% +0.7% 41% +0.00% 31.1 0.89 2.39% 2.68% — Oct 19 Technology +42.5% 1.9B
ESGD iShares ESG Aware MSCI EAFE ETF 102.74 -0.06% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.0 +1.6% +1.0% 61% +0.00% 17.4 — 3.49% 3.24% 3.13% — — —
BWMX Betterware de Mexico, S.A.P.I. 16.10 -1.29% 0.9% Strong Buy ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 3.8 -0.1% -0.0% 43% +0.00% 8.6 0.99 5.82% 8.43% 8.44% Oct 22 Consumer Cyclical +25.5% 599.6M
PSP Invesco Global Listed Private E 55.72 -0.82% — — ★★☆☆☆ ★★★☆☆ ★★★⯪☆ 0.8 +0.1% +0.1% 56% +0.00% 13.7 — 5.12% 6.37% 5.70% — — —
NUHY Nuveen ESG High Yield Corporate 20.35 -0.31% — — ★☆☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.6 -0.1% -0.1% 72% +0.00% — — 6.76% 6.72% 6.49% — — —