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Institute for Wealth Management, Llc.

Q1 2014 Holdings

Filed 2014-04-11 | 70 holdings | $116.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares(IYH)US HLTHCARE ETF464287762$2.2K17,9861.9%
Ishares(IYW)U.S. TECH ETF464287721$2.3K24,7331.9%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$2.3K102,3672.0%
Ishares(SHY)1-3 YR TR BD ETF464287457$2.3K27,0972.0%
Ishares(IYE)U.S. ENERGY ETF464287796$2.3K45,2092.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2.4K13,9042.0%
Proshares TR IIVIX MDTRM FUTR74347W684$2.5K134,4142.1%
First TR Exch TRD Alpha FD I(FJP)JAPAN ALPHADEX33737J158$2.6K59,6242.2%
Powershares ETF TrustGBL LSTD PVT EQT73935X195$3.0K245,8732.6%
Proshares TR(TBF)SHRT 20+YR TRE74347X849$3.1K102,0502.7%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$3.1K72,4132.7%
Ishares(EEM)MSCI EMG MKT ETF464287234$3.4K82,5322.9%
Select Sector Spdr TR(XLB)SBI MATERIALS81369Y100$3.6K76,1343.1%
Ishares(IYF)U.S. FINLS ETF464287788$3.9K47,5713.3%
First TR Excnge TRD Alphadex(FYT)SML CAP VAL AL33737M409$4.1K125,4143.5%
Ishares(EFA)MSCI EAFE ETF464287465$4.1K61,5923.5%
Ishares(IYR)U.S. REAL ES ETF464287739$6.0K88,3295.1%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$6.3K152,0735.4%
Ishares(AGG)CORE TOTUSBD ETF464287226$13.3K123,69711.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$26.0K138,92422.3%
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