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Institute for Wealth Management, Llc.

Q2 2014 Holdings

Filed 2014-07-16 | 62 holdings | $115.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
First TR Exch TRD Alpha FD I(FJP)JAPAN ALPHADEX33737J158$3.4K70,7182.9%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$3.5K78,3193.0%
Vanguard World FDS(VDE)ENERGY ETF92204A306$3.8K26,2713.3%
Ishares(IEF)7-10 Y TR BD ETF464287440$3.8K36,5523.3%
Ishares(EEM)MSCI EMG MKT ETF464287234$3.9K90,2633.4%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$4.4K100,1703.8%
Ishares(EFA)MSCI EAFE ETF464287465$4.7K69,0734.1%
First TR Excnge TRD Alphadex(FYT)SML CAP VAL AL33737M409$4.9K148,2194.2%
Alps ETF TRVELOSH VOLA HDGD00162Q791$5.0K165,7834.3%
Vanguard Index FDS(VNQ)REIT ETF922908553$6.5K86,8265.6%
Ishares(AGG)CORE TOTUSBD ETF464287226$13.9K127,17712.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$27.7K141,73124.0%
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