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Institute for Wealth Management, Llc.

Q3 2014 Holdings

Filed 2014-10-10 | 63 holdings | $105.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Powershares ETF TrustGBL LSTD PVT EQT73935X195$2.8K248,2332.6%
First TR Exch TRD Alpha FD I(FJP)JAPAN ALPHADEX33737J158$2.8K60,3802.7%
Vanguard World FDS(VDE)ENERGY ETF92204A306$3.0K22,9532.9%
Ishares(IEF)7-10 Y TR BD ETF464287440$3.2K30,5673.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$3.2K71,1933.1%
Ishares(EEM)MSCI EMG MKT ETF464287234$3.3K79,2653.1%
Ishares(EFA)MSCI EAFE ETF464287465$3.8K58,8113.6%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$3.9K93,5443.7%
Ishares(HYG)IBOXX HI YD ETF464288513$4.0K44,1673.8%
Vanguard Index FDS(VNQ)REIT ETF922908553$5.6K77,8435.4%
Alps ETF TRVELOSH VOLA HDGD00162Q791$8.4K282,4538.0%
Ishares(AGG)CORE TOTUSBD ETF464287226$9.6K87,8769.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$24.2K122,41323.0%
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