HV ETFs Cutline Report: As of 6/23/2017

Transcription

1 HV ETFs Cutline Report: As of 6/23/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 20.92% % 12.42% 15.82% 35.68% % FBT 1st Trust Biotechnolgy Index Health & Biotech Equiti 18.41% % 10.49% 12.71% 30.59% % IGV ishares North American Tech-Software Technology Equities 16.22% % 8.11% 11.69% 29.77% % EWY ishares S. Korea Index Pacific Asia/excl. Japan 15.20% % 9.57% 9.97% 27.85% % TUR ishares Turkey Investment Index Emerging Markets Equi 14.69% % 4.10% 15.64% 27.50% % SOXX ishares PHLX SOX Semiconductor Secto Technology Equities 14.62% % 8.47% 7.85% 20.31% % IHI ishares DJ US Medical Devices Health & Biotech Equiti 14.54% % 6.38% 10.82% 26.02% % IHF ishares DJ US Healthcare Provid's Health & Biotech Equiti 13.33% % 8.48% 11.19% 19.01% % SMH VanEch Vectors Semiconductor Technology Equities 12.95% % 7.49% 7.48% 19.58% % MCHI ishares MSCI China China Equities 12.74% % 7.56% 10.21% 25.84% % ITB ishares DJ US Home Construction Building and Constructi 12.68% % 3.90% 5.03% 22.23% % BBH VanEck Vectors Biotech Health & Biotech 12.66% % 6.37% 9.00% 20.63% % IBB Nasdaq Biotechnology Health & Biotech Equiti 12.64% % 7.76% 9.37% 20.86% % EWP ishares Spain Index Europe Stock 12.63% % 1.69% 6.74% 22.44% % DFE Wisdom Tree Europe SmCap Div. Europe Stock 12.40% % 3.15% 10.36% 19.33% % VHT Vanguard Health Care Health & Biotech Equiti 12.02% % 7.34% 9.14% 18.65% % IYW Dow Jones US Technology Technology Equities 11.87% % 4.63% 6.98% 20.26% % EWQ ishares France Index Europe Stock 11.77% % 3.03% 8.90% 17.02% % EWI ishares Italy Index Europe Stock 11.72% % 4.05% 6.92% 13.67% % FXH 1st Trust Health Care AlphaDEX Health & Biotech Equiti 11.64% % 7.03% 9.02% 18.76% % VGT Vanguard Info Technology Technolgy Equities 11.61% % 4.71% 7.16% 19.62% % INDY ishares S&P India Nifty 50 Index Fund Emerging Markets Equi 11.50% % 2.94% 5.20% 24.40% % AAXJ ishares MSCI All Country Asia ex Japan Asia Pacific 11.43% % 5.62% 7.75% 23.47% % MTUM ishares Edge MSCI USA Momentum Fact All Cap Equities 11.34% % 5.79% 8.52% 18.23% % IYH Dow Jones US Healthcare Specialty-Health 11.33% % 6.77% 8.75% 17.48% % EWN ishares Netherlands Index Europe Stock 11.28% % 3.03% 7.91% 19.79% % QQQ PowerShares QQQ Trust, Series 1 Large Growth 11.01% % 3.86% 6.69% 19.21% % EZU European Monetary Union Index Europe Stock 10.81% % 2.93% 7.42% 16.73% % IXJ S&P Global Healthcare Health & Biotech Equiti 10.77% % 6.29% 8.40% 17.51% % XLV Health Care Select SPDR Health & Biotech Equiti 10.74% % 6.58% 8.22% 16.72% % EWW ishares Mexico Index Latin America Stock 10.73% % 3.48% 4.67% 21.81% % EWT ishares Taiwan Index Pacific Asia/excl. Japan 10.50% % 5.42% 7.10% 21.18% % FEZ SPDR Euro Stoxx 50 Europe Stock 10.31% % 2.14% 6.30% 15.48% % IHDG WisdomTree International Hedged Divide Foreign Large Cap Equ 10.02% % 3.51% 6.89% 15.33% % EWG ishares Germany Index Europe Stock 9.94% % 2.90% 6.23% 15.33% % XLK Technology Select Technology Equities 9.84% % 3.53% 5.61% 16.42% % EWD ishares Sweden Index Europe Stock 9.77% % 1.21% 6.15% 16.64% % MGK Vanguard Mega Cap Growth Large Cap Growth Equi 9.76% % 3.62% 6.12% 16.60% % HEDJ WisdomTree Europe Hedged Equity Europe Equities 9.75% % 0.76% 4.01% 13.82% % URE ProShares Ultra Real Estate Leveraged Real Estate 9.71% % 5.23% 6.37% 12.16% % EWL ishares Switzerland Index Europe Stock 9.60% % 3.16% 7.22% 16.40% % Page 1 of 8

2 EFG ishares MSCI EAFE Growth Index Foreign Large Cap Equ 9.47% % 4.12% 7.24% 17.00% % HEZU ishares Currency Hedged MSCI Eurozon Europe Equities 9.46% % 2.01% 4.46% 12.63% % IWF Russell 1000 Growth Large Growth 9.38% % 3.80% 6.11% 15.11% % VGK Vanguard European Europe Equities 9.18% % 2.65% 6.65% 14.73% % VUG Vanguard Growth Large Cap Growth 9.15% % 3.50% 5.85% 15.52% % VOOG Vanguard S&P 500 Growth Large Cap Growth Equi 9.07% % 3.97% 5.93% 14.57% % RPG Guggenheim S&P 500 Pure Growth Large Growth 9.02% % 4.46% 6.49% 14.28% % EEM ishares Emerging Mkts Index Emerging Mkts Equities 8.98% % 3.59% 5.36% 18.54% % IVW S&P 500/BARRA Growth Large Growth 8.97% % 3.92% 5.97% 14.43% % IUSG ishares Core U.S. Growth Large Cap Growth Equi 8.93% % 3.72% 5.74% 14.26% % HEWG ishares Currency Hedged MSCI Germany Europe Equities 8.89% % 2.34% 3.56% 11.53% % INDA ishares MSCI India Emerging Markets Equi 8.67% % 0.34% 2.22% 20.07% % SCZ ishares MSCI EAFE Small-Cap Foreign Small & Mid Ca 8.66% % 2.43% 6.74% 15.95% % PJP Dynamic Pharmaceuticals Health & Biotech Equiti 8.64% % 5.06% 8.44% 13.72% % SCHG Schwab U.S. Large-Cap Growth Large Cap Growth Equi 8.55% % 3.17% 5.49% 14.28% % IEV S&P Europe 350 Index Europe Stock 8.52% % 2.03% 5.69% 13.97% % IEMG ishares Core MSCI Emerging Markets Emerging Markets Equi 8.43% % 2.92% 4.88% 18.07% % ITA ishares DJ US Aerospace&Defense Industrials Equities 8.35% % 2.54% 6.02% 12.20% % SCHC Schwab International SmallCap Equ. Foreign Small/Mid Blen 8.32% % 3.47% 6.70% 14.88% % IHE ishares DJ US Pharmaceuticals Health & Biotech Equiti 8.29% % 4.20% 5.81% 12.94% % IWO Russell 2000 Growth Small Growth 8.28% % 3.39% 5.34% 10.63% % SCHF Schwab International Equity Foreign Large Cap Equ 8.21% % 3.97% 6.19% 14.60% % EWH ishares Hong Kong Index China Equities 7.86% % 2.66% 5.66% 20.69% % PIN PowerShares India Portfolio Emerging Markets Equi 7.73% % -0.86% 0.66% 19.14% % IWP Russell MidCap Growth Mid-Cap Growth 7.71% % 3.72% 5.28% 12.17% % VOT Vanguard Mid-Cap Growth Mid-Cap Growth 7.66% % 3.20% 5.36% 12.61% % XHB SPDR Series Trust SPDR Home Builders Building & Construction 7.66% % 1.19% 2.77% 13.03% % VSS Vanguard FTSE All-Wld ex-us SmCP Idx Foreign Small & Mid Ca 7.39% % 2.19% 5.01% 14.63% % IEFA ishares Core MSCI EAFE Foreign Large Cap Equ 7.38% % 2.17% 4.94% 13.39% % IXUS ishares Core MSCI Total International Sto Global Equties 7.26% % 2.37% 4.79% 13.63% % VEA Vanguard FTSE Developed Markets Foreign Large Cap 7.26% % 2.61% 4.89% 12.81% % HEFA ishares Currency Hedged MSCI EAFE Foreign Large Cap Equ 7.22% % 2.98% 4.32% 9.92% % VBK Vanguard SmallCap Growth Small Cap Growth 7.19% % 3.19% 4.59% 10.52% % REZ ishares Residential Real Estate Capped Specialty-Real Estate 7.14% % 5.63% 6.40% 8.35% % VPU Vanguard Utilities VIPERS Utilities Equities 7.13% % 3.76% 4.45% 9.93% % PDP PowerShares DWA Momentum Portfolio All Cap Equities 7.12% % 2.62% 3.84% 11.98% % EFA MSCI EAFE ishares Index Fd Foreign Large Cap Equ 7.10% % 2.10% 4.58% 12.84% % ASHR Deutsche X-Trackers China A-Shares China Equities 7.03% % 7.66% 6.33% 13.94% % VT Vanguard Total World Stock Index Global Equities 7.03% % 2.70% 4.37% 11.59% % VEU Vanguard FTSE All-Word ex-us Global Equities 7.01% % 2.31% 4.45% 13.08% % VXUS Vanguard Total International Stock Global Equities 7.01% % 2.31% 4.41% 13.06% % VNQI Vanguard Global ex-u.s. Real Estate Global Real Estate 6.94% % 4.37% 6.72% 14.67% % IDU Dow Jones US Utilities Utilities Equities 6.93% % 3.64% 4.32% 9.96% % IYJ Dow Jones US Industrial Industrial Equities 6.93% % 2.65% 4.82% 9.48% % Page 2 of 8

3 ACWX ishares MSCI ACWI ex US Global Equities 6.91% % 2.11% 4.31% 12.99% % JXI ishares S&P Global Utilities Utilities Equities 6.88% % 3.83% 3.92% 12.13% % DIA SPDR Dow Jones Industrial Average Large Cap Value 6.76% % 2.23% 3.59% 8.22% % XLI Industrial Select Sector Industrial Equities 6.71% % 2.52% 4.53% 9.31% % HEWJ ishares Currency Hedged MSCI Japan Japan Equities 6.67% % 5.02% 5.89% 6.76% % DGRO ishares Core Dividend Growth Large Cap Value Equiti 6.61% % 2.70% 3.68% 9.24% % CWB SPDR Barclays Convertible Securities Convertible Bonds 6.57% % 3.20% 4.62% 10.23% % XPH SPDR Pharmaceuticals Health & Biotech Equiti 6.55% % 2.00% 5.00% 12.36% % USMV ishares Edge MSCI Min Vol USA All Cap Equities 6.51% % 2.67% 4.11% 9.86% % XLU Utilities Select Sector Utilities Equities 6.45% % 2.92% 3.70% 9.55% % IYK Dow Jones US Cons. Goods Consumer Staples Equi 6.44% % 3.51% 3.75% 11.27% % VPL Vanguard Pacific ETF Asia Pacific Equities 6.44% % 3.25% 4.03% 13.27% % SCHE Schwab Emerging Markets Equity Emerging Markets Equi 6.41% % 1.72% 3.55% 15.12% % FEX First Trust Large Cap Core AlphaDEX Large Cap Blend Equity 6.39% % 2.32% 3.31% 9.35% % IVV S&P 500 Large Blend 6.37% % 2.63% 3.62% 9.27% % ITOT ishares Core S&P Total U.S. Stock Marke All Cap Equities 6.28% % 2.51% 3.54% 9.07% % IWB Russell 1000 Index Large Blend 6.27% % 2.50% 3.56% 9.21% % ACWI ishares MSCI ACWI Global Equities 6.24% % 1.96% 3.60% 10.77% % IJK S&P MidCap 400/BARRA Growth Mid-Cap Growth 6.23% % 1.96% 3.53% 8.47% % IWV Russell 3000 Index All Cap Equities 6.17% % 2.39% 3.45% 8.84% % QUAL ishares Edge MSCI USA Quality Factor All Cap Equities 6.13% % 2.83% 3.46% 9.02% % SPLV PowerShares S&P 500 Low Volat. Large Cap Blend 6.10% % 2.92% 3.80% 8.51% % PXF PowerShares FTSE RAFI Developed Mar Foreign Large Cap Equ 6.10% % 1.82% 3.27% 10.28% % EWS ishares Singapore Index Pacific Asia/excl. Japan 6.09% % 1.65% 2.41% 17.21% % VCR Vanguard Consumer Discretionary Consumer Discretionar 6.06% % 0.17% 2.64% 10.46% % VV Vanguard LargeCap Large Cap Blend 6.06% % 2.20% 3.33% 9.10% % VIS Vanguard Industrials industrials Equities 6.03% % 1.93% 3.82% 7.71% % SCHX Schwab U.S. Large-Cap Large Cap Blend Equiti 6.03% % 2.20% 3.29% 9.13% % ZROZ PIMCO 25 Yr Zero Coupon US Treas Idx Government Bonds 6.01% % 8.10% 8.80% 11.21% % VWO Vanguard Emerging Markets Emerging Markets Equi 5.97% % 0.97% 2.54% 13.83% % GSLC Goldman Sachs ActiveBeta U.S. Large Ca Large Cap Blend Equiti 5.93% % 2.35% 3.53% 9.17% % VOO Vanguard S&P 500 Large Cap Blend Equiti 5.92% % 2.18% 3.24% 8.80% % SPY SPDR S&P 500 Large Cap Blend 5.89% % 2.12% 3.13% 8.77% % IDV ishares International Select Dividend Foreign Large Cap Equ 5.87% % 2.39% 3.53% 10.18% % XMLV PowerShares S&P MidCap Low Volatility Mid Cap Blend Equities 5.83% % 2.04% 3.00% 7.34% % DBEF Deutsche X-Trackers MSCI EAFE Hedge Foreigh Large Cap Equ 5.79% % 1.13% 2.57% 8.16% % SCHB Schwab U.S. Broad Market All Cap Equities 5.79% % 2.03% 3.05% 8.53% % VTI Total Stock Market VIPERs All Cap Equities 5.76% % 1.99% 3.07% 8.44% % SPHQ PowerShares S&P 500 Quality Portfolio Large Cap Blend Equiti 5.62% % 1.92% 2.81% 8.27% % EWJ ishares Japan Index Japan Stock 5.56% % 4.22% 4.95% 10.62% % ACWV ishares Edge MSCI Min Vol Global Global Equities 5.51% % 2.55% 3.67% 10.12% % EWK ishares Belgium Index Europe Stock 5.48% % 0.31% 3.94% 11.36% % XLB Materials Select Sector Materials 5.46% % 1.47% 2.75% 8.35% % VO Vanguard Mid-Cap Mid-Cap Blend 5.41% % 1.62% 2.81% 8.75% % Page 3 of 8

4 DBEU Deutsche X-Trackers MSCI Europe Hedg Europe Equities 5.37% % 1.49% 3.18% 10.05% % VAW Vanguard Materials VIPERS Materials 5.36% % 1.16% 2.27% 8.18% % FV First Trust VL Dividend Large Cap Value Equiti 5.36% % 2.71% 4.03% 8.08% % FXI ishares China 25 Index China Equities 5.33% % 3.22% 3.33% 14.58% % VIG Vanguard Div. Appreciation Large Cap Value Equiti 5.31% % 1.29% 3.04% 8.79% % EDV Vanguard Extended Duration Treasury Government Bonds 5.31% % 7.38% 9.36% 11.09% % IJT S&P SmallCap 600/BARRA Growth Small Growth 5.27% % 0.92% 2.19% 4.29% % FM ishares MSCI Frontier 100 Fund Emerging Markets Equi 5.24% % -0.66% 2.85% 14.81% % VXF Vanguard Extended Markets VIPERs Mid Cap Blend 5.24% % 1.32% 2.46% 6.73% % DXJ Wisdom Tree Japan Hedged Equity Japan Stock 5.21% % 2.10% 3.00% 5.25% % IWR Russell MidCap Index Fs Mid-Cap Blend 5.18% % 2.02% 2.82% 7.60% % XLY Consumer Discretionary Sec. Consumer Discretionar 5.18% % -0.60% 1.79% 9.98% % IWM Russell 2000 Small Blend 5.09% % 1.33% 2.49% 4.49% % IYC ishares US Consumer Services Consumer Discretionar 5.03% % -0.46% 2.20% 8.90% % DWX SPDR S&P International Dividend Foreign Large Cap Equ 5.02% % 1.81% 3.13% 8.90% % DEM WisdomTree Emerg. Mkts Hi-Yld E. Emerging Mkts Equities 4.94% % 0.07% 0.81% 10.28% % PKW PowerShares Buyback Achievers All Cap Equities 4.90% % 2.45% 2.89% 5.93% % NOBL ProShares S&P 500 Dividend Aristocrats Large Cap Value Equiti 4.89% % 1.63% 3.13% 7.53% % RSP Guggenheim S&P Equal Weight Large Blend 4.77% % 1.38% 2.05% 6.97% % EWM ishares Malaysia Index Emerging Markets Equi 4.76% % 1.07% 5.09% 14.11% % MOO VanEck Vectors Agribusiness Commodity Producers 4.72% % 1.38% 3.39% 7.64% % IYF Dow Jones US Financial Sector Specialty-Financial 4.64% % 2.01% 1.74% 4.34% % IYT Dow Jones Transportation Transportation Equities 4.63% % 3.52% 3.45% 4.18% % EFV MSCI EAFE ishares Value Index Foreign Large Cap Equ 4.61% % -0.25% 1.91% 8.49% % IYG Dow Jones US Financial Serv's Specialty-Financial 4.60% % 1.62% 0.92% 3.61% % FXO 1st Trust Financials AlphaDEX Financial Equities 4.57% % 1.51% 1.84% 4.37% % DBJP Deutsche X-Trackers MSCI Japan Hedge Japan Equities 4.56% % 2.65% 3.41% 4.22% % SCHM Schwab U.S. Mid Cap Mid Cap Blend Equities 4.55% % 0.99% 1.69% 6.60% % THD ishares Thailand Capped Invest Mrkt Idx Emerging Markets Equi 4.50% % 1.08% 0.47% 8.70% % IJH S&P MidCap 400 Mid-Cap Blend 4.48% % 0.96% 1.77% 5.39% % EZA ishares South Africa Index Emerging Markets Equi 4.47% % -0.97% 4.93% 10.60% % KIE SPDR S&P Insurance Specialty-Financial 4.42% % 0.59% 1.15% 4.80% % IYR Dow Jones US Real Estate Real Estate 4.35% % 2.90% 3.48% 5.56% % MDY MidCap Trust Series I Mid-Cap Blend 4.33% % 0.77% 1.55% 5.15% % VB Vanguard SmallCap Small Cap Blend 4.27% % 0.80% 1.66% 5.06% % IYM Dow Jones US Basic Mat's Materials 4.25% % -0.09% 0.09% 7.29% % DVY ishares Select Dividend Index Large Cap Value 4.21% % 1.85% 2.29% 5.22% % VFH Vanguard Financials Financials Equities 4.17% % 1.38% 0.69% 2.59% % ECH ishares Chile Index Latin America 4.13% % -1.77% -3.17% 12.72% % EPHE ishares MSCI Philippines Emerging Markets Equi 4.12% % 1.14% 6.12% 11.81% % XLF Financial Select Sector Financial Equities 4.08% % 1.53% 0.67% 2.75% % CLY ishares 10 Year Credit Bond Corporate Bonds 4.06% % 3.80% 5.03% 6.00% % VCLT Vanguard Long-Term Corporate Bond Corporate Bonds 4.03% % 4.00% 4.87% 5.52% % SCHA Schwab U.S. Small-Cap Small Cap Blend Equiti 3.86% % 0.57% 1.38% 3.85% % Page 4 of 8

5 TLT ishares 20+ Treas. Bd Government Bonds 3.86% % 4.44% 5.86% 7.26% % IJR S&P Sm.Cap 600 Small Blend 3.84% % 0.40% 1.32% 1.91% % SCHD Schwab US Dividend Equity All Cap Equities 3.82% % 1.99% 2.24% 4.61% % VLUE ishares Edge MSCI USA Value Factor Large Cap Value Equiti 3.79% % 0.55% 0.77% 4.97% % SCHV Schwab U.S. Large-Cap Value Large Cap Value Equiti 3.71% % 1.23% 1.23% 4.57% % PEZ PowerShares High Yield Divi Achievers All Cap Equities 3.71% % 0.45% 2.62% 5.89% % VDC Vanguard Consumer Staples Consumer Staples Equi 3.69% % 0.84% 1.93% 6.99% % BLV Vanguard Long Term Bond Long-Term Bond 3.65% % 3.70% 5.00% 6.07% % VOE Vanguard Mid Cap Value Mid-Cap Value 3.63% % 0.37% 0.77% 5.67% % TLO SPDR Barclays Long Term Treasury Government Bonds 3.61% % 4.13% 5.55% 6.87% % EWU ishares United Kingdom Index Europe Stock 3.58% % -0.18% 1.51% 7.66% % VGLT Vanguard Long-Term Government Bonds Government Bonds 3.57% % 4.05% 5.49% 6.70% % XLP Consumer Staples Select Consumer Staples 3.46% % 0.56% 1.67% 7.31% % IFGL ishares FTSE EPRA/NAREIT Global Real Global Real Estate 3.38% % 2.24% 4.70% 9.40% % ICF Cohen & Steers Realty Real Estate 3.36% % 3.46% 3.35% 3.46% % VYM Vanguard High Div. Yield Index Large Cap Value 3.33% % 1.26% 1.18% 3.70% % VTV Vanguard Value Large Cap Value 3.29% % 1.07% 1.04% 3.60% % VRP PowerShares Variable Rate Preferred Por Preferred Stock 3.27% % 1.48% 2.55% 6.05% % FNDX Schwab Fundamental U.S. Large Compa Large Cap Value Equiti 3.27% % 0.77% 0.47% 4.05% % FXE CurrencyShares Euro Currency Trust Currency 3.27% % 2.69% 4.79% 5.97% % IVE S&P 500/BARRA Value Large Value 3.21% % 0.98% 0.88% 3.53% % IWS Russell MidCap Value Mid-Cap Value 3.18% % 0.69% 0.84% 4.05% % BWX SPDR Lehman Intl Treasury Bond World Gov Bond 3.16% % 2.29% 3.75% 6.39% % PRF PowerShares FTSE RAFI US 1000 Large Cap Value 3.14% % 0.58% 0.74% 3.70% % IWD Russell 1000 Value Large Value 3.10% % 1.03% 0.84% 3.45% % FXU 1st Trust Utilities AlphaDEX Utilities Equities 3.08% % 0.91% 1.24% 3.74% % KBWB PowerShares KBW Bank Portfolio Financials Equities 3.02% % 0.21% -0.69% -0.19% % HDV ishares Core High Dividend Large Cap Value Equiti 2.98% % 2.09% 1.36% 3.34% % DON Wisdom Tree MidCap Div. Mid-Cap Value 2.97% % 0.12% 0.37% 3.72% % EPP ishares Pacific ex. Japan Index Fund Pacific Asia/excl. Japan 2.93% % -1.74% -1.45% 11.30% % SDY SPDR Dividend ETF Large Value 2.79% % 0.37% 0.96% 4.01% % DHS Wisdom Tree High-Yield Equity Large Cap Value 2.75% % 1.47% 1.02% 2.78% % RHS Guggenheim S&P 500 = Wt. Consum Sta Consumer Staples 2.63% % 0.06% 1.44% 5.76% % PGF PowerShares Fin. Preferred Portf. Specialty-Financial 2.62% % 0.95% 2.14% 6.12% % SPHD PowerShares S&P 500 HiDivLowVol Large Cap Value 2.60% % 1.65% 0.20% 3.60% % FPE First Trust Preferred Securities and Incom Preferred Stock 2.54% % 1.17% 2.15% 5.06% % PGX PowerShares Preferred Portfolio Preferred Stock/Conver 2.53% % 1.00% 1.89% 6.11% % IJJ S&P MidCap 400/BARRA Value Mid-Cap Blend 2.42% % -0.12% -0.27% 1.96% % IVOV Vanguard S&P Mid-Cap 400 Value Mid Cap Value Equities 2.39% % -0.06% -0.20% 2.32% % RWO SPDR DJ Wilshire Global Real Estate Global Real Estate 2.36% % 1.98% 2.59% 3.07% % RPV Guggenheim S&P 500 Pure Value Large Value 2.32% % 0.10% 0.12% 2.33% % SCHH Schwab U.S. REIT Real Estate 2.28% % 2.46% 2.21% 1.56% % IJS S&P SmallCap 600/BARRA Value Small Value 2.22% % -0.25% 0.26% -0.71% % VBR Vanguard SmallCap Value Small Cap Value 2.21% % -0.77% -0.37% 1.16% % Page 5 of 8

6 LQD ishares iboxx $ Liquid Invest. Gr. Corporate Bonds 2.16% % 1.84% 2.77% 3.41% % BAB PowerShares Build America Bond Portfoli National Munis 2.12% % 2.68% 3.10% 4.06% % IWN Russell 2000 Value Small Value 2.04% % -0.70% -0.33% -0.98% % PFF ishares S&P Preferred Stock Preferred Stock/Conver 2.03% % 0.36% 1.16% 5.21% % TLH ishares Lehman Yr Treasury Government Bonds 2.02% % 1.89% 3.06% 4.21% % ITM VanEck Vectors AMT-Free Intermed Muni National Munis 1.94% % 1.86% 2.73% 3.84% % HYD VanEck Vectors High Yield Municipal Inde National Munis 1.92% % 1.30% 1.60% 4.65% % EMB ishares Emerging Markets Bond Emerging Market Bond 1.87% % 0.09% 1.41% 4.61% % VNQ Vanguard REIT Index Real Estate 1.87% % 1.64% 1.89% 1.96% % IAU ishares Gold Trust Precious Metals 1.85% % -1.06% 0.58% 9.03% % RWX SPDR DJ Wil Intern. RE Real Estate 1.80% % 1.10% 3.21% 6.98% % SGOL ETFS Physical Swiss Gold Shares Precious Metals 1.80% % -1.06% 0.61% 9.01% % GLD SPDR Gold Shares Precious Metals 1.77% % -1.11% 0.60% 8.96% % CRED ishares Core U.S. Credit Bond Bonds 1.74% % 1.37% 2.12% 2.77% % FXD First Trust Cons. Discret. AlphaDEX Consumer Discretionar 1.74% % -0.89% -0.35% 3.35% % PCY PowerShares Emerging Markets Sovereig Emerging Markets Bon 1.71% % 0.31% 1.75% 4.64% % RWR Wilshire REIT Fund Real Estate 1.66% % 2.17% 1.96% 0.79% % VWOB Vanguard Emerging Markets Gov Bonds Emerging Markets Bon 1.59% % 0.09% 1.07% 3.82% % PZA Pshares Insured National Munis National Munis 1.57% % 2.20% 2.24% 2.81% % VCIT Vanguard Intermediate-Term Corporate B Corporate Bonds 1.45% % 1.02% 1.92% 2.73% % FDL 1st Trust Morningstar Div. Lead's Large Cap Value 1.41% % -0.18% -1.25% 2.52% % FXB CurrencyShares British Pound Currency 1.36% % -1.81% 1.45% 3.04% % MUB ishares S&P National Muni Bond National Munis 1.35% % 1.35% 1.71% 2.43% % HYG ishares Lehman Hi-Yield Corp. High Yield Bond 1.26% % 0.09% 0.48% 1.91% % IEF ishares Lehman 7-10 Yr Treasury Government Bonds 1.24% % 1.13% 2.09% 2.84% % BOND PIMCO Total Return Active Exchange-Tra Total Bond Market 1.20% % 0.81% 1.21% 2.36% % JNK Barclays Cap. High Yield Bond High Yield Bond 1.11% % -0.11% 0.46% 1.78% % BIV Vanguard Intermed. Term Bond Intermediate-Term Bon 1.06% % 0.89% 1.83% 2.49% % HYS PIMCO 0-5 Year High Yield Corp Bond High Yield Bonds 1.02% % -0.24% 0.18% 1.38% % SCHZ Schwab US Aggregate Bond Total Bond Market 0.94% % 0.84% 1.43% 2.00% % AGG ishares Lehman Aggregate Bond Intermediate-Term Bon 0.92% % 0.73% 1.44% 1.84% % BND Vanguard Total Bond Market Intermediate-Term Bon 0.91% % 0.86% 1.44% 1.81% % DES Wisdom Tree SmallCap Div. Small Cap Value 0.90% % -1.60% -0.17% -2.71% % ITR SPDR Barclays Intermed Term Corp Bond Corporate Bonds 0.90% % 0.61% 1.14% 1.83% % GOVT ishares Core U.S. Treasury Bond Government Bonds 0.90% % 0.87% 1.48% 1.97% % CIU ishares Lehman Intermed. Credit Intermediate-Term Bon 0.82% % 0.46% 1.05% 1.77% % BNDX Vanguard Total International Bond Total Bond Market 0.81% % 0.96% 1.37% 1.07% % KBE SPDR S&P Bank Specialty-Financial 0.78% % -1.64% -2.47% -3.57% % TOTL SPDR DoubleLine Total Return Tactical Total Bond Market 0.77% % 0.35% 1.13% 2.13% % SCHR Schwab Intermediate-Term U.S. Treasury Government Bonds 0.68% % 0.48% 1.25% 1.74% % PHB PowerShares High Yield Corp Bond High Yield Bonds 0.67% % -0.11% 0.69% 0.80% % VGIT Vanguard Intermediate-Term Gov Bonds Government Bonds 0.64% % 0.51% 1.18% 1.80% % SDOG ALPS Sector Dividend Dogs Large Cap Value Equiti 0.64% % -0.05% -0.72% 1.35% % SHYG ishares 0-5 Year High Yield Corporate Bo High Yield Bonds 0.60% % -0.33% -0.10% 0.82% % Page 6 of 8

7 IEI ishares Lehman 3-7 Yr. Tresury Government Bonds 0.53% % 0.37% 0.92% 1.36% % FLTB Fidelity Limited Term Bond Corporate Bonds 0.52% % 0.48% 0.76% 1.24% % GVI ishares Lehman Interm. Govt/Credit Total Bond Market 0.50% % 0.32% 0.85% 1.17% % SJNK SPDR Barclays Short Term High Yield Bo High Yield Bonds 0.44% % -0.46% -0.18% 0.83% % VCSH Vanguard Short-Term Corporate Bond Corporate Bonds 0.43% % 0.23% 0.45% 0.92% % BSJI Guggenheim BulletShares High Yield Cor High Yield Bonds 0.30% % -0.04% 0.00% 0.60% % KRE SPDR S&P Region.Banking Specialty-Financial 0.28% % -2.11% -3.11% -4.79% % FLOT ishares Floating Rate Bond Corporate Bonds 0.19% % 0.06% 0.04% 0.32% % BSV Vanguard Short Term Bond Total Bond Market 0.17% % 0.04% 0.31% 0.65% % SCPB SPDR Barclays Short Term Corp Bond Corporate Bonds 0.17% % 0.00% 0.10% 0.36% % FXG 1st Trust Consumer Staples Consumer Staples Equi 0.16% % -2.78% -0.11% 0.74% % CSJ ishares Lehman 1-3 Yr Credit Bd Corporate Bond 0.15% % 0.00% 0.10% 0.37% % TIP ishares TIPS Bond Fd Inflation-Protected Bon 0.11% % -0.61% -0.30% 1.01% % FTSM First Trust Enhanced Short Maturity Total Bond Market 0.03% % 0.02% 0.02% 0.07% % GDX Mkt Vector Gold Miners Specialty-Precious Met 0.02% % 2.29% -0.31% 8.70% % SHY ishares Lehman 1-3 Year Treasury Government Bonds -0.02% % -0.08% 0.04% 0.12% % VGSH Vanguard Short-Term Government Government Bonds -0.06% % -0.08% 0.00% -0.21% % SCHP Schwab U.S. TIPs Inflation-Protected Bon -0.08% % -0.41% -0.11% 1.15% % SCHO Schwab Short-Term U.S. Treasury Government Bonds -0.09% % -0.08% -0.04% 0.04% % EWC ishares Canada Index Foreign Large Cap Equ -0.11% % 0.38% -1.93% 0.80% % EWA ishares Australia Index Asia Pacific Equities -0.22% % -4.90% -5.53% 5.59% % FXY CurrencyShares Japanese Yen Trust Currency -0.29% % 0.12% -0.03% 4.81% % VTIP Vanguard Short-Term Inflation-Protected Inflation-Protected Bon -0.32% % -0.47% -0.49% 0.14% % BKLN PowerShares Exchange-Traded Fund Tru High Yield Bonds -0.79% % -0.95% -0.86% -1.28% % GNR SPDR S&P Global Natural Resources Commodity Producers -1.22% % -2.86% -3.46% -0.10% % IYZ Down Jones US Telecom Commun. Equities -1.59% % -4.20% 0.74% -5.57% % ILF ishares S&P 40 Latin America Latin America Stock -1.61% % -5.93% -6.91% 7.03% % RING ishares MCSI Global Gold Miners Fund Commodity Producers -1.79% % 1.09% -2.43% 7.88% % GUNR FlexShares Global Upstream Natural Res Commodity Producers -1.83% % -3.14% -3.67% -1.01% % UUP PowerShares DB US Dollar Bullish Currency -2.37% % -1.64% -3.08% -4.95% % XME SPDR S&P Metals & Mining Commodity Producers -2.86% % -2.05% -4.04% -4.01% % VOX Vanguard Telecom Serv's Communication Equitie -2.89% % -3.95% -1.84% -7.02% % PPLT ETFS Physical Platinum Shares Precious Metals -3.12% % -2.15% -2.36% 2.72% % SLV ishares Silver Trust Precious Metals -3.58% % -3.13% -8.46% 4.50% % SIL Global X Silver Miners Commodity Producers -4.15% % -0.06% -3.16% 8.63% % GDXJ VanEck Vectors Junior Gold Miners Commodity Producers -4.18% % 6.11% -4.95% 8.40% % HDGE Ranger Equity Bear Inverse Equities -4.56% % -0.57% -1.25% -6.05% % TBF ProShares Short 20+Year Treasury Inverse Bonds -4.94% % -4.72% -6.18% -7.87% % DBA PowerShares DB Agriculture Fd Agriculture Commoditie -5.19% % -3.50% -3.69% -4.61% % FTGC First Trust Global Tactical Commodity Stra Commodities -5.82% % -4.83% -5.58% -6.32% % RWM ProShares Short Russell2000 Inverse Equities -6.03% % -1.43% -2.63% -5.35% % RSX Market Vectors Russia Emerging Markets Equi -6.32% % -9.72% -8.81% % % SH Short S&P 500 ProShares ETF Inverse Equities -6.57% % -2.49% -3.39% -8.81% % Page 7 of 8

8 DOG ProShares Short Dow 30 Bear Market -7.44% % -2.47% -3.87% -8.61% % EWZ ishares Brazil Index Latin America Stock -7.45% % % % -0.90% % IXC S&P Global Energy Energy Equities -7.56% % -5.32% -7.35% % % DJP Bloomberg Commodity Index Commodities -7.73% % -5.89% -7.65% % % XRT SPDR S&P Retail Consumer Discretionar -8.14% % -7.88% -6.42% % % IGE ishares North American Natural Resource Commodity Producers -8.27% % -5.24% -8.11% % % DBC PowerShares DB Commodity Index Commodities -8.94% % -6.62% -9.14% % % XLE Energy Select Sector Energy Equities -8.94% % -5.10% -7.90% % % EFZ ProSharesShort MSCI EAFE Inverse Equities -9.02% % -3.89% -6.20% % % IYE Dow Jones US Energy Specialty-Natural Res % % -5.04% -8.15% % % AGQ ProShares Ultra Silver Leveraged Commoditie -9.19% % -6.78% % 6.64% % TBT ProShares UltraShort Lehman 20 Yr Trea Leveraged Bonds -9.91% % -9.10% % % % VDE Vanguard Energy VIPERS Energy Equities % % -6.13% -9.41% % % GSG ishares GSCI Commodity Index Commodities % % -7.90% % % % PSQ ProShares Short QQQ Inverse Equities % % -4.11% -6.65% % % IEO ishares DJ Oil & Gas Expl.&Prod. Energy Equities % % -8.23% % % % FXN 1st Trust Energy AlphaDEX Energy Equities % % -9.01% % % % UNG U.S. Natural Gas Fund Oil & Gas % % % % % % XOP SPDR Oil & Gas Explor & Product Energy Equities % % % % % % USO U.S. Oil Fund Oil & Gas % % % % % % OIH Oil Services HOLDRs Energy Equities % % % % % % XES SPDR Oil & Gas Equip./Services Energy Equities % % % % % % Page 8 of 8