Fund HoldingsINTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$36.53M
Total Bought
$808.93M
Total Sold
$235.81M
Net Transaction
+$573.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ROYAL BK CDA(RY)01,228,390+1,228,39001,1653.19%+1,165
JPMORGAN CHASE & CO.(JPM)08,954,224+8,954,22401,0842.97%+1,084
GLOBAL X FDS
INFRA DEV EX ETF
09,316,484+9,316,48404991.36%+499
ADVANCE AUTO PARTS INC(AAP)0448,235+448,23504341.19%+434
HUMANA INC(HUM)0738,984+738,98405361.47%+536
AMPLIFY ETF TR05,233,093+5,233,09304251.16%+425
ISHARES TR026,864,772+26,864,77204231.16%+423
AECOM(ACM)0408,651+408,65103430.94%+343
EQUIFAX INC(EFX)0960,362+960,36205801.59%+580
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
06,872,499+6,872,49902310.63%+231
PACER FDS TR
TRENDPILOT EUR
011,241,982+11,241,98202430.67%+243
AON PLC(AON)0261,870+261,87002100.58%+210
PFIZER INC(PFE)05,061,530+5,061,53001930.53%+193
EVERSOURCE ENERGY(ES)0254,567+254,56701760.48%+176
VANECK ETF TRUST
PREFERRED SECURT
03,852,678+3,852,67801590.44%+159
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
015,825,343+15,825,34302730.75%+273
VERB TECHNOLOGY CO INC07,074+7,07401480.41%+148
SPDR SER TR
ST LONG BD ETF
09,281,869+9,281,86901760.48%+176
NORTHERN TR CORP(NTRS)0185,172+185,17201520.42%+152
JEFFERIES FINL GROUP INC(JEF)0268,909+268,90901270.35%+127
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
05,583,795+5,583,79501280.35%+128
CREATIVE MEDIA & CMNTY TR058,647+58,64701190.33%+119
CONAGRA BRANDS INC(CAG)0106,045+106,04501000.27%+100
GABELLI UTIL TR02,728+2,7280990.27%+99
INVESCO EXCH TRADED FD TR II07,213,253+7,213,25301080.30%+108
NASDAQ INC(NDAQ)0373,311+373,3110940.26%+94
PACER FDS TR
CASH COWS ETF
03,870,186+3,870,1860960.26%+96
DBX ETF TR02,717,305+2,717,3050600.16%+60
INVESCO EXCH TRADED FD TR II
SR LN ETF
06,449,717+6,449,71701480.41%+148
EATON VANCE SHORT DURATION D
COM
0339,828+339,8280460.13%+46
SPDR INDEX SHS FDS
SST SPDR MSCI
03,181,461+3,181,4610580.16%+58
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
02,673,533+2,673,5330510.14%+51
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
01,530,233+1,530,2330400.11%+40
TIDAL TR II
YIELDMAX META
01,393,526+1,393,5260880.24%+88
EXPEDIA GROUP INC(EXPE)062,027+62,0270360.10%+36
BRIGHTHOUSE FINL INC(BHF)031,717+31,7170350.10%+35
ALPS ETF TR
CLEAN ENERGY
01,629,127+1,629,1270350.10%+35
ADVENT CONV & INCOME FD0691+6910350.10%+35
RBB FD INC
MOTLEY FOL ETF
04,937,587+4,937,5870980.27%+98
BLACKROCK CORPOR HI YLD FD I(HYT)0335,159+335,1590330.09%+33
NEW YORK CMNTY BANCORP INC(FLG)0359,424+359,4240320.09%+32
BALL CORP0175,887+175,88701470.40%+147
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
01,171,958+1,171,9580270.07%+27
AUTODESK INC0567,797+567,79702660.73%+266
SANGAMO THERAPEUTICS INC(SGMOQ)034,731+34,7310400.11%+40
GATX CORP(GATX)029,614+29,6140250.07%+25
BAXTER INTL INC0797,446+797,4460210.06%+21
BORGWARNER INC032,966+32,9660200.06%+20
PULTE GROUP INC(PHM)052,938+52,9380200.06%+20
FIDELITY COVINGTON TRUST01,005,534+1,005,5340200.06%+20
FORTUNE BRANDS INNOVATIONS I(FBIN)034,828+34,8280250.07%+25
ISHARES INC01,048,689+1,048,6890230.06%+23
SCHWAB STRATEGIC TR02,653,398+2,653,3980430.12%+43
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
0244,032+244,0320170.05%+17
EPR PPTYS(EPR)066,982+66,9820160.04%+16
NEW YORK LIFE INVTS ACTIVE E
MACKAY CALI MUN
0348,356+348,3560160.04%+16
EQUINIX INC(EQIX)076,270+76,2700150.04%+15
S&W SEED CO03,700+3,7000200.05%+20
DOUBLELINE INCOME SOLUTIONS(DSL)0164,729+164,7290130.03%+13
ABRDN GLOBAL INFRA INCOME FU0256,061+256,0610130.03%+13
NEOS ETF TRUST
NEOS ENH INC 1-3
0616,589+616,5890120.03%+12
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
0311,286+311,2860120.03%+12
TIDAL TR II
DEF 500 WEE ETF
0432,279+432,2790110.03%+11
BLACKROCK FLOATING RATE INCO
COM
0143,880+143,8800110.03%+11
FRANKLIN TEMPLETON ETF TR
INVT GRADE CORPT
0663,270+663,2700220.06%+22
PODCASTONE INC015,912+15,9120100.03%+10
EATON VANCE MUN BD FD0106,622+106,6220100.03%+10
ELLINGTON CREDIT COMPANY067,008+67,0080100.03%+10
BLACKROCK ENHANCED INTL DIV053,940+53,940090.03%+9
TELEFONICA S A(TEFOF)044,894+44,894090.03%+9
BLACKROCK MUNIHLDGS NJ QLTY0111,543+111,543090.03%+9
VANECK ETF TRUST
BIOTECH ETF
01,141,414+1,141,4140110.03%+11
KINROSS GOLD CORP(KGC)083,304+83,304090.02%+9
BLACKROCK INCOME TR INC0107,644+107,644090.02%+9
DOLLAR TREE INC(DLTR)042,551+42,551080.02%+8
ALLIANCEBERNSTEIN GLOBAL HIG
COM
093,203+93,203080.02%+8
BROOKFIELD REAL ASSETS INCOM0108,367+108,367080.02%+8
EAGLE POINT CREDIT COMPANY I074,936+74,936080.02%+8
WISDOMTREE TR(WT)01,763,246+1,763,2460290.08%+29
VODAFONE GROUP PLC NEW(VOD)074,965+74,965070.02%+7
COHEN & STEERS QUALITY INCOM(RQI)0104,022+104,022070.02%+7
LLOYDS BANKING GROUP PLC(LYG)022,620+22,620070.02%+7
CALAMOS CONV OPPORTUNITIES &(CHI)082,260+82,260070.02%+7
UNDER ARMOUR INC(UA)071,636+71,6360260.07%+26
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
0213,053+213,053070.02%+7
AES CORP(AES)0139,718+139,718070.02%+7
EATON VANCE MUNI INCOME TRUS074,368+74,368070.02%+7
AMERICAN HEALTHCARE REIT INC(AHR)0173,539+173,539070.02%+7
BLACKSTONE SECD LENDING FD(BXSL)0192,582+192,582070.02%+7
DT MIDSTREAM INC(DTM)0497,918+497,918060.02%+6
TORM PLC(TRMD)0215,249+215,249060.02%+6
BLACKROCK ENHANCED GLOBAL DI069,839+69,839060.02%+6
ABRDN AUSTRALIA EQUITY FD IN029,172+29,172060.02%+6
BLUE OWL CAPITAL CORPORATION(OBDC)087,945+87,945060.02%+6
BEAMR IMAGING LTD023,220+23,220060.02%+6
SIBANYE STILLWATER LTD(SBSW)024,113+24,113060.02%+6
BLACKROCK ENHANCD CAP & INM(CII)0113,848+113,848060.02%+6
CRESCENT CAP BDC INC0102,675+102,675060.02%+6
BLACKROCK MUNIVEST FD INC041,873+41,873060.02%+6
DBX ETF TR
XTRA US NATL ETF
0163,500+163,500050.01%+5
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