Home Ideas & Research Indexes Hedge Funds Portfolios My tickerspy Newswire
Enter ticker(s) Ticker Search
Pro Search
Index Search
 QQQ: 62.94 -0.68%   SPY: 132.83 -0.38% FAQ | Sign Up Now | Login
Profile Portfolio  


  Track this Pro and follow their portfolio moves with tickerspy™ alerts  

Captrust Financial Advisors

  Performance       Similar Pro Portfolios       Community  
 
Today:
Week:
1-month:
All-time: 		-0.3%
-1.2%
-1.2%
+4.2% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		+0.1%
+1.2%
+3.3%
-1.4%
 

Data since: Jan-1-2011
Current Portfolio: Q4 2011
     
Lumina Fund Man... -0.4%
Mizuho Securiti... -0.4%
CTC Fund Manage... -0.5%
     
1 member Tracking
Share this Pro on Facebook
Share this Pro on Twitter
 
                     
     
 
Chart View
1 week
  
1 month
  
3 months
  
6 months
    
 
 

 
 
 
 
   
     
 
Portfolio Detail
 
  Standard View     Performance View    
Click a column to sort | Scroll over columns for more information
What are Alerts?
  
 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q4 2011 View as: Alerts Holdings Detail
 AGG $110.96 -0.02 -0.02% 986,368 113% $ 2.7% 4% -0% +0.6% $75.3M | 683.3K shares - increase of 122.0K shares
 EFA $49.06 -0.49 -0.99% 23,983,223 125% $ 3.5% 8% -21% -0.9% $9.7M | 196.1K shares - increase of 36.9K shares
 GLD $149.46 -0.28 -0.19% 16,759,153 163% $ - 4% -20% -1.7% $199.0K | 1.3K shares - decrease of 1.8K shares
 HYG $88.82 -0.88 -0.98% 6,224,401 209% $ 7.3% 14% -4% -0.7% $514.0K | 5.7K shares - increase of 480 shares
 IWV $78.59 -0.36 -0.46% 109,656 60% $ 1.8% 25% -7% +5.9% $4.3M | 57.9K shares - increase of 4.6K shares
 IYR $62.16 -0.77 -1.22% 6,404,015 105% $ 3.5% 33% -4% +9.4% $14.9M | 262.6K shares - increase of 21.8K shares
 LQD $116.79 +0.06 +0.05% 2,700,436 158% $ 4.2% 7% -1% +2.7% $9.0M | 79.2K shares - increase of 78.1K shares
 OIL $22.96 -0.16 -0.69% 1,023,500 146% $ - 22% -18% -8.6% $28.0K | 1.1K shares - No Change
 SHM $24.45 +0.08 +0.33% 388,550 123% $ 1.4% 2% -0% +0.5% $7.6M | 311.3K shares - increase of 31.9K shares
 SLV $26.37 -0.49 -1.83% 24,442,797 181% $ - 3% -38% -2.1% $63.0K | 2.3K shares - No Change
 SPY $132.83 -0.51 -0.38% 207,265,560 132% $ 2.0% 24% -7% +5.8% $67.3M | 536.4K shares - increase of 37.5K shares
 TIP $119.84 -0.24 -0.20% 1,052,629 113% $ 3.3% 9% -0% +2.7% $5.5M | 47.1K shares - increase of 7.1K shares
Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Close [X]  
Post a comment on this stock.
(250 character limit)

Make comment private

Delete Comment

Discuss Captrust Financial Advisors's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
Jeffrey Gundlach's Ira Sohn Presentation
JWN  AAPL  SPY  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 08:56PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  DoubleLine Capital's Jeffrey Gundlach gave a presentation on going  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Gold ETFs Testing December Low
GLD  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 16, 10:01AM from (www.etftrends.com)
Gold exchange traded funds reversed early losses Wednesday following a three-day down streak. The precious metal ETFs are  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
12 High-Yielding Monthly Distribution Bond ETFs
HYD  EMLC  BAB  HYLD  BSJF  BSJE  BONO  JNK  HYG  PCY  PHB  PCEF  
Linked by ETF Database ( track newsfeed | ignore newsfeed ) - May 16, 09:00AM from (feeds.etfdb.com)
The hunt for yield continues to challenge investors of all walks in this historically ultra low-rate environment, although  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
4 ETF's To Look At
SPY  SLV  IYW  IYH  IYG  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 15, 04:27PM from (stocks.investopedia.com)
Check out which ETFs are positive year to date.  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Junior Gold Miner ETF Hits All-Time Low as Investors Favor Bullion
GLD  SGOL  IAU  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 15, 03:58PM from (www.etftrends.com)
An exchange traded fund that invests in small-cap gold miners fell more than 7% on Tuesday to a new all-time low as more  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Gold & Silver Woes Remain As Relevance is Under Attack
GLD  SLW  SLV  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 11:43AM from (247wallst.com)
Gold remains under pressure on Tuesday, albeit at a far lower rate of pressure with a drop of only $0.37 to $1,554.19. Gold  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
TIPS ETFs as an Inflation Hedge
TIP  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 15, 10:49AM from (www.etftrends.com)
ETFs that hold Treasury Inflation-Protected Securities have been popular with investors seeking an inflation hedge because  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
High Yield Bonds Around The Globe
JNK  HYG  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 15, 09:30AM from (stocks.investopedia.com)
High yield corporate bond ETFs that cover the entire globe.  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
5 Bond ETFs For The Masses
CSJ  SHY  AGG  JNK  BWX  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 15, 09:30AM from (stocks.investopedia.com)
The diversification benefits alone make bond ETFs one of the best investment vehicles for both institutional and retail  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Tuesday’s ETF To Watch: SPDR Gold Trust (GLD)
GLD  
Linked by ETF Database ( track newsfeed | ignore newsfeed ) - May 15, 04:00AM from (feeds.etfdb.com)
Stocks started off the week on the wrong foot yesterday, as more euro worries forced major benchmarks to stumble out of the  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Gold ETFs Slip Into Negative Territory for Year
GLD  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 14, 01:40PM from (www.etftrends.com)
Gold ETFs lost more than 1% on Monday along with bullion prices to fall into the red for 2012.
SPDR Gold Shares (NYSEArca:  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
ETF Insider: Beware Of Bargain Shopping
MDY  GLD  FXC  NKY  EWG  XRT  ITB  CNDA  
Linked by ETF Database ( track newsfeed | ignore newsfeed ) - May 14, 12:35PM from (feeds.etfdb.com)
Stock markets headed south last week as uncertainty over the political situation in Greece led many investors to question  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Look For Risk-Off Trade To Gain Momentum Over Next Two Months
SPY  QQQ  DDM  DIA  
Linked by InvestingDaily ( track member | ignore member ) - May 14, 09:48AM from (www.investingdaily.com)
The S&P 500 experienced a summer pullback in 12 of the last 13 years. Will this summer be any different?  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Muni Bond ETFs Rise on State Fiscal Outlook, Europe Woes
PZA  MUB  SHM  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 14, 09:45AM from (www.etftrends.com)
California’s higher-than-expected budget deficit of $16 billion is a reminder of the fiscal difficulties many states are facing after the 2008 financial meltdown.
 more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Hitchhiker’s Guide To The ETF Galaxy
VNQ  BND  SPY  VXX  VTI  VWO  TLT  EFA  IWM  
Linked by ETF Database ( track newsfeed | ignore newsfeed ) - May 14, 09:00AM from (feeds.etfdb.com)
At times, it seems as if the number of ETFs available to U.S. investors will soon exceed the number of stars in the sky.  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
World's Richest Lose $17 Billion as Slim's Fortune Drops
AVP  JPM  SPY  LVS  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 12, 01:33PM from (www.bloomberg.com)
Billionaire Carlos Slim


Susana Gonzalez/Bloomberg

Billionaire Carlos Slim.

 more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Junk Bond ETFs Aren’t Sounding the Alarm Yet
JNK  HYG  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 11, 04:10PM from (www.etftrends.com)
Weakness in U.S. stocks and many commodity markets along with the latest chapter in the Eurozone debt crisis have many investors  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Gold ETFs Break Long-Term Trend Line
GLD  SGOL  IAU  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 11, 10:36AM from (www.etftrends.com)
Gold ETFs are threatening to slip into negative territory for 2012 as the precious metal’s price falls below a key long-term trend line.
 more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Has Gold Finally Bottomed?
GG  GLD  AUY  
Linked by WallStNation.com ( track newsfeed | ignore newsfeed ) - May 10, 09:35PM from (wallstnation.com)
Gold has taken a beating and just hit its lowest value in 2012. Could now be the time to bet on a comeback?
If you  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Sector Bond ETFs Provide Specialized Exposure
AMPS  TLT  LQD  SHY  AGG  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 10, 08:00AM from (www.etftrends.com)
After the high volatility witnessed in the aftermath of the financial downturn and, again, in the summer last year, advisors  more ...
Flag Post a comment
Please flag this item as:
Close [X]
• Spam
• Duplicate post
• Inappropriate content
• Other
Upon clicking, our editors will review the post. Thanks for making tickerspy.com a more informative community.
Page 1 2 3 4 5 6 7 8 9 ... 233



Home | About | Register | My tickerspy | Logout Web site design by LightMix
© 2007-2012 Indie Research, LLC. All rights reserved.  

 

---
The information herein is provided by various sources including individual contributors not associated with Indie Research and is not guaranteed by us and does not purport to be a complete or error-free statement or summary of the available data. As such, we do not warrant, endorse or guarantee the completeness, accuracy, integrity or timelines of the information. You must evaluate, and bear all risks associated with, the use of any information provided hereunder, including any reliance on the accuracy, completeness, safety or usefulness of such information. This information is not intended to be used as the primary basis of investment decisions. It should not be construed as financial or other advice or as an offer to sell or the solicitation of an offer to buy any security in any state where such an offer or solicitation would be illegal. Any information expressed herein on this date is subject to change without notice. Any opinions or assertions contained in this information do not represent the opinions or beliefs of Indie Research, LCC or one or more of its employees, may have a position in any of the securities discussed herein. Use of the tickerspy.com, signifies your agreement to the Terms of Use.

Institutional Holdings Disclaimer

Pro portfolios track the top 15 quarterly holdings of more than 1,400 institutions. Comments in Pro portfolios show the institution's change in shares held for each company quarter over quarter.

Pro portfolio performance is based on institutions' top 15 holdings as disclosed in quarter-end filings with the SEC. Pro performance does not take into account additional holdings beyond the top 15 nor does it include positions that are not required to be disclosed by the SEC. As such, Pro portfolio performance should be considered an approximation and not a precise record of how an institution has performed over time.

tickerspy is not affiliated with any of the Pro investors profiled on our web site. The performance data and graph are estimates and do not represent an advertisement or endorsement by either tickerspy or the Pro investors.

THE INFORMATION PROVIDED TO YOU HEREUNDER IS PROVIDED "AS IS" AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, INDIE RESEARCH, LLC AND IT LICENSORS, BUSINESS ASSOCIATES AND SUPPLIERS DISCLAIM ALL WARRANTIES WITH RESPECT TO THE SAME, EXPRESS, IMPLIED AND STATUTORY, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, COMPLETENESS AND NON-INFRINGEMENT. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER INDIE RESEARCH, LLC NOR ITS OFFICERS, MEMBERS, DIRECTORS, PARTNERS, AFFILIATES, BUSINESS ASSOCIATES, LICNESORS OR SUPPLIERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGAES FOR LOST PROFITS OR REVENUES, GOODWILL, WORK STOPPAGE, SECURITY BREACHES, VIRUSES, COMPUTER FAILURE OR MALFUNCTION, USE, DATA OR OTHER INTANGIBLE LOSSES OR COMMERCIAL DAMAGES, EVEN IF ANY OF SUCH PARTIES ADVISED OF THE POSSIBILITY OF SUCH LOSSES, ARISING UNDER OR IN CONNECTION WITH THE INFORMATION PROVIDED HEREIN OR ANY OTHER SUBJECT MATTER HEREOF.


Market Data Powered by Interactive Data
Terms and Conditions

Close [X]  
Post a description about this portfolio.
(150 character limit)

Click to close X

Use portfolios to track tickers you're interested in. News related to your tickers will appear below the portfolio. Tickers in your portfolios will generate Alerts on your tickerspy Alerts page.

The Recent Tickers portfolio saves the tickers you've recently viewed on the site.
Click to close X

By matching similar portfolios, tickerspy helps members find institutional and individual investors with strategies similar to their own.
Click to close X

Portfolio performance for tickerspy member portfolios is calculated by equally weighting all of the stocks held in the portfolio.
Click to close X

Performance View offers a snapshot of how individual portfolio positions have performed since being added (or shorted) as well as a look at the individual stocks' performance over various time periods. In the case of "shorts," a decline in price will result in a positive gain.

Portfolio History offers a view of all current and past holdings in a portfolio.
Click to close X

Institutional Holdings Disclaimer

Pro portfolios track the top 15 quarterly holdings of more than 1,400 institutions. Comments in Pro portfolios show the institution's change in shares held for each company quarter over quarter.

Pro portfolio performance is based on institutions' top 15 holdings as disclosed in quarter-end filings with the SEC. Pro performance does not take into account additional holdings beyond the top 15 nor does it include positions that are not required to be disclosed by the SEC. As such, Pro portfolio performance should be considered an approximation and not a precise record of how an institution has performed over time.

tickerspy is not affiliated with any of the Pro investors profiled on our web site. The performance data and graph are estimates and do not represent an advertisement or endorsement by either tickerspy or the Pro investors.
Click to close X

To calculate "all-time" Pro performance, we combine all of the quarterly holdings reports for that Pro investor. The initial date used is the start date of the first quarterly holdings report we have in our database. Start dates vary based on the first quarterly holdings report we have for each Pro. Please see our Institutional Holdings Disclaimer (located at the bottom of this page) for more on how we calculate Pro portfolio performance estimates. tickerspy is not affiliated with any of Pro investors profiled on our web site.
Click to close X

Your primary portfolio will appear in other member’s Tracking Hubs when they track your performance. Your primary portfolio is also used in our Ideas & Research section, where your portfolio is compared with the portfolios of other members, and elsewhere on the site where other portfolio comparisons are made.

Note: Primary portfolios must contain at least five stocks of greater than $1 per share. If you have elected to make your primary portfolio private or if your portfolio is not eligible to be primary, it will not appear in the Ideas & Research section or on the front page.
Click to close X

Primary portfolio

Click to close X
Click the Alerts links in your portfolio to see news from the last 36 hours as well as data alerts displaying unusual price and volume action. You will also see Alerts related to the activity of other tickerspy members. To see more Alerts, visit your customized Alerts page. And for more Alerts info, visit our Alerts FAQ.
Click to close X
The Recent Tickers portfolio saves the tickers you've recently viewed on the site.