Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CARROLL FINANCIAL ASSOCIATES INC 12-31-2021 12-31-2021 1788 1,877,613,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GLOBAL X ADAPTIVE U.S. FACTOR ETF ETF 1 $175,525,000 5,531,364 9.35 9.30 -57,109 -1.02 12-31-2021
ISHARES MSCI USA MINIMUM VOLATILITY ETF 2 $146,348,000 1,816,413 7.79 7.55 -20,427 -1.11 12-31-2021
KNOWLEDGE LEADERS DEVELOPED WORLD ETF ETF 3 $122,967,000 2,567,806 6.55 6.70 9,004 0.35 12-31-2021
POWERSHARES FTSE RAFI US 1000 ETF 4 $93,862,000 547,460 5.00 4.76 10,120 1.88 12-31-2021
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