Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CARROLL FINANCIAL ASSOCIATES INC 04-09-2020 03-31-2020 1674 1,018,368,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES MSCI USA MINIMUM VOLATILITY ETF 1 $108,654,000 2,011,746 10.67 9.08 270,195 15.51 03-31-2020
GLOBAL X ADAPTIVE U.S. FACTOR ETF ETF 2 $101,286,000 5,689,696 9.95 14.92 -1,475,821 -20.60 03-31-2020
KNOWLEDGE LEADERS DEVELOPED WORLD ETF ETF 3 $67,285,000 2,334,106 6.61 6.50 89,514 3.99 03-31-2020
POWERSHARES FTSE RAFI US 1000 ETF 4 $57,665,000 623,815 5.66 6.88 -59,286 -8.68 03-31-2020
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