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"uuid": "c019cebb-4857-40c4-8e2c-74334871bbc9",
"title": "SPDR S&P 600 Small Cap ETF: Small-Cap Growth Stocks Are Undervalued (NYSEARCA:SLYG)",
"description": "SPDR S&P 600 Small Cap Growth ETF is well-diversified and offers a strong headline IRR of over 10%. See why SLYG stock looks like it is trading at a discount.",
"keywords": "",
"snippet": "imaginima\n\nSPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) is an exchange-traded fund that provides investors with exposure to small-cap growth stocks. The fu...",
"url": "https://seekingalpha.com/article/4575948-slyg-small-cap-growth-stocks-undervalued",
"image_url": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1362711093/image_1362711093.jpg?io=getty-c-w1536",
"language": "en",
"published_at": "2023-02-07T16:28:23.000000Z",
"source": "seekingalpha.com",
"relevance_score": null,
"entities": [
{
"symbol": "SLY",
"name": "SPDR S&P 600 Small Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 290.92163,
"sentiment_score": 0.3818,
"highlights": [
{
"highlight": "<em>SPDR</em> <em>S</em>&<em>P</em> <em>600</em> <em>Small</em> <em>Cap</em> <em>ETF</em>: Small-Cap Growth Stocks Are Undervalued (NYSEARCA:SLYG)",
"sentiment": 0.3818,
"highlighted_in": "title"
}
]
},
{
"symbol": "SLYG",
"name": "SPDR S&P 600 Small Cap Growth ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 100.46141,
"sentiment_score": 0.50935,
"highlights": [
{
"highlight": "imaginima\n\n<em>SPDR</em> <em>S</em>&<em>P</em> <em>600</em> <em>Small</em> <em>Cap</em> <em>Growth</em> <em>ETF</em> (<em>NYSEARCA:SLYG</em>) is an exchange-traded fund that provides investors with exposure to small-cap growth stocks. The fund corresponds with the S&P SmallCap 600 Growth Index, the fund's chosen benchmark (and essentially its \"target\").",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "SPDR S&P 600 Small Cap ETF: Small-Cap Growth Stocks Are Undervalued (<em>NYSEARCA:SLYG</em>)",
"sentiment": 0.3818,
"highlighted_in": "title"
}
]
}
],
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{
"uuid": "01024f4c-250e-4359-85ef-90dba41df37d",
"title": "These are the top 10 holdings of the AI-driven investment fund powered by Watson that has been crushing the market this year",
"description": "The AIEQ ETF is fully invested in the stock market, which according to DataTrek Research means it expects a continuation of the recent equity rally.",
"keywords": "",
"snippet": "The AI Powered Equity ETF has doubled the performance of the S&P 500 so far in 2023.\n\nThe strong outperformance comes as investors grow more interested in artif...",
"url": "https://markets.businessinsider.com/news/stocks/artificial-intelligence-aieq-etf-top-10-holdings-crushed-stock-market-2023-2",
"image_url": "https://i.insider.com/600ecfe51958200011554b79?width=1200&format=jpeg",
"language": "en",
"published_at": "2023-02-07T16:14:29.000000Z",
"source": "businessinsider.com",
"relevance_score": null,
"entities": [
{
"symbol": "AIEQ",
"name": "AI Powered Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 62.65432,
"sentiment_score": 0.639333,
"highlights": [
{
"highlight": "The <em>AI</em> <em>Powered</em> <em>Equity</em> <em>ETF</em> has doubled the performance of the S&P 500 so far in 2023.\n\nThe strong outperformance comes as investors grow more interested in artificial intelligence after the release of ChatGPT.\n\nThese are the top 10 holdings in the <em>AI</em> <em>Powered</em> <em>Equity</em> <em>ETF</em> that's driven by IBM's Watson.",
"sentiment": 0.8797,
"highlighted_in": "main_text"
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{
"highlight": "One ETF has been utilizing aspects of artificial intelligence to drive its investment decisions since its launch in 2017: the <em>AI</em> <em>Powered</em> <em>Equity</em> <em>ETF</em>.\n\nWith $120 million in assets under management, the ETF has had a great start to 2023, posting year-to-date performance of about 14%. That's about double the S&P 500's year-to-date return of 7%.",
"sentiment": 0.836,
"highlighted_in": "main_text"
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"highlight": "These are the top 10 holdings in the <em>AI</em> <em>Powered</em> <em>Equity</em> <em>ETF</em> that's driven by IBM's Watson supercomputer.\n\n10. APA Corporation\n\nshotbydave/Getty Images\n\nTicker: APA\n\n% of ETF: 1.6%\n\nIndustry: Oil & Gas\n\n9. Prudential Financial\n\nChris Hondros/Getty Images\n\nTicker: PRU\n\n% of ETF: 1.7%\n\nIndustry: Financial Services\n\n8.",
"sentiment": 0.2023,
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]
}
],
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{
"uuid": "f3a845a1-a1f9-43b6-9110-a82a09aa6e57",
"title": "Top 5 4th Quarter Trades of ARMSTRONG SHAW ASSOCIATES INC/CT",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, EEM, MSFT, DIS, GILD, ZBH",
"snippet": "ARMSTRONG SHAW ASSOCIATES INC/CT recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks...",
"url": "https://www.gurufocus.com/news/1944760/top-5-4th-quarter-trades-of-armstrong-shaw-associates-incct",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:26.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "EEM",
"name": "iShares MSCI Emerging Markets ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 63.161842,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> traded for a price of $40.145 per share and a market cap of $25.60Bil. The stock has returned -15.13% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
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{
"highlight": "In terms of valuation, <em>iShares</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> has a price-earnings ratio of 10.95 and a price-book ratio of 1.63.\n\nARMSTRONG SHAW ASSOCIATES INC/CT reduced their investment in NAS:MSFT by 1,213 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $239.99.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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}
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{
"uuid": "03b5bfb2-7964-475a-bccc-9695a1cd7cf8",
"title": "Top 5 4th Quarter Trades of OPPENHEIMER ASSET MANAGEMENT INC.",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, VTI, META, VEU, IWD, THO",
"snippet": "OPPENHEIMER ASSET MANAGEMENT INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stock...",
"url": "https://www.gurufocus.com/news/1944759/top-5-4th-quarter-trades-of-oppenheimer-asset-management-inc",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:26.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "IWD",
"name": "iShares Russell 1000 Value ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 58.666656,
"sentiment_score": 0.7106,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Russell</em> <em>1000</em> <em>Value</em> <em>ETF</em> traded for a price of $158.68 per share and a market cap of $53.28Bil. The stock has returned -1.60% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Russell</em> <em>1000</em> <em>Value</em> <em>ETF</em> has a price-earnings ratio of 16.05 and a price-book ratio of 2.32.\n\nDuring the quarter, OPPENHEIMER ASSET MANAGEMENT INC. bought 259,910 shares of NYSE:THO for a total holding of 277,308. The trade had a 0.32% impact on the equity portfolio.",
"sentiment": 0.6633,
"highlighted_in": "main_text"
}
]
}
],
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{
"uuid": "4cf662db-ad66-46bd-a212-3c9d3b5ba586",
"title": "Top 5 4th Quarter Trades of TD Asset Management Inc",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, TSLA, GOOG, AMZN, EWJ, XLF",
"snippet": "TD Asset Management Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were in ...",
"url": "https://www.gurufocus.com/news/1944755/top-5-4th-quarter-trades-of-td-asset-management-inc",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:22.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "AMZ.DE",
"name": "Amazon.com, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 17.305943,
"sentiment_score": 0.78775,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Amazon.com</em> <em>Inc</em> traded for a price of $99.2801 per share and a market cap of $1,017.35Bil. The stock has returned -37.16% over the past year.\n\nGuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Amazon.com</em> <em>Inc</em> has a price-book ratio of 6.93, a EV-to-Ebitda ratio of 29.14 and a price-sales ratio of 1.96.\n\nThe price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.\n\nDuring the quarter, TD Asset Management Inc bought 4,904,496 shares of ARCA:EWJ for a total holding of 6,499,796.",
"sentiment": 0.8176,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ABEA.DE",
"name": "Alphabet Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Communication Services",
"match_score": 16.397512,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TL0.DE",
"name": "Tesla, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 14.137816,
"sentiment_score": 0.78775,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Tesla</em> <em>Inc</em> traded for a price of $192.68 per share and a market cap of $609.66Bil. The stock has returned -36.29% over the past year.\n\nGuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Tesla</em> <em>Inc</em> has a price-earnings ratio of 53.18, a price-book ratio of 13.64, a EV-to-Ebitda ratio of 34.06 and a price-sales ratio of 8.21.\n\nThe price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.\n\nTD Asset Management Inc reduced their investment in NAS:GOOG by 4,146,023 shares.",
"sentiment": 0.8176,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ABEC.DE",
"name": "Alphabet Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Communication Services",
"match_score": 16.397322,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AMZN",
"name": "Amazon.com, Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 17.305271,
"sentiment_score": 0.78775,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Amazon.com</em> <em>Inc</em> traded for a price of $99.2801 per share and a market cap of $1,017.35Bil. The stock has returned -37.16% over the past year.\n\nGuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Amazon.com</em> <em>Inc</em> has a price-book ratio of 6.93, a EV-to-Ebitda ratio of 29.14 and a price-sales ratio of 1.96.\n\nThe price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.\n\nDuring the quarter, TD Asset Management Inc bought 4,904,496 shares of ARCA:EWJ for a total holding of 6,499,796.",
"sentiment": 0.8176,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOG",
"name": "Alphabet Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 10.387067,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL",
"name": "Alphabet Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 16.39625,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TSLA",
"name": "Tesla, Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 14.137918,
"sentiment_score": 0.78775,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Tesla</em> <em>Inc</em> traded for a price of $192.68 per share and a market cap of $609.66Bil. The stock has returned -36.29% over the past year.\n\nGuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Tesla</em> <em>Inc</em> has a price-earnings ratio of 53.18, a price-book ratio of 13.64, a EV-to-Ebitda ratio of 34.06 and a price-sales ratio of 8.21.\n\nThe price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.\n\nTD Asset Management Inc reduced their investment in NAS:GOOG by 4,146,023 shares.",
"sentiment": 0.8176,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AMZN.MX",
"name": "Amazon.com, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 17.305466,
"sentiment_score": 0.78775,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Amazon.com</em> <em>Inc</em> traded for a price of $99.2801 per share and a market cap of $1,017.35Bil. The stock has returned -37.16% over the past year.\n\nGuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Amazon.com</em> <em>Inc</em> has a price-book ratio of 6.93, a EV-to-Ebitda ratio of 29.14 and a price-sales ratio of 1.96.\n\nThe price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.\n\nDuring the quarter, TD Asset Management Inc bought 4,904,496 shares of ARCA:EWJ for a total holding of 6,499,796.",
"sentiment": 0.8176,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL.MX",
"name": "Alphabet Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Communication Services",
"match_score": 16.400528,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOG.MX",
"name": "Alphabet Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Communication Services",
"match_score": 16.400528,
"sentiment_score": 0.6719,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Alphabet</em> <em>Inc</em> traded for a price of $105 per share and a market cap of $1,340.78Bil. The stock has returned -24.47% over the past year.\n\nGuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Alphabet</em> <em>Inc</em> has a price-earnings ratio of 23.07, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.91, a EV-to-Ebitda ratio of 14.13 and a price-sales ratio of 4.86.\n\nThe price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EWJ.MX",
"name": "iShares MSCI Japan ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 47.82763,
"sentiment_score": 0.6649,
"highlights": [
{
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"highlights": [
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"language": "en",
"published_at": "2023-02-07T16:00:21.000000Z",
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"sentiment": 0.7579,
"highlighted_in": "main_text"
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"title": "Top 5 4th Quarter Trades of Financial Sense Advisors, Inc.",
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"language": "en",
"published_at": "2023-02-07T16:00:14.000000Z",
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"type": "index",
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"match_score": 35.396515,
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"highlights": [
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"highlight": "On 02/07/2023, <em>WisdomTree</em> <em>Yield</em> <em>Enhanced</em> <em>U.S</em>. Aggregate Bond Fund traded for a price of $43.7342 per share and a market cap of $879.06Mil. The stock has returned -9.62% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
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"highlights": [
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"highlight": "On 02/07/2023, <em>WisdomTree</em> <em>Yield</em> <em>Enhanced</em> <em>U.S</em>. Aggregate Bond Fund traded for a price of $43.7342 per share and a market cap of $879.06Mil. The stock has returned -9.62% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
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"name": "WisdomTree Yield Enhanced U.S. ",
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"highlight": "On 02/07/2023, <em>WisdomTree</em> <em>Yield</em> <em>Enhanced</em> <em>U.S</em>. Aggregate Bond Fund traded for a price of $43.7342 per share and a market cap of $879.06Mil. The stock has returned -9.62% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
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"highlights": [
{
"highlight": "On 02/07/2023, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> ETF traded for a price of $53.54 per share and a market cap of $2.67Bil. The stock has returned -12.51% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> ETF has a price-earnings ratio of 8.59 and a price-book ratio of 1.26.\n\nSavant Capital, LLC reduced their investment in ARCA:IEMG by 4,012,832 shares. The trade had a 5.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.98.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "JNJ",
"name": "Johnson & Johnson",
"exchange": "NYSE",
"exchange_long": "New York Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Healthcare",
"match_score": 28.611774,
"sentiment_score": 0.5563,
"highlights": [
{
"highlight": "During the quarter, Savant Capital, LLC bought 3,588,251 shares of <em>NYSE:JNJ</em> for a total holding of 3,630,127. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $172.66.\n\nOn 02/07/2023, <em>Johnson</em> & <em>Johnson</em> traded for a price of $161.96 per share and a market cap of $423.44Bil.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Johnson</em> & <em>Johnson</em> has a price-earnings ratio of 24.03, a price-book ratio of 5.68, a price-earnings-to-growth (PEG) ratio of 6.16, a EV-to-Ebitda ratio of 15.03 and a price-sales ratio of 4.55.\n\nThe price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IEMG.MX",
"name": "iShares Core MSCI Emerging Markets ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 74.85879,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> traded for a price of $49.5 per share and a market cap of $70.54Bil. The stock has returned -14.23% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> has a price-earnings ratio of 10.87 and a price-book ratio of 1.59.\n\nDuring the quarter, Savant Capital, LLC bought 859,958 shares of ARCA:AGGY for a total holding of 1,867,465. The trade had a 0.89% impact on the equity portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AVEM",
"name": "Avantis Emerging Markets Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 67.193886,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> <em>ETF</em> traded for a price of $53.54 per share and a market cap of $2.67Bil. The stock has returned -12.51% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> <em>ETF</em> has a price-earnings ratio of 8.59 and a price-book ratio of 1.26.\n\nSavant Capital, LLC reduced their investment in ARCA:IEMG by 4,012,832 shares. The trade had a 5.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.98.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IEMG",
"name": "iShares Core MSCI Emerging Markets ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 74.85502,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> traded for a price of $49.5 per share and a market cap of $70.54Bil. The stock has returned -14.23% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> has a price-earnings ratio of 10.87 and a price-book ratio of 1.59.\n\nDuring the quarter, Savant Capital, LLC bought 859,958 shares of ARCA:AGGY for a total holding of 1,867,465. The trade had a 0.89% impact on the equity portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AGGY",
"name": "WisdomTree Yield Enhanced U.S. Aggregate Bond Fund",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 58.623917,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>WisdomTree</em> <em>Yield</em> <em>Enhanced</em> <em>U.S</em>. <em>Aggregate</em> <em>Bond</em> <em>Fund</em> traded for a price of $43.7342 per share and a market cap of $879.06Mil. The stock has returned -9.62% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "BIEM39.SA",
"name": "Ishares Core Msci Emerging Markets ETF",
"exchange": "BVMF",
"exchange_long": "The B3 S.A. - Brasil, Bolsa, Balcão",
"country": "br",
"type": "equity",
"industry": "N/A",
"match_score": 74.85368,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> traded for a price of $49.5 per share and a market cap of $70.54Bil. The stock has returned -14.23% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Core</em> <em>MSCI</em> <em>Emerging</em> <em>Markets</em> <em>ETF</em> has a price-earnings ratio of 10.87 and a price-book ratio of 1.59.\n\nDuring the quarter, Savant Capital, LLC bought 859,958 shares of ARCA:AGGY for a total holding of 1,867,465. The trade had a 0.89% impact on the equity portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
}
]
},
{
"uuid": "86297ca2-6eef-4977-a7ad-0464f5a68ea9",
"title": "Top 5 4th Quarter Trades of NewSquare Capital LLC",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, SPLV, PDP, USCI, FTXN, FXN",
"snippet": "NewSquare Capital LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were in a ...",
"url": "https://www.gurufocus.com/news/1944725/top-5-4th-quarter-trades-of-newsquare-capital-llc",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:08.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "^SPLV-IV",
"name": "Invesco S P 500 Low Volatility ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 61.389935,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SPLV-NV",
"name": "Invesco S P 500 Low Volatility ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 61.389935,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SPLV-TC",
"name": "Invesco S P 500 Low Volatility ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 61.389935,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SPLV-EU",
"name": "Invesco S P 500 Low Volatility ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 61.389675,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^PDP-TC",
"name": "Invesco DWA Momentum ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 55.801018,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> traded for a price of $75.40000000000001 per share and a market cap of $1.07Bil. The stock has returned -6.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> has a price-earnings ratio of 20.23 and a price-book ratio of 5.30.\n\nNewSquare Capital LLC reduced their investment in ARCA:USCI by 229,169 shares. The trade had a 1.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $54.73.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^AIRR",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^FTLB",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^ROBT",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^LEGR",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^RDVY",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^FV",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SDVY",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.336853,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^FVC",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.33638,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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"type": "etf",
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"match_score": 45.33638,
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"highlights": [
{
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"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
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},
{
"symbol": "^DDIV",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.33638,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^FTHI",
"name": "FIRST TR ETF VI",
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"type": "etf",
"industry": "N/A",
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"sentiment_score": 0.52695,
"highlights": [
{
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"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
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},
{
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"name": "FIRST TR ETF VI",
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"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
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"sentiment_score": 0.52695,
"highlights": [
{
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"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^TDIV",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.33604,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
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},
{
"symbol": "^IFV",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.33604,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DALI",
"name": "FIRST TR ETF VI",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 45.33592,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> traded for a price of $27.4 per share and a market cap of $1.21Bil. The stock has returned 21.94% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>FIRST</em> <em>TR</em> <em>ETF</em> <em>VI</em> has a price-earnings ratio of 5.14 and a price-book ratio of 1.88.\n\nNewSquare Capital LLC reduced their investment in ARCA:FXN by 655,123 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.81.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^GSPC",
"name": "S&P 500",
"exchange": "INDEXSP",
"exchange_long": "S&P Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 24.069271,
"sentiment_score": 0.34275,
"highlights": [
{
"highlight": "On 02/07/2023, Invesco <em>S</em>&<em>P</em> <em>500</em> Low Volatility ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, Invesco <em>S</em>&<em>P</em> <em>500</em> Low Volatility ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.0258,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "PDP",
"name": "Invesco DWA Momentum ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 55.806557,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> traded for a price of $75.40000000000001 per share and a market cap of $1.07Bil. The stock has returned -6.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> has a price-earnings ratio of 20.23 and a price-book ratio of 5.30.\n\nNewSquare Capital LLC reduced their investment in ARCA:USCI by 229,169 shares. The trade had a 1.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $54.73.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FXN",
"name": "First Trust Energy AlphaDEX Fund",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 60.297733,
"sentiment_score": 0.53805,
"highlights": [
{
"highlight": "On 02/07/2023, <em>First</em> <em>Trust</em> <em>Energy</em> <em>AlphaDEX</em> <em>Fund</em> traded for a price of $16.4 per share and a market cap of $1.85Bil. The stock has returned 20.28% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>First</em> <em>Trust</em> <em>Energy</em> <em>AlphaDEX</em> <em>Fund</em> has a price-earnings ratio of 6.62 and a price-book ratio of 2.29.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SPLV",
"name": "Invesco S&P 500 Low Volatility ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 74.55229,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> <em>ETF</em> traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> <em>ETF</em> has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^PDP-EU",
"name": "Invesco DWA Momentum ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 55.805447,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> traded for a price of $75.40000000000001 per share and a market cap of $1.07Bil. The stock has returned -6.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>DWA</em> <em>Momentum</em> <em>ETF</em> has a price-earnings ratio of 20.23 and a price-book ratio of 5.30.\n\nNewSquare Capital LLC reduced their investment in ARCA:USCI by 229,169 shares. The trade had a 1.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $54.73.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0A1G.L",
"name": "INVESCO S&P 500 LOW VOLATILITY ",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 61.394024,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF traded for a price of $62.84 per share and a market cap of $10.31Bil. The stock has returned -0.70% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Invesco</em> <em>S</em>&<em>P</em> <em>500</em> <em>Low</em> <em>Volatility</em> ETF has a price-earnings ratio of 22.09 and a price-book ratio of 2.95.\n\nNewSquare Capital LLC reduced their investment in NAS:PDP by 208,784 shares. The trade had a 1.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.68000000000001.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
}
]
},
{
"uuid": "5c937a2b-a70f-4247-9bc3-df9da0a57e83",
"title": "Lebenthal Global Advisors, LLC Buys 3, Sells 2 in 4th Quarter",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, VCIT, JPST, MUB, XLY, IWR",
"snippet": "Lebenthal Global Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks w...",
"url": "https://www.gurufocus.com/news/1944491/lebenthal-global-advisors-llc-buys-3-sells-2-in-4th-quarter",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T14:00:07.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "MUB",
"name": "iShares National Muni Bond ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 48.962387,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>National</em> <em>Muni</em> <em>Bond</em> <em>ETF</em> traded for a price of $107.51 per share and a market cap of $32.38Bil. The stock has returned -3.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nThe guru sold out of their 57,256-share investment in ARCA:XLY.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IWR",
"name": "iShares Russell Mid-Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 66.07677,
"sentiment_score": 0.53805,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Russell</em> <em>Mid</em>-<em>Cap</em> <em>ETF</em> traded for a price of $73.48 per share and a market cap of $29.35Bil. The stock has returned -2.68% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Russell</em> <em>Mid</em>-<em>Cap</em> <em>ETF</em> has a price-earnings ratio of 17.28 and a price-book ratio of 2.80.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^JPST-NV",
"name": "JPMorgan Ultra-Short Income ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 40.79857,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>JPMorgan</em> <em>Ultra</em>-<em>Short</em> <em>Income</em> <em>ETF</em> traded for a price of $50.21 per share and a market cap of $24.22Bil. The stock has returned 1.45% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^JPST-TC",
"name": "JPMorgan Ultra-Short Income ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 40.79857,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>JPMorgan</em> <em>Ultra</em>-<em>Short</em> <em>Income</em> <em>ETF</em> traded for a price of $50.21 per share and a market cap of $24.22Bil. The stock has returned 1.45% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^JPST-EU",
"name": "JPMorgan Ultra-Short Income ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 40.79857,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>JPMorgan</em> <em>Ultra</em>-<em>Short</em> <em>Income</em> <em>ETF</em> traded for a price of $50.21 per share and a market cap of $24.22Bil. The stock has returned 1.45% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^JPST-IV",
"name": "JPMorgan Ultra-Short Income ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 40.79857,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>JPMorgan</em> <em>Ultra</em>-<em>Short</em> <em>Income</em> <em>ETF</em> traded for a price of $50.21 per share and a market cap of $24.22Bil. The stock has returned 1.45% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^MUB-NV",
"name": "iShares National Muni Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 48.96031,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>National</em> <em>Muni</em> <em>Bond</em> <em>ETF</em> traded for a price of $107.51 per share and a market cap of $32.38Bil. The stock has returned -3.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nThe guru sold out of their 57,256-share investment in ARCA:XLY.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^MUB-IV",
"name": "iShares National Muni Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 48.959602,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>National</em> <em>Muni</em> <em>Bond</em> <em>ETF</em> traded for a price of $107.51 per share and a market cap of $32.38Bil. The stock has returned -3.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nThe guru sold out of their 57,256-share investment in ARCA:XLY.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^MUB-TC",
"name": "iShares National Muni Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 48.959602,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>National</em> <em>Muni</em> <em>Bond</em> <em>ETF</em> traded for a price of $107.51 per share and a market cap of $32.38Bil. The stock has returned -3.44% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nThe guru sold out of their 57,256-share investment in ARCA:XLY.",
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"highlights": [
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{
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"sentiment": 0.7579,
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"highlight": "In terms of valuation, <em>iShares</em> <em>Russell</em> <em>Mid</em>-<em>Cap</em> <em>ETF</em> has a price-earnings ratio of 17.28 and a price-book ratio of 2.80.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
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"highlighted_in": "main_text"
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"exchange_long": "CBOE BZX",
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"type": "etf",
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"match_score": 40.79786,
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"highlights": [
{
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"title": "Top 5 4th Quarter Trades of Lionsbridge Wealth Management LLC",
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"url": "https://www.gurufocus.com/news/1944490/top-5-4th-quarter-trades-of-lionsbridge-wealth-management-llc",
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"language": "en",
"published_at": "2023-02-07T14:00:06.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
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"name": "iShares Core U.S. Aggregate Bond ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 53.336395,
"sentiment_score": 0.7579,
"highlights": [
{
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"sentiment": 0.7579,
"highlighted_in": "main_text"
}
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},
{
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"name": "PIMCO Enhanced Low Duration Active Exchange-Traded Fund",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 73.791145,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>PIMCO</em> <em>Enhanced</em> <em>Low</em> <em>Duration</em> <em>Active</em> <em>Exchange</em>-<em>Traded</em> <em>Fund</em> traded for a price of $94.44 per share and a market cap of $1.37Bil. The stock has returned -3.62% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
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},
{
"symbol": "SH",
"name": "ProShares Short S&P500",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 38.68139,
"sentiment_score": 0.8271,
"highlights": [
{
"highlight": "On 02/07/2023, <em>ProShares</em> <em>Short</em> <em>S</em>&<em>P500</em> -1x Shares traded for a price of $15.01 per share and a market cap of $2.50Bil. The stock has returned 4.97% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.8271,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SCHO",
"name": "Schwab Short-Term U.S. Treasury ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 48.58043,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>Short</em>-<em>Term</em> <em>U.S</em>. <em>Treasury</em> <em>ETF</em> traded for a price of $48.3 per share and a market cap of $12.99Bil. The stock has returned -2.56% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
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},
{
"symbol": "^SCHO-EU",
"name": "Schwab Short Term U.S. Treasury",
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"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 39.31389,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>Short</em>-<em>Term</em> <em>U.S</em>. <em>Treasury</em> ETF traded for a price of $48.3 per share and a market cap of $12.99Bil. The stock has returned -2.56% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
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{
"symbol": "^SCHO-NV",
"name": "Schwab Short Term U.S. Treasury",
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"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 39.31388,
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"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>Short</em>-<em>Term</em> <em>U.S</em>. <em>Treasury</em> ETF traded for a price of $48.3 per share and a market cap of $12.99Bil. The stock has returned -2.56% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SCHO-TC",
"name": "Schwab Short Term U.S. Treasury",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 39.313835,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>Short</em>-<em>Term</em> <em>U.S</em>. <em>Treasury</em> ETF traded for a price of $48.3 per share and a market cap of $12.99Bil. The stock has returned -2.56% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DJI",
"name": "Dow Jones Industrial Average",
"exchange": "DJI",
"exchange_long": "Dow Jones Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 42.443394,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, SPDR <em>Dow</em> <em>Jones</em> <em>Industrial</em> <em>Average</em> ETF traded for a price of $338.64 per share and a market cap of $30.12Bil. The stock has returned -1.63% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, SPDR <em>Dow</em> <em>Jones</em> <em>Industrial</em> <em>Average</em> ETF has a price-earnings ratio of 20.15 and a price-book ratio of 3.79.\n\nThe guru sold out of their 61,323-share investment in ARCA:SCHO. Previously, the stock had a 4.24% weight in the equity portfolio. Shares traded for an average price of $47.92 during the quarter.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AGG.MX",
"name": "iShares Core U.S. Aggregate Bond ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 53.335434,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>U.S</em>. <em>Aggregate</em> <em>Bond</em> <em>ETF</em> traded for a price of $99.27 per share and a market cap of $85.76Bil. The stock has returned -8.06% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
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]
}
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}
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{
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"title": "Tanglewood Wealth Management, Inc. Buys 2, Sells 3 in 4th Quarter",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, IEI, VGIT, AGG, VEA, IJR",
"snippet": "Tanglewood Wealth Management, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stoc...",
"url": "https://www.gurufocus.com/news/1944740/tanglewood-wealth-management-inc-buys-2-sells-3-in-4th-quarter",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:13.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "AGG",
"name": "iShares Core U.S. Aggregate Bond ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 53.33345,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>U.S</em>. <em>Aggregate</em> <em>Bond</em> <em>ETF</em> traded for a price of $99.1576 per share and a market cap of $85.66Bil. The stock has returned -8.24% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IJR",
"name": "iShares Core S&P Small-Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 76.96905,
"sentiment_score": 0.53805,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Core</em> <em>S</em>&<em>P</em> <em>Small</em>-<em>Cap</em> <em>ETF</em> traded for a price of $104.87 per share and a market cap of $72.16Bil. The stock has returned 1.34% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>Core</em> <em>S</em>&<em>P</em> <em>Small</em>-<em>Cap</em> <em>ETF</em> has a price-earnings ratio of 12.20 and a price-book ratio of 1.79.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
}
]
}
],
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{
"uuid": "dbcf8449-879c-461f-87be-2632d5b414ab",
"title": "JNBA Financial Advisors Buys 4, Sells 1 in 4th Quarter",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, FDV, FNDF, FTCS, BSV, EFG",
"snippet": "JNBA Financial Advisors recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were in ...",
"url": "https://www.gurufocus.com/news/1944736/jnba-financial-advisors-buys-4-sells-1-in-4th-quarter",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:11.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "EFG",
"name": "iShares MSCI EAFE Growth ETF",
"exchange": "BATS",
"exchange_long": "CBOE BZX",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 87.03012,
"sentiment_score": 0.457367,
"highlights": [
{
"highlight": "During the quarter, JNBA Financial Advisors bought 29,425 shares of <em>BATS:EFG</em> for a total holding of 34,368. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.70999999999999.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>MSCI</em> <em>EAFE</em> <em>Growth</em> <em>ETF</em> traded for a price of $90.53 per share and a market cap of $11.15Bil. The stock has returned -7.54% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>MSCI</em> <em>EAFE</em> <em>Growth</em> <em>ETF</em> has a price-earnings ratio of 23.20 and a price-book ratio of 3.54.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
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},
{
"symbol": "EFG.MX",
"name": "iShares MSCI EAFE Growth ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 76.925285,
"sentiment_score": 0.53805,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>MSCI</em> <em>EAFE</em> <em>Growth</em> <em>ETF</em> traded for a price of $90.53 per share and a market cap of $11.15Bil. The stock has returned -7.54% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>iShares</em> <em>MSCI</em> <em>EAFE</em> <em>Growth</em> <em>ETF</em> has a price-earnings ratio of 23.20 and a price-book ratio of 3.54.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
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},
{
"symbol": "FTCS",
"name": "First Trust Capital Strength ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 47.598686,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>First</em> <em>Trust</em> <em>Capital</em> <em>Strength</em> <em>ETF</em> traded for a price of $74.31 per share and a market cap of $8.69Bil. The stock has returned -2.86% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
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"highlight": "In terms of valuation, <em>First</em> <em>Trust</em> <em>Capital</em> <em>Strength</em> <em>ETF</em> has a price-earnings ratio of 18.57 and a price-book ratio of 5.05.\n\nDuring the quarter, JNBA Financial Advisors bought 49,886 shares of ARCA:BSV for a total holding of 269,461. The trade had a 0.52% impact on the equity portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FNDF",
"name": "Schwab Fundamental International Large Company Index ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 73.59991,
"sentiment_score": 0.7648,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>Fundamental</em> <em>International</em> <em>Large</em> <em>Company</em> <em>Index</em> <em>ETF</em> traded for a price of $31.065 per share and a market cap of $9.21Bil. The stock has returned -4.07% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Schwab</em> <em>Fundamental</em> <em>International</em> <em>Large</em> <em>Company</em> <em>Index</em> <em>ETF</em> has a price-earnings ratio of 9.56 and a price-book ratio of 1.07.\n\nThe guru established a new position worth 71,099 shares in NAS:FTCS, giving the stock a 0.74% weight in the equity portfolio. Shares traded for an average price of $73.52 during the quarter.",
"sentiment": 0.7717,
"highlighted_in": "main_text"
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{
"uuid": "e9d7e761-41de-485d-bb34-65b088c314f7",
"title": "TCI Wealth Advisors, Inc.'s Top 5 Buys of the 4th Quarter",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, DFIS, AVEM, DIHP, AVDE, DFUS",
"snippet": "TCI Wealth Advisors, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were i...",
"url": "https://www.gurufocus.com/news/1944733/tci-wealth-advisors-incs-top-5-buys-of-the-4th-quarter",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:10.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "^AVEM-IV",
"name": "Avantis Emerging Markets Equity",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 56.20528,
"sentiment_score": 0.7088,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> ETF traded for a price of $53.54 per share and a market cap of $2.67Bil. The stock has returned -12.51% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> ETF has a price-earnings ratio of 8.59 and a price-book ratio of 1.26.\n\nDuring the quarter, TCI Wealth Advisors, Inc. bought 229,528 shares of BATS:DIHP for a total holding of 330,439. The trade had a 0.7% impact on the equity portfolio.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AVEM",
"name": "Avantis Emerging Markets Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 69.382645,
"sentiment_score": 0.7088,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> <em>ETF</em> traded for a price of $53.54 per share and a market cap of $2.67Bil. The stock has returned -12.51% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Avantis</em> <em>Emerging</em> <em>Markets</em> <em>Equity</em> <em>ETF</em> has a price-earnings ratio of 8.59 and a price-book ratio of 1.26.\n\nDuring the quarter, TCI Wealth Advisors, Inc. bought 229,528 shares of BATS:DIHP for a total holding of 330,439. The trade had a 0.7% impact on the equity portfolio.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AVDE",
"name": "Avantis International Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 56.40893,
"sentiment_score": 0.7088,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Avantis</em> <em>International</em> <em>Equity</em> <em>ETF</em> traded for a price of $56.78 per share and a market cap of $2.41Bil. The stock has returned -5.92% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Avantis</em> <em>International</em> <em>Equity</em> <em>ETF</em> has a price-earnings ratio of 10.35 and a price-book ratio of 1.36.\n\nDuring the quarter, TCI Wealth Advisors, Inc. bought 90,458 shares of ARCA:DFUS for a total holding of 2,193,954. The trade had a 0.52% impact on the equity portfolio.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "DFUS",
"name": "Dimensional U.S. Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 56.57623,
"sentiment_score": 0.652267,
"highlights": [
{
"highlight": "The top holdings were DFAS(12.95%), <em>DFUS</em>(12.64%), and DFUV(8.99%).\n\nAccording to GuruFocus data, these were TCI Wealth Advisors, Inc.’s top five trades of the quarter.\n\nDuring the quarter, TCI Wealth Advisors, Inc. bought 437,650 shares of BATS:DFIS for a total holding of 503,254. The trade had a 1.3% impact on the equity portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "On 02/07/2023, <em>Dimensional</em> <em>U.S</em>. <em>Equity</em> <em>ETF</em> traded for a price of $44.512 per share and a market cap of $5.97Bil. The stock has returned -6.74% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nIn terms of valuation, <em>Dimensional</em> <em>U.S</em>.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Equity</em> <em>ETF</em> has a price-earnings ratio of 19.04 and a price-book ratio of 3.57.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
}
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}
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}
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{
"uuid": "b39075f1-091c-4d3c-81f5-ffe4634d40ea",
"title": "VISTA CAPITAL PARTNERS, INC. Buys 4, Sells 1 in 4th Quarter",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, VNQ, DFAC, SCHB, AVSU, VTV",
"snippet": "VISTA CAPITAL PARTNERS, INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks wer...",
"url": "https://www.gurufocus.com/news/1944728/vista-capital-partners-inc-buys-4-sells-1-in-4th-quarter",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:09.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "SCHB",
"name": "Schwab U.S. Broad Market ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 57.642532,
"sentiment_score": 0.79905,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Schwab</em> <em>U.S</em>. <em>Broad</em> <em>Market</em> <em>ETF</em> traded for a price of $48.21 per share and a market cap of $21.68Bil. The stock has returned -7.22% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nIn terms of valuation, <em>Schwab</em> <em>U.S</em>.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Broad</em> <em>Market</em> <em>ETF</em> has a price-earnings ratio of 19.14 and a price-book ratio of 3.48.\n\nThe guru established a new position worth 62,966 shares in ARCA:AVSU, giving the stock a 0.45% weight in the equity portfolio. Shares traded for an average price of $45.98 during the quarter.\n\nOn 02/07/2023, Avantis Responsible U.S.",
"sentiment": 0.8402,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "DFAC",
"name": "Dimensional U.S. Core Equity 2 ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 61.32838,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Dimensional</em> <em>U.S</em>. <em>Core</em> <em>Equity</em> <em>2</em> <em>ETF</em> traded for a price of $26.091 per share and a market cap of $17.86Bil. The stock has returned -2.93% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.\n\nIn terms of valuation, <em>Dimensional</em> <em>U.S</em>.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Core</em> <em>Equity</em> <em>2</em> <em>ETF</em> has a price-earnings ratio of 15.55 and a price-book ratio of 3.03.\n\nDuring the quarter, VISTA CAPITAL PARTNERS, INC. bought 78,788 shares of ARCA:SCHB for a total holding of 195,423. The trade had a 0.55% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.94.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
}
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"similar": []
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{
"uuid": "7fd9e1d3-a349-49fb-824e-03e8e6cec04d",
"title": "Top 5 4th Quarter Trades of Financial Architects, Inc",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, VTIP, BSCM, JEPI, TFLO, LVHI",
"snippet": "Financial Architects, Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were i...",
"url": "https://www.gurufocus.com/news/1944715/top-5-4th-quarter-trades-of-financial-architects-inc",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:06.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "JEPI",
"name": "JPMorgan Equity Premium Income ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 59.40823,
"sentiment_score": 0.7648,
"highlights": [
{
"highlight": "On 02/07/2023, <em>JPMorgan</em> <em>Equity</em> <em>Premium</em> <em>Income</em> <em>ETF</em> traded for a price of $54.595 per share and a market cap of $20.05Bil. The stock has returned 0.34% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>JPMorgan</em> <em>Equity</em> <em>Premium</em> <em>Income</em> <em>ETF</em> has a price-earnings ratio of 23.22 and a price-book ratio of 4.25.\n\nThe guru established a new position worth 48,200 shares in ARCA:TFLO, giving the stock a 0.4% weight in the equity portfolio. Shares traded for an average price of $49.95 during the quarter.",
"sentiment": 0.7717,
"highlighted_in": "main_text"
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},
{
"symbol": "TFLO",
"name": "iShares Treasury Floating Rate Bond ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 55.82029,
"sentiment_score": 0.7579,
"highlights": [
{
"highlight": "On 02/07/2023, <em>iShares</em> <em>Treasury</em> <em>Floating</em> <em>Rate</em> <em>Bond</em> <em>ETF</em> traded for a price of $50.43 per share and a market cap of $4.50Bil. The stock has returned 2.31% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
}
]
}
],
"similar": []
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{
"uuid": "2d36516c-e471-4756-b879-fe5b4c0dbd75",
"title": "Top 5 4th Quarter Trades of Valmark Advisers, Inc.",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, VOO, VEA, SPMD, VWO, SPSM",
"snippet": "Valmark Advisers, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.\n\nThe 13F report details which stocks were in a...",
"url": "https://www.gurufocus.com/news/1944709/top-5-4th-quarter-trades-of-valmark-advisers-inc",
"image_url": "https://static.gurufocus.com/images/logo_global.png",
"language": "en",
"published_at": "2023-02-07T16:00:04.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "SPSM",
"name": "SPDR Portfolio S&P 600 Small Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 85.761024,
"sentiment_score": 0.53805,
"highlights": [
{
"highlight": "On 02/07/2023, <em>SPDR</em> <em>Portfolio</em> <em>S</em>&<em>P</em> <em>600</em> <em>Small</em> <em>Cap</em> <em>ETF</em> traded for a price of $40.89 per share and a market cap of $5.25Bil. The stock has returned 1.54% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>SPDR</em> <em>Portfolio</em> <em>S</em>&<em>P</em> <em>600</em> <em>Small</em> <em>Cap</em> <em>ETF</em> has a price-earnings ratio of 12.18 and a price-book ratio of 1.78.\n\nPlease note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SPMD",
"name": "SPDR Portfolio S&P 400 Mid Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 87.12859,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>SPDR</em> <em>Portfolio</em> <em>S</em>&<em>P</em> <em>400</em> <em>Mid</em> <em>Cap</em> <em>ETF</em> traded for a price of $46.5 per share and a market cap of $6.20Bil. The stock has returned 3.32% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>SPDR</em> <em>Portfolio</em> <em>S</em>&<em>P</em> <em>400</em> <em>Mid</em> <em>Cap</em> <em>ETF</em> has a price-earnings ratio of 13.79 and a price-book ratio of 2.33.\n\nValmark Advisers, Inc. reduced their investment in ARCA:VWO by 1,757,211 shares. The trade had a 1.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.6.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "VOO",
"name": "Vanguard S&P 500 ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 52.26759,
"sentiment_score": 0.52695,
"highlights": [
{
"highlight": "On 02/07/2023, <em>Vanguard</em> <em>S</em>&<em>P</em> <em>500</em> <em>ETF</em> traded for a price of $375.4762 per share and a market cap of $281.08Bil. The stock has returned -7.02% over the past year.\n\nThere is insufficient data to calculate the stock’s financial strength and profitability ratings.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "In terms of valuation, <em>Vanguard</em> <em>S</em>&<em>P</em> <em>500</em> <em>ETF</em> has a price-earnings ratio of 18.94 and a price-book ratio of 3.58.\n\nValmark Advisers, Inc. reduced their investment in ARCA:VEA by 3,679,364 shares. The trade had a 2.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.11.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
}
],
"similar": []
}
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Sentiment
Live response for past 24 hours
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Other details
Country
- us
- 1,940