EQIS CAPITAL Overview

Eqis Capital Management Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 58 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 139% of the manager's regulatory AUM.

EQIS CAPITAL StockAlpha

-0.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EQIS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEI 18.91% ETF -2.68% -0.6% 3 1%
TUZ 3.62% ETF -0.49% -0.04% 55 0%
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FEATURED IN
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EQIS CAPITAL Founders and Key Employees

Name Title In Position Since
William R. Nelson Principal / Chief Investment Officer June-2008
Jennifer C. Winters Evp, Advisor And Employee Experience February-2007
Duane Menting Chief Financial Officer / Chief Legal Council March-2008
Scott C. Winters Ceo February-2014
Jason E. Luhan Chief Compliance Officer / Amlco May-2620

EQIS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

EQIS CAPITAL Investment Strategy

Item 8 Client Contact With Portfolio Managers

Clients utilizing third portfolio managers for management of their assets generally do not come in contact with their portfolio managers. In this Program, EQIS Capital Management, Inc.'s representatives typically serve as the communication conduit between the client and the
independent manager. Clients are required to contact their FP with any questions they may have regarding their account(s).

Item 9 Additional Information

...
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EQIS CAPITAL Portfolio Concentration

EQIS CAPITAL Location

1000 4TH ST., STE 650
SAN RAFAEL, California
UNITED STATES, 94901

EQIS CAPITAL Contact Information

Phone Number: 800-949-9936
Fax Number: 630-206-0757
Website:

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