SMART Portfolio

USE THE ALLOCATOR TO MAKE INVESTMENT

RisK profile: moderate aggressive

strategic Segment: ishares

portfolio holdings

(Click a Fund to see Underlying Performance)

iShares Core Growth Allocation ETF

iShares Edge MSCI Min Vol USA ETF

Invesco QQQ Trust

Polen Growth Institutional

Cullen High Dividend Equity

Polen Global Growth Institutional

River Canyon Total Return Bond Fund I

Cavalier Fundamental Growth Institutional

Cavalier Growth Opportunities Institutional

Cavalier Tactical Rotation Institutional

Cavalier Tactical Economic Institutional

JPMorgan Hedged Equity

Anchor Risk Mgd Equity Strategies