SMART Portfolio

USE THE ALLOCATOR TO MAKE INVESTMENT

RisK profile: moderate conservative

strategic Segment: blended etfs

portfolio holdings

(Click a Fund to see Underlying Performance)

First Trust Capital Strength ETF

First Trust Value Line Dividend ETF

First Trust NASDAQ-100 Equal Wtd ETF

First Trust Tactical High Yield ETF

First Trust TCW Opportunistic Fxd Inc ETF

First Trust Preferred Sec & Inc ETF

First Trust Low Duration Oppos ETF

First Trust Enhanced Short Maturity ETF

iShares Edge MSCI Min Vol USA ETF

Polen Growth Institutional

Cullen High Dividend Equity

River Canyon Total Return Bond Fund I

Cavalier Fundamental Growth Institutional

Osterweis Total Return

iShares Short Treasury Bond ETF

Cavalier Growth Opportunities Institutional

Cavalier Tactical Rotation Institutional

Cavalier Tactical Economic Institutional

Cavalier Hedged High Income Institutional

Cavalier Adaptive Income Institutional

JPMorgan Hedged Equity

Anchor Risk Mgd Equity Strategies