Funds From: hdfax - Highland Dividend Equity A Load Waived to sdrax - Swan Defined Risk A


  • Holdings: Johnson & Johnson , JPMorgan Chase & Co , Chevron Corp , Novartis AG ADR , Packaging Corp of America ,
  • Category: Large Value
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core I , Voya US Stock Index I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Target Date 2026-2030
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  • Category: Bear Market
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  • Category: Bank Loan
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  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
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  • Holdings: Wells Fargo & Co , Verizon Communications Inc , Pfizer Inc , Apple Inc , Merck & Co Inc ,
  • Category: Large Value
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  • Holdings: Eaton Vance Floating Rate A , Eaton Vance Glbl Macro Abs Ret Advtg A , Eaton Vance Hexavest Global Equity I , Parametric Market Neutral C , Eaton Vance Income Fund of Boston A ,
  • Category: World Allocation
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  • Holdings: Philip Morris International Inc , Accenture PLC Class A , Microsoft Corp , Johnson & Johnson , GlaxoSmithKline PLC ,
  • Category: Large Blend
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  • Holdings: American Tower Corp , Enbridge Inc , Spectra Energy Corp , Kinder Morgan Energy Partners LP , Sempra Energy ,
  • Category: World Stock
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  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
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  • Holdings: India Fund Inc Common , Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd ADR , Commercial International Bank (Egypt) SAE , Ping An Insurance Group H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Volcano Corporation Cv 1.75% , Intel Cv 2.95% , Covidien PLC , Whiting Petroleum Corp , ProShares Short Russell2000 ,
  • Category: Mid-Cap Blend
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  • Holdings: Alliance Resource Partners LP , Starwood Property Trust, Inc. , HKT Trust and HKT Ltd ADR , Daimler AG , Total SA ,
  • Category: World Stock
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  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
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  • Holdings: SPDR Barclays Capital Short Term Corp Bd , iShares 1-3 Year Credit Bond , PIMCO 0-5 Year High Yield Corp Bd ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income ,
  • Category: Conservative Allocation
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  • Category: Multisector Bond
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  • Holdings: NetApp Inc , Stericycle Inc , Juniper Networks Inc , Cigna Corp , Workday Inc Class A ,
  • Category: Mid-Cap Blend
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  • Holdings: Forward International Dividend Instl , Comcast Corp Class A , 3M Co , CME Group Inc Class A , Qualcomm Inc ,
  • Category: World Stock
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan, Inc. , Plains GP Holdings LP Class A , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
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  • Category: Muni New York Long
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  • Category: Emerging Markets Bond
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  • Holdings: GAF CORP , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , US Treasury Note , Apple Inc ,
  • Category: World Allocation
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  • Category: Ultrashort Bond
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  • Category: Muni National Interm
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  • Holdings: Columbia Commodity Strategy I , Columbia Real Estate Equity I , UK I/L GILT 0.75 03/22/2034 , United Kingdom (Government Of) 0.125% , US TREASURY TIP ,
  • Category: World Allocation
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  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
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  • Category: Muni National Interm
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  • Category: Short-Term Bond
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  • Holdings: Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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Funds From: hdfax - Highland Dividend Equity A Load Waived to sdrax - Swan Defined Risk A
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