Funds From: rmiax - RiverFront Moderate Growth & Income A LW - Moderate Allocation to hhlax - Hancock Horizon LA Tax-Free Income A LW - Muni Single State Long


  • Holdings: WisdomTree LargeCap Dividend ETF , RiverFront Strategic Income ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , WisdomTree Europe Hedged Equity ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd , CLP Holdings Ltd , SES SA DR , MAN SE , Fresenius Medical Care AG & Co. KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: PacWest Bancorp , Russell 2000 Index Mini TIC , Global Payments Inc , Bank of the Ozarks Inc , Huntington Bancshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cepheid , SS&C Technologies Holdings Inc , HealthEquity Inc , Evercore Partners Inc , Icon PLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Whirlpool Corp , Allstate Corp , Medtronic Inc , Northrop Grumman Corp , Hewlett-Packard Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Ford Motor Co , AT&T Inc , Wells Fargo & Co , MetLife Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Zurich Insurance Group AG ADR , HSBC Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class A , Persimmon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , General Electric Co , General Motors Co , Ingram Micro Inc Class A , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Walt Disney Co , Microsoft Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Allstate Corp , Wells Fargo & Co , Northrop Grumman Corp , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Avago Technologies Ltd , Northrop Grumman Corp , Whirlpool Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Vinci , Air New Zealand Ltd , Guangdong Investment Ltd , Bpost SA de Droit Public , Hutchison Port Holdings Trust ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Pilgrims Pride Corp , Meritor Inc , United Rentals Inc , Manhattan Associates Inc , Core-Mark Holding Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Baidu Inc ADR , VF Corp , Anheuser-Busch Inbev SA ADR ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Priceline Group Inc , Snap-on Inc , Deluxe Corp , Garmin Ltd , Cray Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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Funds From: rmiax - RiverFront Moderate Growth & Income A LW - Moderate Allocation to hhlax - Hancock Horizon LA Tax-Free Income A LW - Muni Single State Long
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