ETFs & Mutual Funds Holding LPLA
ETFs & Mutual Funds Holding LPLA
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ETFs & Mutual Funds Holding LPLA
Get exposure to LPL Financial Holdings Inc. through 1049 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
All 1049 Funds with LPLA
| Fund ↕ | Weight ↓ | |
|---|---|---|
| ICFSX ICON Consumer Select Fund Class S | 4.65% | View |
| ICFAX ICON Consumer Select Fund Class A | 4.65% | View |
| JAAGX Janus Henderson Enterprise Portfolio - Institutional Shares | 3.82% | View |
| JAENX Janus Henderson Enterprise Fund Class T | 3.80% | View |
| JANEX Janus Henderson Enterprise Fund Class D | 3.80% | View |
| JDMAX Janus Henderson Enterprise Fund Class A | 3.80% | View |
| JDMNX Janus Henderson Enterprise Fund Class N | 3.80% | View |
| JDMRX Janus Henderson Enterprise Fund Class R | 3.80% | View |
| JGRCX Janus Henderson Enterprise Fund Class C | 3.80% | View |
| JGRTX Janus Henderson Enterprise Fund Class S | 3.80% | View |
| JMGRX Janus Henderson Enterprise Fund Class I | Pro | View |
| BCFN Baron Financials ETF | Pro | View |
| VKSAX Virtus KAR Small-Mid Cap Core Fund Class A | Pro | View |
| VKSCX Virtus KAR Small-Mid Cap Core Fund Class C | Pro | View |
| VKSIX Virtus KAR Small-Mid Cap Core Fund Class I | Pro | View |
| VKSRX Virtus KAR Small-Mid Cap Core Fund Class R6 | Pro | View |
| IOLZX ICON Equity Fund Institutional Class | Pro | View |
| ISTAX ICON Equity Fund Investor Class | Pro | View |
| VKSDX Virtus KAR Small-Mid Cap Value Fund Class A | Pro | View |
| VKSEX Virtus KAR Small-Mid Cap Value Fund Class C | Pro | View |
| VKSFX Virtus KAR Small-Mid Cap Value Fund Class I | Pro | View |
| VKSGX Virtus KAR Small-Mid Cap Value Fund Class R6 | Pro | View |
| BBHM BBH Select Mid Cap ETF | Pro | View |
| TAOZ Thornburg American Opportunities Fund ETF | Pro | View |
| KMID Virtus KAR Mid-Cap ETF | Pro | View |
| LIMAX Cromwell Tran Sustainable Focus Fund Class A Shares | Pro | View |
| LIMIX Cromwell Tran Sustainable Focus Fund Class I Shares | Pro | View |
| TVAFX Thornburg American Opportunities Fund Class A | Pro | View |
| TVCFX Thornburg American Opportunities Fund Class C | Pro | View |
| TVIFX Thornburg American Opportunities Fund Class I | Pro | View |
| TVIRX Thornburg American Opportunities Fund Class R4 | Pro | View |
| TVRFX Thornburg American Opportunities Fund Class R3 | Pro | View |
| TVRRX Thornburg American Opportunities Fund Class R5 | Pro | View |
| AMID Argent Mid Cap ETF | Pro | View |
| PCBIX Principal MidCap Fund Institutional Class | Pro | View |
| PEMGX Principal MidCap Fund Class A | Pro | View |
| PMAQX Principal MidCap Fund Class R6 | Pro | View |
| PMBCX Principal MidCap Fund Class C | Pro | View |
| PMBJX Principal MidCap Fund Class J | Pro | View |
| PMBMX Principal MidCap Fund Class R-3 | Pro | View |
| PMBPX Principal MidCap Fund Class R-5 | Pro | View |
| MWMIX VanEck Morningstar Wide Moat Fund Class I | Pro | View |
| MWMZX VanEck Morningstar Wide Moat Fund Class Z | Pro | View |
| FSLBX Fidelity Select Brokerage & Investment Management Portfolio | Pro | View |
| EMCAX Empiric Fund Class A | Pro | View |
| EMCCX Empiric Fund Class C | Pro | View |
| VIMCX Virtus KAR Mid-Cap Core Fund I | Pro | View |
| VMACX Virtus KAR Mid-Cap Core Fund A | Pro | View |
| VMCCX Virtus KAR Mid-Cap Core Fund C | Pro | View |
| VRMCX Virtus KAR Mid-Cap Core Fund Class R6 | Pro | View |
| MOAT VanEck Morningstar Wide Moat ETF | Pro | View |
| IAI iShares US Broker-Dealers & Securities Exchanges ETF | Pro | View |
| RPMNX Reinhart Mid Cap PMV Fund Institutional Class | Pro | View |
| RPMMX Reinhart Mid Cap PMV Fund | Pro | View |
| RPMVX Reinhart Mid Cap PMV Fund Advisor Class | Pro | View |
| SOVF Sovereigns Capital Flourish Fund | Pro | View |
| CFMDX Clarkston Founders Fund Founders Class | Pro | View |
| CIMDX CLARKSTON FOUNDERS FUND Institutional Class | Pro | View |
| CILGX CLARKSTON FUND | Pro | View |
| EQRR ProShares Equities for Rising Rates ETF | Pro | View |
| GK AdvisorShares Gerber Kawasaki ETF | Pro | View |
| BCSM Baron SMID Cap ETF | Pro | View |
| DHMAX Diamond Hill Small-Mid Cap Fund Investor Class | Pro | View |
| DHMIX Diamond Hill Small-Mid Cap Fund Class I | Pro | View |
| DHMYX Diamond Hill Small-Mid Cap Fund Class Y | Pro | View |
| GRW TCW Durable Growth ETF | Pro | View |
| LKSMX LKCM Small-Mid Cap Equity Fund | Pro | View |
| EAFGX Eaton Vance Focused Growth Opportunities Fund Class A | Pro | View |
| ECFGX Eaton Vance Focused Growth Opportunities Fund Class C | Pro | View |
| EIFGX Eaton Vance Focused Growth Opportunities Fund Class I | Pro | View |
| JANIX Janus Henderson Triton Fund Class D | Pro | View |
| JATTX Janus Henderson Triton Fund Class T | Pro | View |
| JGMIX Janus Henderson Triton Fund Class S | Pro | View |
| JGMCX Janus Henderson Triton Fund Class C | Pro | View |
| JGMNX Janus Henderson Triton Fund Class N | Pro | View |
| JGMRX Janus Henderson Triton Fund Class R | Pro | View |
| JGMAX Janus Henderson Triton Fund Class A | Pro | View |
| JSMGX Janus Henderson Triton Fund Class I | Pro | View |
| KCE State Street SPDR S&P Capital Markets ETF | Pro | View |
| DHPAX Diamond Hill Mid Cap Fund- Investor Class | Pro | View |
| DHPIX Diamond Hill Mid Cap Fund- Class I Shares | Pro | View |
| DHPYX Diamond Hill Mid Cap Fund- Class Y Shares | Pro | View |
| STVTX Virtus Ceredex Large Cap Value Equity Fund Class I | Pro | View |
| STVZX Virtus Ceredex Large Cap Value Equity Fund Class R6 | Pro | View |
| SVIFX Virtus Ceredex Large Cap Value Equity Fund Class C | Pro | View |
| SVIIX Virtus Ceredex Large Cap Value Equity Fund Class A | Pro | View |
| GCMAX Goldman Sachs Mid Cap Value Fund Class A Shares | Pro | View |
| GCMCX Goldman Sachs Mid Cap Value Fund Class C | Pro | View |
| GCMTX Goldman Sachs Mid Cap Value Fund Investor Class | Pro | View |
| GCMUX Goldman Sachs Mid Cap Value Fund Class R6 | Pro | View |
| GCMRX Goldman Sachs Mid Cap Value Fund Class R | Pro | View |
| GMPPX Goldman Sachs Mid Cap Value Fund Class P Shares | Pro | View |
| GSMCX Goldman Sachs Mid Cap Value Fund Institutional Class | Pro | View |
| GSMSX Goldman Sachs Mid Cap Value Fund Service Class | Pro | View |
| TEGAX Touchstone Mid Cap Growth Fund Class A | Pro | View |
| TEGIX Touchstone Mid Cap Growth Fund Institutional | Pro | View |
| TEGYX Touchstone Mid Cap Growth Fund Class Y | Pro | View |
| TFGRX Touchstone Mid Cap Growth Fund Class R6 | Pro | View |
| TOECX Touchstone Mid Cap Growth Fund Class C | Pro | View |
| ESECX Eaton Vance Atlanta Capital Select Equity Fund- Class C | Pro | View |
| ESEAX Eaton Vance Atlanta Capital Select Equity Fund | Pro | View |
| ESEIX Eaton Vance Atlanta Capital Select Equity Fund Class I | Pro | View |
| ESERX Eaton Vance Atlanta Capital Select Equity Fund Class R6 | Pro | View |
| JANVX Janus Henderson Venture Fund Class D | Pro | View |
| JAVTX Janus Henderson Venture Fund Class T | Pro | View |
| JVTCX Janus Henderson Venture Fund Class C | Pro | View |
| JVTAX Janus Henderson Venture Fund Class A | Pro | View |
| JVTSX Janus Henderson Venture Fund Class S | Pro | View |
| JVTNX Janus Henderson Venture Fund Class N | Pro | View |
| JVTIX Janus Henderson Venture Fund Class I | Pro | View |
| MAPAX NYLIM WMC Value Fund Class A | Pro | View |
| MMPCX NYLIM WMC Value Fund Class C | Pro | View |
| MMPDX NYLIM WMC Value Fund Class R6 | Pro | View |
| MSMIX NYLIM WMC Value Fund Investor Class | Pro | View |
| MUBFX NYLIM WMC Value Fund Class I | Pro | View |
| GGOCX Goldman Sachs Mid Cap Growth Fund Class C | Pro | View |
| GGOAX Goldman Sachs Mid Cap Growth Fund Class A | Pro | View |
| GGOIX Goldman Sachs Mid Cap Growth Fund Institutional Shares | Pro | View |
| GGORX Goldman Sachs Mid Cap Growth Fund Cl R | Pro | View |
| GGOSX Goldman Sachs Mid Cap Growth Fund Service Shares | Pro | View |
| GGOTX Goldman Sachs Mid Cap Growth Fund Investor Class | Pro | View |
| GGOUX Goldman Sachs Mid Cap Growth Fund Class R6 | Pro | View |
| GGQPX Goldman Sachs Mid Cap Growth Fund Class P Shares | Pro | View |
| HAGAX Carillon Eagle Mid Cap Growth Fund Class A | Pro | View |
| HAGCX Carillon Eagle Mid Cap Growth Fund Class C | Pro | View |
| HAGIX Carillon Eagle Mid Cap Growth Fund Class I | Pro | View |
| HRAUX Carillon Eagle Mid Cap Growth Fund Class R-6 | Pro | View |
| GABF Gabelli Financial Services Opportunities ETF | Pro | View |
| BPGSX Boston Partners Global Sustainability Fund | Pro | View |
| CFSMX CLARKSTON PARTNERS FUND. FOUNDERS CLASS | Pro | View |
| CISMX CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS | Pro | View |
| NUMG Nuveen ESG Mid-Cap Growth ETF | Pro | View |
| PFSAX PGIM Jennison Financial Services Fund Class A | Pro | View |
| PFSQX PGIM Jennison Financial Services Fund Class R6 | Pro | View |
| PFSZX PGIM Jennison Financial Services Fund Class Z | Pro | View |
| PSSRX PGIM Jennison Financial Services Fund Class R | Pro | View |
| PUFCX PGIM Jennison Financial Services Fund Class C | Pro | View |
| MECDX NYLIM Epoch Capital Growth Fund Class A | Pro | View |
| MECEX NYLIM Epoch Capital Growth Fund Class C | Pro | View |
| MECVX NYLIM Epoch Capital Growth Fund Investor Class | Pro | View |
| MECFX NYLIM Epoch Capital Growth Fund Class I | Pro | View |
| VMSGX VALIC Company I Mid Cap Strategic Growth Fund | Pro | View |
| TSMDX Trillium ESG Small/Mid Cap Fund Institutional Class | Pro | View |
| BDAFX Baron Durable Advantage Fund Retail Class | Pro | View |
| BDAIX Baron Durable Advantage Fund Institutional Shares | Pro | View |
| BDAUX Baron Durable Advantage Fund R6 Shares | Pro | View |
| FIDSX Fidelity Select Financial Portfolio | Pro | View |
| FIVGX Fidelity Advisor Financials Fund Class A | Pro | View |
| FIVHX Fidelity Advisor Financials Fund Class M | Pro | View |
| FIVJX Fidelity Advisor Financials Fund Class C | Pro | View |
| FIVKX Fidelity Advisor Financials Fund Class I | Pro | View |
| FIVSX Fidelity Advisor Financials Fund Class Z | Pro | View |
| PJFM PGIM Jennison Focused Mid-Cap ETF | Pro | View |
| LCF Touchstone US Large Cap Focused ETF | Pro | View |
| TFFCX Touchstone Focused Fund Class C | Pro | View |
| TFFIX Touchstone Focused Fund Institutional | Pro | View |
| TFFYX Touchstone Focused Fund Class Y | Pro | View |
| TFOAX Touchstone Focused Fund Class A | Pro | View |
| CIPIX Champlain Mid Cap Fund Insti Cl | Pro | View |
| CIPMX Champlain Mid Cap Fund | Pro | View |
| MCPRX MFS Mid Cap Growth Fund Class R2 | Pro | View |
| OTCAX MFS Mid Cap Growth Fund Class A | Pro | View |
| OTCBX MFS Mid Cap Growth Fund Class B | Pro | View |
| OTCCX MFS Mid Cap Growth Fund Class C | Pro | View |
| OTCGX MFS Mid Cap Growth Fund Class R1 | Pro | View |
| OTCHX MFS Mid Cap Growth Fund Class R3 | Pro | View |
| OTCIX MFS Mid Cap Growth Fund Class I | Pro | View |
| OTCJX MFS Mid Cap Growth Fund Class R4 | Pro | View |
| OTCKX MFS Mid Cap Growth Fund Class R6 | Pro | View |
| CFMSX Column Mid Cap Select Fund | Pro | View |
| SCRLX Touchstone Large Cap Focused Fund Class Institutional | Pro | View |
| SCSCX Touchstone Large Cap Focused Fund Class C | Pro | View |
| SENCX Touchstone Large Cap Focused Fund Class A | Pro | View |
| SICWX Touchstone Large Cap Focused Fund Class Y | Pro | View |
| TSRLX Touchstone Large Cap Focused Fund Class R6 | Pro | View |
| WCMGX First Trust WCM Focused Global Growth Fund Institutional Class | Pro | View |
| WFGGX First Trust WCM Focused Global Growth Fund Investor Class | Pro | View |
| WFGAX First Trust WCM Focused Global Growth Fund Class A | Pro | View |
| WFGCX First Trust WCM Focused Global Growth Fund Class C | Pro | View |
| DMCVX BNY Mellon Midcap Value Fund Class A | Pro | View |
| DMCYX BNY Mellon Midcap Value Fund Class Y | Pro | View |
| DVLCX BNY Mellon Midcap Value Fund Class C | Pro | View |
| DVLIX BNY Mellon Midcap Value Fund Class I | Pro | View |
| HFDRX Hartford Schroders US MidCap Opportunities Fund Class R3 | Pro | View |
| HFDSX Hartford Schroders US MidCap Opportunities Fund Class R4 | Pro | View |
| HFDCX Hartford Schroders US MidCap Opportunities Fund Class C | Pro | View |
| HFDFX Hartford Schroders US MidCap Opportunities Fund Class F | Pro | View |
| HFDTX Hartford Schroders US MidCap Opportunities Fund Class R5 | Pro | View |
| HFDYX Hartford Schroders US MidCap Opportunities Fund Class Y | Pro | View |
| MFCCX Meridian Contrarian Fund Class C | Pro | View |
| MFCAX Meridian Contrarian Fund Class A | Pro | View |
| MFCIX Meridian Contrarian Fund Investor Class | Pro | View |
| MVALX Meridian Contrarian Fund Legacy Class | Pro | View |
| SMDIX Hartford Schroders US MidCap Opportunities Fund Class I | Pro | View |
| SMDRX Hartford Schroders US MidCap Opportunities Fund Class SDR | Pro | View |
| SMDVX Hartford Schroders US MidCap Opportunities Fund Class A | Pro | View |
| ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF | Pro | View |
| ODMCX JPMorgan SMID Cap Equity Fund Class C | Pro | View |
| PECAX JPMorgan SMID Cap Equity Fund Class A | Pro | View |
| WOOPX JPMorgan SMID Cap Equity Fund Class I | Pro | View |
| WOOOX JPMorgan SMID Cap Equity Fund Class R3 | Pro | View |
| WOOSX JPMorgan SMID Cap Equity Fund Class R6 | Pro | View |
| TVLAX Touchstone Value Fund Class A | Pro | View |
| TVLCX Touchstone Value Fund Class C | Pro | View |
| TVLIX Touchstone Value Fund Institutional | Pro | View |
| TVLRX Touchstone Value Fund Class R6 | Pro | View |
| TVLYX Touchstone Value Fund Class Y | Pro | View |
| BCGD Baron Global Durable Advantage ETF | Pro | View |
| MBACX NYLIM Balanced Fund Class C | Pro | View |
| MBAIX NYLIM Balanced Fund Class I | Pro | View |
| MBERX NYLIM Balanced Fund Class R6 | Pro | View |
| MBINX NYLIM Balanced Fund Investor Class | Pro | View |
| MBNAX NYLIM Balanced Fund Class A | Pro | View |
| YOVAX Yorktown Small Cap Fund Class A | Pro | View |
| YOVLX Yorktown Small Cap Fund Class L | Pro | View |
| YOVIX Yorktown Small Cap Fund Institutional Share Class | Pro | View |
| TFGZ Thornburg Focus Growth Fund ETF | Pro | View |
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund | Pro | View |
| CMCIX Calvert Small/Mid-Cap Fund Class I | Pro | View |
| CMPAX Calvert Small/Mid-Cap Fund Class A | Pro | View |
| CMPCX Calvert Small/Mid-Cap Fund Class C | Pro | View |
| FPACX FPA Crescent Fund Institutional Class | Pro | View |
| FPCSX FPA Crescent Fund Supra Institutional Class | Pro | View |
| FPFRX FPA Crescent Fund Investor Class | Pro | View |
| KESGX Kennedy Capital ESG SMID Cap Fund | Pro | View |
| TCGCX Thornburg Focus Growth Fund Class C | Pro | View |
| TCGRX Thornburg Focus Growth Fund Class R4 | Pro | View |
| THCGX Thornburg Focus Growth Fund Class A | Pro | View |
| THCRX Thornburg Focus Growth Fund Class R3 | Pro | View |
| THGRX Thornburg Focus Growth Fund Class R5 | Pro | View |
| THIGX Thornburg Focus Growth Fund Class I | Pro | View |
| IRGJX Voya Russell Mid Cap Growth Index Portfolio Initial | Pro | View |
| IRGVX Voya Russell Mid Cap Growth Index Portfolio Class S2 | Pro | View |
| IRGUX Voya Russell Mid Cap Growth Index Portfolio Class S | Pro | View |
| VVMCX VALIC Company I Mid Cap Value Fund | Pro | View |
| DRMCX Virtus Silvant Mid-Cap Growth Fund Institutional Class | Pro | View |
| FAVFX Fidelity Advisor Value Fund Class A | Pro | View |
| FCVFX Fidelity Advisor Value Fund Class C | Pro | View |
| FDVLX Fidelity Value Fund | Pro | View |
| FTVFX Fidelity Advisor Value Fund Class M | Pro | View |
| FVIFX Fidelity Advisor Value Fund Class I | Pro | View |
| FVLKX Fidelity Value Fund Class K | Pro | View |
| FVLZX Fidelity Advisor Value Fund Class Z | Pro | View |
| MOTG VanEck Morningstar Global Wide Moat ETF | Pro | View |
| RMDCX Virtus Silvant Mid-Cap Growth Fund Class C | Pro | View |
| RMDAX Virtus Silvant Mid-Cap Growth Fund Class A | Pro | View |
| RMDZX Virtus Silvant Mid-Cap Growth Fund Class R6 | Pro | View |
| FASOX Fidelity Advisor Value Strategies Fund Class I | Pro | View |
| FASPX Fidelity Advisor Value Strategies Fund Class M | Pro | View |
| FSLSX Fidelity Advisor Value Strategies Fund | Pro | View |
| FSOAX Fidelity Advisor Value Strategies Fund Class A | Pro | View |
| FVCSX Fidelity Advisor Value Strategies Fund Class C | Pro | View |
| FVSKX Fidelity Advisor Value Strategies Fund Class K | Pro | View |
| LMRNX 1919 Socially Responsive Balanced Fund Class I | Pro | View |
| SESLX 1919 Socially Responsive Balanced Fund Class C | Pro | View |
| SSIAX 1919 Socially Responsive Balanced Fund Class A | Pro | View |
| WCSGX WCM Select Global Growth Fund Investor Class | Pro | View |
| WSGGX WCM Select Global Growth Fund Institutional Class | Pro | View |
| SBACX Touchstone Balanced Fund Class C | Pro | View |
| SEBLX Touchstone Balanced Fund Class A | Pro | View |
| SIBLX Touchstone Balanced Fund Class Y | Pro | View |
| TBARX Touchstone Balanced Fund Class R6 | Pro | View |
| ABPAX AB Sustainable Thematic Balanced Portfolio Class A | Pro | View |
| ABPCX AB Sustainable Thematic Balanced Portfolio Class C | Pro | View |
| ABPYX AB Sustainable Thematic Balanced Portfolio Advisor Class | Pro | View |
| ABPZX AB Sustainable Thematic Balanced Portfolio Class Z | Pro | View |
| APWIX AB Sustainable Thematic Balanced Portfolio Class I | Pro | View |
| RMOCX Victory RS Mid Cap Growth Fund Class C | Pro | View |
| RMOMX Victory RS Mid Cap Growth Fund Member Class | Pro | View |
| RMORX Victory RS Mid Cap Growth Fund Class R6 | Pro | View |
| RMOYX Victory RS Mid Cap Growth Fund Class Y | Pro | View |
| RSMOX Victory RS Mid Cap Growth Fund Class A | Pro | View |
| EAERX Eaton Vance Stock Fund Class A | Pro | View |
| ECERX Eaton Vance Stock Fund Class C | Pro | View |
| EIERX Eaton Vance Stock Fund Class I | Pro | View |
| JANWX Janus Henderson Global Research Fund Class D | Pro | View |
| JAWGX Janus Henderson Global Research Portfolio - Institutional Shares | Pro | View |
| JAWWX Janus Henderson Global Research Fund Class T | Pro | View |
| JDWAX Janus Henderson Global Research Fund Class A | Pro | View |
| JDWNX Janus Henderson Global Research Fund Class N | Pro | View |
| JDWRX Janus Henderson Global Research Fund Class R | Pro | View |
| JWGRX Janus Henderson Global Research Fund Class S | Pro | View |
| JWWFX Janus Henderson Global Research Fund Class I | Pro | View |
| JWWCX Janus Henderson Global Research Fund Class C | Pro | View |
| EOI Eaton Vance Enhanced Equity Income Fund | Pro | View |
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund | Pro | View |
| IGRFX Nomura Mid Cap Growth Fund Class R6 | Pro | View |
| INSAX Catalyst Insider Buying Fund Class A | Pro | View |
| INSCX Catalyst Insider Buying Fund Class C | Pro | View |
| INSIX Catalyst Insider Buying Fund Class I | Pro | View |
| IYMIX Nomura Mid Cap Growth Fund Class I | Pro | View |
| WMGAX Nomura Mid Cap Growth Fund Class A | Pro | View |
| WMGCX Nomura Mid Cap Growth Fund Class C | Pro | View |
| WMGYX Nomura Mid Cap Growth Fund Class Y | Pro | View |
| WMGRX Nomura Mid Cap Growth Fund Class R | Pro | View |
| IMCVX Voya Multi-Manager Mid Cap Value Fund Class I | Pro | View |
| CRSSX Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class | Pro | View |
| VVJEX Voya VACS Series MCV Fund | Pro | View |
| SSMG Virtus Silvant Small/Mid Growth ETF | Pro | View |
| DODGX Dodge & Cox Stock Fund Class I | Pro | View |
| DOXGX Dodge & Cox Stock Fund Class X | Pro | View |
| BRES Burney US Equity Select ETF | Pro | View |
| FCMVX Fidelity Mid Cap Value K6 Fund Class K6 | Pro | View |
| PCSVX Pace Small/Medium Co Value Equity Investments Fund Class P | Pro | View |
| PEVAX Pace Small/Medium Co Value Equity Investments Fund Class A | Pro | View |
| PVETX Pace Small/Medium Company Value Equity Investments Fund Class P2 | Pro | View |
| FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | Pro | View |
| FMPAX Fidelity Advisor Mid Cap Value Fund Class A | Pro | View |
| FMPEX Fidelity Advisor Mid Cap Value Fund Class C | Pro | View |
| FMPOX Fidelity Advisor Mid Cap Value Fund Class I | Pro | View |
| FMPTX Fidelity Advisor Mid Cap Value Fund Class M | Pro | View |
| FSMVX Fidelity Advisor Mid Cap Value Fund | Pro | View |
| BPAIX Boston Partners All-Cap Value Fund Institutional Class | Pro | View |
| BPAVX Boston Partners All-Cap Value Fund Invertor Class | Pro | View |
| JAKTX John Hancock Disciplined Value Global Long/Short Fund Class C | Pro | View |
| JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A | Pro | View |
| JAKUX John Hancock Disciplined Value Global Long/Short Fund Class I | Pro | View |
| JAKWX John Hancock Disciplined Value Global Long/Short Fund Class NAV | Pro | View |
| JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6 | Pro | View |
| BPARX Boston Partners All-Cap Value Fund Class R6 | Pro | View |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | Pro | View |
| PORIX Trillium ESG Global Equity Fund Institutional Class | Pro | View |
| PORTX Trillium ESG Global Equity Fund Investor Class | Pro | View |
| LGCAX Lord Abbett Global Equity Fund Class A | Pro | View |
| LGCCX Lord Abbett Global Equity Fund Class C | Pro | View |
| LGCOX Lord Abbett Global Equity Fund Class F3 | Pro | View |
| LGCRX Lord Abbett Global Equity Fund Class R3 | Pro | View |
| LGCFX Lord Abbett Global Equity Fund Class F | Pro | View |
| LGCSX Lord Abbett Global Equity Fund Class R4 | Pro | View |
| LGCVX Lord Abbett Global Equity Fund Class R5 | Pro | View |
| LGCYX Lord Abbett Global Equity Fund Class I | Pro | View |
| LGCWX Lord Abbett Global Equity Fund Class R6 | Pro | View |
| VMGIX Vanguard Morningstar Mid-Cap Growth Index Fund Investor Class | Pro | View |
| VMGMX Vanguard Morningstar Mid-Cap Growth Index Fund Admiral Class | Pro | View |
| CFMCX Column Mid Cap Fund | Pro | View |
| AVMV Avantis US Mid Cap Value ETF | Pro | View |
| LCLG Logan Capital Large Cap Growth ETF | Pro | View |
| MAGA Truth Social America First ETF | Pro | View |
| CMDDX American Funds US Small & Mid Cap Equity Fund Class 529-A | Pro | View |
| CMDHX American Funds US Small & Mid Cap Equity Fund Class 529-C | Pro | View |
| CMDJX American Funds US Small & Mid Cap Equity Fund Class 529-E | Pro | View |
| CMDLX American Funds US Small & Mid Cap Equity Fund Class 529-F-1 | Pro | View |
| CMDNX American Funds US Small & Mid Cap Equity Fund Class 529-F-2 | Pro | View |
| CMDOX American Funds US Small & Mid Cap Equity Fund Class 529-F-3 | Pro | View |
| RMDDX American Funds US Small & Mid Cap Equity Fund Class R1 | Pro | View |
| RMDGX American Funds US Small & Mid Cap Equity Fund Class R2E | Pro | View |
| RMDEX American Funds US Small & Mid Cap Equity Fund Class R2 | Pro | View |
| RMDHX American Funds US Small & Mid Cap Equity Fund Class R3 | Pro | View |
| RMDJX American Funds US Small & Mid Cap Equity Fund Class R4 | Pro | View |
| RMDLX American Funds US Small & Mid Cap Equity Fund Class R5 | Pro | View |
| RMDKX American Funds US Small & Mid Cap Equity Fund Class R5E | Pro | View |
| RMDMX American Funds US Small & Mid Cap Equity Fund Class R6 | Pro | View |
| SMDEX American Funds US Small & Mid Cap Equity Fund Class A | Pro | View |
| SMDGX American Funds US Small & Mid Cap Equity Fund Class C | Pro | View |
| SMDJX American Funds US Small & Mid Cap Equity Fund Class F1 | Pro | View |
| SMDKX American Funds US Small & Mid Cap Equity Fund Class F2 | Pro | View |
| SMDNX American Funds US Small & Mid Cap Equity Fund Class F3 | Pro | View |
| MIMSX BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares | Pro | View |
| MPMCX BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | Pro | View |
| MFSV MFS Active Value ETF | Pro | View |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | View |
| BPIRX Boston Partners Long/Short Research Fund Institutional Class | Pro | View |
| BPRRX Boston Partners Long/Short Research Fund Investor Class | Pro | View |
| PRISX T. Rowe Price Financial Services Fund Investor Class | Pro | View |
| TFIFX T. Rowe Price Financial Services Fund Class I | Pro | View |
| AMOMX AQR Large Cap Momentum Style Fund Class I | Pro | View |
| AMONX AQR Large Cap Momentum Style Fund Class N | Pro | View |
| QMORX AQR Large Cap Momentum Style Fund Class R6 | Pro | View |
| BPGIX Boston Partners Global Equity Fund Institutional Class | Pro | View |
| RYFAX Rydex Financial Services Fund Class H | Pro | View |
| RYFIX Rydex Financial Services Fund Investor Class | Pro | View |
| RYFCX Rydex Financial Services Fund Class C | Pro | View |
| RYFNX Rydex Financial Services Fund Class A | Pro | View |
| TLGAX Timothy Plan Large/Mid Cap Growth Fund Class A | Pro | View |
| TLGCX Timothy Plan Large/Mid Cap Growth Fund Class C | Pro | View |
| TPLIX Timothy Plan Large/Mid Cap Growth Fund Class I | Pro | View |
| BPRGX Boston Partners Global Equity Fund Class R6 | Pro | View |
| BRNY Burney US Factor Rotation ETF | Pro | View |
| JDERX PGIM Jennison Mid-Cap Growth Fund Class R | Pro | View |
| PEEAX PGIM Jennison Mid-Cap Growth Fund Class A | Pro | View |
| PEGEX PGIM Jennison Mid-Cap Growth Fund Class R2 | Pro | View |
| PEGCX PGIM Jennison Mid-Cap Growth Fund Class C | Pro | View |
| PEGGX PGIM Jennison Mid-Cap Growth Fund Class R4 | Pro | View |
| PEGZX PGIM Jennison Mid-Cap Growth Fund Class Z | Pro | View |
| PJGQX PGIM Jennison Mid-Cap Growth Fund Class R6 | Pro | View |
| EOS Eaton Vance Enhanced Equity Income Fund II | Pro | View |
| DODWX Dodge & Cox Global Stock Fund | Pro | View |
| DOXWX Dodge & Cox Global Stock Fund Class X | Pro | View |
| EALCX Eaton Vance Growth Fund Class A | Pro | View |
| ECLCX Eaton Vance Growth Fund Class C | Pro | View |
| ELCRX Eaton Vance Growth Fund Class R | Pro | View |
| ELCIX Eaton Vance Growth Fund Class I | Pro | View |
| RGRYX Victory RS Growth Fund Class Y | Pro | View |
| RGWCX Victory RS Growth Fund Class C | Pro | View |
| RSGRX Victory RS Growth Fund Class A | Pro | View |
| RKSG Ruk Strategic Growth ETF | Pro | View |
| DODBX Dodge & Cox Balanced Fund | Pro | View |
| DOXBX Dodge & Cox Balanced Fund Class X | Pro | View |
| ECIFX Eaton Vance Balanced Fund Class C | Pro | View |
| EIIFX Eaton Vance Balanced Fund Class I | Pro | View |
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