ETFs & Mutual Funds Holding LPLA
ETFs & Mutual Funds Holding LPLA
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
ETFs & Mutual Funds Holding LPLA
Get exposure to LPL Financial Holdings Inc. through 1103 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Funds 401-800 of 1103 with LPLA
| Fund ↕ | Weight ↓ | |
|---|---|---|
| LCLG Logan Capital Broad Innovative Growth ETF | Pro | View |
| AVMV Avantis US Mid Cap Value 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 |
| MMID MFS Active Mid Cap ETF | Pro | View |
| PORIX Trillium ESG Global Equity Fund Institutional Class | Pro | View |
| PORTX Trillium ESG Global Equity Fund Investor Class | 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 |
| MAGA Truth Social America First ETF | Pro | View |
| MEIAX MFS Value Fund Class A | Pro | View |
| MEICX MFS Value Fund Class C | Pro | View |
| MEIGX MFS Value Fund Class R1 | Pro | View |
| MEIHX MFS Value Fund Class R3 | Pro | View |
| MEIIX MFS Value Fund Class I | Pro | View |
| MEIJX MFS Value Fund Class R4 | Pro | View |
| MEIKX MFS Value Fund Class R6 | Pro | View |
| MFEBX MFS Value Fund Class B | 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 |
| MVRRX MFS Value Fund Class R2 | Pro | View |
| PRISX T. Rowe Price Financial Services Fund Investor Class | Pro | View |
| TFIFX T. Rowe Price Financial Services Fund Class I | Pro | View |
| DODWX Dodge & Cox Global Stock Fund | Pro | View |
| DOXWX Dodge & Cox Global Stock Fund Class X | Pro | View |
| MEGRX MFS Growth Fund Class R2 | Pro | View |
| MEGBX MFS Growth Fund Class B | Pro | View |
| MFECX MFS Growth Fund Class C | Pro | View |
| MFEHX MFS Growth Fund Class R3 | Pro | View |
| MFEIX MFS Growth Fund Class I | Pro | View |
| MFEJX MFS Growth Fund Class R4 | Pro | View |
| MFEKX MFS Growth Fund Class R6 | Pro | View |
| MFELX MFS Growth Fund Class R1 | Pro | View |
| MFEGX MFS Growth Fund Class A | Pro | View |
| MFSV MFS Active Value ETF | Pro | View |
| JMNAX JPMorgan Research Market Neutral Fund Class A | Pro | View |
| JMNCX JPMorgan Research Market Neutral Fund Class C | Pro | View |
| JMNSX JPMorgan Research Market Neutral Fund Class I | Pro | View |
| HRSCX Carillon Eagle Small Cap Growth Fund Class A | Pro | View |
| HSCCX Carillon Eagle Small Cap Growth Fund Class C | Pro | View |
| HSIIX Carillon Eagle Small Cap Growth Fund Class I | Pro | View |
| HSRUX Carillon Eagle Small Cap Growth Fund Class R-6 | 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 |
| CRTSX Catholic Responsible Investments Multi Style US Equity Fund Class Institutional | Pro | View |
| CRTVX Catholic Responsible Investments Multi Style US Equity Fund Class Investor | Pro | View |
| HLGEX JPMorgan Mid Cap Growth Fund Class I | Pro | View |
| JMGFX JPMorgan Mid Cap Growth Fund Class R5 | Pro | View |
| JMGMX JPMorgan Mid Cap Growth Fund Class R6 | Pro | View |
| JMGPX JPMorgan Mid Cap Growth Fund Class R3 | Pro | View |
| JMGZX JPMorgan Mid Cap Growth Fund Class R2 | Pro | View |
| JMGQX JPMorgan Mid Cap Growth Fund Class R4 | Pro | View |
| OMGCX JPMorgan Mid Cap Growth Fund Class C | Pro | View |
| OSGIX JPMorgan Mid Cap Growth Fund Class A | Pro | View |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | View |
| BPGIX Boston Partners Global Equity Fund Institutional Class | Pro | View |
| CIPIX Champlain Mid Cap Fund Insti Cl | Pro | View |
| CIPMX Champlain Mid Cap Fund | Pro | View |
| BPRGX Boston Partners Global Equity Fund Class R6 | Pro | View |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | View |
| TRMNX T Rowe Price Mid-Cap Index Fund | Pro | View |
| TRMSX T Rowe Price Mid-Cap Index Fund Institutional Class | Pro | View |
| TRSZX T Rowe Price Mid-Cap Index Fund Class Z | Pro | View |
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund | Pro | View |
| FCMVX Fidelity Mid Cap Value K6 Fund Class K6 | 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 |
| 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 |
| RKSG Ruk Strategic Growth ETF | Pro | View |
| BARAX Baron Asset Fund Retail Class | Pro | View |
| BARIX Baron Asset Fund Inst Shs | Pro | View |
| BARUX Baron Asset Fund R6 Shares | 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 |
| FEMG Fidelity Enhanced Mid Cap Growth ETF | Pro | View |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | Pro | View |
| DODBX Dodge & Cox Balanced Fund | Pro | View |
| DOXBX Dodge & Cox Balanced Fund Class X | Pro | View |
| NUMV Nuveen ESG Mid-Cap Value ETF | Pro | View |
| EOS Eaton Vance Enhanced Equity Income Fund II | Pro | View |
| AABPX American Beacon Balanced Fund Investor Class | Pro | View |
| AADBX American Beacon Balanced Fund Class R5 | Pro | View |
| ABCCX American Beacon Balanced Fund C Class | Pro | View |
| ABFAX American Beacon Balanced Fund A Class | Pro | View |
| ABLSX American Beacon Balanced Fund Advisor Class | Pro | View |
| ACBYX American Beacon Balanced Fund Y Class | Pro | View |
| TFNS T. Rowe Price Financials ETF | Pro | View |
| FAGKX Fidelity Growth Strategies Fund Class K | Pro | View |
| FDEGX Fidelity Growth Strategies Fund | Pro | View |
| FGSFX Fidelity Growth Strategies Fund Class A | Pro | View |
| FGSGX Fidelity Growth Strategies Fund Class M | Pro | View |
| FGSHX Fidelity Growth Strategies Fund Class C | Pro | View |
| FGSJX Fidelity Growth Strategies Fund Class I | Pro | View |
| FGSLX Fidelity Growth Strategies Fund Class Z | Pro | View |
| FSKGX Fidelity Growth Strategies K6 Fund Class K6 | Pro | View |
| GETGX Victory Sycamore Established Value Fund Class R | Pro | View |
| VETAX Victory Sycamore Established Value Fund Class A | Pro | View |
| VEVCX Victory Sycamore Established Value Fund Class C | Pro | View |
| VEVIX Victory Sycamore Established Value Fund Class I | Pro | View |
| VEVYX Victory Sycamore Established Value Fund Class Y | Pro | View |
| VEVRX Victory Sycamore Established Value Fund Class R6 | Pro | View |
| GVEZX GuideStone Funds Value Equity Fund Investor Class | Pro | View |
| GVEYX GuideStone Funds Value Equity Fund Institutional Class | Pro | View |
| GOFFX Invesco Global Opportunities Fund Class R5 | Pro | View |
| OGICX Invesco Global Opportunities Fund Class C | Pro | View |
| OGIIX Invesco Global Opportunities Fund Class R6 | Pro | View |
| OGINX Invesco Global Opportunities Fund Class R | Pro | View |
| OGIYX Invesco Global Opportunities Fund Class Y | Pro | View |
| OPGIX Invesco Global Opportunities Fund Class A | Pro | View |
| JAGRX Janus Henderson Research Portfolio - Institutional Shares | Pro | View |
| JAMRX Janus Henderson Research Fund Class T | Pro | View |
| JNRFX Janus Henderson Research Fund Class D | Pro | View |
| JRACX Janus Henderson Research Fund Class C | Pro | View |
| JRAAX Janus Henderson Research Fund Class A | Pro | View |
| JRAIX Janus Henderson Research Fund Class I | Pro | View |
| JRASX Janus Henderson Research Fund Class S | Pro | View |
| JRANX Janus Henderson Research Fund Class N | Pro | View |
| JRARX Janus Henderson Research Fund Class R | Pro | View |
| FXO First Trust Financials AlphaDEX Fund | Pro | View |
| ALCEX Avantis US Large Cap Value Fund Class G | Pro | View |
| AVLVX Avantis US Large Cap Value Fund Class Institutional | Pro | View |
| NAINX Virtus Tactical Allocation Fund Class A | Pro | View |
| POICX Virtus Tactical Allocation Fund Class C | Pro | View |
| VTAIX Virtus Tactical Allocation Fund Class I | Pro | View |
| VTARX Virtus Tactical Allocation Fund Class R6 | Pro | View |
| IYF iShares US Financials ETF | Pro | View |
| PWGIX Impax US Sustainable Economy Fund Institutional Class | Pro | View |
| PXGAX Impax US Sustainable Economy Fund Class A | Pro | View |
| PXWGX Impax US Sustainable Economy Fund Investor Class | Pro | View |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | View |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | View |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | View |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | View |
| CBAIX Calvert Balanced Fund Class I | Pro | View |
| CBARX Calvert Balanced Fund Class R6 | Pro | View |
| CSGCX Calvert Balanced Fund Class C | Pro | View |
| CSIFX Calvert Balanced Fund Class A | Pro | View |
| MSCGX Mercer US Small/Mid Cap Equity Fund Class Y3 | Pro | View |
| MSCQX Mercer US Small/Mid Cap Equity Fund Class I | Pro | View |
| IYG iShares US Financial Services ETF | Pro | View |
| FDMLX Fidelity Series Intrinsic Opportunities Fund | Pro | View |
| AVLV Avantis US Large Cap Value ETF | Pro | View |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | View |
| TPLC Timothy Plan US Large/Mid Cap Core ETF | Pro | View |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | View |
| AVMC Avantis US Mid Cap Equity ETF | Pro | View |
| IMCG iShares Morningstar Mid-Cap Growth ETF | Pro | View |
| FSMAX Fidelity Extended Market Index Fund | Pro | View |
| MCDS JPMorgan Fundamental Data Science Mid Core ETF | Pro | View |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | View |
| CDAZX Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class | Pro | View |
| NULG Nuveen ESG Large-Cap Growth ETF | Pro | View |
| AGTHX The Growth Fund of America Class A | Pro | View |
| CGFCX The Growth Fund of America Class 529-C | Pro | View |
| CGFAX The Growth Fund of America Class 529-A | Pro | View |
| CGFEX The Growth Fund of America Class 529-E | Pro | View |
| CGFFX The Growth Fund of America Class 529-F-1 | Pro | View |
| FAFGX The Growth Fund of America Class 529-F-2 | Pro | View |
| FFAFX The Growth Fund of America Class 529-F-3 | Pro | View |
| GAFFX The Growth Fund of America Class F-3 | Pro | View |
| GFACX The Growth Fund of America Class C | Pro | View |
| GFAFX The Growth Fund of America Class F-1 | Pro | View |
| GFFFX The Growth Fund of America Class F-2 | Pro | View |
| RGABX The Growth Fund of America Class R-2 | Pro | View |
| RGAEX The Growth Fund of America Class R-4 | Pro | View |
| RGACX The Growth Fund of America Class R-3 | Pro | View |
| RGAAX The Growth Fund of America Class R-1 | Pro | View |
| RGAFX The Growth Fund of America Class R-5 | Pro | View |
| RGAHX The Growth Fund of America Class R-5E | Pro | View |
| RGAGX The Growth Fund of America Class R-6 | Pro | View |
| RGEBX The Growth Fund of America Class R-2E | Pro | View |
| UIGRX Victory Growth Fund Institutional Class | Pro | View |
| USAAX Victory Growth Fund Class Fund shares | Pro | View |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | View |
| VIMAX Vanguard Morningstar Mid-Cap Index Fund Admiral Class | Pro | View |
| VIMSX Vanguard Morningstar Mid-Cap Index Fund Investor Class | Pro | View |
| VMCIX Vanguard Morningstar Mid-Cap Index Fund Institutional Class | Pro | View |
| VMCPX Vanguard Morningstar Mid-Cap Index Fund Institutional Plus Class | Pro | View |
| FNCL Fidelity MSCI Financials Index ETF | Pro | View |
| VFH Vanguard Financials ETF | Pro | View |
| VXF Vanguard Extended Market ETF | Pro | View |
| CVMC Calvert US Mid-Cap Core Responsible Index ETF | Pro | View |
| DFVE DoubleLine Fortune 500 Equal Weight ETF | Pro | View |
| DURPX US High Relative Profitability Portfolio Institutional Class | Pro | View |
| FDIV MarketDesk Focused US Dividend ETF | Pro | View |
| IWP iShares Russell Midcap Growth ETF | Pro | View |
| AOTG AOT Growth and Innovation ETF | Pro | View |
| CMCRX Calvert US Mid Cap Core Responsible Index Class R6 | Pro | View |
| CMJAX Calvert US Mid Cap Core Responsible Index Class A | Pro | View |
| CMJIX Calvert US Mid Cap Core Responsible Index Class I | Pro | View |
| FSMDX Fidelity Mid Cap Index Fund | Pro | View |
| UIAGX Victory Aggressive Growth Fund Institutional Class | Pro | View |
| USAUX Victory Aggressive Growth Fund Class Fund shares | Pro | View |
| FEX First Trust Large Cap Core AlphaDEX Fund | Pro | View |
| JHMM John Hancock Multifactor Mid Cap ETF | Pro | View |
| VO Vanguard Morningstar Mid-Cap ETF | Pro | View |
| WINN Harbor Long-Term Growers ETF | Pro | View |
| FCAKX Fidelity Capital Appreciation Fund Class K | Pro | View |
| FDCAX Fidelity Capital Appreciation Fund | Pro | View |
| GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF | Pro | View |
| BRMIX iShares Russell Mid-Cap Index Fund Institutional Class | Pro | View |
| BRMAX iShares Russell Mid-Cap Index Fund Investor A Class | Pro | View |
| BRMKX iShares Russell Mid-Cap Index Fund Class K | Pro | View |
| FTA First Trust Large Cap Value AlphaDEX Fund | Pro | View |
| DFVX Dimensional US Large Cap Vector ETF | Pro | View |
| ZABDFX American Beacon Diversified Fund | Pro | View |
| SIZE iShares MSCI USA Size Factor ETF | Pro | View |
| FLKSX Fidelity Low-Priced Stock K6 Fund Class K6 | Pro | View |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | View |
| EUSA iShares MSCI USA Equal Weighted ETF | Pro | View |
| FLPCX Fidelity Low-Priced Stock Fund Class A | Pro | View |
| FLPDX Fidelity Low-Priced Stock Fund Class M | Pro | View |
| FLPFX Fidelity Low-Priced Stock Fund Class I | Pro | View |
| FLPEX Fidelity Low-Priced Stock Fund Class C | Pro | View |
| FLPGX Fidelity Low-Priced Stock Fund Class Z | Pro | View |
| FLPSX Fidelity Low-Priced Stock Fund | Pro | View |
| FLPKX Fidelity Low-Priced Stock Fund Class K | Pro | View |
| GARP iShares MSCI USA Quality GARP ETF | Pro | View |
| IIRMX Voya Russell Mid Cap Index Portfolio Initial | Pro | View |
| IRMAX Voya Russell Mid Cap Index Portfolio Advisor Class | Pro | View |
| IRMTX Voya Russell Mid Cap Index Portfolio S2 | Pro | View |
| IRMCX Voya Russell Mid Cap Index Portfolio Class S | Pro | View |
| VVIMX Voya VACS Index Series MC Portfolio | Pro | View |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | View |
| TQSAX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class | Pro | View |
| TQSIX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I | Pro | View |
| TQSMX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class | Pro | View |
| IWR iShares Russell Mid-Cap ETF | Pro | View |
| CFO VictoryShares US 500 Enhanced Volatility Weighted ETF | Pro | View |
| CFA VictoryShares US 500 Volatility Weighted ETF | Pro | View |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | Pro | View |
| FTCE First Trust New Constructs Core Earnings Leaders ETF | Pro | View |
| BFRE Westwood LBRTY Global Equity ETF | Pro | View |
| IMCB iShares Morningstar Mid-Cap ETF | Pro | View |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | View |
| JCMAX JPMorgan Mid Cap Equity Fund Class A | Pro | View |
| JMCCX JPMorgan Mid Cap Equity Fund Class C | Pro | View |
| JMCEX JPMorgan Mid Cap Equity Fund Class R2 | Pro | View |
| JMEEX JPMorgan Mid Cap Equity Fund Class R5 | Pro | View |
| JPPEX JPMorgan Mid Cap Equity Fund Class R6 | Pro | View |
| VSNGX JPMorgan Mid Cap Equity Fund Class I | Pro | View |
| IWS iShares Russell Mid-cap Value ETF | Pro | View |
| DFSU Dimensional US Sustainability Core 1 ETF | Pro | View |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | View |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | View |
| TBDAX PGIM Jennison Diversified Growth Fund Class A | Pro | View |
| TBDCX PGIM Jennison Diversified Growth Fund Class C | Pro | View |
| TBDQX PGIM Jennison Diversified Growth Fund Class R6 | Pro | View |
| TBDZX PGIM Jennison Diversified Growth Fund Class Z | Pro | View |
| CZMVX Columbia Multi-Manager Value Strategies Fund Institutional Class | Pro | View |
| IALT iShares Systematic Alternatives Active ETF | Pro | View |
| PEPS Parametric Equity Plus ETF | Pro | View |
| UIGIX Victory Growth & Income Fund Institutional Shares | Pro | View |
| USGRX Victory Growth & Income Fund Class Fund shares | Pro | View |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | View |
| FAB First Trust Multi Cap Value AlphaDEX Fund | Pro | View |
| SCHG Schwab US Large-Cap Growth ETF | Pro | View |
| AVLC Avantis US Large Cap Equity ETF | Pro | View |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | Pro | View |
| DFVEX US Vector Equity Portfolio | Pro | View |
| DVRIX MFS Global Alternative Strategy Fund Class I | Pro | View |
| DVRAX MFS Global Alternative Strategy Fund Class A | Pro | View |
| DVRFX MFS Global Alternative Strategy Fund Class R1 | Pro | View |
| DVRCX MFS Global Alternative Strategy Fund Class C | Pro | View |
| DVRHX MFS Global Alternative Strategy Fund Class R2 | Pro | View |
| DVRBX MFS Global Alternative Strategy Fund Class B | Pro | View |
| DVRJX MFS Global Alternative Strategy Fund Class R3 | Pro | View |
| DVRLX MFS Global Alternative Strategy Fund Class R5 | Pro | View |
| DVRKX MFS Global Alternative Strategy Fund Class R4 | Pro | View |
| LONAX Longboard Alternative Growth Fund Class A | Pro | View |
| LONGX Longboard Alternative Growth Fund Class I | Pro | View |
| RTDAX Russell Multifactor US Equity Fund Class A | Pro | View |
| RTDCX Russell Multifactor US Equity Fund Class C | Pro | View |
| RTDRX Russell Multifactor US Equity Fund Class R6 | Pro | View |
| RTDTX Russell Multifactor US Equity Fund Class M | Pro | View |
| RTDSX Russell Multifactor US Equity Fund Class S | Pro | View |
| RTDYX Russell Multifactor US Equity Fund Class Y | Pro | View |
| XBFR Innovator Equity Managed 10 Buffer ETF | Pro | View |
| MAAKX MoA All America Fund | Pro | View |
| AVSU Avantis Responsible US Equity ETF | Pro | View |
| AVUQ Avantis US Quality ETF | Pro | View |
| DFAC Dimensional US Core Equity 2 ETF | Pro | View |
| DXUV Dimensional US Vector Equity ETF | Pro | View |
| LCTU iShares US Carbon Transition Readiness Aware Active ETF | Pro | View |
| USXF iShares ESG Advanced MSCI USA ETF | Pro | View |
| AVUNX Avantis US Equity Fund Class G | Pro | View |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | View |
| CPAEX Counterpoint Tactical Equity Fund Class A | Pro | View |
| CPCEX Counterpoint Tactical Equity Fund Class C | Pro | View |
| CPIEX Counterpoint Tactical Equity Fund Class I | Pro | View |
| FHOFX Fidelity Series Large Cap Growth Index Fund | Pro | View |
| FSPGX Fidelity Large Cap Growth Index Fund | Pro | View |
| GAAKX GMO Alternative Allocation Fund Class R6 | Pro | View |
| GAAGX GMO Alternative Allocation Fund Class I | Pro | View |
| GAAVX GMO Alternative Allocation Fund Class VI | Pro | View |
| TILIX Nuveen Large Cap Growth Index Fund Class R6 | Pro | View |
| TRIHX Nuveen Large Cap Growth Index Fund Class I | Pro | View |
| TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | Pro | View |
| VCBCX VALIC Company I Blue Chip Growth Fund | Pro | View |
| VIGAX Vanguard Morningstar Growth Index Fund Admiral Class | Pro | View |
| VIGIX Vanguard Morningstar Growth Index Fund Institutional Class | Pro | View |
| VIGRX Vanguard Morningstar Growth Index Fund Investor Class | Pro | View |
| PRXG Praxis Impact Large Cap Growth ETF | Pro | View |
| AVUS Avantis US Equity ETF | Pro | View |
| DUHP Dimensional US High Profitability ETF | Pro | View |
| QGRW WisdomTree US Quality Growth Fund | Pro | View |
| AAARX American Century Strategic Allocation Aggressive Fund R Class | Pro | View |
| AAAUX American Century Strategic Allocation Aggressive Fund R6 Class | Pro | View |
| AAAIX American Century Strategic Allocation Aggressive Fund I Class | Pro | View |
| ACVAX American Century Strategic Allocation Aggressive Fund A Class | Pro | View |
| ASAUX American Century Strategic Allocation Aggressive Fund R5 Class | Pro | View |
| ASTAX American Century Strategic Allocation Aggressive Fund C Class | Pro | View |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | View |
| FITLX Fidelity US Sustainability Index Fund | Pro | View |
| PREFX T. Rowe Price Tax-Efficient Equity Fund Investor Class | Pro | View |
| TEEFX T. Rowe Price Tax-Efficient Equity Fund I Class | Pro | View |
| TWSAX American Century Strategic Allocation Aggressive Fund Investor Class | Pro | View |
| DUSQX US Large Cap Equity Portfolio Inst Cl | Pro | View |
| NACP Impact Shares NAACP Minority Empowerment ETF | Pro | View |
| USSG Xtrackers MSCI USA Selection Equity ETF | Pro | View |
| JHML John Hancock Multifactor Large Cap ETF | Pro | View |
| VUG Vanguard Morningstar Growth ETF | Pro | View |
| DCOR Dimensional US Core Equity 1 ETF | Pro | View |
| CGJIX Calvert US Large Cap Growth Responsible Index Fund Class I | Pro | View |
| CGJAX Calvert US Large Cap Growth Responsible Index Fund Class A | Pro | View |
| CLGRX Calvert US Large Cap Growth Responsible Index Fund Class R6 | Pro | View |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | View |
| GEIYX Growth Equity Index Fund Class Institutional | Pro | View |
| GEIZX Growth Equity Index Fund Class Investor | Pro | View |
| POAGX PRIMECAP Odyssey Aggressive Growth Fund | Pro | View |
| SWLGX Schwab US Large-Cap Growth Index Fund | Pro | View |
| TBLTX Transamerica Balanced II Class I3 | Pro | View |
| TBLRX Transamerica Balanced II Class R | Pro | View |
| DUSLX DFA - US Large Cap Growth Portfolio | Pro | View |
| FMDE Fidelity Enhanced Mid Cap Core ETF | Pro | View |
| SUSL iShares ESG MSCI USA Leaders ETF | Pro | View |
| SHE State Street SPDR MSCI USA Gender Diversity ETF | Pro | View |
| ILCG iShares Morningstar Growth ETF | Pro | View |
| MODL VictoryShares WestEnd US Sector ETF | Pro | View |
| ACOAX American Century Strategic Allocation Moderate Fund A Class | Pro | View |
| ASAMX American Century Strategic Allocation Moderate Fund I Class | Pro | View |
| ASMDX American Century Strategic Allocation Moderate Fund R6 Class | Pro | View |
| ASMRX American Century Strategic Allocation Moderate Fund R Class | Pro | View |
| ASMUX American Century Strategic Allocation Moderate Fund R5 Class | Pro | View |
| ASTCX American Century Strategic Allocation Moderate Fund C Class | Pro | View |
| ATWAX AB Tax-Managed Wealth Appreciation Strategy Class A | Pro | View |
| ATWCX AB Tax-Managed Wealth Appreciation Strategy Class C | Pro | View |
| ATWYX AB Tax-Managed Wealth Appreciation Strategy Advisor Class | Pro | View |
| IBALX Transamerica Multi-Managed Balanced Fund Class A | Pro | View |
| IBLLX Transamerica Multi-Managed Balanced Fund Class C | Pro | View |
| NSRIX Northern World Selection Index Fund Class I | Pro | View |
| NSRKX Northern World Selection Index Fund Class K | Pro | View |
| NXTI Simplify Next Intangible Core Index ETF | Pro | View |
| PAXWX Impax Sustainable Allocation Fund Investor Class | Pro | View |
| PAXIX Impax Sustainable Allocation Fund Institutional Class | Pro | View |
| SPFEX Sphere 500 Climate Fund Institutional Class | Pro | View |
| SPFFX Sphere 500 Climate Fund Class R6 | Pro | View |
| TAAHX Transamerica Multi-Managed Balanced Fund Class R | Pro | View |
| TACU T. Rowe Price Active Core US Equity ETF | Pro | View |
| TAMMX Transamerica Multi-Managed Balanced Fund Class R6 | Pro | View |
| TBLIX Transamerica Multi-Managed Balanced Fund Class I | Pro | View |
| TWSMX American Century Strategic Allocation Moderate Fund Investor Class | Pro | View |
| VCGAX VALIC Company I Systematic Core Fund | Pro | View |
| VRGWX Vanguard Russell 1000 Growth Index Fund Insti Cl | Pro | View |
| EQAL Invesco Russell 1000 Equal Weight ETF | Pro | View |
| JUST Goldman Sachs JUST US Large Cap Equity ETF | Pro | View |
| DEUS Xtrackers Russell US Multifactor ETF | Pro | View |
| CISIX Calvert US Large Cap Core Responsible Index Fund Class I | Pro | View |
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A | Pro | View |
| CSXRX Calvert US Large Cap Core Responsible Index Fund Class R6 | Pro | View |
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C | Pro | View |
| FNCMX Fidelity NASDAQ Composite Index | Pro | View |
| SGFCX Sparrow Growth Fund Class C | Pro | View |
★The Portfolio X-Ray: see what you actually own Cancel anytime★

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.
✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From MarketXLS, trusted since 2014